Daniel Weiss is a CFP® with six years of industry experience, currently serving as a financial planner at Avrio Wealth PTE LTD. His prior experience includes roles at PrairieView Partners and Chen Planning, as well as positions with educational institutions such as Golden Gate University. Avrio Wealth PTE LTD provides financial planning, investment management, and insurance advisory services primarily to high-net-worth individuals, corporations, and institutional clients. The firm emphasizes a total-return approach with diversified portfolios, serving a notable non-U.S. client base while maintaining registration with the U.S. SEC.

Ann Marie Regal is a CFP® with 10 years of industry experience, currently serving as a Member and Chief Compliance Officer at Avrio Wealth LLC. She has prior experience at Capital Privée Suisse S.A. and Globaleye Pte Ltd. Ms. Regal is also the CEO and CCO of Avrio Wealth Pte Ltd and holds a license from the Monetary Authority of Singapore. Additionally, she serves as a managing member of CPS German I, LLC, which originates and services loans to real estate developers. Avrio Wealth LLC advises high-net-worth individuals, corporations, and institutions, including cross-border clients, on integrated financial planning and investment management. The firm offers comprehensive planning with written Investment Policy Statements, global diversification primarily through ETFs, and conducts due diligence on alternative investments, serving a focused client base with an international and affiliated structure.

Michael Humphreys is a CFA® charterholder with one year of industry experience. He is currently an advisor at Avrio Wealth PTE LTD, where he has worked since 2024. His prior experience includes roles at Providend and AAM Advisory Pte Ltd, as well as a five-year period at Wint Thai Trading Pte Ltd. Avrio Wealth is an SEC-registered advisory firm serving high-net-worth individuals, corporations, and institutions, including cross-border clients. The firm emphasizes comprehensive financial planning and employs a globally diversified, total-return investment approach using low-cost ETFs, equities, bonds, and alternatives.