Gary Friedman is a Series 65-licensed financial advisor with 29 years of industry experience. He has worked at Bison Wealth Management, LLC since 2026 and previously spent 18 years at Summit Capital, Inc. He also operates under his own name, Gary E. Friedman, since 2000. Bison Wealth Management provides discretionary wealth management and comprehensive financial planning services to individual and high net worth clients. The firm employs a primarily long-term investment approach with portfolios constructed from ETFs, individual equities, bonds, and low-cost mutual funds, incorporating fundamental, technical, and quantitative analysis.

Regina Ryan is a financial advisor at Bison Wealth Management, LLC with 12 years of industry experience. She holds a Series 63 designation and previously worked at Summit Capital Inc for 12 years before joining Bison Wealth Management in 2026. Bison Wealth Management provides discretionary wealth management and comprehensive financial planning to individual and high net worth clients. The firm’s investment approach is primarily long-term focused, with portfolio construction based on ETFs, individual equities, bonds, and low-cost mutual funds, supplemented by fundamental, technical, and quantitative analysis.

Cerri Yormick is a financial advisor at Bison Wealth Management, LLC, holding Series 65 and Series 66 licenses. She has one year of industry experience and previously worked as a production coordinator and in tutoring. Bison Wealth Management provides discretionary wealth management and comprehensive financial planning to individual and high net worth clients, employing a primarily long-term investment approach with flexible portfolio management using ETFs, equities, bonds, and mutual funds.

David Yormick is a financial advisor at Bison Wealth Management, LLC with 29 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at Morgan Stanley DW Inc. and Summit Capital, Inc. Bison Wealth Management provides discretionary wealth management and comprehensive financial planning to individual and high net worth clients. The firm employs a primarily long-term investment approach using ETFs, individual equities, bonds, and low-cost mutual funds, supported by fundamental, technical, and quantitative analysis.