The Patriot Financial Group, LLC

Myles Anderson is a Series 65-licensed financial advisor with The Patriot Financial Group, LLC, based in Omaha, NE. He has two years of industry experience and concurrently works with Unified Legacy Advisors. Outside of advisory roles, Anderson has experience in the restaurant industry, having worked at Bravo Italian Kitchen. The Patriot Financial Group serves individuals, small businesses, and retirement plans by offering investment management, financial planning, and advisory services. The firm employs a tailored portfolio approach using various analysis methods and includes insurance product implementation through its agency structure.

Alyson Basso is a CFP® and ChFC® with 19 years of industry experience. She is currently with The Patriot Financial Group, LLC and has held previous roles at Cetera Financial Specialists LLC, Santander Securities, LLC, and Santander Bank, NA. Outside of her advisory work, she serves on the Board of Directors for the Tri Town Council and works as an adjunct faculty member for the College for Financial Planning, delivering CFP® education courses. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, and retirement plans. The firm constructs customized portfolios using a variety of securities and employs a combination of fundamental, technical, and charting analysis, managing approximately $2.4 billion across 37 advisors.

Joffrey Smith is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently with The Patriot Financial Group, LLC in Worcester, MA, where he has worked since 2014. His prior experience includes roles at LPL Financial LLC, Securities America, Inc., and Cetera Financial Specialists LLC. Outside of financial advising, he is the CEO of an insurtech company, Concordia Exchange, Inc., and serves on multiple nonprofit boards, including the Worcester Art Museum and the Estate and Business Planning Council of Worcester County. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a range of securities and conducts regular account reviews, managing approximately $2.4 billion across 37 advisors.

Jason Mahoney is a financial advisor with The Patriot Financial Group, LLC, holding a Series 65 credential and one year of industry experience. His prior experience includes roles at Bank Gloucester and The Patriot Financial Group’s affiliated entities. He serves as Secretary/Treasurer of the North Shore Business Networkers, a local business networking organization. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a range of securities and employs a mix of analytical methods, managing approximately $2.4 billion across 37 advisors.

Adam Seifert is a financial advisor with The Patriot Financial Group, LLC in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has held advisory roles at Cetera Financial Specialists LLC, Riverside Retirement Advisors, Securities America, Inc., and other firms. Outside of his advisory work, he serves as Vice President of Membership for the nonprofit Northwest CT Human Resource Association. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management using a range of investment strategies and securities, along with retirement plan advisory and a wrap-fee program, managing approximately $2.4 billion across 37 advisors.

David Mclaren is a financial advisor with The Patriot Financial Group, LLC, based in Shrewsbury, MA, and holds over 10 years of industry experience. He has been with The Patriot Financial Group since 2015 and also serves as president and CPA for McLaren and Associates, CPAs, PC, an accounting firm specializing in tax strategies, forensic accounting, business valuations, and profit improvement consulting. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management using a variety of securities and analytical methods, and manages approximately $2.4 billion across 37 advisors.

Sean Moynihan is a financial advisor with The Patriot Financial Group, LLC in Norfolk, MA, holding a Series 66 designation and nine years of industry experience. He has worked at firms including Cetera Financial Specialists LLC, Securities America, Inc., and LPL Financial, LLC. Outside of his advisory role, Moynihan is a national trustee for the Foundation Fighting Blindness and owns a screenwriting business. The Patriot Financial Group offers investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and investment strategies, managing approximately $2.4 billion across 37 advisors.

Theodore Provo is a financial advisor at The Patriot Financial Group, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Babson College, Provo Wealth Management, Worcester Polytechnical Institute, Quinsigamond Community College, and St Johns High School. Outside of advising, he serves as a Notary Public. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and analytical methods and manages approximately $2.4 billion across 37 advisors.

Gerald Dufault is a Certified Financial Planner (CFP®) with 39 years of industry experience. He is currently with The Patriot Financial Group, LLC and has previously worked at Cetera Financial Specialists LLC, Securities America Inc., Bay State Savings Bank, and LPL Financial LLC. He is also the owner of Rollover Advisory Services, LLC, which provides expense management services. The Patriot Financial Group serves a diverse client base including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management, financial planning, and retirement plan advisory services, combining fundamental and technical analysis with a broad range of investment options.

Christopher Provo is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Cetera Financial Specialists LLC, Securities America, Inc., and LPL Financial LLC before joining The Patriot Financial Group. Outside of advisory work, he serves as a notary and manages bookkeeping for an annual golf tournament. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and strategies, offers discretionary management and consulting, and manages approximately $2.4 billion across 37 advisors.

Kevin Mc Gohan is a financial advisor with The Patriot Financial Group, LLC, holding a Series 65 credential and one year of industry experience. He has held roles at firms including CETERA Financial Specialists LLC and Champion Financial Group. Outside of advising, he leads a chapter of Professional Connectors, a networking group, and is involved with local business networking organizations. The Patriot Financial Group serves individuals, small businesses, and retirement plans, offering investment management, financial planning, and consulting services. The firm creates tailored portfolios using a mix of charting, fundamental, and technical analysis, with ongoing supervision and rebalancing to meet client needs.

David Henry is a CFA® charterholder with six years of industry experience. He is currently an advisor at The Patriot Financial Group, LLC and has held positions at firms including Mass Mutual Life Insurance and H&R Block. Outside of his advisory work, Henry serves as a non-compensated board member and investment committee member for Northeast Arc and is on the investment committee for the Essex County Community Foundation. He also works as an innkeeper for seasonal rental units in Salem, MA. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and analytical approaches, manages about $2.4 billion across 37 advisors, and offers services such as discretionary portfolio management, retirement plan advisory, and wrap-fee programs.

Cy Hess is a CFA® charterholder with 22 years of industry experience. He is currently affiliated with The Patriot Financial Group, LLC and has worked at firms including Cetera and Riverside Retirement Advisors. Outside of his advisory role, Hess serves as president of West Hartford Youth Baseball and is chairman of the board at Community Health Resources. The Patriot Financial Group serves individuals, small businesses, and retirement plans by providing investment management, financial planning, and consulting services. The firm constructs tailored portfolios using a combination of fundamental, technical, and charting analysis, with ongoing monitoring and rebalancing to meet client needs.

Ellis Pfahl is a CFP® with six years of industry experience, currently serving as an investment adviser representative at The Patriot Financial Group, LLC. His prior experience includes roles at CETERA Financial Specialists LLC and Securities America, Inc. Outside of his advisory work, he is also involved in insurance sales through McGrath Insurance Brokerage Inc. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and analytical approaches, managing approximately $2.4 billion across 37 advisors and offering a wrap-fee program.

Rebecca Frohlich is a CFP® professional with 22 years of industry experience, currently affiliated with The Patriot Financial Group, LLC in Omaha, NE. Her prior experience includes ten years at Fairway Insurance Services, LLC and Fairway Asset Management, LLC. She serves as Vice-President on the Millard West Lacrosse Board of Directors, where she leads board meetings and coordinates team activities. The Patriot Financial Group offers investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, estates, and retirement plans. The firm provides customized portfolio management using a variety of securities and analytical methods, managing approximately $2.4 billion across 37 advisors.