Ibn Financial Services, Inc

Dean Macris is a financial advisor with IBN Financial Services, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Investment Concepts, LLC, VSR Advisory Services, VSR Financial Services, Inc., and Guardian Life Insurance Co of America. IBN Financial Services, Inc. provides financial planning, asset management, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates multiple investment teams and manages approximately $180.5 million in discretionary assets, using a combination of fundamental, technical, and algorithmic strategies across a range of investment vehicles.

Harjit Arora is a financial advisor with IBN Financial Services, Inc. in Liverpool, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with IBN Financial Services since 2001. IBN Financial Services, Inc. provides financial planning, asset management, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates through multiple investment teams, managing approximately $180.5 million in discretionary assets for about 735 clients, using a combination of fundamental, technical, and cyclical analysis alongside algorithmic signals to guide portfolio allocations.

John Flavin is a financial advisor at IBN Financial Services, Inc. with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include work with Guggenheim Funds Distributors, Rydex Distributors, and Security Investors. IBN Financial Services, Inc. provides financial planning, asset management, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates through multiple investment teams, managing approximately $180.5 million in discretionary assets for about 735 clients, using a combination of fundamental, technical, and cyclical analysis along with algorithmic signals to guide portfolio allocations.

Robert D Agosta is a financial advisor at IBN Financial Services, Inc. with 36 years of industry experience. He holds the ChFC® designation and has worked at firms including Berthel Fisher & Company Financial Services, Inc. and R & D Investors, LLC. Outside of advising, he is involved in tax preparation and real estate investment activities. IBN Financial Services, Inc. provides financial planning, asset management, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates multiple investment teams and manages approximately $180.5 million in discretionary assets using a blend of fundamental, technical, and algorithm-driven strategies.

Robert Tackabury is a financial advisor with IBN Financial Services, Inc. in Hamilton, NY, holding a Series 63 designation and 31 years of industry experience. He has been with IBN Financial Services since 2004. In addition to his advisory role, Tackabury operates a CPA firm offering tax preparation, bookkeeping, and CPA services, and sells insurance products including long-term care insurance. IBN Financial Services, Inc. provides financial planning, asset management, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs multiple investment teams and manages approximately $180.5 million in discretionary assets across about 735 clients.

Bart Kaplow is a financial advisor with IBN Financial Services, Inc. in Phoenixville, PA. He holds the ChFC® designation and Series 63 license, and has 56 years of industry experience. His prior work includes long-term roles at Financial West Group, United Life & Accident Insurance Co., and Capital Planning Corporation. Outside of his advisory work, he serves on the finance committee for the Regency at Providence Homeowners Association. IBN Financial Services, Inc. provides financial planning, asset management, and consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates through multiple investment teams and employs a range of strategies including fundamental, technical, and algorithmic analyses to manage approximately $180.5 million in discretionary assets.

Elliot Schrag is a financial advisor at IBN Financial Services, Inc. with 17 years of industry experience. He holds a Series 63 designation and has worked at BFC Planning, Inc. and Berthel Fisher and Company Financial Services, Inc. since 2015. IBN Financial Services, Inc. provides financial planning, asset management, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates through multiple investment teams and manages approximately $180.5 million in discretionary assets for about 735 clients, employing a variety of strategies including fundamental, technical, and algorithmic analysis.

Norman Caffrey is a financial advisor with IBN Financial Services, Inc. in Cicero, NY, holding a Series 63 designation and bringing 41 years of industry experience. He has been with IBN Financial Services since 2002. Outside of his advisory role, he occasionally performs as a guitar player. IBN Financial Services, Inc. provides financial planning, asset management, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates through multiple investment teams and employs a range of strategies, including fundamental and technical analysis, to manage approximately $180.5 million in discretionary assets.

Richard Stevens is a ChFC® credentialed financial advisor with 40 years of industry experience. He has been with IBN Financial Services, Inc. since 2013. Outside of his advisory role, he works as an independent contractor for the Advanced Planning Strategies Program, referring clients to specialists in legal, accounting, and other fields to support comprehensive financial planning. IBN Financial Services, Inc. serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses through multiple investment teams. The firm manages approximately $180.5 million in discretionary assets, employing a mix of fundamental, technical, and cyclical analysis alongside algorithmic signals to guide portfolio allocations.

Paul Himmelstein is a ChFC® with over 40 years of experience in the financial industry. He is currently with IBN Financial Services, Inc. and has held roles at StoneX Securities Inc., Trust Advisory Group, Ltd., and Ages Financial Services, Ltd. He is also the president and owner of Himmelstein Insurance Brokerage, Inc., a full-service brokerage general agent specializing in life and health insurance and annuities. IBN Financial Services, Inc. provides financial planning, asset management, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates through multiple investment teams and manages client accounts using a blend of fundamental, technical, and cyclical analysis along with algorithmic portfolio strategies.

Daniel Ripley is a financial advisor with IBN Financial Services, Inc. in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at National Asset Management, National Securities Corporation, and Ridgeway Conger Advisory. Outside of advisory work, he is involved in selling traditional life and health insurance through National Insurance Corp. IBN Financial Services, Inc. offers financial planning, asset management, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates multiple investment teams, managing approximately $180.5 million in discretionary assets across around 735 clients, using a combination of fundamental, technical, and algorithmic investment strategies.

John Dobbertin is a financial advisor with IBN Financial Services, Inc. in Fayetteville, NY, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has been with American Portfolios Financial Services, Inc. since 2009. Outside of his advisory work, he serves as a scout for the Portland Trail Blazers, dedicating 16 to 20 hours per month to this role. IBN Financial Services, Inc. provides financial planning, asset management, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates multiple investment teams and manages approximately $180.5 million in discretionary assets, employing a mix of fundamental, technical, and algorithmic strategies to adjust client portfolios.