Amuni Financial, Inc.

Richard Giffin is a financial advisor with Amuni Financial, Inc. in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with American Municipal Securities, Inc. since 1993. Amuni Financial, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach and manages approximately $159.7 million in regulatory assets through a team of 11 advisors.

Michael Petagna is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at American Municipal SEC since 2010. Outside of finance, he serves as an authorized representative for an aviation transportation company and is a managing member of a management company for a second home. Amuni Financial, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $159.7 million in assets through a team of 11 advisors. The firm employs a fundamental, long-term investment approach tailored to client objectives and risk tolerance and offers both discretionary and non-discretionary account management.

Jack Crawford is a financial advisor at Amuni Financial, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Hope College for four years and Carmel Clay Public School for thirteen years. Amuni Financial, Inc. manages portfolios and wrap-fee advisory programs for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach using a mix of mutual funds, ETFs, stocks, bonds, and outside money managers, with a focus on non-discretionary asset management.

Robert House is a financial advisor at Amuni Financial, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Municipal Securities, Inc. since 2001. Outside of his advisory role, he holds a life insurance license in Arkansas. Amuni Financial, Inc. manages portfolios for individuals, high-net-worth clients, trusts, estates, and charitable organizations, using a fundamental, long-term investment approach. The firm offers both advisory and brokerage services, with a focus on non-discretionary asset management and a mix of mutual funds, ETFs, stocks, and bonds.

Mark Donohue is a financial advisor at Amuni Financial, Inc. in St. Petersburg, Florida, holding Series 63 and Series 65 licenses with 48 years of industry experience. He has been with American Municipal Securities, Inc. since 1980. Donohue is also a licensed insurance agent in Florida, authorized to sell non-securities insurance products. Amuni Financial, Inc. manages portfolios for individuals, high-net-worth clients, trusts, estates, and charitable organizations using a fundamental, long-term investment approach. The firm combines broker-dealer services, insurance sales, and advisory programs, often managing assets on a non-discretionary basis.

Jonathan Bailey is a financial advisor at Amuni Financial, Inc. in St. Petersburg, FL, holding Series 65 and Series 66 licenses with 12 years of industry experience. He has worked at American Municipal SEC since 2014. Amuni Financial, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with portfolio management and wrap-fee advisory programs. The firm employs a fundamental, long-term investment approach using a range of securities and offers both discretionary and non-discretionary account options.

Alan Marsh is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with American Municipal SEC since 2012. Marsh is also a licensed insurance agent in Florida, authorized to sell non-securities insurance products within his firm's scope. Amuni Financial, Inc. manages approximately $159.7 million in regulatory assets for individuals, high-net-worth clients, trusts, estates, and charitable organizations through a team of 11 advisors. The firm employs a fundamental, long-term investment approach and offers both discretionary and non-discretionary portfolio management, including access to outside money managers and a range of investment products.

John Satterfield is a financial advisor at Amuni Financial, Inc. in Little Rock, AR, holding Series 63 and Series 66 licenses with 40 years of industry experience. He has worked at American Municipal Securities, Inc. since 1993. Outside of advisory work, he is a co-owner of Clout Services LLC, a package delivery business. Amuni Financial, Inc. manages approximately $159.7 million in assets for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach and offers fee-based portfolio management and wrap fee programs tailored to individual client objectives and risk tolerance.

David Polkinghorn is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding the Series 66 designation and 13 years of industry experience. He previously worked at Waddell & Reed and American Municipal SEC. Polkinghorn is also a licensed insurance agent in Florida, authorized to sell non-securities insurance products within his firm’s scope. Amuni Financial, Inc. provides portfolio management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach and offers a range of advisory, brokerage, and insurance services.

Jared Abelman is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at American Municipal SEC since 2010. Outside of his advisory role, he serves as vice chairman of Gulf Coast Cares, which manages assets for Gulf Coast Jewish Family & Community Services, and is treasurer for Project Prosper Inc., an organization promoting financial literacy and microloans to recent immigrants. Amuni Financial, Inc. provides portfolio management and wrap-fee advisory programs to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach and manages approximately $195 million for about 283 clients through discretionary and non-discretionary arrangements.

Larry Furrer is a financial advisor at Amuni Financial, Inc. in Little Rock, Arkansas, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been associated with American Municipal Securities, Inc. since 1993. Outside of his advisory work, he serves as secretary-treasurer for the Kiwanis Club in Little Rock, contributing to community service activities. Amuni Financial, Inc. manages approximately $195 million for individuals, high-net-worth clients, trusts, estates, and charitable organizations through portfolio management and wrap-fee advisory programs. The firm employs a fundamental, long-term investment approach using mutual funds, ETFs, stocks, bonds, and other securities, with a notable emphasis on non-discretionary asset management.