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Connor W
Series 65
Ellicott City, MD
Elite Income Advisors, Inc.
Connor Wilson is a financial advisor at Elite Income Advisors, Inc. in Ellicott City, MD, holding a Series 65 designation with two years of industry experience. Prior to joining Elite Income Advisors, he worked in various roles including at CVS Pharmacy and York College of Pennsylvania. He is also an independent insurance agent based in Ellicott City. Elite Income Advisors serves a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm provides financial planning, discretionary portfolio management, and pension consulting, utilizing model portfolios and third-party managers while emphasizing participant education and employee communications for retirement plans.
Nicholas I
Series 63, Series 66
Ellicott City, MD
Elite Income Advisors, Inc.
Nicholas Innerbichler is a financial advisor at Elite Income Advisors, Inc. with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Horter Investment Management and Cambridge Investment Research. In addition to his role at Elite Income Advisors, he is involved with Retirement Planning Services, where he provides client service and investment advice relating to advisory accounts and insurance. Elite Income Advisors serves individual investors, pension and profit-sharing plans, trusts, and estates by offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm utilizes model portfolios from sub-advisers and third-party providers while providing ongoing portfolio oversight and client education.
Jonathon D
CFP®, Series 66
Ellicott City, MD
Elite Income Advisors, Inc.
Jonathon De Feo is a CFP® with nine years of experience in financial services. He currently works at Elite Income Advisors, Inc. and previously held roles at LPL Financial LLC, Compton Financial Group, Bank of America, and Merrill Lynch. Outside of his advisory work, he is involved in insurance sales through Retirement Planning Services, Inc. Elite Income Advisors serves individual investors, pension and profit-sharing plans, trusts, and estates by providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm utilizes model portfolios from third-party providers and offers client education and workshops for retirement plan participants.
Prashant S
Series 63, Series 65
Ellicott City, MD
Elite Income Advisors, Inc.
Prashant Sabapathi is a financial advisor with Elite Income Advisors, Inc. in Ellicott City, MD, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Elite Income Advisors since 2017 and previously held roles at Investment Advisors Corp and Broker Dealer Financial Services Corp. Sabapathi is also involved in insurance sales and service through Retirement Planning Services, Inc. Elite Income Advisors serves individual clients—including high-net-worth households—retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers broad financial planning, discretionary portfolio management using model portfolios and sub-advisers, and emphasizes participant education and communications for retirement plans.
Konner M
Series 63, Series 65
Ellicott City, MD
Elite Income Advisors, Inc.
Konner Munn is a financial advisor at Elite Income Advisors, Inc. in Ellicott City, MD, holding Series 63 and Series 65 designations with two years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Brokerage Services, LLC. He has also been involved with The Black Dog Tavern Company, LLC and Kountry Kitchen. Elite Income Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, and other entities by providing comprehensive financial planning, discretionary portfolio management, retirement-plan consulting, and recommendations for third-party managers and model portfolios. The firm uses model portfolios from sub-advisers and other providers, conducts annual reviews, and offers participant education and employee communications for retirement plan clients.
Daniel D
CFP®, Series 66
Ellicott City, MD
Elite Income Advisors, Inc.
Daniel Di Peso is a CFP® with two years of industry experience, currently serving as an advisor at Elite Income Advisors, Inc. He previously worked at Capital Portfolio Management Inc. and has experience outside the financial industry at Stanley Black and Decker. Di Peso is also involved in insurance sales and service through Retirement Planning Services, Inc. Elite Income Advisors serves individual investors, pension and profit-sharing plans, trusts, and other entities by offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses model portfolios from sub-advisers and other providers and provides client education and workshops as part of its retirement plan services.
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