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Vanderbilt Financial Group

Our Advisor Community

Below is a partial listing of our advisor community’s growth within each year.  For the full listing of Vanderbilt Advisors, please contact us at info@vanderbiltsecurities.com

Advisors (All)| Advisors 2022| Advisors 2021| Advisors 2020
VFG Advisor Al Moore

Al Moore

VFG Advisor

Al Moore Jr. is joining us from Jonesboro, AR. Al has 7 years of experience and was most recently a Vice President of Investment Solutions at Regions Bank. He has his Series 7 and 66 licenses. He is the owner of Al Moore Financial, specializing in providing financial assistance to women in STEM fields, black entrepreneurs, military veterans, contractors and underserved communities.
VFG Advisor Tim McGrath

Tim McGrath

VFG Advisor

Vanderbilt is happy to announce our newest Financial Professional, Sr. Wealth Manager, Tim McGrath AAMS®! Tim is joining us from Anna, Illinois. Tim has 15 years' experience and was previously with Edward Jones. He has his Series 7 and 65 licenses. He specializes in retirement planning, college education, wealth transfer, and personal investing.
VFG Advisor Danny Packard

Danny Packard

VFG Advisor

Vanderbilt is happy to announce our newest Financial Professional, Danny Packard of Packard Advisory! Danny is joining us from Escondido, CA. Danny has 8 years of experience and was previously with Capital Assets, as a Financial Advisor. He has his Series 65 license.
VFG Advisor Keith Murray

Keith Murray

VFG Advisor

Vanderbilt is happy to announce our newest Financial Professional, Keith Murray! Keith is joining us from Annapolis, MD Keith has 43 years’ experience and was previously with Gradient Securities. He has his Series 6 and 63 licenses. He is the President of Murray Insurance, specializing in life insurance, annuities and mutual funds.
VFG Advisor Brian Burns

Brian Burns

VFG Advisor

Vanderbilt is happy to announce our newest Financial Professional Brian Burns! Brian is joining us from Tecumseh, MI. Brian has 25 years of experience and was previously with Sigma Financial Corporation as a Registered Rep. He has his Series 7 and 63 licenses as well as his Life, Accident and Health PC.
VFG Advisor Eric Hu

Eric Hu

VFG Advisor

Vanderbilt is happy to announce our newest Financial Professional, Eric Hu! Eric is joining us from Bridgewater, NJ. Eric has 25 years’ experience and was previously with Sigma Financial. He has his Series 7, 24, 63 and 65 licenses. He is the President of Gryphon Asset Management, specializing in retirement planning, 401k rollovers, and wealth planning & preservation.
VFG Advisor Walter McKinney

Walter McKinney

VFG Advisor

Vanderbilt is happy to announce our newest Financial Professional, Walter McKinney! Walter is joining us from Bridgeton, MO. Walter has 20 years' experience and was previously with A.G Edwards & Sons Inc who were acquired by Wells Fargo. He has his Series 7 and 63 licenses. He is the President and CEO of McKinney Group Wealth. Walter was previously in the Marines as well.
VFG Advisor Peggy Martin

Peggy Martin

VFG Advisor

Vanderbilt is happy to announce our newest Financial Professional, Peggy Martin! Peggy is joining us from Santa Rosa, CA. Peggy came from Parsonex Securities, Inc and has 4 years of experience. She was formerly a teacher. Peggy has her Series 6 and Series 63 licenses.
VFG Advisor Joseph Vanelli III

Joseph Vanelli III

VFG Advisor

Vanderbilt is happy to announce our newest Financial Professional, Joseph Vanelli III from Skippack, PA. Joseph is coming from Fortune Financial Services and brings 5 years' experience with a focus on technology. He has his Series 6 and Series 63 licenses.
VFG Advisor Scott Kadish

Scott Kadish

VFG Advisor

Vanderbilt is happy to announce our newest Financial Professional, Scott Kadish, CFP® of Greenvest™! Scott is joining us from Westborough, MA. Scott has 15 years of experience and was previously with Merrill Lynch, Pierce Fenner & Smith Inc. as a Financial Solutions Advisor. He has his Series 7, 63 and 66 licenses as well as being a Certified Financial Planner™ and a Certified SRI Counselor™.
VFG Advisor Sandra Hay Magdaleno

Sandra Hay Magdaleno

VFG Advisor

Vanderbilt is happy to announce our newest Sr. Financial Advisor, Sandra Hay Magdaleno. Sandra is joining us from Portland, Oregon! Sandra has over 30 years' experience in the financial services industry. Her previous firm was Cetera Advisors LLC., and she joined Vanderbilt because she was looking for an ESG/SRI focused firm. She has her FINRA Series 7, 63, and 65 licenses.
VFG Advisor George Assad

George Assad

VFG Advisor

Vanderbilt Financial Group is proud to welcome George Assad! George is located in Methuen, Massachusetts and has 40+ years of experience. George has his Series 1 and Series 63 license. He works 100% on brokerage accounts and his interests are in value stocks, especially smaller capitalization and science stocks with a focus on biotechnology.
VFG Advisor Michael Bora

Michael Bora

VFG Advisor

Vanderbilt Financial Group is proud to welcome, Michael Bora, joining us from our newest location, Chicago! Michael has over 35 years of experience in the Financial Services industry. In 2014, he started his own firm and brought on his daughter Shannon Bora-Cooper as a Registered Admin and the Operations/Client Relations Specialist. As the firm continues to grow, Michael’s son Lewis has also become a part of the back-office team.
VFG Advisor Ivory Johnson

