Members Advisory Group, LLC

Jeffrey Cashmore is a financial advisor at Members Advisory Group, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Members Advisory Group since 2010. Members Advisory Group provides wealth management services to individual and high net worth clients, focusing on ongoing financial planning and discretionary portfolio management. The firm’s investment approach uses fundamental analysis and offers tailored client relationships with periodic account reviews.

Connor Allan is a financial advisor with Members Advisory Group, LLC, holding Series 65 and Series 66 licenses and three years of industry experience. His prior work includes roles at Equitable Advisors and AXA Advisors. Outside of finance, he has been involved with Events at the Wurlitzer since 2019. Members Advisory Group provides wealth management services to individual and high net worth clients, offering financial planning and discretionary portfolio management based on fundamental analysis and tailored investment strategies. The firm manages approximately $443.2 million in client assets and serves over 900 clients across six offices.

Scott Cashmore is a financial advisor with Members Advisory Group, LLC in Williamsville, NY, holding Series 63 and Series 65 licenses. He has 14 years of industry experience and has been with Members Advisory Group since 2010. Members Advisory Group provides wealth management services to individual and high net worth clients, offering financial planning and discretionary portfolio management using fundamental analysis and both long- and short-term investment strategies. The firm manages approximately $443 million in client assets and serves around 900 clients with tailored investment relationships.

Cheryl Fluker is a financial advisor at Members Advisory Group, LLC with five years of industry experience. She holds Series 63 and Series 65 designations and has worked at Members Advisory Group since 2010. Members Advisory Group provides wealth management services to individual and high net worth clients, offering financial planning and discretionary portfolio management. The firm manages approximately $443 million in client assets and serves over 900 clients, using a fundamental analysis approach with both long- and short-term investment strategies.