Advisor Directory

Kelly & Schertz Group

Christopher Kelly, AWM, CFP®

Senior Vice President - Financial Advisor

Senior Consulting Group

The Rosenwald Team

Leksi Kovalerchik, CDFA®, RICP®

Vice President - Financial Advisor

Matthew Kunkel, CFP®

Managing Director - Financial Advisor

Bret Schertz, CFP®

First Vice President - Financial Advisor

Portfolio Manager - Portfolio Focus

Beth Rosenwald

Managing Director - Branch Director

Obtain more information about these financial advisors onFINRA's BrokerCheck websiteopen_in_new

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