Ivory Johnson

VFG Advisor

Vanderbilt Financial Group is proud to welcome Ivory Johnson, CFP®️, ChFC, joining us from our newest location, Washington, DC! Ivory Johnson is the Founder of Delancey Wealth Management, LLC, a financial planning firm located near the U.S. Capitol Building in Washington, DC. Ivory graduated from Penn State University with a Bachelor of Science Degree in Finance.
VFG Advisor Gale A. Brodie

Gale A. Brodie

VFG Advisor

Vanderbilt Financial Group is proud to welcome Gale A. Brodie, CRPC®️, a new advisor joining us from our newest location, Elk Grove, Central California! Gale comes to us with over 35 years of wealth management experience and enjoys working with people from different backgrounds and life experiences.
VFG Advisor Thomas Turner

Thomas Turner

VFG Advisor

Vanderbilt Financial Group is proud to welcome Thomas Turner and our newest office in Rockford, Michigan! Tom has been a Financial Advisor for over 25 years and specializes in estate and retirement planning, which he is passionate about.
VFG Advisor Matthew Flaks

Matthew Flaks

VFG Advisor

Vanderbilt Financial Group is excited to welcome Matthew Flaks! Matthew is a Wealth Manager joining us as a wall street veteran specializing in helping ultra-high net worth clientele in their desire to achieve their financial goals. Matthew is joining us from LPL Financial and will be based in Lake Worth, Fl.
VFG Advisor Hillary Brevig

Hillary Brevig

VFG Advisor

Vanderbilt Financial Group is thrilled to announce Hillary Brevig as our newest Junior Financial Advisor! Previously, Hillary worked as Client Services Coordinator with KMS Financial Services, Inc., and is now a member of Lunaria Financial. She is a certified CSRIC® and BFA™ and specializes in ESG and impact investing.
VFG Advisor Susan Hansen (The Hansen Group)

Susan Hansen

VFG Advisor

We are delighted to announce that Susan Hansen is now a member of the Vanderbilt family! Joining us from Cadaret Grant & Co. Inc., Susan and her team are located in Fayetteville, New York. Susan has over 35 years of experience with specializations in socially responsible investing and LGBT and peace activist communities.
VFG Advisor Gayle Olivette (The Hansen Group)

Gayle Olivette

VFG Advisor

Please welcome Financial Advisor Gayle Olivette to the Vanderbilt team! Gayle is a member of Hansen’s Advisory Services and also joins us from Cadaret Grant & Co. Inc. Her areas of focus include holistic financial planning, investments, insurance, and taxes. When she is not working, Gayle enjoys outdoor activities such as hiking and boating.
VFG Advisor Laura Adams (The Hansen Group)

Laura Adams

VFG Advisor

Vanderbilt Financial Group is excited to welcome Laura Adams! Laura is the Client Relations Manager at Hansen’s Advisory Services in Fayetteville, New York. She has 10 years of experience in client communications, administrative oversight, and advisor support.
VFG Advisor Elliot Ford

Elliot Ford

VFG Advisor

Vanderbilt is happy to announce our newest Financial Advisor, Elliot Ford! Located in Twisp, Washington, Elliot has over 25 years of experience in the industry. His areas of focus include impact investing, retirement plans, and continued investment research. Elliot joins us from KMS Financial Services.
VFG Advisor Ken Martinson

Ken Martinson

VFG Advisor

We are excited to announce that Ken Martinson has joined the Vanderbilt team! Formerly of KMS Financial Services, Ken is located in Walnut Creek, California and has 36 years of experience. He specializes in custom investment management with an emphasis on dividend-income oriented investments to ensure his clients can maintain their lifestyles through their lifetimes.
VFG Advisor Luna Jaffe

Luna Jaffe

VFG Advisor

Vanderbilt Financial Group is excited to welcome Certified Financial Planner Luna Jaffe! Located in Portland, Oregon, Luna is the Founder and CEO of Lunaria Financial, where she focuses on helping families transfer wealth in a thoughtful way. She is the author of Wild Money: A Creative Journey to Financial Wisdom and previously worked as a professional textile artist and psychotherapist.

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Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments.

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Important Disclosures
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MSRB Rule G-10 Notifications

Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.
Clearing agent: Fidelity Clearing & Custody Solutions.  Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review.  Clearing agents: Fidelity Clearing & Custody Solutions, Charles Schwab & TD Ameritrade Insurance Services offered through Vanderbilt Insurance and other agencies. For additional information on services, disclosures, fees, and conflicts of interest, please visit Important Disclosures | Privacy Policy | SEC Rule 606 | Public BCP

VFG uses MSCI, an industry leader in driving ESG and Climate transparency through objective measuring and modeling of ESG characteristics. Learn more at MSCI.com. VFG and its affiliates support and promote Environmental, Social, and Corporate Governance (“ESG”), Socially Responsible Investing (“SRI”), and Impact Investing, but the Firm and its affiliates do not require or mandate that its financial professionals engage solely in related activities.  Clients of the Firm and its affiliates are not required to adopt or invest in any specific security, strategy, or portfolio. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by third parties to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. 

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