M3 Advisory Group, LLC

Mark Scionti is a financial advisor at M3 Advisory Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at M3 Advisory Group in various capacities since 2015, including a role at Integrated Wealth Concepts LLC from 2018 to 2020. Additionally, he is a licensed independent insurance agent specializing in disability, fixed annuities, life, accident, health, long-term care, and group health insurance. M3 Advisory Group, LLC is an SEC-registered investment adviser managing approximately $310 million for individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on risk-controlled asset allocation using a combination of active and passive strategies and integrates unaffiliated Independent Managers with ongoing oversight, maintaining a primarily long-term investment approach.

Jake Gigliotti is a financial advisor at M3 Advisory Group, LLC with a Series 66 credential and one year of industry experience. Prior to joining M3 Advisory Group, he held positions at MassMutual Life Insurance Co and MML Investors Services, LLC. Outside of advising, he works as a barback at a restaurant and bar in Worcester, MA. M3 Advisory Group provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm employs a risk-focused, long-term approach that integrates asset-allocation models with active and passive strategies and includes internal due diligence and the use of Independent Managers.

John Jeffries is a financial advisor with M3 Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with M3 Advisory Group since 2011 and serves as a trustee for the Pratt Family Trust. Additionally, he is a board member of Mobieus Systems and a selectman for the town of Dover. M3 Advisory Group, LLC is an SEC-registered investment adviser managing approximately $310 million for a diverse client base that includes individuals, high-net-worth investors, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on risk-controlled asset allocation using a combination of active and passive strategies, with an emphasis on long-term portfolio management and integration of Independent Managers.

Andrew Mazzola is a financial advisor at M3 Advisory Group, LLC with Series 66 credentials and approximately two years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network LLC, The Topline Strategy Group, and Fidelity Investments. Outside of his advisory work, he has experience working at Yates Field House and Nobles Day Camp. M3 Advisory Group, LLC is an SEC-registered investment adviser managing about $310 million for a diverse client base including individuals, high-net-worth investors, trusts, estates, retirement plans, charitable organizations, and corporations. The firm uses a risk-controlled asset allocation approach combining active and passive strategies, integrates Independent Managers into its offerings, and provides discretionary investment management alongside financial planning and retirement plan advisory services.