Stephen English is a financial advisor with CWA Asset Management Group in Centerville, PA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining CWA Asset Management Group, he worked at First National Bank for 13 years. CWA Asset Management Group provides investment advisory and financial planning services to a wide range of clients, including individuals, family offices, trusts, and institutional investors. The firm employs both active and quantitative investment strategies that utilize proprietary models and incorporate artificial intelligence, offering globally diversified portfolios tailored to client objectives.

Colleen Murphy is a financial advisor with CWA Asset Management Group in Naples, FL, holding Series 63, 65, and 66 licenses and with 12 years of industry experience. She has worked at CWA since 2017 and previously at Merrill and KeyBanc Capital Markets. Outside of her advisory role, she serves as a consultant for parking revenue operations during the New York State Fair each year. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs proprietary models and in-house research for portfolio management, offering both active and quantitative strategies with global diversification and various advanced techniques tailored to client objectives.

Shad White is a financial advisor at CWA Asset Management Group in Naples, FL, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has worked at CWA Asset Management Group since 2016 and previously spent five years at Wells Fargo Clearing. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs both active and quantitative strategies using in-house research, proprietary models, and artificial intelligence, offering globally diversified portfolios tailored to client objectives.

Brian Tolin is a CFA® charterholder with 14 years of industry experience. He is currently with CWA Asset Management Group and has previous experience at Ariel Capital Advisors, LLC, and Raymond James and Associates. CWA Asset Management Group serves a diverse client base including individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm provides discretionary and non-discretionary portfolio management using proprietary research and models, incorporating active and quantitative strategies, with portfolios that are generally globally diversified.

Daniel Howell is a CFP® with 12 years of experience in the financial industry, currently serving at CWA Asset Management Group since 2022. He previously worked at Camarda Wealth Advisory Group and Fidelity, and he has been involved in residential real estate sales and management through Florida Homes Realty & Mortgage since 2016. Howell also manages residential real estate rentals for family-held properties. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs in-house research, proprietary models, and a combination of active and quantitative strategies, offering globally diversified portfolios tailored to client objectives.

Daniel London is a Series 65-licensed financial advisor with six years of industry experience. He is currently with CWA Asset Management Group and has held prior roles at CWA Naples, LLC, Capital Wealth Advisors, and in the entertainment sector. Outside of advising, he serves as Vice President of London Executive Office Suites, LLC. CWA Asset Management Group provides investment advisory and financial planning services to individual and high-net-worth clients, family offices, and institutional investors. The firm employs in-house research and proprietary models that use active and quantitative strategies, including artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

Jeffrey Galati is a CFP® professional with 15 years of experience in financial advising, currently practicing at CWA Asset Management Group. His prior experience includes two years at AmeriPlanning and Investments LLC before joining CWA in 2018. Outside of finance, he owns and manages a home security company, Eyes On It Home Watch LLC. CWA Asset Management Group serves a diverse client base including individuals, family offices, trusts, foundations, pension plans, and institutional investors. The firm offers discretionary and non-discretionary portfolio management with a focus on proprietary research, active and quantitative strategies, and globally diversified portfolios that may employ advanced techniques such as short selling and tax-aware strategies.

Jo Anne Keck is an investment advisor at CWA Asset Management Group with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various firms including Keck & Co., which she founded, focusing on sourcing and selling private investment offerings and consulting on oil and gas and real estate projects. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, and institutional investors. The firm offers discretionary and non-discretionary portfolio management using proprietary models and incorporates active, quantitative, and AI-assisted strategies with a globally diversified approach tailored to client objectives.

Darian Chen is a CFA® charterholder with 26 years of industry experience, currently serving at CWA Asset Management Group since 2025. His prior experience includes roles at Bray Capital Advisors, LLC, Sequoia Financial Group, Gratry & Company, LLC, and First Fiduciary Investment Counsel Inc. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, and institutional investors. The firm utilizes proprietary research and models, combining active and quantitative strategies with global diversification and specialized techniques tailored to client objectives.

Barry Walsh is a financial advisor at CWA Asset Management Group in Naples, FL, holding a Series 65 license with one year of industry experience. Prior to joining CWA, he held roles in various sectors including healthcare, hospitality, and community organizations. CWA Asset Management Group offers investment advisory and financial planning services to a diverse client base, including individuals, family offices, and institutional investors. The firm employs proprietary research and models to manage globally diversified portfolios using a combination of active, quantitative, and AI-enhanced strategies.

