ADVISOR BIO

Christopher Kelly is a registered representative with J.p. Morgan Securities LLC. Christopher has been in the industry since 2012. Christopher is licensed in Connecticut, New York and Texas. Christopher has a wide range of experience and specializes in financial planning, pension consulting, and selection of other advisors. Christopher provides portfolio management services to individuals and businesses.

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ADVISOR BIO

Everett Owen MacKenzie is a registered representative with J.p. Morgan Securities LLC, specializing in Investment Company Products/Variable Contracts and Securities Industry Essentials. Everett MacKenzie has been in the industry since 2024, and has obtained Series 6TO and SIE licenses. Everett MacKenzie is currently associated with the firm's branch office located in Stony Point, NY.

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ADVISOR BIO

Indya Kellman is a financial advisor with LPL Financial LLC in Stony Point, NY. Indya has been in the financial services industry since 2010 and has worked with Raymond James Financial Services Advisors, Inc. as well as M&T Securities, Inc. previously. Indya is registered with the state of New York and New Jersey as an Investment Advisor Representative and Broker/Dealer. She also holds Series 7, 6, and 63 licenses. Indya has a diverse client base, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Indya is able to provide financial planning, portfolio management, and other consulting services to her clients.

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ADVISOR BIO

James Kivlehan is a financial advisor with Edward Jones, a firm based in St. Louis, Missouri. James Kivlehan has been in the financial services industry since July 28, 2011. James Kivlehan is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) and holds Series 66, Series 7 and SIE licenses.

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ADVISOR BIO

Matthew Coyne is a registered investment advisor representative with Cetera Investment Advisers LLC. Matthew has been in the industry since December 2000 and has been registered with Cetera since October 2001. Matthew has a Series 6 and Series 63 license.

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ADVISOR BIO

Matthew Clement is a financial advisor with over 20 years of experience in the industry. Matthew has been a registered representative since 2003 and holds Series 7, 24, and 66 licenses. Matthew is also a Certified Financial Planner. Matthew is currently affiliated with Cetera Investment Advisers LLC. Matthew has worked with a number of firms throughout his career, including Cantella & Co., Inc., Financial Network Investment Corporation, and Hornor, Townsend & Kent, Inc. Matthew is a Registered Representative and Investment Advisor Representative in the state of New York.

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ADVISOR BIO

Michelle Rhome is a financial advisor at J.P. Morgan Securities LLC, with over 15 years of experience in the industry. Michelle has a strong track record of providing personalized financial guidance to individuals, families, and businesses. Michelle holds a Series 6, Series 63, Series 6TO, and SIE licenses. She is registered to provide investment advice in Connecticut, New Jersey, and New York. Michelle specializes in providing financial planning, portfolio management, and pension consulting services.

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Nadira Ramnarain is an active investment advisor representative with Morgan Stanley and has been in the industry since January 28, 2009. Nadira holds the Series 63, Series 66, Series 7, and SIE licenses. Nadira is registered to provide investment advice in 42 states and the District of Columbia. Nadira previously worked at RBC Capital Markets, LLC and Morgan Stanley & Co. Incorporated. Nadira is a highly experienced investment advisor with a broad range of knowledge and expertise. Nadira is committed to providing her clients with the highest level of service and personalized advice.

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ADVISOR BIO

Patrick McCarthy is an active investment advisor representative. Patrick McCarthy is registered with MML Investors Services, LLC. Patrick McCarthy has 22 years of experience in the financial services industry. Patrick McCarthy is licensed to conduct securities business in Connecticut, Florida, Indiana, Maine, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania and South Carolina.

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ADVISOR BIO

Peter Zagrobelny is a financial professional with over 18 years of experience in the financial services industry. Peter is currently registered with LPL Financial LLC and has been with the firm since August 2017. Peter previously held positions with Financial Resources Group Investment Services, LLC, Citigroup Global Markets Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Park Avenue Securities LLC, Chase Investment Services Corp, and A. G. Edwards & Sons, Inc. Peter specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Peter is committed to providing personalized financial advice to help clients achieve their financial goals.

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