Jared Chase is a financial advisor at SEIA with 19 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior roles include positions at Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm’s investment process combines strategic macro asset allocation with tactical adjustments and offers both discretionary and non-discretionary management, with a majority of assets managed non-discretionarily.

Aaron Jett is a financial advisor at SEIA with 24 years of industry experience. He holds the CFP® and ChFC® designations and has worked with firms including MassMutual, New York Life, and Eagle Strategies. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers investment management, financial planning, and consulting services, with a focus on combining strategic asset allocation and tactical adjustments within both discretionary and non-discretionary investment models.

Eric Rosen is a financial advisor at SEIA with 12 years of industry experience and holds a Series 66 designation. He has worked at SES LLC, Royal Alliance Associates, INC., SIA LLC, and SII. Rosen also serves as Chief Growth and Strategy Officer and Chief Compliance Officer at SEIA and Signature Investment Advisors, LLC. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, utilizing a combination of strategic macro asset-allocation and tactical adjustments overseen by an in-house Investment Solutions Group and Investment Committee.

Bradley Repinsky is a financial advisor at SEIA with 20 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments and its related entities from 2015 to 2025 before joining SEIA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic macro asset-allocation with tactical adjustments using quantitative and qualitative research and manages assets primarily on a non-discretionary basis.

Zulpikar Iskander is a financial advisor at SEIA with a Series 66 designation and 10 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC., Vega Consulting Solutions, and Planning Solutions Group. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments driven by an in-house Investment Solutions Group and Investment Committee, providing both discretionary and predominantly non-discretionary investment management alongside modular and comprehensive financial planning services.

Christopher Hopkins is a financial advisor at SEIA with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at FIDELITY Brokerage Services LLC for 10 years. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors, offering a mix of investment management, financial planning, and consulting services. The firm’s investment process involves strategic and tactical approaches guided by an in-house Investment Solutions Group and emphasizes non-discretionary management for a majority of its assets.

Ronald Reyes is a financial advisor at SEIA with 26 years of industry experience. He holds the Series 66 designation and has previously worked at Royal Alliance Associates, INC. and Sii. Reyes also serves as Vice President of Trading at SEIA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of about 140 advisors. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, with an investment process combining strategic asset allocation and tactical adjustments supported by quantitative and qualitative research.

Troy Franzen is a financial advisor at SEIA with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc., Signature Investment Advisors LLC, and SES LLC. Franzen is also involved as a relationship manager at SIA LLC, an RIA sales and service firm. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform with approximately 140 advisors. The firm combines strategic macro asset-allocation with tactical adjustments using both quantitative and qualitative research, managing assets primarily on a non-discretionary basis.

Hayley Bates is a CFP® with 16 years of experience in financial advising. She currently serves as an advisor at SEIA and has held previous roles at Royal Alliance Associates, Signature Estate & Investment Advisors, and other firms. Bates is a member of the Leadership Council at the nonprofit A Place Called Home, where she contributes to fundraising efforts. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, emphasizing mostly non-discretionary management and leveraging both quantitative and qualitative research.

Elizabeth West is a financial advisor at SEIA with Series 65 accreditation. She has been working in the industry since 2024, including roles at SEIA and related entities. Prior to her advisory career, West held positions at UVA Recreation and Ulta Beauty while completing her studies. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, combining strategic and tactical investment approaches with both discretionary and non-discretionary management styles.

Edgar Haroutunian is a CFP® certificant with six years of industry experience. He is currently an advisor at SEIA and previously worked at firms including TCW LLC and Paulson Investment Co., LLC. Outside of financial advising, he is involved in merchandise sales through an Amazon.com LLC, where he manages product sourcing and fulfillment operations. SEIA is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm offers investment management, financial planning, and consulting services, emphasizing a combination of strategic asset allocation and tactical adjustments, with a majority of assets managed on a non-discretionary basis.

Matthew Keller is a financial advisor at SEIA with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Steel Peak Wealth Management, LLC and MAK Wealth Management LLC, where he is the founder and CEO. Keller is based in Los Angeles, CA. SEIA is a multi-team advisory firm with approximately 140 advisors serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm offers investment management, financial planning, retirement plan consulting, and investment consulting, using a mix of discretionary and non-discretionary strategies driven by an in-house Investment Solutions Group and Investment Committee.

Rivers Rodriguez is a CFP® and holds a Series 66 license, with five years of industry experience. He has worked at SEIA since 2019 and previously held roles at Royal Alliance Associates and Signature Estate & Investment Advisors. Prior to his advisory career, he spent a year working at Kumon Math and Reading Center. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform with approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments, utilizing both discretionary and non-discretionary investment management, and offers comprehensive financial planning and consulting services.

Rebecca Bar Shain is a CFP® credentialed financial advisor with 19 years of industry experience. She is currently a partner at SEIA and has previously worked at firms including Cadaret Grant & Co., Inc. and Cedar Brook Financial Partners, LLC. Outside of her advisory role, she serves on the board of the Jewish National Fund of Northern Ohio and volunteers with Jewish Family Services Association in Cleveland. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm offers a range of investment management and financial planning services and employs a strategic investment process integrating quantitative and qualitative research, with a large portion of assets managed on a non-discretionary basis.

Cooper Fitz is a CFP® affiliated with SEIA in Chicago, IL, with experience dating from 2023. His work history includes roles at Kovitz Investment Group Partners, Focus Partners Wealth, LLC, and SEIA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of roughly 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments using both quantitative and qualitative research, managing assets primarily on a non-discretionary basis.

Mark Munday is a CFP® with 30 years of industry experience, currently serving as a partner at SEIA. His prior roles include positions at Cadaret, Grant & Co., Inc. and Cedar Brook Financial Partners, LLC. He also holds an insurance license related to financial planning. SEIA is a multi-team advisory firm with approximately 140 advisors, serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm employs a blend of strategic macro asset allocation and tactical adjustments in its investment process, offering both discretionary and primarily non-discretionary management alongside comprehensive financial planning and consulting services.

David Robertson is a CFP® professional with over 31 years of experience in the financial services industry. He has held roles at firms including Cadaret, Grant & Co., Cedar Brook Financial Partners, and Securities America. He holds an insurance producer license and is a partner at SEIA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset-allocation with tactical adjustments and employs a mix of discretionary and predominantly non-discretionary investment management strategies.

Jason Teich is a financial advisor at SEIA with 10 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining SEIA and its affiliated firms in 2025, he spent nine years at Sanford C. Bernstein. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm employs a disciplined investment process combining strategic macro asset allocation with tactical adjustments, offering both discretionary and non-discretionary management alongside comprehensive financial planning and consulting services.

Austin Pickle is a CFA® charterholder and holds a Series 63 license with two years of industry experience. He is currently an advisor at SEIA and previously worked for ten years at Wells Fargo Investment Institute. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments and employs both discretionary and non-discretionary investment management, with a majority of assets managed on a non-discretionary basis.

Michaela Hurtienne is a Certified Financial Planner® with seven years of industry experience. She is currently an Associate Advisor at SEIA and previously worked at Royal Alliance and Techstyle Fashion Group. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform offering investment management, financial planning, and consulting. The firm’s investment process combines strategic asset allocation with tactical adjustments using both quantitative and qualitative research, with a focus on mostly non-discretionary asset management.