Blake Bollinger is a financial advisor at CWA Asset Management Group in Naples, FL, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Violi, Northwestern Mutual, and Four Seasons Wealth Management. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, family offices, trusts, foundations, pension plans, and institutional investors. The firm utilizes proprietary in-house research and models, combining active and quantitative strategies with selective use of artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

Connor Joyce is a financial advisor at CWA Asset Management Group with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining CWA in 2024, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm uses in-house research and proprietary models, incorporating active and quantitative strategies with tools such as multi-factor stock selection models and artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

Jason Botwinick is a financial advisor at CWA Asset Management Group with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs in-house research and proprietary models, offering a combination of active and quantitative investment strategies that include global diversification and various portfolio techniques tailored to client objectives.

Mikaela Hutton is a financial advisor at CWA Asset Management Group with four years of industry experience. She holds a Series 65 designation and has been with CWA since 2021. Outside of advisory work, she has a longstanding career at Lululemon, where she has worked for over ten years. CWA Asset Management Group serves a diverse client base including individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs a combination of active and quantitative investment strategies, including proprietary models and artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

Lane Mc Callum is a financial advisor at CWA Asset Management Group with a Series 65 license and four years of industry experience. Prior to joining CWA, he worked at the University of Nebraska, the United States Air Force Academy, and Norfolk Senior High School. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base including individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs both active and quantitative investment strategies based on proprietary models and incorporates artificial intelligence, offering globally diversified portfolios tailored to client objectives.

Joshua Miller is a financial advisor at CWA Asset Management Group with 18 years of industry experience. He holds Series 65 and Series 66 registrations and has worked previously at F.N.B. Investment Advisors, Erie Bank, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, and institutional investors. The firm employs both active and quantitative investment strategies, incorporating proprietary research and artificial intelligence, and offers a range of portfolio management and fiduciary services.

Matthew Hickey is a financial advisor with CWA Asset Management Group in Naples, FL, holding a Series 66 designation and 21 years of industry experience. His prior work includes positions at SilverStone Group and LPL Financial. Outside of advising, he serves on the boards of the Ndamukong Suh Family Foundation and The Big Red Collaborative Foundation, and is involved with Hurrdat and Opendorse as an advisory board member as well as a minority principal in SmartSports Solutions. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, family offices, trusts, foundations, and institutional investors. The firm employs proprietary models and active and quantitative strategies, incorporating multi-factor stock selection and artificial intelligence, with portfolios that are globally diversified and tailored to client objectives.

Jake Murphy is a financial advisor at CWA Asset Management Group with a Series 65 designation and one year of industry experience. Prior to joining CWA, he worked at Raymond James and has a background that includes service at the United States Air Force Academy and in the United States Military. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, family offices, and institutional investors. The firm employs a range of active and quantitative strategies, leveraging proprietary research, multi-factor stock selection models, and artificial intelligence to construct globally diversified portfolios tailored to client objectives.

Karen Vilorio Muchnik is a financial advisor at CWA Asset Management Group in Naples, FL, holding a Series 65 license with six years of industry experience. Her work history includes roles at Capital Wealth Advisors, Wells Fargo Advisors, and Coyle Financial Counsel. Outside of finance, she is a co-owner of Commercial Window Coverings LLC, a business specializing in commercial shades and window coverings. CWA Asset Management Group serves individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and other institutional investors. The firm offers discretionary and non-discretionary portfolio management based on in-house research and proprietary models, incorporating active and quantitative strategies with the selective use of artificial intelligence.

Hunter Grand is a Series 65-licensed financial advisor at CWA Asset Management Group with one year of industry experience. Prior to his advisory role, he worked in the restaurant industry, currently serving as a server at Naples Flatbread Kitchen & Bar. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base including individuals, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs proprietary research and Models that use active and quantitative strategies with global diversification, incorporating techniques like short selling, margin, and tax-aware approaches tailored to client objectives.

