Vincent Tassone is a financial advisor with Realta Investment Advisors, Inc. in Philadelphia, PA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Causeway Securities LLC, Raymond James & Associates, INC, and First Trust Portfolios L.P. He was also involved with Vinni's Pizza West Deptford, LLC, indicating experience outside the financial sector. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services through a network of advisors, serving individuals, pension plans, and institutional clients. The firm employs individualized strategies that utilize diverse asset allocations and offers multiple portfolio management and consulting options, including third-party manager programs and held-away account management.

James Van Meter is a financial advisor with Realta Investment Advisors, Inc. in Reno, NV, holding Series 63 and Series 65 designations and 18 years of industry experience. His prior work includes roles at Center Street Advisors, Inc. and Cabin Securities, Inc. He is the president and owner of Tahoe Financial Planning, LLC, providing financial planning and insurance services. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and employs a broad range of investment strategies across multiple asset classes while leveraging third-party manager programs and aggregation platforms.

Logan Snodgrass is an investment advisor at Realta Investment Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Realta Equities, Inc., Slack, Peacock, and Hulu. Snodgrass is involved in several business activities outside of advisory work, including executive support and operations at a private equity firm, digital marketing consulting, and retail advisory consulting. Realta Investment Advisors offers discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and various institutional clients. The firm employs an individualized approach to asset allocation and portfolio management, using mutual funds, ETFs, equities, fixed income, and alternative investments, and provides services including retirement-plan consulting and estate planning.

Sam Steffan is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Realta, he worked at Almaden Genomics and Basepair. He is also involved with Winding Bay Capital, a business connecting investors with real estate-backed investment products. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individual, pension, profit-sharing, and institutional clients. The firm emphasizes personalized advice through asset allocation strategies implemented via internal or third-party managers and supports a range of account management platforms and services.

Nancy Hoang is a financial advisor at Realta Investment Advisors, Inc. in Austin, TX, holding Series 63 and Series 65 credentials with 16 years of industry experience. She has worked at Realta and its affiliated entities since 2018 and was previously with Cary Street Partners from 2013 to 2018. Outside of her advisory work, she is an investor and member of PHO Real Enterprises, an LLC holding private shares in a beverage business. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm focuses on individualized advice and asset allocation strategies across a range of investment types, offering in-house portfolio management, third-party manager programs, and retirement-plan consulting.

James Nelson is a CFP® with 29 years of experience in financial advisory roles. He is currently with Realta Investment Advisors, Inc. and Realta Equities, Inc., having previously worked at firms including Kalos Management and Family Financial Services of Florida. Beyond his advisory work, Nelson serves as a consultant for a funeral home business and sits on the Board of Directors for Advent Health Central Florida Polk Region. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension plans, and institutional clients. The firm emphasizes individualized advice and implements diversified portfolio strategies using various investment vehicles, while offering multiple third-party manager programs and tools for held-away account management.

Dan Holzer is a financial advisor at Realta Investment Advisors, Inc. in San Diego, CA, holding a Series 66 designation with 15 years of industry experience. He has worked at Realta Investment Advisors since 2022 and concurrently serves as CEO of Alternative Investment, Inc., a real estate investing business. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients, utilizing a range of portfolio management strategies including asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments.

Daniel Foraker is a financial advisor with Realta Investment Advisors, Inc. in Wilmington, DE, holding Series 63 and Series 65 registrations and bringing 20 years of industry experience. His prior roles include positions at Morgan Stanley & Co., LLC and Capital One Investing, LLC. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm uses individualized advice and diversified asset allocation strategies, offering portfolio management through in-house and third-party managers.

Zachary Waldon is an investment advisor at Realta Investment Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he is president and CEO of Fortify Inc., a management company. Realta Investment Advisors serves individuals, including high-net-worth clients, as well as pension plans and institutional clients, providing discretionary and non-discretionary investment advisory services and financial planning. The firm emphasizes individualized advice and employs diversified asset allocation strategies across various investment vehicles.

Amy Widener is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Center Street Securities and Arete Wealth Advisors, LLC. She is also a 50% owner of WL Financial Advisors, which offers annuities, life, and long-term care insurance sales. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and employs diversified strategies across multiple asset classes, utilizing both in-house management and third-party programs.

