Main Street Financial

Jay Mc Neill is a CFP® professional with four years of experience at Main Street Financial and additional experience dating back to 2011. He is also the managing member of LaRusso & McNeill LLC, where he provides tax, accounting, and consulting services to individuals and small businesses. Main Street Financial offers discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $71 million for about 98 clients, using customized asset allocations and a combination of fundamental and technical analysis.

Leo Cunningham is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Main Street Financial since 2011. He holds the Series 66 designation and has additional roles as an on-call flight simulator instructor and pilot. Main Street Financial provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses, managing approximately $71 million across about 98 clients. The firm employs customized asset allocation strategies using ETFs, mutual funds, individual stocks, and bonds, combining fundamental and technical analysis within a long-term investment framework.

Charles Benway is a CFP® with six years of experience as a financial advisor at Main Street Financial, where he has worked since 2000. He is also a CPA with over 38 years in that profession. Benway operates a separate CPA practice located at the same address as Main Street Financial. Main Street Financial provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $71 million for about 98 clients, employing customized asset allocation strategies and an integrated tax and investment service model through its affiliation with an accounting firm.