Michael Walsh is a financial advisor at Maridea Wealth Management with 27 years of industry experience. He holds a Series 63 designation and previously founded Walsh Consulting Group, Inc. dba Ashford Investment Advisors, where he has worked for over 30 years. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in assets through a 33-advisor team. The firm employs a tax-aware, diversified investment approach focused on long-term horizons and uses low-cost mutual funds and ETFs, supplemented by individual securities or sub-advisers when appropriate.

Bryan Hinmon is a CFA® charterholder and Series 65-licensed advisor at Maridea Wealth Management with nine years of industry experience. He has previously worked at Motley Fool Asset Management and Bulwark Capital Management. Bryan is currently dually registered with Maridea Wealth Management LLC and Hoot Wealth LLC during a transitional period. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $2 billion in assets through a team of 33 advisors. The firm focuses on diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporating individual securities or sub-advisers when appropriate, with a long-term investment horizon.

Brian Pultro is a financial advisor with Maridea Wealth Management holding a Series 66 designation and 10 years of industry experience. He previously worked at LPL Financial LLC for 10 years and serves in the United States Navy Reserve. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm manages approximately $1.97 billion in client assets through a 33-advisor team, offering discretionary investment management, financial planning, retirement plan advisory, and coordinating tax and insurance planning via affiliated entities, focusing on diversified, tax-aware portfolios with a long-term investment approach.

Christopher Mc Neil is a financial advisor with Maridea Wealth Management, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Mass Mutual Investors Services and VitalStone Financial, among others. In addition to his advisory work, he serves as a part-time physician with Greater San Antonio Emergency Physicians. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets through a 33-advisor team. The firm focuses on constructing diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs, with a long-term investment horizon supported by the use of AI tools and coordinated financial and insurance planning through affiliated entities.

Brayden Sallee is a financial advisor at Maridea Wealth Management with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC. Before entering the financial industry, he held roles at United Parcel Service and in education at Shawnee State University and local schools. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in assets through a 33-advisor team. The firm constructs diversified, tax-aware portfolios with a long-term investment horizon and integrates AI productivity tools under human oversight to support research and administrative tasks.

Misty Marlowe is a financial advisor at Maridea Wealth Management with 10 years of industry experience. She previously worked at Hartshorne Group, LLC for 16 years. Marlowe holds a Series 65 designation. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing about $1.97 billion in client assets through a 33-advisor team. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporates AI tools under human oversight, and coordinates tax and insurance planning through affiliated entities.

Sean Sun is a financial advisor at Maridea Wealth Management with nine years of industry experience. He holds the Series 65 designation and previously worked as a self-employed advisor before joining Huckleberry Capital Management, where he continues to serve as an Investment Adviser Representative. Outside of finance, Mr. Sun is a consultant for AnyGo Biosciences LLC, a provider of biopharmaceutical reagents and test kits. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a team of 33 advisors managing approximately $1.97 billion in assets. The firm focuses on constructing diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporating individual securities or sub-advisers as appropriate, and employs AI tools under human oversight to support research and administrative tasks.

Michael Pultro is a financial advisor with Maridea Wealth Management, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at firms including LPL Financial LLC, Mutual Service Corporation, First Allied Advisory Services, and FFP Advisory Services. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with a multi-advisor team managing nearly $2 billion in client assets. The firm focuses on diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs, supplemented by AI tools under human oversight and coordinated tax and insurance planning through affiliated entities.

Robert Confessore is a CFP® professional with 41 years of industry experience, currently serving as an advisor at Maridea Wealth Management. He has previously worked at Millington Securities, Hartshorne Group, and WBI Investments, where he held various advisory and leadership roles. Confessore is also a licensed insurance agent and has maintained ownership and executive positions at Hartshorne Group and WBI Investments during his career. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and coordinated tax and insurance services. The firm emphasizes diversified, tax-aware portfolios using low-cost funds and ETFs, a long-term investment horizon, and the use of AI productivity tools under human oversight.

Alden Rowe is a financial advisor at Maridea Wealth Management with nine years of industry experience and holds a Series 66 designation. His prior experience includes roles at Heritage Financial Strategies and Cambridge Investment Research, among others. Outside of his advisory work, he owns and operates several online retail and publishing businesses. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm manages nearly $2 billion in assets across a multi-advisor platform and provides investment management, financial planning, retirement advisory, and tax and insurance coordination through affiliated entities.

Kenneth Bauso Jr. is a CFP® and CFA® credentialed financial advisor with six years of industry experience. He is currently with Maridea Wealth Management and previously worked at Huckleberry Capital Management and Elementum Management. He holds a Series 63 license. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets. The firm employs diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs, with a long-term investment approach supported by AI productivity tools under human oversight.

John Chichester Jr. is a CFP® and PFS™ credentialed financial advisor with 24 years of industry experience. He is currently with Maridea Wealth Management, where he has worked since 2026. Prior to this, he was affiliated with firms including LPL Financial, Dynamic Wealth Advisors, Cetera, Trustbank Wealth Management, and First Allied Securities. In addition to his advisory work, he serves as an adjunct professor at Northern Arizona University and is a licensed CPA providing tax preparation and accounting services. Maridea Wealth Management is a multi-advisor firm serving individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm manages approximately $1.97 billion in assets, focusing on diversified, tax-aware portfolios primarily composed of low-cost mutual funds and ETFs, and emphasizes long-term investment horizons supplemented by AI-assisted research and administrative tools.

