Madison Avenue Securities, LLC

Christine Diruscio is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with Madison Avenue Securities since 2016 and is currently affiliated with Empress Investment Group as a registered sales assistant. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, pension consulting, and college-savings services through a variety of account platforms and investment strategies.

Janine Polley is a financial advisor with Madison Avenue Securities, LLC, holding a Series 65 credential. She has been with Madison Avenue Securities since 2011 and is also associated with FPI & Associates, where she has worked since 1992 in an administrative role. Outside of finance, she is involved with Shaperz Inc., a business focused on esthetics and laser removal. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management and financial planning services through a network of investment adviser representatives.

Christopher Budd is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Madison Avenue Securities since 2021 and previously held roles at Equity Services, Inc., Cornerstone Financial Partners LLC, and Wealth Shield Financial, where he remains active. Outside of advisory roles, Budd is involved with Wealth Shield Financial LLC, which engages in the sale and service of fixed insurance products. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of account platforms and employs multiple investment approaches across discretionary and non-discretionary accounts.

Patrick Romero Jr. is a financial advisor at Madison Avenue Securities, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MIRAU Capital Management and Allstate Insurance Company. In addition to his advisory role, he is involved in insurance and fixed annuity sales and service through MIRAU Capital Management and Advisors Excel. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management, financial planning, and consulting services through multiple account platforms and employs various investment analysis and allocation strategies.

Joseph Lee is a financial advisor with Madison Avenue Securities, LLC, holding the Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Madison Avenue Securities since 2012 and serves as Vice President of Schrette & Lee Financial Services, Inc. dba Schrette & Lee Wealth Management, a role he has held since 2002. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management, financial planning, and consulting services through various account platforms and employs multiple investment strategies.

Paul Schrette is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Madison Avenue Securities since 2012 and also owns Schrette & Lee Wealth Management, where he serves as president. Outside of his advisory work, he is involved in managing his own wealth management firm. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Robert Seawright is a financial advisor with Madison Avenue Securities, LLC in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Madison Avenue Securities since 2010 and is also Chief Compliance Officer at Asset Marketing Systems Insurance Services, LLC. Outside of his advisory roles, he serves as an elder and president of the committee at Rancho Bernardo Community Presbyterian Church. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets, offering portfolio management, financial planning, pension consulting, and college-savings services through various account platforms and investment approaches.

Annette Sullivan is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 15 years of industry experience. She has been with Madison Avenue Securities since 2009. Outside of her advisory role, she is a joint owner of a rental property. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

William Porter Jr. is a ChFC® and Series 66-licensed financial advisor with 50 years of industry experience. He has been with Madison Avenue Securities, LLC since 2017 and previously worked at Dempsey Lord Smith, LLC and Integrated Financial Planning Services. Outside of his advisory work, he produces and records podcasts for the public. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Gerald Twenge is a financial advisor at Madison Avenue Securities, LLC with one year of industry experience. He holds a Series 66 designation and has worked concurrently at Riverside Financial LLC and Madison Avenue Securities since 2023. Outside of finance, he owns a drone photography business and is involved with Estate Gurus, providing clients guidance on trusts. Madison Avenue Securities serves a diverse client base including individuals, charitable institutions, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of investment advisory services and multiple account platforms, employing various analytical and allocation strategies.

Timothy Pashley is a CFA® charterholder with 37 years of industry experience. He is currently affiliated with Madison Avenue Securities, LLC and Oxford Retirement Advisors. His prior roles include positions at Triad Hybrid Solutions, Summit Financial Group, and Cetera Investment Advisers. He is also the owner and president of PFS Capital Management, LLC. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Samuel Bonikowsky is a CFP® with six years of industry experience, currently serving as an advisor at Madison Avenue Securities, LLC since 2021. He also holds a representative position in insurance sales at Phillip Allen, Inc. Prior to his advisory roles, he worked at Greenville Health System (now Prisma Health) from 2014 to 2019. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers portfolio management, financial planning, and pension consulting, utilizing various account platforms and investment approaches across discretionary and non-discretionary accounts.

Donald Anders is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at multiple firms including PlanMember Securities Corporation and Bluehouse Financial. Anders is president of Anders Retirement & Investment Advisors, Inc., an insurance and securities sales business, and also leads a marketing consulting firm, Advisors Platform. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets, offering portfolio management, financial planning, and pension consulting through various account platforms and investment approaches.

David Kuzmic is a financial advisor at Madison Avenue Securities, LLC with Series 65 credentials and two years of experience. His prior work includes roles at Phillip Allen, Inc., New York Life Insurance Company, and Bob Jones University. Outside of finance, he has experience working with Greenville Moving Company and Pioneer Bible Camp. Madison Avenue Securities serves individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of advisory services and investment platforms, employing various analytical and allocation strategies through a network of investment adviser representatives.

Kimberly Ten Pas Bell is a financial advisor with Madison Avenue Securities, LLC, holding a Series 65 credential and two years of industry experience. She is also the owner and president of Navigating Financial Solutions, LLC. Prior to her advisory career, she worked for the Federal Aviation Administration for nine years and owns a personal property management business. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and consulting services through multiple account platforms and employs various investment strategies.