Jacobi Capital Management, LLC

Joseph Butcher is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 designation and one year of industry experience. He has been with Jacobi Capital Management and LPL Financial since 2021. Butler provides administrative support to Jacobi Capital Management LLC, an independent investment advisory firm. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients. The firm combines fundamental security analysis with a proprietary “fusion analysis” framework to create individualized investment plans and offers discretionary portfolio management, financial planning, and access to third-party wrap and model programs.

John Mccarthy is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Jacobi Capital Management and LPL Financial since 2015 and previously spent five years at M&T Securities, Inc. In addition to his advisory role, Mccarthy serves as a member of the Dallas Borough Council. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and access to third-party wrap and model programs. The firm uses a proprietary investment process called "fusion analysis," which incorporates finance, engineering, psychology, and history, and assigns each client an individualized investment playbook with periodic reviews to maintain suitability.

Anthony Martinelli is a financial advisor with Jacobi Capital Management, LLC, holding a Series 63 designation and over 31 years of industry experience. He has worked at Jacobi Capital Management since 2014 and previously spent 12 years at New England Securities. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients with discretionary portfolio management, financial planning, and consulting services. The firm uses a proprietary “fusion analysis” framework to create individualized investment strategies and integrates both traditional and algorithm-driven model portfolios under adviser oversight.

Mathew Hammer is a financial advisor at Jacobi Capital Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial LLC, Renaissance Investment Consultants Holding Co, WFG Investments, Inc., PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. He also has a minor involvement in non-variable insurance related to life, long-term care, and fixed annuities. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and consulting services. The firm uses a proprietary fusion analysis framework and provides individualized investment playbooks with portfolios constructed across multiple strategies, including access to algorithm-driven model portfolios under advisor oversight.

April Lynn Vinciarelli is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 designation and 26 years of industry experience. She has been with Jacobi Capital Management since 2008 and has also worked at LPL Financial since 2002. In addition to her advisory role, she is an independent insurance agent specializing in life and long-term care insurance products. Jacobi Capital Management advises individual, institutional, and retirement plan clients, providing discretionary portfolio management, financial planning, and consulting services. The firm employs a proprietary “fusion analysis” investment process and offers clients tailored investment playbooks alongside access to third-party wrap and model programs.

Michael Hirthler is a financial advisor at Jacobi Capital Management, LLC with 41 years of industry experience. He holds a Series 63 designation and has worked with Jacobi Capital Management since 2008 and LPL Financial, LLC since 1993. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, providing discretionary portfolio management, financial planning, and consulting. The firm’s investment process combines fundamental security analysis with a proprietary fusion analysis framework and offers customized investment playbooks, integrating both traditional and algorithm-driven strategies.

Amy Lynott is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Merrill from 2009 to 2018 and has been associated with LPL Financial and Jacobi Capital Management since 2018. Outside of her advisory role, she is a Pennsylvania Notary Public. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and access to third-party wrap and model programs through major custodians. The firm’s investment process integrates fundamental security analysis with a proprietary fusion analysis framework and provides clients with individualized investment playbooks and periodic reviews to maintain suitability.

Robert Rolland is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at institutions including Merrill and Bank of America before joining Jacobi Capital Management in 2018. Rolland operates within a multi-team firm based in Pittston, PA. Jacobi Capital Management advises individuals, high-net-worth clients, institutions, and retirement plans, offering discretionary portfolio management, financial planning, and access to third-party wrap and model programs. The firm combines fundamental security analysis with a proprietary “fusion analysis” framework to create individualized investment playbooks and offers a range of investment strategies including algorithm-driven models under adviser oversight.

Thomas Romanowski is a financial advisor with Jacobi Capital Management, LLC and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Bank of America and Merrill. In addition to his advisory work, he is also licensed to sell non-variable insurance products. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and consulting. The firm uses a proprietary “fusion analysis” investment process combining multiple disciplines to create individualized investment playbooks and integrates advisor-enhanced digital programs alongside traditional portfolio construction.

Daniel Mc Donough is a financial advisor at Jacobi Capital Management, LLC, holding a Series 65 designation with four years of industry experience. Prior to joining Jacobi Capital Management, he was self-employed for one year and worked at InProcess Consulting for seven years. He also serves as a domestic general partner involved in planning and analysis for Steinbeck Development Partnership, a real estate development entity. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a proprietary “fusion analysis” investment approach and integrates advisor-enhanced digital programs alongside traditional portfolio construction methods.

Christine Mc Casland is a financial advisor at Jacobi Capital Management, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley Smith Barney and E*TRADE Securities. Jacobi Capital Management serves individual, institutional, and retirement plan clients with discretionary portfolio management and financial planning. The firm uses a proprietary investment process combining fundamental analysis with a multidisciplinary framework, offering tailored investment playbooks and access to diverse strategies and third-party model portfolios.

Kathleen Johnson is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her prior roles include positions at LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, Cetera Wealth Services, and Principal Financial Services. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and access to third-party wrap and model programs through major custodians. The firm uses a proprietary investment process combining fundamental analysis with a multidisciplinary framework, providing clients with individualized investment playbooks and portfolio strategies that include both traditional and alternative approaches.

Joseph Butcher is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 license and bringing 21 years of industry experience. He has been with Jacobi Capital Management since 2010 and previously worked at Merrill from 2004 to 2009. Jacobi Capital Management serves individual, high-net-worth, institutional, and retirement plan clients by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a proprietary investment process that integrates fundamental analysis with a multidisciplinary framework, offering customized investment strategies that include tactical and opportunistic allocations, margin, short sales, options, and third-party model portfolios.

William Medico III is a financial advisor at Jacobi Capital Management, LLC with 26 years of industry experience. He holds a Series 63 designation and has been with Jacobi Capital Management since 2014, previously working at LPL Financial and New England Securities. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and access to third-party wrap and model programs through major custodians. The firm’s investment process integrates fundamental security analysis with a proprietary “fusion analysis” framework and employs individualized investment playbooks and periodic reviews to maintain suitability.

Michael Lovecchio is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Jacobi Capital Management, LLC. He has worked at Jacobi Capital Management since 2017 and has prior experience with LPL Financial LLC, Renaissance Investment Consultants Holding Co., WFG Investments Inc., and Equitable Advisors. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach combines fundamental security analysis with a proprietary “fusion analysis” framework and integrates advisor-enhanced digital programs alongside traditional and algorithm-driven model portfolios.