A complete list of active advisors currently associated with The Patriot Financial Group, LLC

Warmer can help you find a great advisor at The Patriot Financial Group, LLC or one who fits your needs even better.

The Patriot Financial Group serves individuals (including both non-high-net-worth and high-net-worth clients), small businesses, and retirement plans, offering investment management, financial planning, retirement plan advisory, and consulting services. It also provides insurance product implementations through its insurance agency structure and may use unaffiliated independent managers and custodians as part of client solutions. The firm constructs tailored portfolios and emphasizes continuous supervision, using a mix of charting, fundamental, and technical analysis to implement long- and short-term strategies where appropriate. Portfolios may include mutual funds, ETFs (including bitcoin-related ETFs where suitable), equities, fixed income (including TIPS), commodities and private placements; cash is treated as an asset class and accounts are reviewed at least annually with ongoing monitoring and rebalancing as needed. The brochure discloses a recent ownership update in which an owner acquired an Advisory Person’s legal business entity and notes the Adviser may conduct business under one or more firm-owned legal entities, creating an uncommon legal-affiliation arrangement for a multi-team RIA. The firm’s mix of affiliations — operating as an insurance agency, noting Advisory Persons may also act as registered representatives of Cetera and as investment adviser representatives of Cetera Investment Advisers LLC, and the firm’s use of third-party tools such as AdvicePay and a wrap-fee program — are features that distinguish its operating and referral relationships from many peers.

To learn more about the advisors currently working at The Patriot Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse The Patriot Financial Group, LLC's office locations.

Name	Location	Years of experience
Gregory Adamczyk	Grand Blanc, MI	17
Spencer Adams	Omaha, NE	1
Myles Anderson	Omaha, NE	2
Thomas Barnes Jr.	Bristol, CT	25
Alyson Basso	Walpole, MA	20
Kyle Bateman	Walpole, MA	10
Robert Batick Jr.	Guilford, CT	34
Jill Brandon	Bristol, CT	32
Gerald Dufault	Walpole, MA	39
Rebecca Frohlich	Omaha, NE	22
Michael Galli	Walpole, MA	15
Harold Heintz III	Clifton Park, NY	8
David Henry	Walpole, MA	7
Cy Hess	West Hartford, CT	22
Margaret Kuchan	Guilford, CT	8
Rachel Lauber	Salem, NY	12
Jon Loranger	Walpole, MA	21
Jason Mahoney	Middleton, MA	2
Kevin Mc Gohan	The Colony, TX	1
Kevin Mcgrath	Walpole, MA	44
David Mclaren	Walpole, MA	11
Daniel Miller	Omaha, NE	1
Sean Moynihan	Walpole, MA	9
Michael Neben	Omaha, NE	3
Seth Neben	Omaha, NE	7
David Odonnell	Fernandina Beach, FL	37
Michael Patterson	Walpole, MA	18
Ellis Pfahl	Walpole, MA	7
Christopher Provo	Chattanooga, TN	33
Theodore Provo	Walpole, MA	4
Diane Rule	Walpole, MA	34
Adam Seifert	West Hartford, CT	14
Joffrey Smith	Walpole, MA	22
Michael Smith	Omaha, NE	2
Susan Smith	Worcester, MA	4

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