Financial Resources Group Investment Services, LLC

Financial Resources Group is excited to unveil our refreshed logo — a milestone that highlights our firm’s ongoing growth! Our updated design, retaining the pinwheel symbol of continuous movement, embodies our dedication to innovation and the progress we're making in the financial industry. Alongside the new look, we're introducing our fresh slogan: "Your Financial Advising Journey in Motion," which reflects our ongoing commitment to innovation and the continued progress we're making as we evolve in the financial industry. We’re also proud to announce that we’ve surpassed the $60B AUM milestone — a success made possible by the trust and collaboration of our advisors, partnering institutions, and sponsors. Thank you for being a part of our journey!

WELCOME TO OUR OFFICE, JOE! On Monday, Financial Resources Group was thrilled to host Joe Pannarale from Diversified Wealth Solutions, LLC, based in Highland, Indiana, outside of Chicago. Despite the chilly, rainy weather, 🌧️ Joe brightened up our office and had the opportunity to meet with executives at our firm to discuss insights on leadership, compliance, marketing strategies, and business consulting.  During his visit, Joe also connected with Jennifer Hallmark, Director of Marketing, Corporate and Independent Advisor Services, to record three videos 🎥 scripts that he plans to use for his website and other marketing initiatives. Joe is pictured here in a recording session after meeting with David Rich, Chief Compliance Officer, and Jim Liddington, Supervisory Principal, along with Adam Rean Bohlen, CSSCS, Managing Director of Business Consulting for Independent Advisors and Dual Institutions. In the background, the video of Joe, which was featured as one of our Advisor Spotlights last year, was playing in our lobby. 🤝💼 "Joe is an amazing partner, and it was a pleasure having him on site at our home office in Fort Mill," Adam said. "We’re excited to keep the conversations going and continue collaborating."

CONGRATULATIONS, AMANI! 👏🎉 We’re excited to recognize Amani S., Marketing Account Manager, Independent Advisor Services, as our Employee of the Month for January! Amani’s nominator highlighted: “Since joining FRG, Amani has consistently demonstrated exceptional dedication, initiative, and teamwork. In her role on the marketing team, Amani does an outstanding job managing her responsibilities, delivering high-quality work, and driving impactful results. During a transitional period for the team, she went above and beyond by stepping in to take on additional tasks, ensuring critical projects were completed smoothly and without delay. Amani has taken the lead in organizing and hosting our weekly FRG meetings, creating engaging and well-thought-out content that keeps the team informed and connected. Beyond her core role, she has provided invaluable support to other departments, assisting with social initiatives and out Holiday Party, fostering collaboration and enhancing our workplace culture. Amani’s ability to excel in her role while also contributing across teams is a testament to her work ethic, versatility, and commitment to FRG’s success. She truly embodies service excellence, making her a clear choice as the winner for our January Service Excellence Award”. Congratulations, Amani, your positivity and hard work are invaluable, and we’re extremely lucky to have you as a key member of our team. 🎉

Financial Resources Group will be closed on Monday, January 20th, in observance of Martin Luther King Jr. Day. This day serves as a time to honor Dr. King’s enduring legacy of equality, service, and justice. Our office will resume normal business operations on Tuesday, January 21st. We appreciate your understanding.

✨INTRODUCING KARL WILLIAMS:✨ We’re excited to introduce Karl Williams as the newest member of Financial Resources Group, joining us as Director of Business Consulting. With over 25 years of experience in financial services, Karl brings a wealth of expertise 📈 in wholesaling, training, and consulting with advisors and financial institutions. He has an impressive career background, including time with LPL Financial and other broker-dealers. Karl’s true passion lies in partnering with investment programs and advisors to enhance their practices, drive sustainable profitability, and support growth. His extensive knowledge will be a tremendous asset as we continue to empower our clients to achieve their goals. Originally from the Washington, DC area, Karl enjoys hiking 🌿, playing and repairing guitars 🎸 for his band, and cheering on the Tampa Bay Buccaneers! 🏈 Join us in giving Karl a warm welcome! We look forward to the positive impact he’ll bring to our team and know he’s eager to meet clients in the field very soon. 💼

Unexpected Market Close: To honor former President Jimmy Carter, a National Day of Mourning has been announced for Thursday, January 9. As a result, the equity and option markets will be closed, and fixed income markets will close early. Financial Resources Group as well as LPL’s Service and Operations teams will operate under normal business hours, while LPL Trading will have varied hours.  You may reference the FAQ on the ClientWorks Resource Center for details. https://lnkd.in/g4JCVSHG 

