Sgroi Wealth Advisory Group LLC

John Clouden is a financial advisor with LPL Financial, holding a Series 63 designation and over 31 years of industry experience. He has worked at Cadaret, Grant & Co., Inc. for 31 years and has been involved with Sgroi Wealth Advisory Group LLC since 2017. Outside of his advisory roles, he is licensed as a non-variable insurance producer. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory products such as insurance and annuities.

Sandra Turchiarelli is a financial advisor with Sgroi Wealth Advisory Group LLC, holding Series 63 and Series 66 licenses and 20 years of industry experience. Her prior work includes roles at Cadaret, Grant & Co., Inc. and LPL Financial. She is also commissioned as a notary in West Seneca, NY. Sgroi Wealth Advisory Group LLC provides personalized financial planning, investment management, and consulting services to individuals, including high-net-worth clients, as well as corporations, pension plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk mitigation, managing approximately $1.357 billion in assets.

Jennifer Jurek is a CFP® professional with 29 years of experience in the financial services industry. She has worked at Sgroi Wealth Advisory Group LLC since 2017 and previously spent over two decades at Cadaret Grant & Co. Inc. and Sgroi Financial, LLC. Jurek is a volunteer with the West Seneca Finance Academy and holds the Certified Divorce Financial Analyst designation. Sgroi Wealth Advisory Group LLC provides personalized financial planning and investment management to individuals, corporations, pension plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk reduction, utilizing both internal and third-party investment strategies.

Patrick Sgroi is a financial advisor at Sgroi Wealth Advisory Group LLC with 33 years of industry experience. He has worked at Cadaret, Grant & Co., Inc., Sgroi Financial, LLC, and LPL Financial. He serves as president of the Jeffery Michael Sgroi Foundation and holds board positions at Orchard Park Country Club and St. Francis High School. Sgroi Wealth Advisory Group LLC provides personalized financial planning and investment management to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and reducing the risk of permanent capital loss, utilizing both internal and third-party investment resources.

Brian Clouden is a financial advisor with Sgroi Wealth Advisory Group LLC, holding a Series 63 designation and 23 years of industry experience. He has worked at Cadaret, Grant & Co., Inc., Sgroi Financial, LLC, and LPL Financial. Sgroi Wealth Advisory Group LLC is a multi-team firm that provides investment advisory services, serving clients through a combination of independent advisory and broker-dealer relationships.

Vincent Scarsella is a CFP® certificant with 11 years of experience in financial advising. He is currently with Sgroi Wealth Advisory Group LLC and previously worked at Cadaret, Grant & Co., Inc. for 11 years. Sgroi Wealth Advisory Group LLC provides personalized financial planning, investment management, and related consulting services to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation, diversification, and risk reduction, with portfolios reviewed by an internal Investment Committee and implemented through multiple custodians.

Summer Mckellar is a financial advisor at Sgroi Wealth Advisory Group LLC with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Sgroi Wealth Advisory Group since 2017, with prior experience at Cadaret, Grant & Co., Inc. and Lawley Retirement Advisors. Sgroi Wealth Advisory Group LLC provides personalized financial planning and investment management services to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation and risk reduction, delivering services primarily on a discretionary basis and utilizing both internal and third-party investment strategies.

Jeffrey Haxton is a CFP® with 16 years of industry experience, currently serving as a financial advisor at LPL Financial. He has previously worked at Cadaret, Grant & Co., Inc. for 15 years and operates Sgroi Wealth Advisory Group, LLC, an independent registered investment advisor. Haxton also serves as treasurer for the Susan Haxton Memorial Foundation, a nonprofit organization. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutions. The firm provides a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Matthew Mc Anulty is a CFP® with five years of industry experience, currently serving as a financial advisor at Sgroi Wealth Advisory Group LLC. His prior experience includes roles at Cadaret Grant & Co., Inc. and Sgroi Financial. He is involved in conducting seminars and workshops through SGROI LAWLEY LLC. Sgroi Wealth Advisory Group LLC provides personalized financial planning, investment management, and consulting services to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk reduction, with investment selections reviewed by an internal committee and portfolios implemented through custodians such as Charles Schwab and LPL Financial.

Paul Hutchings is a financial advisor with Sgroi Wealth Advisory Group LLC, holding a Series 66 designation and seven years of industry experience. His work history includes roles at LPL Financial, Cadaret, Grant & Co., Inc., and Citi Group. Outside of advising, he has been involved with the University of Buffalo Athletics for over a decade. Sgroi Wealth Advisory Group LLC provides financial planning, investment management, and consulting services to individuals, corporations, pension plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk management, with portfolios reviewed by an internal Investment Committee and implemented through custodians like Charles Schwab and LPL Financial.

Shawn Mclaughlin is a financial advisor with Sgroi Wealth Advisory Group LLC, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Cadaret, Grant & Co., Inc., Sgroi Financial, LLC, and LPL Financial. He is also registered as an insurance agent for non-variable insurance products. Sgroi Wealth Advisory Group LLC provides personalized financial planning, investment management, and consulting services to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk reduction, delivering discretionary portfolio management with oversight from an internal Investment Committee.