Advisors at this firm
D. G. (Chip) K
CFP®, Series 63, Series 65
Cedar Rapids, IA
BCG Securities, inc.
D. G. (Chip) Kensinger is a CFP® professional with 42 years of industry experience, currently serving at BCG Securities, Inc. since 2013. He holds Series 63 and Series 65 licenses and teaches Tai Chi part-time at the Grand Rapids YMCA. BCG Securities offers portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts. The firm employs a diverse investment approach that includes fundamental and technical analysis, third-party manager selection, and both long- and short-term strategies.
Justin K
Series 66
Cedar Rapids, IA
BCG Securities, inc.
Justin Kensinger is a financial advisor at BCG Securities, Inc. in Cedar Rapids, Iowa, holding a Series 66 designation with 18 years of industry experience. He has been with BCG Securities since 2013. Kensinger also operates a DBA, Kensinger & Co., LLC. BCG Securities provides portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts. The firm employs a diverse investment approach that includes fundamental and technical analysis, uses both long- and short-term strategies, and manages accounts on discretionary and non-discretionary bases.
Nicholas A
CFP®, Series 63
Cherry Hill, NJ
BCG Securities, inc.
Nicholas Adornetto is a CFP® with 20 years of industry experience, currently serving at BCG Securities, Inc. since 2013. He holds a Series 63 designation and is based in Phoenixville, PA. Outside of his advisory role, he dedicates time to fixed insurance products, including life, health, disability, and annuities. BCG Securities offers portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts. The firm employs a diverse investment process using fundamental, technical, and third-party manager analysis, managing accounts on both discretionary and non-discretionary bases.
Donald A
Series 66
Boynton Beach, FL
BCG Securities, inc.
Donald Antonacio is a financial advisor at BCG Securities, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at PricewaterhouseCoopers LLP and Verittas Risk Advisors Inc. He completed his undergraduate and graduate studies at the University of Alabama. BCG Securities provides portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts. The firm employs a mix of fundamental, mutual fund/ETF, technical, and third-party manager analysis, managing accounts on both discretionary and non-discretionary bases according to client-specific investment policies.
Mark M
Series 63, Series 65
Cherry Hill, NJ
BCG Securities, inc.
Mark Meseroll is a financial advisor with BCG Securities, Inc. in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at BCG Securities since 2016 and previously held roles at Signator Investors Inc and John Hancock. In addition to his advisory work, he is also an insurance broker specializing in life, annuities, long-term care, and disability insurance. BCG Securities provides portfolio management, financial planning, pension consulting, and wealth management services primarily to retirement plans and individual accounts. The firm employs a diversified investment process and combines advisory services with affiliated broker-dealer activity, serving clients through discretionary and non-discretionary account management.
Douglas P
Series 63, Series 65
Park Ridge, NJ
BCG Securities, inc.
Douglas Pruett is a financial advisor at BCG Securities, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including GPL Wealth Management, Axia Financial Advisors, and Raymond James Financial Services. He has been with BCG Securities since 2016. BCG Securities provides portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts. The firm employs a combination of fundamental, mutual fund/ETF, technical, and third-party manager analysis, managing accounts on both discretionary and non-discretionary bases according to client-specific investment policies.
Abdul K
Series 66
Cherry Hill, NJ
BCG Securities, inc.
Abdul Khaliq is a financial advisor at BCG Securities, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Khaliq has been with BCG Securities since 2018. BCG Securities provides portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts. The firm employs a multi-faceted investment approach, including fundamental and technical analysis, and offers both discretionary and non-discretionary account management.
Hal C
Series 63, Series 66
Wexford, PA
BCG Securities, inc.
Hal Caprara is a financial advisor with BCG Securities, Inc. in Wexford, PA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with BCG Securities since 2015. Outside of his advisory role, Caprara owns and operates Landmark Tax & Accounting Services, which provides tax planning, preparation, bookkeeping, and payroll services to businesses and individuals. BCG Securities offers portfolio management, financial planning, pension consulting, and wealth management services to retirement plans and individual accounts, employing a blend of fundamental, mutual fund/ETF, technical, and third-party manager analysis across long- and short-term strategies.