Stanley Smrke is a financial advisor at Realta Investment Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked with firms including International Assets Advisory, LLC and Transamerica Financial Advisors, Inc. In addition to his advisory role, he serves as Executive Vice President at Montego Minerals LLC, where he is involved in raising capital for investment funds in the oil and gas sector. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice through comprehensive advisor interviews and implements strategies using diversified asset allocation across mutual funds, ETFs, equities, fixed income, and alternative investments.

William Edwards Jr. is a financial advisor at Realta Investment Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 designations with four years of industry experience. His prior roles include positions at LBMZ Securities, Inc. and Zacks Investment Management, as well as over a decade at Zacks Investment Research. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice based on client goals and risk tolerance, utilizing diversified asset allocation strategies and offering platforms that include third-party manager programs and aggregation tools.

John Stadtmueller is a financial advisor at Realta Investment Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, LLC and Invest Financial Corp. John joined Realta Investment Advisors and Realta Equities in 2026. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and institutional clients. The firm employs an individualized investment approach using asset allocation across multiple asset classes and offers portfolio management implemented in-house or through third-party managers.

Donald Wells is a financial advisor at Realta Investment Advisors, Inc. based in Seattle, WA, holding Series 63 and Series 65 licenses with 40 years of industry experience. He worked at Titan Securities for 13 years before joining Realta in 2023. Outside of his advisory role, he has been a flight attendant for Alaska Airlines since 1990 and holds an insurance license, engaging in insurance sales on a limited basis. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and various institutional clients. The firm employs a goal-oriented, risk-based investment approach using diversified asset allocation and offers multiple portfolio management options, including internally managed and third-party strategies.

Skip Massengill is a financial advisor with Realta Investment Advisors, Inc. and Realta Equities, Inc., holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. Prior to joining Realta in 2017, he spent eight years with Robert W. Baird & Co. Outside of his advisory role, Massengill is a minority owner of the Retirement Educational Institute, serves as co-chair of the ethics committee for the Philadelphia Estate Planning Council, and is a board member for youth football and a nursing home organization. He is also involved in writing educational material on retirement and leads a cyber solution storage business. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm uses personalized investment strategies based on asset allocation across various securities and operates multiple platforms and third-party manager programs to serve its diverse client base.

Jeffrey La Belle is a financial advisor at Realta Investment Advisors, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including International Assets Investment Management, Kovack Advisors, LPL Financial, and First Allied Advisory Services. Outside of advisory work, he is involved with Gulf Coast Wealth Advisors, a financial advisory business he has operated since 2003, and has authored internet-published books unrelated to investing. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and employs a range of portfolio management strategies, including asset allocation across mutual funds, ETFs, equities, fixed income, and alternatives.

Blane Tierney is a financial advisor with Realta Investment Advisors, Inc., holding a Series 63 designation and 37 years of industry experience. He has worked with Realta since 2018 and previously spent nine years at Wells Fargo Advisors Financial Network LLC. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, including high-net-worth clients, pension plans, and institutional clients. The firm emphasizes individualized advice based on client goals and risk tolerance and offers portfolio management through various strategies and third-party managers.

Raymond De Witt Jr. is a financial advisor at Realta Investment Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms including DeWitt Wealth Management, LLC and Concorde Investment Service, LLC. Outside of advisory roles, he serves on the Board of Directors for Safari Club International, a wildlife conservation and hunting organization. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension plans, and institutional clients. The firm emphasizes individualized advice using asset allocation strategies and offers a variety of portfolio management options, including third-party managers and held-away account aggregation.

Todd May is a financial advisor at Realta Investment Advisors, Inc. He holds a Series 66 designation and has experience working in various roles since 2004, including positions at Constellation Brands and Republic National Distributing Company. Todd joined Realta Investment Advisors in 2026. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and employs diverse investment strategies across multiple asset classes, supported by a range of portfolio management and retirement-plan consulting services.

John Frick is a financial advisor at Realta Investment Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at Realta Equities, Fulton Financial Advisors, and Raymond James Financial Services Advisors Inc. Frick is involved in building a marketing platform under the New Era Wealth Management brand. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension plans, and institutional clients. The firm employs a personalized approach to asset allocation and offers access to third-party money managers, retirement-plan consulting, and estate planning services.