PTS Brokerage, LLC

John Kelly is a financial advisor at PTS Brokerage, LLC with 20 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior work includes a long tenure at UPS, spanning 37 years. Outside of advising, he is involved in fixed life and health insurance sales as an independent contractor. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm customizes portfolios based on client objectives using fundamental and technical analysis and employs derivatives and options strategies primarily for larger accounts.

Kenneth Gertie is a financial advisor at PTS Brokerage, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at firms including Woodbury Financial Services and Questor Capital Corporation. Outside of advisory work, he owns an accounting and tax preparation business and is involved in developing alternative energy through an executive role at Gustgertricity Inc. PTS Brokerage, LLC provides investment supervisory and money management services primarily to individuals, estates, trusts, and retirement plans. The firm customizes portfolios based on client objectives and employs both fundamental and technical analysis, including derivatives strategies for larger accounts, while operating as both an SEC-registered investment adviser and a registered broker-dealer.

Arthur Troccoli Jr. is a financial advisor at PTS Brokerage, LLC with nine years of industry experience and holds a Series 66 designation. He has worked at ProCFO Partners since 2024 in a fractional CFO role and has been with PTS Brokerage since 2018. Prior to this, he was affiliated with Lehigh Valley Public Telecommunications (PBS39) and Questar Asset Management, Inc. PTS Brokerage, LLC provides investment supervisory and money management, investment advice, and financial planning to individuals, estates, trusts, and retirement plans. The firm offers tailored portfolios using fundamental and technical analysis and employs derivatives and options strategies primarily for larger accounts.

Peter Marcello is a financial advisor with PTS Brokerage, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at JCC Financial Network LP and 3 Mp Group, alongside a long tenure with the New Jersey State Police. In addition to his advisory work, he writes life insurance, long-term care, and fixed annuities and prepares tax returns seasonally through 3 Mp Group. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm uses both fundamental and technical analysis to tailor portfolios to client objectives and employs derivatives and options strategies primarily for larger accounts.

Jeffrey Hahn is a financial advisor at PTS Brokerage, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. He is also active as a life insurance agent for multiple carriers, including Penn Mutual. PTS Brokerage, LLC provides investment supervisory and money management, financial planning, and investment advice primarily to individuals, estates, trusts, and retirement plans. The firm employs a tailored approach using fundamental and technical analysis, offers derivatives and options strategies for larger accounts, and operates as both an SEC-registered investment adviser and registered broker-dealer.

Gary Brotz is a financial advisor with PTS Brokerage, LLC, holding a Series 66 credential and over 22 years of industry experience. He has worked with PTS Brokerage since 2006 and maintains longstanding roles in related accounting and tax service businesses, including as a partner in a CPA firm since 1993. PTS Brokerage, LLC provides investment supervisory and money management, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm tailors portfolios to client objectives and risk tolerance, utilizes both fundamental and technical analysis, and employs derivatives and options strategies primarily for larger accounts.

Timothy Collins is a financial advisor with PTS Brokerage, LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at Citigroup Global Markets and concurrently operates Timothy D Collins Tax and Accounting Services as well as Investigative Alternatives, a private investigation business. Additionally, he serves as a senior consultant with CohnReznick LLP and is involved in government services through Continuity Operations Group, LLC. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm tailors portfolios using fundamental and technical analysis, employs options strategies primarily for larger accounts, and operates as both an SEC-registered investment adviser and a registered broker-dealer.

Philip Siciliano is a financial advisor with PTS Brokerage, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been involved with PTS Brokerage since 2006 and also works with American Millenium Company LLC, where he sells residential and commercial loans. Additionally, Siciliano is licensed as an insurance broker to sell life, health, and property and casualty insurance. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm tailors portfolios using fundamental and technical analysis, employs derivatives and options strategies for larger accounts, and operates as both an SEC-registered investment adviser and a registered broker-dealer.

Jeremy Schank is a financial advisor with PTS Brokerage, LLC, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Noto and Coda, and he has been involved with PTS Brokerage since 2009. Outside of advisory work, he is a jiu-jitsu instructor and engaged in cryptocurrency mining. PTS Brokerage, LLC serves individuals, estates, trusts, and retirement plans by providing investment supervisory and money management services. The firm employs tailored portfolios based on fundamental and technical analysis and utilizes derivatives strategies typically for larger accounts, operating as both an SEC-registered investment adviser and a registered broker-dealer.

Ralph Schellinger is a ChFC® credentialed financial advisor with 29 years of industry experience, currently serving at PTS Brokerage, LLC. He has been with PTS Brokerage since 2005 and has worked as an independent contractor selling life and health insurance products since 2013. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice primarily to individuals, estates, trusts, and retirement plans. The firm tailors portfolios using both fundamental and technical analysis, employs derivatives and options strategies for larger accounts, and operates as both an SEC-registered investment adviser and a registered broker-dealer.

Richard Malesich is a financial advisor with PTS Brokerage, LLC, holding Series 63 and Series 65 designations and nearly 29 years of industry experience. He has worked at multiple related firms, including RCM Capital Management, L.L.C. and R.C. Malesich & Associates, LLC, where he serves as a director and manages client relationships. Outside of investment advisory roles, he is involved in managing a professional practice and engages in life, health, and disability insurance sales. PTS Brokerage provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm uses both fundamental and technical analysis to tailor portfolios according to client objectives and employs derivatives and options strategies primarily for larger accounts.

Salvatore Marcello Jr. is a financial advisor with PTS Brokerage, LLC in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Charglotz USA and the New Jersey Department of Law & Public Safety, where he serves as an Administration Analyst focused on accounting and budgeting for federal and state grants. Outside of his advisory role, he is a partner in a tax preparation and bookkeeping firm, 3MP Group LLC. PTS Brokerage, LLC provides investment supervisory and money management, investment advice, and financial planning to individuals, estates, trusts, and retirement plans. The firm employs tailored portfolios using fundamental and technical analysis, along with derivatives and options strategies, and operates as both an SEC-registered investment adviser and a registered broker-dealer.

Jesse Kovacs is a financial advisor with PTS Brokerage, LLC in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Ohio National Financial Services and The O.N. Equity Sales Company. Outside of his advisory work, he is involved with Hoosier Daddy LLC, a business focused on the sale of race car tires. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm customizes portfolios based on client objectives and risk tolerance, employing both fundamental and technical analysis, and uses derivatives and options strategies primarily for larger accounts.

Brad Schank is a financial advisor with PTS Brokerage, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with PTS Brokerage since 2009 and is also involved with PTS Tax Advisors, where he provides tax preparation services. Additionally, he owns a business selling life and health insurance. PTS Brokerage, LLC is a team-based firm that provides investment supervisory and money management, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm uses tailored portfolios based on client objectives and risk tolerance, employing both fundamental and technical analysis, and offers derivatives and options strategies primarily for larger accounts.