KUDOS AND BIRTHDAY WISHES: Financial Resources Group wishes a happy work anniversary🎉and fantastic birthday🎈to the following associates at the home office and in the field celebrating one or both of these January milestones! HOME OFFICE ANNIVERSARIES: J. J. Hudock, 7 years Mark Stieve, 13 years Matt Danner, 7 years William Brice, 2 years Monica Yearwood, 1 year FIELD ANNIVERSARIES: Logan Bailey, IBC Bank, 2 years Julie Burkholder, GreenState Credit Union, 2 years Saidur Rahman, Webster Bank, 10 years Thomas Moehringer, Webster Bank, 9 years Edward Earle, ORNL Federal Credit Union, 4 years HOME OFFICE BIRTHDAYS: Heather Rossitto, January 3rd Chris Freeman, January 15th Daniel M. Pellegrino, January 19th Sophie Syska, January 19th Mark Stieve, December 23rd  MJ Mulligan, January 24th FIELD BIRTHDAYS: Jeffrey Parker, Dow Credit Union, January 3rd Daniel Strong AIF®, Dow Credit Union, January 12th Mark Dennis, Eastman Credit Union, January 3rd Rob Consentino, Webster Bank, January 13th  Gina Diaz, Webster Bank, January 14th Kiran Mirpuri, Webster Bank, January 14th Ann Costigan, Webster Bank, January 17th Brian David, Webster Bank, January 18th Laura (Peter) Haynes, Webster Bank, January 19th Raymond Beloin, CFP® ChFC®, CLU®, CEBS, FSCP, Webster Bank, January 30th John Jordan, Royal Credit Union, January 1st Kasey Hornbostel, Royal Credit Union, January 18th Kerry Wilson, OcreanPoint Investment Solutions, January 10th

HOLIDAY OFFICE HOURS: In observance of New Year's Day, the office of Financial Resources Group will be closed on Wednesday, January 1. As we look ahead to the opportunities of the coming year, we wish you and your loved ones a Happy New Year filled with happiness and success. Thank you for your trust and partnership!

KUDOS AND BIRTHDAY WISHES: Financial Resources Group wishes a happy work anniversary🎉and fantastic birthday🎈to the following associates at the home office and in the field celebrating one or both of these December milestones! HOME OFFICE ANNIVERSARIES: Gloria DuBose, MBA, 9 years FIELD ANNIVERSARIES: Sergio Soto, IBC Bank, 9 years William Ruland, Webster Bank, 9 years Daniel Lofrese, Webster Bank, 7 years Peter Zagrobelny, Webster Bank, 7 years Frank Hahofer, Webster Bank, 7 years Angela Davis, Eastman Credit Union, 2 years HOME OFFICE BIRTHDAYS: Chris Thompson, December 3rd Diana Heinimann, December 5th J. J. Hudock, December 8th David Foster, December 9th William Brice, December 10th Adam Rean Bohlen, CSSCS, December 15th Matthew Baval, December 17th Kristin Hill, December 26th Amani S., December 27th Jim Liddington, December 27th FIELD BIRTHDAYS: Brackton Smith, Eastman Credit Union, December 2nd Daniel Hazzard, GreenState Credit Union, December 10th Kyle Kuckta, GreenState Credit Union, December 16th Stefan Borso, GreenState Credit Union, December 29th Frank Randall, Hometown Wealth Management, December 30th Geoffrey Nance, Jovia Financial Credit Union, December 5th Christopher Griffith, Tri County Area Federal Credit Union, December 31st Kevin Sullivan, Webster Bank, December 9th Cheryl Smith, Webster Bank, December 15th Chris Libutti, Webster Bank, December 20th Richard Dellisola, Webster Bank, December 22nd Cassie Depena, Webster Bank, December 24th

TOASTING RELATIONSHIPS AND NEW BEGINNINGS: Webster Investment Services financial advisors, leaders, and others -- along with executives and associates with our firm -- gathered for a holiday dinner celebration, hosted by Financial Resources Group, last week in Melville, NY. A special thanks to Matthew Baval who organized the end-of-year occasion that included motivating speeches from such leaders as Bruce Miller and toasts as we move into 2025!