Kimberly Key is a financial advisor with CWA Asset Management Group, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has previously worked at Morgan Stanley and Keel Point among other firms. Kimberly serves as Chief Compliance Officer for both the advisory and insurance sides of CWA Asset Management. CWA Asset Management Group provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs proprietary models and a combination of active and quantitative strategies incorporating artificial intelligence, with portfolios that are globally diversified and tailored to client objectives.

Zachary Craig is a financial advisor at CWA Asset Management Group in Johnstown, PA, with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Cetera and First National Bank. Craig has been with Capital Wealth Advisors, LLC since 2025. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and other institutional investors. The firm employs both active and quantitative investment strategies based on proprietary models and incorporates artificial intelligence in its research and portfolio management.

Jordan Spangler is a financial advisor at CWA Asset Management Group with a Series 65 credential and one year of industry experience. Prior to joining CWA, he held several roles at PNC Bank, F.N.B. Corporation, and First Commonwealth Bank. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and other institutional investors. The firm uses proprietary research and models, including active and quantitative strategies that incorporate multi-factor stock selection and selective artificial intelligence, offering globally diversified portfolios tailored to client objectives.

James Love is a CFP® with 20 years of industry experience. He has worked at CWA Asset Management Group since 2018 and previously held roles at Fidelity from 2008 to 2018. Outside of his advisory work, he is the managing partner of JIE LLC, an e-commerce sales business. CWA Asset Management Group provides investment advisory and financial planning services to individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and other institutional investors. The firm employs a combination of active and quantitative strategies, leveraging in-house research, proprietary models, and artificial intelligence, with portfolios that may include global diversification and various advanced techniques tailored to client objectives.

Todd Sampson is a financial advisor at CWA Asset Management Group with seven years of industry experience. He holds a Series 65 designation and has been associated with Capital Wealth Advisors and CWA Asset Management Group since 2012. Sampson is also licensed to sell life insurance products in Florida through Capital Wealth Advisors. CWA Asset Management Group provides investment advisory and financial planning services to individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs a research-driven approach with proprietary models and utilizes active and quantitative strategies, including artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

Drewry Isaacson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at CWA Asset Management Group. He has previously held roles at Fifth Third Bank, Fifth Third Securities, and BB&T. Outside of his advisory work, he is involved with B&B Builders of the Carolinas, a residential construction company. CWA Asset Management Group provides investment advisory and financial planning services to a diverse clientele including individuals, high-net-worth clients, family offices, and institutional investors. The firm utilizes proprietary research and models, offering both active and quantitative portfolio strategies with a focus on global diversification and advanced techniques tailored to client objectives.

Santiago Mosquera Jr. is a financial advisor at CWA Asset Management Group with three years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Florida Gulf Coast University and MD Solutions. CWA Asset Management Group provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, family offices, and institutional investors. The firm uses in-house research and proprietary models, offering both active and quantitative strategies that incorporate multi-factor stock selection models and selective use of artificial intelligence.

Brian Wildman is a financial advisor at CWA Asset Management Group with 9 years of industry experience. He holds the Series 66 designation and has previously worked at F.N.B. Investment Advisors, Old North State Trust, and Merrill. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs both active and quantitative strategies, utilizing proprietary models and artificial intelligence in portfolio management, with a focus on global diversification and tailored investment techniques.

Roxane Kronon Galati is a CFP® with 24 years of experience in the financial industry. She is currently with CWA Asset Management Group and has held prior roles at Capital Wealth Advisors, AmeriPlanning and Investments LLC, Galati Financial LLC, Eagle Strategies, and Transamerica Financial Advisors. In addition to her advisory work, she is a registered CPA and operates as an Unclaimed Funds Locator in Florida. CWA Asset Management Group serves a diverse client base including individuals, high-net-worth clients, family offices, and institutional investors. The firm employs a range of active and quantitative portfolio strategies supported by proprietary research and integrates tools such as multi-factor stock selection models and artificial intelligence.

