ADVISOR BIO

Amy Lynott is a financial advisor with Jacobi Capital Management, LLC, located in PITTSTON, PA. Amy has been in the financial industry since August 16, 2015, and is registered with the state of Pennsylvania. Amy also holds Series 66, Series 7 and SIE licenses. Amy specializes in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, corporations, and charitable organizations.

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ADVISOR BIO

Andrew Richard Avellan is a registered representative and investment advisor representative with Jacobi Capital Management, LLC. Andrew is licensed in Delaware, Florida, Georgia, Nevada, New Jersey, North Carolina, Pennsylvania, South Carolina and Virginia. Andrew has been in the industry since August 9, 2003. Andrew is also a registered representative with LPL Financial, LLC. Prior to that, Andrew was a registered representative with Equitable Advisors, LLC. Andrew holds the Series 66, Series 7, and Series 24 licenses. Jacobi Capital Management, LLC is an investment advisor firm based in Pittston, PA. The firm provides investment advisory services to individuals, businesses, trusts, and charitable organizations. The firm's investment philosophy is based on a long-term, value-oriented approach.

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ADVISOR BIO

Anthony Biscotto is a financial advisor with Wells Fargo Clearing Services, LLC, registered in Pennsylvania and Texas. Anthony is licensed to offer a variety of financial services including investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Anthony has over 25 years of experience in the financial industry and is a Series 7, 24, 6, 63 and 66 licensed professional. Anthony previously worked with M&T Securities, Inc. in Wilkes-Barre, PA.

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ADVISOR BIO

Anthony Martinelli is a financial professional with over 28 years of experience in the industry. Anthony is a registered representative with Jacobi Capital Management, LLC in Pittston, Pennsylvania. Anthony also holds a Series 63, Series 6 and Series 7TO licenses. He is registered in 13 states, and provides investment advice to individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. Anthony specializes in financial planning, pension consulting, portfolio management, and selection of other advisors.

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ADVISOR BIO

April Lynn Vinciarelli is a registered investment advisor representative at Jacobi Capital Management, LLC. She is a financial advisor with over 20 years of experience in the industry and has been registered with the SEC since 2008. Jacobi Capital Management, LLC is an investment advisor firm that provides financial planning, portfolio management, and other advisory services to a wide range of clients. April Lynn Vinciarelli holds the Series 66, Series 7, and Series 31 licenses. The firm is headquartered in Pittston, Pennsylvania and has offices in other locations.

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ADVISOR BIO

Corey Golden, CFP®, is a financial advisor with over 15 years of experience in the financial services industry. Corey has worked with a variety of clients, including high-net-worth individuals, families, businesses, and charitable organizations. Corey's expertise includes financial planning, investment management, and retirement planning. Corey is the President and Chief Compliance Officer of Golden Wealth Management LLC, which provides financial planning and investment management services to individuals, families, and businesses.

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ADVISOR BIO

Daniel McDonough is an Investment Advisor Representative registered with Jacobi Capital Management, LLC. Daniel has been in the industry since January 2022 and is licensed in Pennsylvania. Daniel is currently employed with Jacobi Capital Management, LLC, located in Pittston, PA. Daniel holds a Series 65 license and has experience with financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Daniel is also involved with Steinbeck Development Corporation, CSD Channels, Inc., and Steinbeck Development Partnership in non-investment related capacities.

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ADVISOR BIO

Eric Aposhian is an investment advisor representative at Lewis Asset Management, a firm located in Lafayette, CA. Eric has been in the industry since 1996 and has experience providing financial planning services to individuals and businesses. Eric has also provided portfolio management services to individuals and businesses.

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ADVISOR BIO

Jason James Maile is a registered representative and investment advisor representative with Jacobi Capital Management, LLC. Jason has been in the industry since 2007 and holds a Series 66, Series 7 and SIE. Jason has worked with clients in various industries including corporations, businesses, individuals, high-net-worth individuals, and charitable organizations. Jason provides investment advisory services through Jacobi Capital Management, LLC, an independent investment advisor firm.

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ADVISOR BIO

Jeffrey Clemente is a financial advisor with Jacobi Capital Management, LLC. Jeffrey has been in the financial services industry since 2011. Jeffrey is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 63 and Series 66 licenses. Jeffrey also holds a Series SIE. Jeffrey has been registered with Jacobi Capital Management, LLC since 2015. Prior to joining Jacobi Capital Management, LLC, Jeffrey was registered with ING Financial Partners, Inc.

SPECIALIZATIONS