Aaron Wallace is a financial advisor at PruVise with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Fisher Investments, Gerry Andrade & Associates, and Carbide Capital Inc. PruVise is a state-registered investment adviser serving individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm provides asset management and financial planning services, utilizing fundamental and technical analysis, modern portfolio theory, and Monte Carlo analysis in portfolio and planning work.

Carl Fernandez is a CFA® charterholder and holds a Series 63 license, with three years of experience in the financial industry. He is currently with Pruvise and has prior work experience at Great Pacific Securities and Independent Trading. PruVise is a state-registered investment adviser serving individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm provides asset management and financial planning services using fundamental and technical analysis, modern portfolio theory, and Monte Carlo analysis, often managing accounts on a discretionary basis.

Tristan De Mers is a financial advisor at PruVise with seven years of industry experience. He holds a Series 65 designation and has been with PruVise since 2016. In addition to his advisory role, he provides accounting and business consulting services through PruVise, Inc. PruVise is a state-registered investment adviser that offers asset management and financial planning to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs fundamental and technical analysis, modern portfolio theory, and Monte Carlo analysis in its portfolio and planning services and integrates accounting and business consulting into its operations.