Cory Lyon is a financial advisor at Aureum Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at TFG Financial Advisors, LLC, The Fuoco Group, and Hewins Financial Advisors, LLC. Aureum Wealth Management is an SEC-registered firm managing approximately $154 million for several hundred clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers tailored financial planning and portfolio management, incorporating fundamental, technical, and cyclical analysis alongside third-party managers and alternative investments through the iCapital network.

Thomas Quealy is a financial advisor at Aureum Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TFG Financial Advisors, LLC since 2025, following a 35-year tenure at Nottingham Advisors Inc. Aureum Wealth Management is an SEC-registered advisory firm managing approximately $154 million for several hundred clients, including high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm provides tailored financial planning and portfolio management services, emphasizing asset allocation and ongoing monitoring, and incorporates third-party managers and alternative investments through the iCapital network.

Partick Quealy is a financial advisor at Aureum Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Aureum, he worked at TFG Accounting and Tax and has a background that includes roles outside finance, such as at Buffalo Aquatics and Clarence High School. Aureum Wealth Management provides financial planning, portfolio management, and pension consulting services for individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis, offers access to alternative investments through third-party sub-advisers, and incorporates AI tools in its investment process.