Meredith Koenig is a financial advisor at Lumina Wealth Management, LLC with 16 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Anlyan and Hively Asset Management, LLC for eight years before joining Lumina Wealth Management in 2018. Lumina Wealth Management provides financial planning, portfolio management, retirement plan advisory, outsourced Chief Investment Officer services, and general consulting to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs a comprehensive investment approach that includes separate account managers, mutual funds, ETFs, individual securities, and options, and offers both discretionary and non-discretionary management.

Ashley Doyle is a CFP® and holds a Series 66 license with 20 years of experience in the financial services industry. She has worked at Lumina Wealth Management, LLC since 2018 and previously spent eight years at Anlyan and Hively Asset Management, LLC. Lumina Wealth Management, LLC provides financial planning, portfolio management, retirement plan advisory, outsourced Chief Investment Officer services, and general consulting to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary management, utilizing separate account managers, mutual funds, ETFs, individual securities, and options, and provides ERISA fiduciary services for retirement plans.

Joshua Kleinstuber is a financial advisor at Lumina Wealth Management, LLC with Series 65 credentials and one year of industry experience. Prior to joining Lumina, he worked for seven years at Accenture Federal Services and has a background that includes a role at Indian River Seafood Company. Lumina Wealth Management is an SEC-registered firm managing approximately $240 million in client assets. The firm serves individuals and institutional clients, offering services such as financial planning, portfolio management, retirement plan advisory, and outsourced CIO solutions, employing a diverse range of investment vehicles including mutual funds, ETFs, individual securities, options, and alternative investments.