George Fisk is a financial advisor with Maseco Private Wealth and holds a Series 65 designation. He has been with Maseco LLP since 2014, accumulating six years of experience at the firm. Maseco Private Wealth is an SEC-registered, FCA-authorised wealth manager serving individual clients, high-net-worth individuals, trusts, and charitable organizations. The firm employs a systematic, evidence-based investment process using broadly diversified ETF-based model portfolios and offers comprehensive wealth planning services including tax, retirement, estate, and charitable giving.

David Dorman is a financial advisor at Maseco Private Wealth with 16 years of industry experience. He holds a Series 65 designation and has been with Maseco LLP since 2009. Maseco Private Wealth is an SEC-registered, FCA-authorised wealth manager serving individual clients, high-net-worth individuals, trusts, and charitable organizations. The firm employs a systematic, evidence-based investment process with broadly diversified ETF-based portfolios and offers comprehensive wealth planning services including tax, retirement, estate, and charitable giving.

Ashley Scher is a CFP®-certified financial advisor with 19 years of industry experience. She is a wealth manager at Maseco Private Wealth and a Director of MASECO Asia Limited, where she provides investment-related advice. In addition to her advisory roles, she works independently as a life insurance agent offering fixed life and annuity contracts. Maseco Private Wealth is an SEC-registered, FCA-authorised firm serving individual clients, high-net-worth individuals, trusts, and charitable organizations. The firm employs a systematic, evidence-based investment process featuring diversified ETF-based model portfolios, customized investment policy statements, and comprehensive wealth planning services.

Dylan Evans is a financial advisor at Maseco Private Wealth with Series 63 and Series 65 licenses and approximately one year of experience at the firm. His prior work includes roles at UBS and various organizations including the University of Vermont and The American School in London. Maseco Private Wealth is an SEC-registered, FCA-authorised firm that provides fee-based private wealth services and financial planning for individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a systematic, evidence-based investment process with diversified ETF-based portfolios and offers bespoke adjustments, including a Low Carbon Centric option.

James Sellon is a CFA® charterholder with 16 years of industry experience. He has been with Maseco Private Wealth since 2008. Maseco Private Wealth is an SEC-registered, FCA-authorised wealth manager serving individual clients, high-net-worth individuals, trusts, and charitable organizations. The firm employs a systematic, evidence-based investment approach using diversified ETF-based model portfolios and offers comprehensive wealth planning services.

Andrea Solana is a financial advisor at Maseco Private Wealth with 19 years of industry experience. She has been with Maseco Private Wealth since 2014. Andrea holds a Series 65 credential. Maseco Private Wealth is an SEC-registered and FCA-authorised wealth manager serving individual clients, high-net-worth individuals, trusts, and charitable organizations. The firm employs a systematic, evidence-based investment approach with broadly diversified ETF-based portfolios and offers comprehensive wealth planning including tax, retirement, estate, and charitable giving strategies.

Joshua Matthews is a financial advisor with Maseco Private Wealth, holding Series 63, 65, and 66 designations and bringing 27 years of industry experience. He has been with Maseco Private Wealth since 2008. Maseco Private Wealth is an SEC-registered and FCA-authorised wealth manager serving individual clients, high-net-worth individuals, trusts, and charitable organizations. The firm employs a systematic, evidence-based investment approach focused on diversified, ETF-based portfolios and comprehensive wealth planning, including tax, retirement, estate, and charitable giving services.

Mark Scher is a financial advisor at Maseco Private Wealth with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Maseco Private Wealth since 2010 and MASECO Asia Limited since 2016, where he serves as a director. Maseco Private Wealth is an SEC-registered, FCA-authorised firm that provides fee-based wealth management and financial planning to individuals, high-net-worth clients, trusts, and charities. The firm employs a systematic, evidence-based investment approach with broadly diversified ETF portfolios and offers tailored wealth planning services.