Ronica Sethi is a financial advisor at Global Wealth Management, LLC with five years of industry experience. She holds a Series 65 designation and has worked at firms including Satva Advisors LLC and CFO Strategies LLC. Outside of her advisory role, she is the Owner and CEO of Satva Advisors, a registered investment adviser. Global Wealth Management oversees approximately $245.7 million in client assets and provides discretionary portfolio management, financial planning, and advanced pension consulting for high-net-worth individuals, family offices, pension plans, trusts, and foundations. The firm emphasizes customized asset allocations with diversified investments and serves both individual and institutional clients.

Sripat Pandey is a financial advisor at Satva Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Global Wealth Management, LLC. Outside of advisory work, he serves in casual advisory roles on the boards of several small companies, including a technology firm and real estate businesses. Satva Advisors LLC is an investment manager that provides discretionary investment management and integrated financial planning primarily to pension plans, family offices, trusts, foundations, and high-net-worth individuals. The firm employs a customized investment approach using low-cost ETFs, mutual funds, individual securities, and structured notes, and offers pension consulting services to retirement plan sponsors.

Edward Graham is a financial advisor at Global Wealth Management, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at Global Wealth Management since 2018. His career also includes roles at Princeton International Properties, Inc. and Graham Capital Management, Inc. Global Wealth Management, LLC manages approximately $245.7 million in client assets and serves high-net-worth individuals, family offices, pension plans, trusts, foundations, and institutional clients. The firm offers discretionary portfolio management and integrated financial planning, implementing customized asset allocations with an emphasis on low-cost mutual funds and ETFs alongside individual equities, bonds, and structured notes.