David D'alessandro is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Axiom Private Wealth, LLC since 2020 and previously spent four years at Robert W Baird & Co. Axiom Private Wealth serves individual and high-net-worth clients by providing discretionary and non-discretionary investment management alongside comprehensive wealth management and financial planning. The firm employs a long-term asset-allocation approach tailored to each client’s goals and risk tolerance, managing portfolios that include mutual funds, ETFs, bonds, and cash, and may utilize unaffiliated independent managers without additional compensation.

Jacob Pivonka is a financial advisor at Axiom Private Wealth, LLC in Charlotte, NC. He holds a Series 65 designation and has one year of industry experience, with prior roles at McQueen Financial Advisors and Dusseldorf EG. Axiom Private Wealth serves individual and high-net-worth clients by providing discretionary and non-discretionary investment management along with comprehensive financial planning. The firm employs a long-term, fundamental analysis approach to asset allocation and offers personalized portfolio management tailored to clients’ goals and risk tolerance.