Alex Lee is a financial advisor at Allied Private Wealth with 12 years of industry experience. He holds a Series 66 designation and previously worked at Sky Alpha Asset Advisors LLC, Oppenheimer & Co. Inc., and Morgan Stanley in various roles from 2014 to 2024. Allied Private Wealth advises high-net-worth individuals, businesses, and institutional investors with discretionary portfolio management, financial planning, pension consulting, and alternative investment advisory services. The firm employs an analytical investment approach incorporating technical and fundamental analysis and manages approximately $225 million in assets across custom and model portfolios.

John Entenberg is a financial advisor with Allied Private Wealth in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2015. Allied Private Wealth primarily serves individual and high-net-worth clients, as well as employee benefit plans, offering discretionary portfolio management, financial planning, pension consulting, and advisory services on alternative and private equity investments. The firm uses a broad investment approach that includes fundamental and technical analysis, portfolio theory, and various trading strategies, supported by custodial platforms from Fidelity and Schwab.

Mara Schainuck is a financial advisor with Allied Private Wealth in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co., Wells Fargo Clearing, and Prudential Equity Group. She is also an author, having written a book titled *The Stockbroker* that was recently published. Allied Private Wealth advises high-net-worth individuals, businesses, and institutional investors, offering discretionary portfolio management, financial planning, pension consulting, and alternative investment advisory services. The firm employs an analytical investment approach combining technical and fundamental analysis with modern portfolio theory and manages approximately $225 million in assets across custom and model portfolios.