Kenneth Marriott is a Series 66-licensed financial advisor with seven years of industry experience. He is currently an Investment Adviser Representative at Maridea Wealth Management and has previously worked with Private Client Services and VitalStone Financial. Outside of his financial advisory role, Mr. Marriott is an emergency physician affiliated with multiple healthcare organizations and serves on the board of a health technology startup focused on improving pregnancy outcomes. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.97 billion in assets. The firm employs a diversified, tax-aware investment approach using low-cost mutual funds and ETFs, incorporating AI tools for research and administrative support under human oversight.

Joseph Robertson is an investment advisor representative with Maridea Wealth Management LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior experience includes roles at Morgan Stanley and E*TRADE Securities LLC. Robertson is also dually registered with Private Client Services, LLC and is associated with VitalStone Financial, LLC for investment advisory activities. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through a 33-advisor team managing approximately $1.97 billion in assets. The firm uses diversified, tax-aware portfolios primarily composed of low-cost mutual funds and ETFs, supplemented by AI tools under human oversight, and offers coordinated financial, tax, insurance, and retirement plan advisory services.

Jason Odette is a financial advisor with Maridea Wealth Management holding the CFP® designation and Series 63 and 65 licenses. He has 30 years of industry experience, with prior roles at firms including Curian Capital, MSI Financial Services, and Mass Mutual. In addition to his advisory work, Mr. Odette is a licensed insurance agent involved in insurance sales and recommendations through Maridea Insurance Company, LLC. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and other advisory services. The firm manages approximately $1.97 billion in assets across a 33-advisor team, focusing on diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs, supplemented by AI tools under human oversight.

Dustin Becker is a financial advisor at Maridea Wealth Management with four years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC. Becker is also involved in an insurance agency, Dietz, Futrell & Walters Insurance Inc., where he has a role outside of his advisory work. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a 33-advisor team managing approximately $1.97 billion in assets. The firm employs a diversified, tax-aware investment approach using low-cost mutual funds and ETFs, supplemented by AI tools under human oversight and coordinated services across affiliated entities.

Jared Chase Jr. is a financial advisor at Maridea Wealth Management with five years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Motley Fool Wealth Management, Fidelity Brokerage Services, and other financial and business-related firms. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm manages approximately $1.97 billion across a 33-advisor team, offering discretionary investment management and comprehensive financial planning with a focus on diversified, tax-aware portfolios and a primarily long-term investment approach.

James Jedrziewski is a financial advisor with Maridea Wealth Management, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Private Client Services, MassMutual, and New England Securities. He is also involved with Maridea Insurance Company, LLC as a licensed insurance agent. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm manages nearly $2 billion in assets across a 33-advisor team, offering discretionary investment management, financial planning, and retirement plan advisory services, while utilizing tax-aware, diversified portfolios and incorporating AI tools under human oversight.

Nicholas Crow is a CFA® charterholder and holds a Series 63 license with 12 years of industry experience. He currently serves as an advisor at Maridea Wealth Management and was previously affiliated with several Motley Fool entities. He is dually registered on a temporary basis with Maridea Wealth Management and Hoot Wealth LLC, firms under common control. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $2 billion in assets through a multi-advisor team. The firm employs diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs with a long-term investment approach, supplementing its process with AI tools under human oversight.

Shanna Reed is a financial advisor at Maridea Wealth Management with 15 years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Edward Jones. In addition to her advisory role, she owns BY HFS, a financial coaching business that offers tax, divorce, estate planning, and business legal services. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing nearly $2 billion in assets through a multi-advisor platform. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs with a primarily long-term investment horizon, and integrates AI tools under human oversight to support research and administrative functions.

Dawson Gonwick is a CFP® with one year of experience currently advising at Maridea Wealth Management. His prior experience includes four years at LPL Financial and roles at The Vanguard Group, TFS Advisors, and Koeing Financial Group. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $1.97 billion across a 33-advisor team. The firm emphasizes diversified, tax-aware portfolios using low-cost funds and ETFs with a long-term investment approach supplemented by AI tools under human oversight.

Brian Sheehy is a financial advisor at Maridea Wealth Management with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and World Equity Group, Inc. In addition to his advisory role, he is also licensed as an insurance agent specializing in term, long-term care, and non-variable insurance. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm manages approximately $1.97 billion in assets and constructs diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs, employing a long-term investment horizon supplemented by AI productivity tools under human oversight.

Michael Padilla is a financial advisor at Maridea Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Motley Fool Wealth Management, LLC for 11 years. Padilla serves as a trustee of the Charles L Padilla Irrevocable Trust. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets. The firm employs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporates AI tools under human oversight, and offers a range of financial and retirement plan advisory services.

