Markell Staffieri is a financial advisor at CW Advisors, LLC with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Rovin Capital and First Allied Advisory Services, INC. Staffieri is also a member of the investment committees for Six Peak Capital Management, LLC and Rovin Capital. CW Advisors, LLC is a multi-team firm providing investment management, comprehensive wealth management, and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm uses a Core-and-Satellite approach that incorporates active, passive, quantitative, and ESG strategies, with centralized investment oversight through an Investment Oversight Committee.

Joshua Rivers is a Certified Financial Planner (CFP®) with 24 years of industry experience. He is currently with CW Advisors, LLC and has previously worked at Congress Wealth Management, Pinnacle Advisory Group, Osaic FA, Keel Point Advisors, and Uvest Financial Services Group. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and institutional entities. The firm employs a Core-and-Satellite investment approach, combining active, passive, quantitative, and ESG-oriented strategies, and provides additional services through affiliated trust, lending, and alternative-investment platforms.

Kristen Holland is a financial advisor at CW Advisors, LLC with 19 years of industry experience. She holds a Series 65 designation and previously worked for Fernwood Investment Management, LLC for 22 years. She is also involved as a manager of the Pennmont Fund, L.P., a hedge fund limited partnership. CW Advisors, LLC is a multi-team advisory firm that offers investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing a mix of active, passive, quantitative, and ESG strategies and serves other registered investment advisers as well as managing pooled vehicles and private funds.

Richard Milburn is a CFA® charterholder affiliated with CW Advisors, LLC, with three years of industry experience. He has previously worked at Congress Wealth Management LLC, MainLine Private Wealth, LLC, and Archer Investment Management Solutions. CW Advisors, LLC is a multi-team advisory firm providing investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base, including high-net-worth individuals, trusts, estates, and institutional entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and it operates within a larger corporate group offering related trust, lending, and alternative-investment platform services.

Stephen Wright is a CFP®-certified financial advisor with 12 years of industry experience, currently with CW Advisors, LLC. He previously worked at Congress Wealth Management LLC, Pinnacle Advisory Group, and The Enrichment Group, Inc. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach and employs a mix of active, passive, quantitative, and ESG strategies.

Cody Santmyer is a CFP® professional with experience at CW Advisors, LLC since 2024, following three years at Agili and four years at Virginia Tech. Based in Richmond, VA, he has been active in the financial industry since 2021. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base that includes individuals, trusts, charitable organizations, pension plans, and corporations. The firm uses a Core-and-Satellite investment approach and blends active, passive, quantitative, and ESG strategies, supported by a centralized Investment Oversight Committee.

Jennifer Gates is a financial advisor at CW Advisors, LLC with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at Congress Wealth Management, LLC, Fidelity, and Fidelity Personal Trust Company. She serves as a trustee and co-trustee for various trusts, including some clients of Congress Wealth Management. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base that includes individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach using a mix of active, passive, quantitative, and ESG-oriented strategies with oversight centralized through an Investment Oversight Committee.

Chris Frantz is a financial advisor with CW Advisors, LLC in Torrance, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior experience includes roles at Catalina Capital Group, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he owns Frantz Holdings, which focuses on real estate investing and asset management. CW Advisors, LLC is a multi-team advisory firm that provides investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base, including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies overseen by an Investment Oversight Committee.

Joseph Levy is a CFP® with nine years of industry experience, currently serving as a financial advisor at CW Advisors, LLC since 2022. Prior to joining CW Advisors, he worked at Morgan Stanley for four years and Merrill for one year. He also has teaching experience at Bryant University. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach using a mix of active, passive, quantitative, and ESG strategies, and it provides specialized services such as investment management for other registered advisers and private funds.

Kenneth Kamen is a financial advisor at CW Advisors, LLC with 44 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Mercadien Asset Management, LLC, and Mercadien Securities, LLC for more than two decades. CW Advisors, LLC is a multi-team advisory firm serving a broad client base including individuals, trusts, charitable organizations, pension plans, and business entities. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides services ranging from wealth management and financial planning to family office support.

