Amuni Financial, Inc.

Richard Giffin is a financial advisor with Amuni Financial, Inc. in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with American Municipal Securities, Inc. since 1993. Amuni Financial, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach and manages approximately $159.7 million in regulatory assets through a team of 11 advisors.

Jay Lake is a financial advisor at Amuni Financial, Inc. with 38 years of industry experience. He has been associated with American Municipal Securities, Inc. since 1990. Jay holds Series 63 and Series 65 designations. Amuni Financial, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach and offers both discretionary and non-discretionary account management through a team of 11 advisors.

Michael Petagna is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at American Municipal SEC since 2010. Outside of finance, he serves as an authorized representative for an aviation transportation company and is a managing member of a management company for a second home. Amuni Financial, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $159.7 million in assets through a team of 11 advisors. The firm employs a fundamental, long-term investment approach tailored to client objectives and risk tolerance and offers both discretionary and non-discretionary account management.

Jack Crawford is a financial advisor at Amuni Financial, Inc. in St. Petersburg, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Amuni Financial in 2023, he worked at Hope College from 2019 to 2023 and at Carmel Clay Public School from 2006 to 2019. Amuni Financial, Inc. manages approximately $159.7 million in regulatory assets for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach and offers fee-based portfolio management and wrap fee programs tailored to individual client objectives and risk tolerance.

Robert House is a financial advisor with Amuni Financial, Inc. in Little Rock, AR, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with American Municipal Securities, Inc. since 2001. Outside of his advisory role, he holds a life insurance license in Arkansas. Amuni Financial, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with portfolio management and advisory programs. The firm employs a fundamental, long-term investment approach tailored to client objectives and risk tolerance, managing approximately $159.7 million in regulatory assets through a team of 11 advisors.

Mark Donohue is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at American Municipal Securities, Inc. since 1980. Donohue is also a licensed insurance agent in Florida, authorized to sell non-securities insurance products. Amuni Financial, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $159.7 million in regulatory assets across a team of 11 advisors. The firm employs a fundamental, long-term investment approach and offers fee-based portfolio management and wrap fee programs that include mutual funds, ETFs, stocks, bonds, derivatives, and annuities.

Jonathan Bailey is a financial advisor at Amuni Financial, Inc. in St. Petersburg, FL, holding Series 65 and Series 66 licenses with 12 years of industry experience. He has been with American Municipal SEC since 2014. Amuni Financial, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach and offers fee-based portfolio management and wrap fee programs that include a broad range of investment products.

Alan Marsh is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with American Municipal SEC since 2012. Marsh is also a licensed insurance agent in Florida, authorized to sell non-securities insurance products within his firm's scope. Amuni Financial, Inc. manages approximately $159.7 million in regulatory assets for individuals, high-net-worth clients, trusts, estates, and charitable organizations through a team of 11 advisors. The firm employs a fundamental, long-term investment approach and offers both discretionary and non-discretionary portfolio management, including access to outside money managers and a range of investment products.

John Satterfield is a financial advisor at Amuni Financial, Inc. in Little Rock, AR, holding Series 63 and Series 66 licenses with 40 years of industry experience. He has worked at American Municipal Securities, Inc. since 1993. Outside of advisory work, he is a co-owner of Clout Services LLC, a package delivery business. Amuni Financial, Inc. manages approximately $159.7 million in assets for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach and offers fee-based portfolio management and wrap fee programs tailored to individual client objectives and risk tolerance.

David Polkinghorn is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. He has worked at American Municipal SEC since 2015. Polkinghorn is also a licensed insurance agent in Florida, authorized to sell non-securities insurance products. Amuni Financial, Inc. serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with portfolio management and advisory programs. The firm employs a fundamental, long-term investment approach and offers fee-based management including mutual funds, ETFs, stocks, bonds, derivatives, and annuities.

Jared Abelman is a financial advisor with Amuni Financial, Inc. in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at American Municipal SEC since 2010. Outside of his advisory role, Abelman serves as Vice Chairman of Gulf Coast Cares, overseeing the management of an endowment, and as Treasurer of Project Prosper Inc., an organization promoting financial literacy and microloans to recent immigrants. Amuni Financial, Inc. provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately $159.7 million in regulatory assets through a team of 11 advisors. The firm employs a fundamental, long-term investment approach tailored to client objectives and risk tolerance, offering both discretionary and non-discretionary account management.

Larry Furrer is a financial advisor at Amuni Financial, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Municipal Securities, Inc. since 1993. Outside of his advisory role, he serves as secretary-treasurer for the Kiwanis Club in Little Rock, Arkansas. Amuni Financial, Inc. manages approximately $159.7 million in regulatory assets for individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, long-term investment approach, offering fee-based portfolio management and wrap fee programs with a range of investment products and educational resources.