John Casconi - CPM®
John Casconi is a Certified Portfolio Manager (CPM)® in Louisville, Kentucky. He graduated from Fordham University in 1975. John began his career in finance selling commodities. He made the transition to be an advisor in 1987. As Senior Managing Partner of the Private Client Group, John offers his clients individualized services including retirement planning, financial, estate and insurance planning as well as asset and investment management. John creates and delivers plans that meet his clients’ needs, and he has consistently performed as one of the top two advisors in the Bluegrass Region, Money Concepts International's top region.
Rodger McAlister - CFM®, CEP®
Rodger McAlister is a financial advisor in Louisville, Kentucky who has been helping clients plan for their financial futures since 1995. He started his career as a NASDAQ Security Trader, negotiating National Market and Over-the-Counter Securities. In 2000, Rodger began working with individuals and small businesses delivering asset management strategies. Rodger has earned both his Certified Estate Planner and Certified Financial Manager designations.
Jennifer Grilliot - Paraplanner
Jennifer is a University of Louisville graduate. She earned her Bachelor of Business Administration degree in Finance with a minor in Marketing. Jennifer was a four-year varsity member of the University of Louisville cheerleading team and won three D-1 National Championships. She joined Money Concepts in 2014. Jennifer holds her FINRA Series 7 and Series 66 licenses.