Anthony Assadi is a CFP® and CFA® with 16 years of industry experience. He has worked at Alere Planning LLC since 2017 and previously held a position at NTT Data from 2016 to 2019. In addition to his advisory role, he is licensed as an insurance agent. Alere Planning LLC provides personalized financial planning and investment management services to individuals, families, trusts, charitable organizations, pension plans, and corporations. The firm often serves clients experiencing complex life transitions and manages most client assets on a discretionary basis using tailored asset-allocation strategies across active and passive investment models.

William Weglein Jr. is a financial advisor with Alere Planning LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at Alere Planning LLC since 2017 and previously held roles at Purshe Kaplan Sterling Investments and Securities America Advisors. His other business activities include acting as an agent for fixed and traditional insurance products. Alere Planning LLC provides personalized financial planning and investment management to individuals, families, trusts, charitable organizations, pension plans, and corporations. The firm focuses on clients experiencing complex life transitions and employs a collaborative planning process, managing assets using tailored allocation models that incorporate both active and passive strategies.