Sgroi Wealth Advisory Group LLC

John Clouden is a financial advisor with LPL Financial, holding a Series 63 designation and over 31 years of industry experience. He has worked at Cadaret, Grant & Co., Inc. for 31 years and has been involved with Sgroi Wealth Advisory Group LLC since 2017. Outside of his advisory roles, he is licensed as a non-variable insurance producer. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory products such as insurance and annuities.

Sandra Turchiarelli is a financial advisor at Sgroi Wealth Advisory Group LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Cadaret, Grant & Co., Inc., and Sgroi Financial LLC. Outside of advisory work, she serves as a notary and is involved in non-variable insurance activities. Sgroi Wealth Advisory Group LLC is an independent investment advisor firm that provides advisory services through a multi-team structure. The firm focuses on delivering personalized investment advice to its clients.

Jennifer Jurek is a CFP® professional with 29 years of experience in financial advising. She is currently with Sgroi Wealth Advisory Group LLC and previously worked at Cadaret Grant & Co. Inc. Jurek volunteers with the West Seneca Finance Academy, a nonprofit organization. Sgroi Wealth Advisory Group LLC provides personalized financial planning and investment management to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk reduction, utilizing discretionary portfolio management supported by an internal Investment Committee and third-party sub-advisers.

Patrick Sgroi is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 32 years of industry experience. He previously operated Sgroi Wealth Advisory Group, LLC and Sgroi Financial, LLC, and spent over three decades with Cadaret, Grant & Co., Inc. Outside of his advisory work, he serves on nonprofit boards including the Orchard Park Country Club, St. Francis High School, and the Jeffery Michael Sgroi Foundation, where he is president. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and accommodates a broad range of strategies and client needs through its extensive network of investment adviser representatives.

Brian Clouden is a financial advisor with Sgroi Wealth Advisory Group LLC, holding a Series 63 designation and 23 years of industry experience. He has worked at Cadaret, Grant & Co., Inc., Sgroi Financial, LLC, and LPL Financial. Sgroi Wealth Advisory Group LLC is a multi-team firm that provides investment advisory services, serving clients through a combination of independent advisory and broker-dealer relationships.

Vincent Scarsella is a CFP® professional with 10 years of industry experience, currently serving at Sgroi Wealth Advisory Group LLC. He has previously worked at Cadaret, Grant & Co., Inc. and LPL Financial. Sgroi Wealth Advisory Group LLC is a multi-team firm that provides investment advisory services through an independent structure. The firm serves a diverse client base with a focus on customized wealth management strategies.

Summer Mckellar is a financial advisor with Sgroi Wealth Advisory Group LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her prior work includes roles at Cadaret, Grant & Co., Inc. and Sgroi Financial LLC. Sgroi Wealth Advisory Group LLC provides personalized financial planning, investment management, and consulting services to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk management, using discretionary services supported by an internal investment committee and third-party sub-advisers.

Jeffrey Haxton is a CFP® with 16 years of industry experience, currently serving as a financial advisor at LPL Financial. He has previously worked at Cadaret, Grant & Co., Inc. for 15 years and operates Sgroi Wealth Advisory Group, LLC, an independent registered investment advisor. Haxton also serves as treasurer for the Susan Haxton Memorial Foundation, a nonprofit organization. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutions. The firm provides a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Matthew Mc Anulty is a CFP® with five years of industry experience, currently serving as a financial advisor at Sgroi Wealth Advisory Group LLC. His prior experience includes roles at Cadaret Grant & Co., Inc. and Sgroi Financial. He is involved in conducting seminars and workshops through SGROI LAWLEY LLC. Sgroi Wealth Advisory Group LLC provides personalized financial planning, investment management, and consulting services to individuals, corporations, pension and profit-sharing plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk reduction, with investment selections reviewed by an internal committee and portfolios implemented through custodians such as Charles Schwab and LPL Financial.

Paul Hutchings is a financial advisor with Sgroi Wealth Advisory Group LLC, holding a Series 66 designation and seven years of industry experience. His work history includes roles at LPL Financial, Cadaret, Grant & Co., Inc., and Citi Group. Outside of advising, he has been involved with the University of Buffalo Athletics for over a decade. Sgroi Wealth Advisory Group LLC provides financial planning, investment management, and consulting services to individuals, corporations, pension plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and risk management, with portfolios reviewed by an internal Investment Committee and implemented through custodians like Charles Schwab and LPL Financial.

Shawn Mclaughlin is a financial advisor with Sgroi Wealth Advisory Group LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at firms including LPL Financial, Sgroi Financial, LLC, and Cadaret, Grant & Co., Inc. He is also licensed as a non-variable insurance agent. Sgroi Wealth Advisory Group LLC is a multi-team firm based in West Seneca, NY, with a total of 13 advisors. The firm provides wealth management services with a focus on personalized financial planning and investment advisory.