Stacey Brooks is a financial advisor at Maridea Wealth Management with 29 years of industry experience. She holds a Series 63 designation and has previously worked at Cetera Advisors LLC and LPL Financial LLC. Brooks serves on the Board of Public Affairs for the Village of Beverly, OH. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a 33-advisor team managing approximately $1.97 billion in client assets. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporating individual securities or sub-advisers as appropriate, and emphasizes a long-term investment horizon complemented by AI productivity tools under human oversight.

Henry Ellis is a CFP® with seven years of industry experience, currently advising at Maridea Wealth Management in Brooklyn, NY. He previously worked at OneDigital Investment Advisors and M Holdings Securities, among other firms. Outside of financial advising, he consults independently on AI-enabled digital marketing for sales professionals in non-financial industries. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a 33-advisor team, managing approximately $1.97 billion in assets. The firm constructs diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs and incorporates AI tools under human oversight to support its investment and administrative processes.

Rickie Walters is a financial advisor with Maridea Wealth Management in Beverly, OH, holding a Series 63 designation and 37 years of industry experience. His prior roles include positions at LPL Financial and Cetera Advisors. Walters is also involved in an insurance agency, Dietz, Futrell & Walters, which sells property and casualty, life and health insurance, and fixed annuities. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a 33-advisor team managing approximately $1.97 billion in assets. The firm focuses on diversified, tax-aware portfolios using low-cost mutual funds and ETFs, with a primarily long-term investment approach supplemented by AI tools and coordinated planning across affiliated entities.

Mier Wang is a financial advisor at Maridea Wealth Management in Brooklyn, NY with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Silver Point Capital and MGG Investment Group. Outside of his advisory role, Wang is the owner of AYS Noodle Company LLC, which operates multiple restaurants in New York City. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing about $1.97 billion in assets across a 33-advisor team. The firm focuses on diversified, tax-aware portfolios using low-cost mutual funds and ETFs with a long-term investment horizon, supplementing its process with approved AI tools under human oversight.

Keith Thieman is a financial advisor with Maridea Wealth Management in Marietta, Ohio, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include seven years at Cetera Advisors LLC and five years at LPL Financial LLC. In addition to his advisory work, he is a licensed non-variable insurance agent. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and related services. The firm employs diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs, incorporates AI productivity tools under oversight, and has grown rapidly since its founding in 2023 to manage nearly $2 billion in assets across a 33-advisor team.

Katrena Shipp is a financial advisor at Maridea Wealth Management with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley, TIAA-CREF, and U.S. Bancorp Advisors. She is also a licensed insurance agent involved with Maridea Insurance Company, LLC, where she dedicates part of her time to insurance sales and implementation. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through a 33-advisor team managing approximately $2 billion in assets. The firm emphasizes diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporating individual securities or sub-advisers as appropriate, and utilizes AI tools under human oversight to support its investment and administrative processes.

Brian Cathcart is a financial advisor at Maridea Wealth Management with one year of industry experience. He holds a Series 65 designation and is also president of The Financial Lab, a firm providing accounting and tax return preparation services. Additionally, he is a licensed insurance agent involved with Maridea Insurance Company, LLC. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets across a 33-advisor team. The firm focuses on diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporates AI tools under human oversight, and coordinates investment, tax, and insurance planning through affiliated entities.

Thomas Jacobs is a financial advisor at Maridea Wealth Management with 13 years of industry experience. He holds a Series 65 credential and previously worked at Huckleberry Capital Management and ZT Wealth Advisory. Outside of advising, he is a principal at The Marfa Group, where he engages in public speaking, writing, and publishing investment-related content, and he serves as a habitat conservationist with Regreen Big Bend LLC, focusing on native ecosystem rehabilitation near Big Bend National Park. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing nearly $2 billion in assets across a team of 33 advisors. The firm constructs diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs, integrates AI tools under human oversight, and coordinates financial planning, retirement, tax, and insurance services through affiliated entities.

Michael Anthony is a financial advisor with Maridea Wealth Management, holding a Series 66 credential and 17 years of industry experience. His work history includes roles at LPL Financial LLC and Cetera Advisors LLC, along with involvement in the insurance sector through Dietz Futrell & Walters Insurance Agency. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm manages approximately $1.97 billion in assets across a 33-advisor team and employs a diversified, tax-aware investment approach emphasizing low-cost mutual funds and ETFs combined with a long-term horizon.

Richard Pucci Sr. is a financial advisor at Maridea Wealth Management with 23 years of industry experience. He holds a Series 66 credential and has worked at several firms including LPL Financial LLC and Securities America Advisors. Outside of his advisory role, he is also an author of a memoir. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets. The firm employs diversified, tax-aware portfolios emphasizing low-cost mutual funds and ETFs, using AI tools under human oversight to support research and administration.

Stephanie Bawolek is a CFP® professional with one year of experience at Maridea Wealth Management in Phoenix, AZ. She previously worked at LPL Financial LLC dba Chichester Financial Group LLC, Element Financial Group, TrustBank Wealth Management, and Chichester Financial Group LLC, totaling over a decade in the financial services industry. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets through a team of 33 advisors. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, employs a primarily long-term investment horizon, and integrates AI productivity tools under human oversight in its advisory process.