Evan Wiggins is a financial advisor at LifeGoal Investments, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Ultimus LeverPoint Private Fund Solutions and Arrow Financial Corporation. LifeGoal Investments is a team-based registered investment adviser serving individual and high-net-worth clients and business entities with discretionary and non-discretionary asset management, assets-under-advisement services, and financial planning. The firm employs Modern Portfolio Theory along with a blend of long-term and trading strategies, including options and periodic rebalancing, to manage several hundred million dollars across a few hundred client relationships.

Taylor Sohns is a CFP® with 15 years of industry experience currently serving at LifeGoal Investments, LLC. He has held roles at Franklin Templeton, Legg Mason, and Lord Abbet prior to joining LifeGoal. Outside of his advisory work, Sohns is a partner and CFO of Forever Young Springs, LLC, a small real estate company in Saratoga Springs, NY. LifeGoal Investments is a team-based registered investment adviser serving individual and high-net-worth clients as well as business entities. The firm employs a mix of long-term and trading strategies guided by Modern Portfolio Theory, managing several hundred million dollars across a few hundred client relationships.

Maxwell Hulbert is a financial advisor at LifeGoal Investments, LLC in Saratoga Springs, NY, holding a Series 65 license with two years of industry experience. His prior roles include positions at Knight Strategic Wealth and Northwestern Mutual. Outside of his advisory work, he is involved as Director of Lawyer Relations at LifeGoal Lending LLC and operates a sole proprietorship related to insurance services. LifeGoal Investments is a team-based registered investment adviser serving individual and high-net-worth clients as well as business entities with discretionary and non-discretionary asset management, assets-under-advisement services, and financial planning. The firm employs a mix of long-term and trading strategies guided by Modern Portfolio Theory and manages multi-hundred-million-dollar portfolios for several hundred clients.

Nicholas Rossetti is a financial advisor at LifeGoal Investments, LLC with 12 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at RBC Capital Markets and Amundi Asset Management. LifeGoal Investments is a team-based registered investment adviser serving individual, high-net-worth clients, and business entities with discretionary and non-discretionary asset management, assets-under-advisement services, and financial planning. The firm’s investment approach incorporates Modern Portfolio Theory, a mix of long-term and trading strategies, and the use of derivatives and margin in client accounts.

Brett Sohns is a financial advisor at LifeGoal Investments, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Advisors Asset Management, Inc and Hartford Funds Distributors, LLC. Outside of his advisory role, he is the owner of Forever Young Spring, LLC, a commercial real estate business. LifeGoal Investments is a team-based registered investment adviser serving individual and high-net-worth clients and business entities with asset management, assets-under-advisement services, and financial planning. The firm employs a mix of long-term and trading strategies guided by Modern Portfolio Theory and manages several hundred million dollars across a few hundred client relationships.

Devin Campbell is a financial advisor at LifeGoal Investments, LLC with a Series 65 designation and one year of industry experience. Prior to joining LifeGoal, he held positions at Van Avery Enterprise, Russell Sage College, and various educational institutions. LifeGoal Investments is a team-based registered investment adviser serving individual and high-net-worth clients as well as business entities. The firm employs Modern Portfolio Theory alongside long-term and trading strategies, including the use of options and periodic rebalancing, managing several hundred million dollars across a diverse client base.