Gary L
Series 63, Series 66
Wexford, PA
BCG Securities, inc.
Gary Latuszewski is a financial advisor with BCG Securities, Inc. in Wexford, PA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with BCG Securities since 2015 and also works at Key Wealth Management, Inc. since 2021. Outside of his advisory roles, he owns Landmark Tax and Accounting Services, which provides tax planning, preparation, bookkeeping, and payroll services. BCG Securities offers portfolio management, financial planning, pension consulting, and wealth-management services primarily to retirement plans and individual clients with significant assets. The firm employs a variety of investment strategies and combines advisory services with affiliated broker-dealer activities, with a focus on pension consulting and participant education.
Christopher C
CFP®, Series 63, Series 65, Series 66
Cherry Hill, NJ
BCG Securities, inc.
Christopher Cohen is a Certified Financial Planner (CFP®) with 13 years of industry experience. He is currently with BCG Securities, Inc., where he has worked since 2025. His prior experience includes roles at Citizens Securities, Inc., PFS Investments Inc., and Primerica Financial Services. BCG Securities provides portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts, using a combination of fundamental, mutual fund/ETF, technical, and third-party manager analysis. The firm offers both discretionary and non-discretionary account management and integrates advisory services with affiliated broker-dealer activities.
Conor M
Series 63, Series 66
Cherry Hill, NJ
BCG Securities, inc.
Conor Mc Kenna is a financial advisor at BCG Securities, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining BCG Securities, he worked at ADP and Lehigh Valley Health Network. BCG Securities provides portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts. The firm employs a mix of fundamental, technical, and third-party manager analysis across discretionary and non-discretionary accounts, and combines advisory services with affiliated broker-dealer activity.
Gary L
Series 66
Wexford, PA
BCG Securities, inc.
Gary Latuszewski is a financial advisor with BCG Securities, Inc. in Wexford, PA, holding a Series 66 designation and three years of industry experience. He has worked at Landmark Financial Partners since 2022 and also provides tax accounting and bookkeeping services through TAS Tax and Accounting Services. Prior to his advisory career, he held various roles including teaching positions and self-employment in the food service industry. BCG Securities offers portfolio management, financial planning, pension consulting, and wealth management services to retirement plans and individual accounts. The firm employs a mix of fundamental, mutual fund/ETF, technical, and third-party manager analysis with both discretionary and non-discretionary account management.
James W
Series 66
Cherry Hill, NJ
BCG Securities, inc.
James Ward is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and previously worked at Merrill for twelve years before joining LPL Financial. Outside of his advisory role, he has worked as a delivery driver for Uber and Amazon Flex. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.
Steven T
Series 63, Series 65
Cherry Hill, NJ
BCG Securities, inc.
Steven Tumminello is a financial advisor with BCG Securities, Inc. in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at McMahon Financial Advisors, LLC, Legend Financial Advisors, and the University of Pittsburgh. BCG Securities provides portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts, utilizing a mix of fundamental, mutual fund/ETF, technical, and third-party manager analysis. The firm manages accounts on both discretionary and non-discretionary bases and combines advisory services with affiliated broker-dealer activities.
Thomas M
Series 63, Series 65
Cherry Hill, NJ
BCG Securities, inc.
Thomas Monahan is a financial advisor with BCG Securities, Inc. in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at BCG Securities since 2007 and has been with Horace Mann Companies since 2019. Outside of finance, he owns and manages Max's Cafe in Gloucester City, NJ, and serves as president of the Hearth Community Fund, a nonprofit focused on aiding the low-income community, in addition to his role as president of the Gloucester City Business Association. BCG Securities provides portfolio management, financial planning, pension consulting, and wealth-management services to retirement plans and individual accounts, employing a range of investment strategies including fundamental and technical analysis and third-party manager evaluation. The firm combines advisory services with affiliated broker-dealer activity and emphasizes pension consulting and participant education for plan clients.