Patricia Imperial is a financial advisor at CWA Asset Management Group in Nashville, TN, holding a Series 66 designation with 23 years of industry experience. Her prior roles include positions at Fifth Third Bank, Fifth Third Securities, and Truist Investment Services. CWA Asset Management Group serves a diverse client base including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs a combination of active and quantitative investment strategies, incorporating proprietary research, multi-factor stock selection models, and artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

John Folz II is a CFA® charterholder with 26 years of industry experience. He has been with CWA Asset Management Group since 2020 and previously worked at Private Capital Management, L.P. and Carnes Capital Corporation from 2003 to 2020. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm offers active and quantitative portfolio management strategies that incorporate proprietary research and artificial intelligence, with a focus on global diversification and customized client solutions.

Quinton Smith is a financial advisor at CWA Asset Management Group with a Series 65 credential and less than one year of industry experience. His prior work includes positions outside of finance in hospitality and distribution. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base including individuals, family offices, and institutional investors. The firm uses in-house research and proprietary models, combining active and quantitative strategies with global diversification to meet client objectives.

Blaine Ferguson is a financial advisor at CWA Asset Management Group with 19 years of industry experience and holds a Series 65 license. He has held roles at several related firms including Gyroscope Capital Management Group and CW Institutional, and currently serves as Chief Operating Officer at CWA Asset Management Group. Outside of advisory services, he is involved in multiple business ventures such as insurance brokerage and estate planning. CWA Asset Management Group provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs both active and quantitative investing strategies supported by proprietary research and models, offering globally diversified portfolios that incorporate advanced techniques like tax-aware strategies and the use of artificial intelligence.

Ryan Wharton is a CFP® with 21 years of industry experience, currently serving as a financial advisor at CWA Asset Management Group. His prior experience includes roles at Fidelity Investments, TDAmeritrade, FIFTH THIRD SECURITIES, and Waddell & Reed. Outside of his advisory work, he is a managing member of Sandbox Capital LLC, involved in real estate and special situation investing, and serves as a director on the board of the Jacksonville Area Golf Association. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, family offices, and institutional investors. The firm employs in-house research and proprietary models, integrating active and quantitative strategies with the selective use of artificial intelligence and offers globally diversified portfolios tailored to client objectives.

Thomas Collins II is a CFP® professional with 18 years of industry experience, currently serving at CWA Asset Management Group. His prior roles include positions at Morgan Stanley, JP Morgan Securities, Schwab Wealth Advisory, TIAA-CREF, and Fidelity. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs both active and quantitative investment strategies, utilizing proprietary models and artificial intelligence, and offers globally diversified portfolios tailored to client objectives.

James Beachum III is a Series 66-licensed financial advisor at CWA Asset Management Group with nine years of industry experience. His prior roles include positions at Ameriprise Financial Services, Bank of America, Merrill, and ProVisions. CWA Asset Management Group provides investment advisory and financial planning services to a wide range of clients, including individual and high-net-worth investors, family offices, trusts, foundations, pension plans, and institutional clients. The firm employs in-house research and proprietary models to offer active and quantitative strategies, utilizing diverse techniques such as short selling, margin, and tax-aware strategies tailored to client objectives.

Lori Taylor is a CFP® credentialed financial advisor with 23 years of industry experience, currently serving at CWA Asset Management Group since 2020. Her prior roles include positions at Fifth Third Securities and Truist Investment Services. CWA Asset Management Group provides investment advisory and financial planning services to individual and institutional clients, employing proprietary research and quantitative strategies across globally diversified portfolios. The firm also offers fiduciary retirement plan services and facilitates insurance product transactions through affiliated entities.

Derek Aicher is a financial advisor with CWA Asset Management Group in Erie, PA. He holds a Series 65 designation and has one year of experience in the investment advisory industry. Prior to joining CWA, he worked at F.N.B. Corporation, Smith & Nephew, Osiris Therapeutics, Redhill Biopharma Ltd., and Takeda. CWA Asset Management Group provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs proprietary research and models, incorporating active and quantitative strategies, multi-factor stock selection models, and artificial intelligence, to create globally diversified portfolios tailored to client objectives.

William Mc Clure III is a financial advisor at CWA Asset Management Group with eight years of industry experience. He holds a Series 65 credential and has worked at Capital Wealth Advisors since 2018, following three years at Investment Advisor Institute/DynaLogic. CWA Asset Management Group provides investment advisory and financial planning services to individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and other institutional investors. The firm employs a combination of active and quantitative strategies, including proprietary models and artificial intelligence, to create globally diversified portfolios tailored to client objectives.

