Andrew Katz

Jon Flynn is a CFP® professional with 25 years of experience in the financial services industry. He is the principal advisor at Flynn Financial, LLC, a firm he has led since 2011, and has also been associated with Securities America Advisors and Securities America, Inc. since 2000. Outside of financial advising, Flynn co-owns a life insurance business with his wife and serves as president of an LLC that owns an office building. Flynn Financial, LLC advises individuals, high-net-worth clients, and small businesses on retirement plan design and administration. The firm provides portfolio management and comprehensive financial planning, tailoring strategies to clients’ goals and risk profiles through a variety of investment techniques and both discretionary and non-discretionary management arrangements.

Jonathan Kline is a financial advisor with Lakewood Financial Group, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at JP Morgan Securities Inc. and JP Morgan Chase Bank. Lakewood Financial Group provides comprehensive wealth management to high-net-worth individuals and families, offering institutional-caliber portfolio management combined with holistic financial planning. The firm employs a strategic core with tactical overlays, emphasizes tax sensitivity, and utilizes both internal and unaffiliated third-party managers through formal due diligence without accepting referral compensation.

John Conway is a financial advisor at B.B. Graham & Company, Inc. with 38 years of industry experience. He previously worked for L.M. Kohn & Company for 13 years before joining B.B. Graham in 2025. He holds Series 63 and Series 65 licenses. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a notable portion of assets managed on a non-discretionary basis.

Robert Fitzpatrick is a financial advisor with B.B. Graham & Company, Inc. in Dunmore, Pennsylvania. He holds Series 63 and Series 65 designations and has 45 years of industry experience, including 13 years at L.M. Kohn & Company. Fitzpatrick is also associated with Conway Financial as a stock broker and investment advisor. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offers both discretionary and non-discretionary asset management, and often utilizes third-party asset managers in its client strategies.

Brian Tugend is a financial advisor at Integrated Capital Management, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at Integrated Capital Management since 2015. Integrated Capital Management provides discretionary investment management and retirement-plan advisory services to individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, other investment advisers, and municipal or government agencies. The firm employs a contrarian, valuation-driven approach using quantitative models and proprietary strategies, offering a range of tactical, tax-sensitive, ESG-tilted, and Strategic Beta investment models.

Kathleen Tatulli is a Series 65-licensed advisor with Capstone Wealth Management Group, LLC, where she has worked since 2019. She has seven years of industry experience and also operates Tatulli and Associates, LLC, a business she has been involved with since 2005. Capstone Wealth Management Group is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $292 million for around 573 clients, offering discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services using a long-term strategic asset allocation combined with a tactical overlay.