PTS Brokerage, LLC

John Kelly is a financial advisor at PTS Brokerage, LLC with over 20 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to his current role, he worked at UPS for 37 years. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm manages approximately $107 million in client assets using a multi-advisor team and employs both fundamental and technical analysis to tailor portfolios to client needs.

Kenneth Gertie is a financial advisor with PTS Brokerage, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questor Capital Corporation, and ownership of Ken Gertie Insurance Service. Outside of advisory work, he owns an accounting and tax preparation firm serving individuals and small businesses and is involved in alternative energy development through Gustgertricity Inc. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm manages approximately $107 million in client assets and uses a multi-advisor team approach, employing both fundamental and technical analysis to tailor portfolios through an in-depth suitability process.

Arthur Troccoli is a financial advisor with PTS Brokerage, LLC, holding a Series 66 designation and eight years of industry experience. He currently serves as a fractional CFO at ProCFO Partners, providing strategic CFO leadership. His work history includes roles at ProCFO Partners, PTS Brokerage, Lehigh Valley Public Telecommunications, Questar Capital Corporation, and Roster Financial LLC. PTS Brokerage, LLC offers investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm manages approximately $107 million in client assets across discretionary and non-discretionary accounts, utilizing a multi-advisor team and a combination of fundamental and technical analysis to tailor portfolios to each client.

Peter Marcello is a financial advisor with PTS Brokerage, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Celtic Financial Group, JCC Financial Network LP, and the New Jersey State Police. In addition to his advisory work, he operates a small business writing life insurance, long-term care, and fixed annuities, and is involved in seasonal tax preparation through the 3MP Group. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm manages approximately $107 million in client assets and employs a multi-advisor team approach, tailoring portfolios through a detailed suitability process and combining fundamental and technical analysis.

Jeffrey Hahn is a financial advisor with PTS Brokerage, LLC, holding the ChFC® and Series 63 designations and bringing 38 years of industry experience. He has worked at PTS Brokerage since 2017 and previously held positions at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. In addition to his advisory role, he is an agent involved in life insurance sales for multiple carriers, including Penn Mutual Life. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm manages approximately $107 million in client assets, using a multi-advisor team and combining fundamental and technical analysis to tailor portfolios through an in-depth suitability process.

Gary Brotz is a financial advisor at PTS Brokerage, LLC with 21 years of industry experience. He holds a Series 66 designation and has been associated with PTS Brokerage since 2006. In addition to his advisory work, he is a partner at Sharer Petree Brotz & Snyder, a CPA firm, and operates an accounting and tax preparation business. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm manages approximately $107 million in client assets and uses a multi-advisor team approach to tailor portfolios through a detailed suitability process, combining fundamental and technical analysis.

Timothy Collins is a financial advisor at PTS Brokerage, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Continuity Operations Group, CohnReznick LLP, Investigative Alternatives, and operates his own tax and accounting service. Outside of his advisory role, he is a sole proprietor providing individual tax preparation and small business accounting services, and also conducts private investigations. PTS Brokerage, LLC serves individuals, estates, trusts, and retirement plans, managing approximately $107 million in client assets. The firm uses a multi-advisor team approach and combines fundamental and technical analysis to tailor portfolios, employing strategies such as trailing stop losses, periodic reallocation, and option strategies for larger accounts.

Philip Siciliano is a financial advisor with PTS Brokerage, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been associated with PTS Brokerage since 2006 and operates American Millenium Company LLC, a mortgage business, where he sells residential and commercial loans. Siciliano is also licensed as an insurance broker to sell life, health, and property and casualty insurance. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm manages approximately $107 million in client assets and employs a multi-advisor team to tailor portfolios using both fundamental and technical analysis.

Jeremy Schank is a financial advisor at PTS Brokerage, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Noto and Coda. Outside of his advisory role, he is a jiu-jitsu instructor and is involved in non-investment activities such as insurance sales and crypto mining. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm manages approximately $107 million in client assets and employs a multi-advisor team to tailor portfolios using both fundamental and technical analysis.

Ralph Schellinger is a financial advisor with PTS Brokerage, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has been with PTS Brokerage since 2005. In addition to his advisory role, he works as an independent contractor selling life and health insurance products. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm manages approximately $107 million in client assets and employs a multi-advisor team that utilizes both fundamental and technical analysis to tailor portfolios to client needs.

Richard Malesich is the principal of RCM Capital Management, L.L.C. in Hammonton, NJ, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his own advisory practice since 1998. Outside of investment advisory, he operates a consulting practice and is involved in non-variable life, health, and disability insurance sales. RCM Capital Management is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm provides discretionary and non-discretionary portfolio management primarily using fundamental analysis across ETFs, mutual funds, equities, and bond funds, and offers limited financial planning along with retirement plan consulting on a separate basis.

Salvatore Marcello Jr. is a financial advisor with PTS Brokerage, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Celtic Financial Group, Charglotz USA, and the New Jersey Department of Law & Public Safety, where he serves as an Administration Analyst. Outside of advising, he is a partner in a tax preparation and bookkeeping business and works as a life and health insurance agent. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm manages approximately $107 million in client assets and employs a multi-advisor team that uses both fundamental and technical analysis to tailor portfolios through a comprehensive suitability process.

Jesse Kovacs is a financial advisor at PTS Brokerage, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ohio National Financial Services and The O.N. Equity Sales Company. Outside of his advisory role, he is involved in Hoosier Daddy LLC, a business that sells race car tires. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm manages approximately $107 million in client assets and employs a multi-advisor team that uses a tailored investment approach combining fundamental and technical analysis.

Brad Schank is a financial advisor with PTS Brokerage, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with PTS Brokerage since 2009 and is also a member of PTS Tax Advisors, a tax preparation business. In addition to his advisory role, he is involved in the sale of life and health insurance. PTS Brokerage, LLC provides investment supervisory and money management services, financial planning, and investment advice to individuals, estates, trusts, and retirement plans. The firm manages approximately $107 million in client assets and utilizes a multi-advisor team to tailor portfolios through a detailed suitability process, combining fundamental and technical analysis with various strategies for larger accounts.