At Augustine Financial, we specialize in providing personalized financial guidance and investment solutions to individuals and businesses since 1969. We believe in building long-lasting relationships with our clients, based on trust, and transparency. Our team of experienced advisors is dedicated to helping our clients achieve their financial goals. We offer a wide range of services, including retirement planning, investment management, tax planning, estate planning, and more. Whether you're just starting to build your wealth or looking to protect and grow your existing assets, Augustine Financial is here to help. Contact us today to schedule a consultation and start your journey toward financial success.

Connor Golden ‘14

Connelly and Moore Wealth Management Group of Wells Fargo Advisors is committed to providing you with the informed perspectives and tailored approaches to your financial needs and challenges. As your trusted advisors, we begin with a deep understanding of your financial priorities and then offer you the vision to help you build a long-lasting financial legacy - and the agility to help you preserve that legacy through all types of economic and market conditions. Together, we can explore your needs regarding wealth planning as we work to help you build, manage, preserve and transfer your wealth.

Doug Moore

KAM LLC Alternatives is a premier investment firm dedicated to unlocking the potential of institutional alternative investments for qualified purchasers. With a steadfast commitment to due diligence and a strategic approach to asset selection, we offer our clients exclusive access to a diversified portfolio of alternative investment opportunities. Our mission is to bridge the gap between sophisticated investors and the complex world of institutional-grade investments, ensuring transparency, integrity, and performance at the core of every transaction. At KAM LLC Alternatives, we empower investors to elevate their portfolios with confidence, backed by our expertise and unwavering dedication to their financial aspirations.

Dan Ledva ‘90

Karr Barth Associates is proud to be a part of such an excellent company with a storied history. Both locally and nationally, Karr Barth and Equitable Advisors draws talented employees and financial professionals to meet the current and evolving needs of our clients. Our mission is to help our clients secure their financial well-being so they can pursue long and fulfilling lives.

Mark Strange ‘13

A strong reputation is built on core principles that define our culture; integrity, accountability and excellence have been at the center of Kelson since its inception. These tenants are shared convictions that we embody in our professional and personal demeanor. Kelson Group employs a process driven approach to identify premier investment strategies and partnerships. We use both a qualitative and quantitative analysis to understand each prospective team. Prior to assignment, our diligence process includes multiple meetings, feedback from independent industry sources, performance record review and comparison, completion of a detailed questionnaire, and key personnel background checks.

Dan Ledva ‘90

National Financial Network has achieved decades of success by staying true to these values. Critical to our culture is a spirit of teamwork and service, positioning our advisors as the clients’ trusted financial professional and lifelong advocate. These core values combined with a strong commitment to our clients’ well-being guide our decision making and help us impact the lives of those who put their trust in us. While we have expanded over the years, our mission remains unchanged: to create and implement financial strategies that meet and exceed clients’ desires. Whether seeking a holistic financial plan or targeted insurance, investment, or retirement strategy, we educate our clients about how each dollar in their world works together to provide the assurance of a secure financial future.

Tony Mazzei '73 & Margie Mallee-Mazzei ‘75

At PFCU, we’ve got a pretty clear-cut philosophy. We’re not here for our profit. We’re here for yours. And from the very beginning, that has made the difference for us and every one of our members. It is our fundamental belief, and the pride of PFCU, that our members and employees are the real owners of this institution. That’s why we work so hard to help them achieve their financial goals and see their families thrive. And why we reinvest all our profits back to improve our services, reduce our fees, and keep our rates competitive. We believe in helping people. Pure and simple. And that might seem like a radical idea, but trust us - it isn’t. It’s just a good one.

Maureen McAllister ‘75, Chuck Zacney ‘79

Our investment professionals have diverse educational and career backgrounds. We believe the best way to maintain a deeper understanding of investment priorities for our clients is to attract and retain proven professionals with varying perspectives and experiences.

Nick Lampone ‘90

Rosenberg, Smith, Cooney & Migliore, P.C., (RSCM), Certified Public Accountants, is a leading tax, accounting, and consulting firm serving privately owned small and medium size business enterprises for over 30 years.

Pat Smith ‘73

Our mission to is to educate and empower our clients giving them the confidence and peace of mind that our disciplined financial plan will allow them to retire comfortably. Our advisors and professional staff share a passion for helping you pursue and achieve your life goals. Our commitment to independent advice, transparency and accountability fosters our client relationships for generations.

Ed Woehlcke ‘94 & Kevin McGarry CD

Wade Insurance is committed to upholding the family name and reputation of providing innovative insurance protection at the best value while delivering optimal customer service and uncompromising integrity to each of our clients. Helping you find the best rate and the right plan for you… Wade Insurance Agency, Inc. is a family-owned business that has earned a solid reputation for providing innovative and impartial insurance protection at the best value for our customers. With over 30 years of experience and an extensive client list, we are able to provide leverage that parallel’s and exceeds that of any other Insurance Agency. In addition, our commitment to the family name and reputation ensures that all of our clients receive the personalized service and the uncompromised integrity they deserve. Providing insurance protection at economical pricing and serving all of our clients with superior customer service is what differentiates us from the competition!

Tim Wade ‘90

A network that you can grow with. Whether it’s day one or you’ve been with us for years the FiNet community is there to walk you through process, talk, answer questions and ensure you have the resources and tools to make your practice successful. Access to experts in marketing, risk management, operational, practice management, strategic initiative, succession planning and M&A purchases.

Scott J. Parker

How do you get to be nearly 200 years old in a world that's constantly changing? For us, the answer has always been the same: create a team of Associates who are passionate about serving the community, and success will follow. Our Mission and Values serve as essential reminders about who we are and how we do business.

Charles Kueny ‘76