Siddharth Sinha is a financial advisor at Neil Jesani Wealth Management with CFA® and Series 63 credentials. He has 11 years of industry experience, including ten years at Thrivent Asset Management and a sabbatical before joining his current firm. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs a tactical asset-allocation approach that integrates fundamental, technical, and cyclical analysis to make modest tactical adjustments to risk and opportunities.

James Debevec II is a CFA® charterholder with two years of industry experience. He is currently a financial advisor at Neil Jesani Wealth Management and Neil Jesani Advisors Inc. Prior to this, he worked for 14 West and Absolute Value Capital Management. Outside of investment advising, he is associated with a tax and accounting business under Neil Jesani Advisors Inc. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, providing fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs a tactical asset-allocation approach called the 3-Dimension Universal Asset Allocation Strategy, incorporating fundamental, technical, and cyclical analysis to adjust risk and opportunity.

Andrew Constantinides is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Neil Jesani Wealth Management. His previous roles include positions at Singer Wealth Advisors LLC, WestPark Capital, Inc., I-Bankers Securities, Inc., Bank of America NA, and Merrill Lynch & Co. He also works as an independent insurance producer for various companies. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm uses a tactical asset-allocation approach called the 3-Dimension Universal Asset Allocation Strategy, incorporating fundamental, technical, and cyclical analysis.

Matthew Boswell is a financial advisor at Neil Jesani Wealth Management in Sunrise, FL, holding Series 63, 65, and 66 licenses with 12 years of industry experience. His prior roles include positions at Ameriprise, Northern Trust Bank, J.P. Morgan Securities, and Tradeking. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm uses a tactical asset-allocation strategy that combines fundamental, technical, and cyclical analysis to make modest tactical adjustments across a diversified range of investment vehicles.

Nurdin Jesani is a CFP® professional with four years of industry experience, currently serving at Neil Jesani Wealth Management. He is also the owner and CEO of Neil Jesani Advisors, Inc., a firm providing tax, accounting, and non-investment related financial advisory services. Additionally, he holds executive roles related to insurance production. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities by offering fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs a tactical asset-allocation approach that incorporates fundamental, technical, and cyclical analysis to manage risk and identify opportunities.

Derrick Hobbs is a financial advisor at Neil Jesani Wealth Management in Orlando, FL, holding a Series 66 license and with 16 years of industry experience. His prior roles include positions at Advanced Wealth Management, Prostatis Group LLC, Fidelity Investments, and TIAA-CREF. He is also involved in insurance sales through Advanced Wealth Management. Neil Jesani Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities with fee-based discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm uses a tactical asset-allocation approach called the 3-Dimension Universal Asset Allocation Strategy, which incorporates fundamental, technical, and cyclical analysis to manage risk and capture opportunities.