Ruth Rivera is a financial advisor at Crescendo Wealth Group LLC in Round Rock, TX, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Resources Investment Advisors, Inc. for 10 years. In addition to her advisory role, she owns ARM, LLC, a consulting business focused on 401(k) administration and compliance for employer-sponsored plans. Crescendo Wealth Group provides ongoing portfolio management for individual clients and consulting services to pension and employee benefit plans. The firm uses a range of investment vehicles and manages accounts on a discretionary basis, employing long-term strategies informed by fundamental and quantitative analysis.

Jeremiah Sanchez is a financial advisor at Crescendo Wealth Group LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Victory Capital, and Bukaty Financial. Sanchez is also the owner of Crescendo Private Wealth Advisory, LLC, an independent licensed insurance agency currently without active business. Crescendo Wealth Group LLC serves individual clients and pension/profit-sharing plans with portfolio management and pension consulting. The firm uses a long-term investment approach based on fundamental and cyclical analysis, modern portfolio theory, and quantitative techniques, typically managing accounts on a discretionary or non-discretionary basis.