Trinity Critelli is a financial advisor at Investors Mosaic with a Series 66 designation and three years of industry experience. Her prior work includes roles at Royal Alliance / Osaic and Advanced Group Financial Services, as well as positions in education and retail. She has also been involved with a snowplowing and lawncare business. Investors Mosaic is a small, two-advisor firm providing fee-based wealth management and financial planning to individuals and families, primarily in the mass-affluent to high-net-worth range. The firm employs a blend of passive, low-cost asset-allocation strategies alongside an active Growth equity model for legacy clients and emphasizes a documented planning process with a focus on actionable steps.

Evan Mccormick is a financial advisor at Investors Mosaic with 12 years of industry experience. He holds a Series 65 designation and has been with Investors Mosaic since 2013. The firm provides fee-based wealth management, investment management, and financial planning services to individuals and families, primarily in the mass-affluent to high-net-worth spectrum. Investors Mosaic uses a blend of passive, low-cost asset-allocation strategies alongside an active Growth equity model for legacy clients, serving a small client base with approximately $148.4 million in assets under management.