Juno Financial Group LLC

Catherine Hunt is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Her prior roles include positions at Peloton and the Richmond YMCA, where she has been involved since 2022. Hunt is also active with the Foundation for Family and Community Healing. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients. The firm offers a range of portfolio management, financial planning, and fiduciary solutions through a large network of independent advisors and employs various managed account programs and institutional capabilities.

James Gift Jr. is a CFP® and holds a Series 66 license with 14 years of experience in the financial services industry. He is currently with Juno Financial Group LLC, where he has worked since 2025, following nine years at Kestra Advisory Services and Kestra Investment Services. Gift also has experience with TowneBank, where he has been active since 2015. Juno Financial Group LLC is a team of five advisors managing approximately $542 million in discretionary assets and serving about 305 client relationships. The firm provides financial planning and investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, non-profits, and foundations, utilizing tailored asset allocation strategies and a range of investment vehicles.

Brett Corsello is a CFA® charterholder and holds the Series 66 designation with four years of industry experience. He has worked at Juno Financial Group LLC since 2025 and previously held roles at Kestra Advisory, Kestra Investment Services, EJF Capital, and Fannie Mae. Corsello serves on the board of the Commonwealth Community Trust, where he participates in the finance committee overseeing the budget and investment manager. Juno Financial Group LLC is a team of five advisors managing approximately $542 million in discretionary assets. The firm provides financial planning and investment advisory services to a diverse client base, using tailored asset allocation strategies that include individual equities, fixed income, mutual funds, ETFs, direct indexing, and tax-loss harvesting.

Paul Melnick Jr. is a financial advisor at Juno Financial Group LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kestra Advisory, Kestra Investment Services, and Massachusetts Mutual Life Insurance Company. Juno Financial Group LLC is a team of five advisors managing approximately $542 million in discretionary assets across about 305 client relationships. The firm provides financial planning and investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, non-profits, and foundations, using tailored asset allocation strategies through model portfolios, separately managed accounts, and third-party managers.

Paul Melnick III is a CFP® and Series 66-registered advisor with five years of industry experience. He currently works at Juno Financial Group LLC in Richmond, VA, where he has been since 2025. Prior to this, he held roles at Kestra Advisory Services LLC, Kestra Investment Services LLC, and Fidelity Brokerage Services LLC. Juno Financial Group LLC is a team of five advisors managing approximately $542 million in discretionary assets. The firm provides financial planning and investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, non-profits, and foundations, using tailored asset allocation strategies and various portfolio construction techniques.

Patricia Lumpkin is a financial advisor at Juno Financial Group LLC in Richmond, VA, with 38 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work history includes roles at Kestra Investment Services, Atlantic Union Bank, Raymond James Financial Services, and Union Bank & Trust. Juno Financial Group LLC serves individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, non-profits, and foundations. The firm uses a comprehensive financial review process to develop tailored asset allocations across various investment vehicles and manages approximately $542 million in discretionary assets for about 305 client relationships.