Adam Hajjar is a financial advisor with CWA Asset Management Group in Naples, FL. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Florida State University, Target Corporation, and Scoop's Ice Cream and Acai. CWA Asset Management Group offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, and institutional investors. The firm utilizes in-house research and proprietary models, employing active and quantitative strategies with global diversification and incorporating techniques such as short selling and tax-aware strategies.

Michael Martin is a financial advisor at CWA Asset Management Group in Charlotte, NC, holding Series 63 and Series 65 licenses with 18 years of industry experience. His prior roles include positions at Capital Wealth Advisors, Burney Company, TD Ameritrade, UBS Financial Services, and Ameriprise. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs in-house research, proprietary models, and both active and quantitative strategies that incorporate multi-factor stock selection models and selective use of artificial intelligence.

Lewis Johnson is a financial advisor at CWA Asset Management Group with 13 years of industry experience. He holds a Series 65 designation and has worked at CWA since 2013. Prior to that, he was with Fundamental Global Investors from 2012 to 2021 and has been associated with Gyroscope Capital Management Group, LLC since 2022. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and other institutions. The firm utilizes in-house research and proprietary models, combining active and quantitative strategies with tools such as multi-factor stock selection models and artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

Jason Baum is a financial advisor at CWA Asset Management Group with 19 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has worked at firms including Mariner Wealth Advisors, Rehmann Financial Network, and Royal Alliance. Baum is also insurance licensed. CWA Asset Management Group serves individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and other institutional investors. The firm uses in-house research and proprietary models to manage portfolios with both active and quantitative strategies, incorporating multi-factor stock selection and artificial intelligence, while offering a range of portfolio management and planning services.

William Beynon is a financial advisor at CWA Asset Management Group with 17 years of industry experience. He holds a Series 65 designation and has held leadership roles at multiple firms including Capital Wealth Advisors and Capital Consulting Group, where he serves as president and CEO. Outside of financial services, Beynon is co-owner of Bio Brands, LLC, a fertilization and pest control business. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base including individuals, family offices, and institutional investors. The firm combines proprietary research with active and quantitative strategies, incorporating multi-factor stock selection models and selective artificial intelligence to manage globally diversified portfolios tailored to client objectives.

Deborah Minnick is a CFP® with 23 years of industry experience, currently serving at CWA Asset Management Group in Naples, FL. Her prior roles include positions at Suntrust Advisory Services, Fifth Third Securities, and Wells Fargo Clearing. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, family offices, and institutional investors. The firm employs both active and quantitative strategies based on in-house research and proprietary models, offering globally diversified portfolios tailored to client objectives.

Philip Brody is a financial advisor with CWA Asset Management Group in Charlotte, NC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at CWA Asset Management Group since 2014, following seven years at Byron Financial, LLC and one year at Kestra Investment Services, LLC. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, and institutional investors. The firm employs a range of active and quantitative strategies based on proprietary research and models, combining global diversification with techniques such as short selling, tax-aware strategies, and the selective use of artificial intelligence.

Joseph Tornincaso is a financial advisor at CWA Asset Management Group with 38 years of industry experience. He has worked at CWA Asset Management since 2018 and previously spent 19 years at Fidelity Investments. Outside of his advisory role, Tornincaso serves as a senior advisor and strategist at the Frederick Dean Advisory Group, a firm specializing in life continuity and exposure management for individuals and families. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, family offices, and institutional investors. The firm employs proprietary research and models, combining active and quantitative strategies with global diversification and advanced techniques tailored to client objectives.

Tyler Knight is a financial advisor at CWA Asset Management Group with five years of industry experience. He holds a Series 65 designation and has been with CWA since 2018. Prior to joining the firm, Tyler was employed at West Virginia University and Express. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs both active and quantitative investment strategies, utilizes proprietary models and artificial intelligence, and offers globally diversified portfolios tailored to client objectives.

Phillip Hajjar is a financial advisor at CWA Asset Management Group with a Series 65 credential and one year of industry experience. Prior to joining CWA, he worked in education at Florida Gulf Coast University and Gulf Coast High School. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, and institutional investors. The firm employs active and quantitative strategies supported by proprietary research and artificial intelligence, offering globally diversified portfolios tailored to client objectives.