Thomas Leidner is a financial advisor at QP Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for ten years and Purshe Kaplan Sterling Investments for two years. Leidner is a co-founder, co-chief investment officer, and portfolio manager at QP Wealth Management. QP Wealth Management serves individuals, trusts, estates, corporations, and brokerage clients, managing approximately $405 million across about 115 clients with a five-advisor team. The firm offers financial planning, investment consulting, and portfolio management, employing a range of strategies including ETFs, equities, bonds, options, and alternative investments, with a notable focus on non-discretionary asset management and tailored client solutions.

Lisa Heerwagen is a financial advisor at QP Wealth Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Purshe Kaplan Sterling Investments. Heerwagen is a co-founder and serves as COO and CCO of QP Wealth Management, where she is involved in compliance and client support. QP Wealth Management serves individuals, trusts, estates, corporations, and brokerage customers, managing approximately $405 million for about 115 clients. The firm offers financial planning, investment consulting, and portfolio management, using a range of strategies including ETFs, individual equities, bonds, and alternative investments, with a notable emphasis on non-discretionary asset management.

James Lloyd is a financial advisor with QP Wealth Management, LLC in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Morgan Stanley, Purshe Kaplan Sterling Investments, and Wells Fargo Clearing. He serves as a board member for Superba, an alternative investment firm, where he consults on fund management and participates in investment committee meetings. QP Wealth Management serves individuals, trusts, estates, and corporations, managing approximately $405 million in client assets. The firm provides financial planning, investment consulting, and portfolio management with an approach that emphasizes client risk tolerance and goals, utilizing a mix of ETFs, equities, fixed income, covered-call overlays, and alternative investments, with a distinctive focus on non-discretionary asset management.