Available to help Publix associates seeking to address their retirement planning and financial goals.
At Allen & Company, we are proud when offered the opportunity to work with Publix associates. Our company and Publix alike have shared roots in Florida communities; in fact, Allen & Company was founded within just a few years of Publix.
Along with a shared interest in our local communities, our teams have built professional knowledge throughout our history. This helps Allen & Company financial advisors work specifically with the financial needs of Publix associates like you.
It’s our goal to ensure that your unique investment planning and retirement planning challenges are addressed and managed. Our team of financial advisors delivers on our shared core values — we treat our clients with dignity and respect, and offer a high level of personalized customer service.
Q4 2025 Earnings Results
Publix’s 2025 year‑end results are in, and Michael and I are excited to share this update with you. This time, we’re joined by the younger members of our team—Registered Client Service Associate, Ariana Koruschak and Financial Advisor, John Madden—who will help provide a concise overview of Publix’s recent performance along with a brief look back at historical trends. As always, we’re here to help you navigate the numbers, and we welcome further conversations if you’d like to dive deeper into any of the information shared.
We value your feedback. If you have comments or suggestions for future videos, please feel free to reach out.
Ariana Koruschak is registered with, and holds her series 7 and 66 registrations through LPL Financial.
Publix is not affiliated with and associates under no obligation to patronize the services of Allen & Company or LPL Financial.