Jennifer De Sisto is a CFA® charterholder and holds the Series 63 license, with seven years of industry experience. She has worked at CW Advisors, LLC since 2022 and previously spent eight years at Anchor Capital Advisors LLC. CW Advisors, LLC is a multi-team firm that offers investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base, including individuals, trusts, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach incorporating active, passive, quantitative, and ESG strategies, and serves other registered investment advisers as well as managing pooled vehicles and private funds.

Philippe Oertle is a CFA® charterholder with 19 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Catalina Capital Group, First Foundation Advisors, and Citigroup Global Markets. CW Advisors, LLC is a multi-team advisory firm that offers investment management, wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, and institutional entities. The firm employs a Core-and-Satellite investment approach using active, passive, quantitative, and ESG strategies, and is part of the larger Osaic corporate group with access to related trust, lending, and alternative-investment services.

Christopher Lindenthal is a CFP® with 18 years of industry experience. He joined CW Advisors, LLC in 2025 after serving at Chb Investment Group, LLC for 14 years and Wells Fargo Advisors for 10 years. He is co-owner of Curious Finds, a business that organizes and sells antique goods. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth management, and family office services to individuals, trusts, charitable organizations, pension plans, corporations, and other entities. The firm employs a Core-and-Satellite investment approach using a mix of active, passive, quantitative, and ESG strategies and serves other registered investment advisers through its CW Advisor Solutions division.

David Kauffman is a CFP® with 26 years of industry experience, currently serving at CW Advisors, LLC. His prior professional background includes roles at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., Ferris, Baker Watts, LLC, Morgan Stanley Dw Inc., and Capital Investment Advisors. He is also a partner in Waypoint Consulting Group, a non-investment-related business. CW Advisors, LLC is a multi-team advisory firm providing investment management, comprehensive wealth management, financial planning, and family office services to a wide range of clients, including high-net-worth individuals, trusts, estates, and business entities. The firm employs a Core-and-Satellite investment approach using active, passive, quantitative, and ESG strategies, and it serves other registered investment advisers through its CW Advisor Solutions division.

Robert Len is a financial advisor at CW Advisors, LLC with 28 years of industry experience. He holds the PFS™ designation and the Series 65 license. Prior to joining CW Advisors in 2025, he was associated with Wolf Group Capital Advisors and its predecessor RDL Financial, Inc. for over 16 years. CW Advisors, LLC is a multi-team firm offering investment management, wealth planning, and family office services to individuals, trusts, charitable organizations, pension plans, corporations, and other entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and is part of the larger Osaic corporate group.

Cesar Ortega is a financial advisor at CW Advisors, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Wolf Group Capital Advisors, Wade Financial Advisory, and Cresta Advisors. Ortega also spent four years at Texas A&M International University. CW Advisors, LLC is a multi-team advisory firm that provides investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies.

Franklin Bracey is a CFA® charterholder and financial advisor with two years of industry experience. He is currently with CW Advisors, LLC and has previously worked at Agili, Morgan Stanley Private Bank, and Northwestern Mutual. His background also includes roles at James Madison University, Duke University, and Benedictine College Preparatory. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth and financial planning, and family office services to a diverse range of clients, including individuals, trusts, estates, and charitable organizations. The firm uses a Core-and-Satellite investment approach with active, passive, quantitative, and ESG-oriented strategies, and it serves other registered investment advisers through its CW Advisor Solutions division.

Nathaniel Robinson is a CFP® with nine years of industry experience, currently with CW Advisors, LLC. He previously worked at Campbell Wealth Management, Inc. and CG Advisory Services. His background also includes a two-year period with the Colorado Springs Switchbacks. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth planning, and family office services to a diverse clientele, including high-net-worth individuals, trusts, estates, and business entities. The firm utilizes a Core-and-Satellite investment approach with a mix of active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and integration within the larger Osaic corporate group.

Brian Macellara is a CFP® professional with one year of experience currently serving at CW Advisors, LLC. He previously spent nine years with Delta Financial Group, Inc. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach using a blend of active, passive, quantitative, and ESG strategies, and is part of the larger Osaic corporate group, providing additional platform and continuity services.

Sheetal Khanna is a CFP® professional with 20 years of industry experience. She is currently with CW Advisors, LLC and previously worked at Cms Wealth Management and Capital Management Services, Inc. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a Core-and-Satellite investment approach using a combination of active, passive, quantitative, and ESG-oriented strategies and offers services through an integrated corporate group with related affiliates.