Madison Avenue Securities, LLC

Christine Diruscio is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has served at Madison Avenue Securities since 2016 and has been a registered sales assistant with Empress Investment Group since 2024. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options that include discretionary and non-discretionary strategies using various asset classes. The firm also serves pension plans, charitable institutions, and trusts, managing approximately $2.0 billion for about 14,000 clients through multiple advisory platforms.

Janine Polley is a financial advisor with Madison Avenue Securities, LLC, holding a Series 65 credential and one year of industry experience. She has concurrent roles at Wayne Messmer & Associates and Shaperz Inc., where she is involved in esthetics and laser removal services. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion for around 14,000 clients and employs multiple portfolio management approaches including discretionary and non-discretionary strategies.

Christopher Budd is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Madison Avenue Securities since 2021 and previously held roles at Equity Services, Inc., Cornerstone Financial Partners LLC, and Wealth Shield Financial, where he remains active. Outside of advisory roles, Budd is involved with Wealth Shield Financial LLC, which engages in the sale and service of fixed insurance products. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of account platforms and employs multiple investment approaches across discretionary and non-discretionary accounts.

Patrick Romero Jr. is a financial advisor at Madison Avenue Securities, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MIRAU Capital Management and Allstate Insurance Company. In addition to his advisory role, he is involved in insurance and fixed annuity sales and service through MIRAU Capital Management and Advisors Excel. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management, financial planning, and consulting services through multiple account platforms and employs various investment analysis and allocation strategies.

Joseph Lee is a financial advisor with Madison Avenue Securities, LLC, holding the Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Madison Avenue Securities since 2012 and serves as Vice President of Schrette & Lee Financial Services, Inc. dba Schrette & Lee Wealth Management, a role he has held since 2002. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management, financial planning, and consulting services through various account platforms and employs multiple investment strategies.

Edward Nelson is a financial advisor with Madison Avenue Securities, LLC, holding Series 63, 65, and 66 licenses and 21 years of industry experience. His prior roles include positions at OneAmerica Securities and Mercury Alternatives Group LLC. He is also involved in non-variable insurance sales, including fixed life and fixed annuities. Madison Avenue Securities serves individual and high-net-worth clients, offering investment advisory and brokerage services as well as pension consulting, college-savings assistance, and services for charitable institutions. The firm employs a variety of portfolio management approaches through multiple programs and third-party managers.

Paul Schrette is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Madison Avenue Securities since 2012 and also owns Schrette & Lee Wealth Management, where he serves as president. Outside of his advisory work, he is involved in managing his own wealth management firm. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Robert Seawright is a financial advisor with Madison Avenue Securities, LLC in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Madison Avenue Securities since 2010 and is also Chief Compliance Officer at Asset Marketing Systems Insurance Services, LLC. Outside of his advisory roles, he serves as an elder and president of the committee at Rancho Bernardo Community Presbyterian Church. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets, offering portfolio management, financial planning, pension consulting, and college-savings services through various account platforms and investment approaches.

Annette Sullivan is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 15 years of industry experience. She has been with Madison Avenue Securities since 2009. Outside of her advisory role, she is a joint owner of a rental property. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

William Porter Jr. is a ChFC® and Series 66-licensed financial advisor with 50 years of industry experience. He has been with Madison Avenue Securities, LLC since 2017 and previously worked at Dempsey Lord Smith, LLC and Integrated Financial Planning Services. Outside of his advisory work, he produces and records podcasts for the public. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Timothy Pashley is a CFA® charterholder with 37 years of industry experience. He is currently affiliated with Madison Avenue Securities, LLC and Oxford Retirement Advisors. His prior roles include positions at Triad Hybrid Solutions, Summit Financial Group, and Cetera Investment Advisers. He is also the owner and president of PFS Capital Management, LLC. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Christopher Simich is a financial advisor with Madison Avenue Securities, LLC in Birmingham, AL, holding Series 63 and Series 65 licenses and with 19 years of industry experience. His prior roles include positions at Mutual of Omaha Investor Services, Farmers Insurance Group, and OneAmerica Securities. He also engages in non-variable insurance sales involving fixed life, fixed annuities, health, and property and casualty insurance. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm manages about $2.0 billion for roughly 14,000 clients across multiple advisor-managed models and third-party manager relationships.

Samuel Bonikowsky is a CFP® with six years of industry experience, currently serving as an advisor at Madison Avenue Securities, LLC since 2021. He also holds a representative position in insurance sales at Phillip Allen, Inc. Prior to his advisory roles, he worked at Greenville Health System (now Prisma Health) from 2014 to 2019. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers portfolio management, financial planning, and pension consulting, utilizing various account platforms and investment approaches across discretionary and non-discretionary accounts.

Donald Anders is a financial advisor with Madison Avenue Securities, LLC in Winter Park, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Madison Avenue Securities since 2016 and is also involved with Anders & Anders Financial Group. Outside of his advisory roles, Anders serves as president of Anders Retirement & Investment Advisors, Inc., focusing on insurance and securities sales, and leads a marketing consulting firm, Advisors Platform. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, including pension consulting, college savings, and services for charitable institutions and trusts. The firm manages approximately $2.0 billion for about 14,000 clients through multiple wrap programs, third-party managers, and advisor-managed models.

Gregory McBride is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work includes roles at OneAmerica Securities and American United Life. Outside of financial advising, he owns a salon and a tent rental business and serves as a chaplain for Marketplace Chaplains USA as well as a board member of Fearless Community. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of portfolio management options and support for pension consulting, college savings, and charitable institutions. The firm manages approximately $2.0 billion across multiple advisories and employs both discretionary and non-discretionary investment strategies.