Steven Snowden is a financial advisor with 4 years of industry experience, currently with 1977 Wealth, LLC. He holds the Series 63 and Series 65 designations and has prior experience at firms including C2C Private Wealth, U.S. Private Wealth, and Northwestern Mutual. His background also includes a brief role with a Chili’s franchise and work associated with Pennsylvania State University. 1977 Wealth, LLC serves individuals, families, small business owners, pension and profit-sharing plans, trusts, endowments, estates, and charitable organizations by providing personalized financial planning and discretionary investment management. The firm’s investment approach includes fundamental and technical research combined with active management across a broad investment universe, along with specialized services such as pension consulting, family office support, and ERISA fiduciary services.

Dalton Helvey is a financial advisor at 1977 Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Wall Wealth Management and VFG Associates, LLC. Outside of his advisory role, Helvey is involved with Lionkey Capital, LLC, serving as a hedge fund manager focusing on portfolio management, fund formation, and raising capital. 1977 Wealth, LLC serves individuals, families, small business owners, pension and profit-sharing plans, trusts, endowments, estates, and charitable organizations by providing personalized financial planning and discretionary investment management. The firm offers family office services, pension consulting with ERISA fiduciary support, and uses a broad investment approach combining active management with in-house fundamental and technical research.