Edward Kapfhammer Jr. is a financial advisor with Spire Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Spire Securities, Graphic Packaging International, and National Carton and Coating Co. Outside of advisory services, he operates a business owning ATM machines and manages accounting for Spire-related business activities. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, employing a range of strategies including passive, active, and hybrid tax-aware allocations. The firm offers financial planning, manager-of-managers programs, and access to various model portfolios, with certain strategies managed through proprietary risk overlays and affiliate partnerships.

Andrew Baron III is a financial advisor at Spire Wealth Management, LLC with seven years of industry experience. He has been with Spire Investment Partners since 2018 and previously worked at Costco Wholesale Corporation for three years. He holds a Series 66 designation. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm manages approximately $4.5 billion in assets and offers a range of portfolio management solutions, including advisor-led and model portfolios that utilize tactical, active, and passive strategies.

Kyle Venditti is a financial advisor at Spire Wealth Management, LLC in McLean, VA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at JPMorgan Chase and The Marshall Financial Group LLC. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, offering both discretionary and non-discretionary portfolio management along with manager-of-managers arrangements. The firm manages approximately $4.5 billion in assets for over 6,100 clients through a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised solutions.

Mark Doughty is a CFP® and Series 66 licensed financial advisor with 21 years of industry experience. He is currently with Spire Wealth Management, LLC, where he has worked since 2018. His prior experience includes roles at Suntrust Advisory Services and TIAA. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm also features proprietary risk overlays and a manager-of-managers program, serving a diverse client base including high-net-worth individuals.

Liliana Molina is a CFP® with 30 years of industry experience and has been with Spire Wealth Management, LLC since 2007. She serves as an investment advisor representative at Spire and is a board member of the Head2Heart Foundation, a nonprofit focused on raising mental health awareness. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets. The firm offers a range of portfolio management solutions that combine advisor-constructed portfolios, model asset allocations, and sub-advised strategies utilizing active, passive, and tactical approaches.

Lauren Feuer is a Series 65 licensed advisor with Spire Wealth Management, LLC in New York, NY, with two years of industry experience. Prior to joining Spire Investment Partners in 2025, she held roles at ThirtyNorth Investments, LLC and various staffing firms. She is also a project analyst for Atrium Housing, a nonprofit organization, where she assists with applying for LIHTC credits and government funding. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm manages approximately $4.5 billion in assets and offers a combination of advisor-led, model portfolio, and sub-advised strategies incorporating tactical, active, and passive investment approaches.

Ashley Squillace is a financial advisor at Spire Wealth Management, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at Compass Asset Management Group, LLC since 2014. In addition to her advisory role, she works part-time as a fixed insurance sales agent. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, employing a range of strategies including passive, active, and tactical solutions. The firm offers financial planning, manager-of-managers programs, and access to model portfolios with proprietary risk overlays.

Benjamin Eller is a financial advisor at Spire Wealth Management, LLC in Norwalk, CT, holding a Series 65 designation with no prior industry experience. His work history includes roles at Spire Investment Partners, Prostar Energy Solutions, ELM Consulting, and experience at Pennsylvania State University and Susquehanna University. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm manages approximately $4.5 billion in assets for over 6,100 clients, offering a combination of advisor-led, model portfolio, and sub-advised strategies that incorporate tactical, active, and passive investment approaches.

Joseph Colell Jr. is a financial advisor at Spire Wealth Management, LLC with 50 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2014 to 2018. He is also involved with Strategic Assets LLC, a Massachusetts LLC established to run Spire-related business through. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing both discretionary and non-discretionary portfolios. The firm employs a range of investment strategies, including passive, active, and hybrid tax-aware allocations, and offers access to model portfolios and wrap programs, with proprietary risk overlays managed through its affiliate Corbett Road Capital Management.

Matthew Ludmer is a financial advisor with Spire Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Spire Investment Partners, LLC since 2013. Outside of his advisory work, he established the Aligned Center in 2016, a membership-based community organization focused on personal growth. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm manages approximately $4.5 billion in assets and employs a combination of discretionary and non-discretionary portfolio management, manager-of-managers arrangements, and a diverse investment platform that includes tactical, active, and passive strategies.

Darren Port is a financial advisor with Spire Wealth Management, LLC in Madison, WI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Spire Investment Partners since 2017 and previously was with Waddell & Reed, Inc. for 12 years. In addition to his advisory role, he is involved in insurance sales and operates a sole proprietorship focused on non-variable insurance products. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a broad range of strategies including passive, active, and tax-aware allocations. The firm manages both discretionary and non-discretionary portfolios and features proprietary risk overlays through its affiliate Corbett Road Capital Management.

Tracey Frank is a financial advisor at Spire Wealth Management, LLC in Colorado Springs, CO, with 38 years of industry experience. She has held her current role since 2009 and holds Series 63, Series 65, and Series 66 credentials. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm also delivers financial planning and manager-of-managers programs, with proprietary risk overlays through its affiliate Corbett Road Capital Management.

Arash Zarrabian is a CFA® charterholder with 18 years of industry experience, currently serving as an advisor at Spire Wealth Management, LLC. He has been with Spire Investment Partners, LLC since 2007. Zarrabian is also involved as a portfolio manager with Corbett Road Capital Management, an affiliated firm operating through a joint venture with Spire. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and hybrid tax-aware allocations. The firm utilizes proprietary risk overlays through its affiliate Corbett Road Capital Management and serves high-net-worth clients with both discretionary and non-discretionary portfolio management.

Camilla Carvalho is a Series 66 licensed financial advisor at Spire Wealth Management, LLC with one year of industry experience. Prior to joining Spire Securities, LLC, she worked at Ameriprise and Ortolani Services. Outside of finance, she has experience with several performing arts organizations, including the Albany Symphony Orchestra and the Binghamton Philharmonic. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies from passive to tactical solutions. The firm also features proprietary risk overlays and manages portfolios through joint ventures and dually registered representatives.

Tobia Pierce is a financial advisor with Spire Wealth Management, LLC, holding 10 years of industry experience. Prior to joining Spire Securities, LLC in 2019, Pierce worked at Stephan & Associates from 2014 to 2019. Outside of advising, Pierce is involved in community and nonprofit activities, including serving as Vice President of the Greeneview Athletic Booster Club, President of Greene County Parks and Trails, and holding board positions with the Xenia Chamber of Commerce and Xenia Rotary. Pierce is also co-owner of Pixie Petals Inc., a business focused on apparel design and marketing. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a broad mix of passive, active, hybrid tax-aware, and tactical investment strategies. The firm offers financial planning, manager-of-managers programs, and access to proprietary risk overlays through its affiliate Corbett Road Capital Management.

Christopher Patterson is a financial advisor at Spire Wealth Management, LLC in Potomac, MD, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 17 years of industry experience and has been with Spire Investment Partners, LLC since 2008. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and hybrid tax-aware allocations. The firm also provides financial planning, manager-of-managers programs, and access to separately managed portfolios and wrap programs.

William Cunningham is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Spire Wealth Management, LLC and has prior experience at Corbett Road, RE Advisers Corporation, and RE Investment Corporation. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a broad mix of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm also offers financial planning and access to manager-of-managers programs, model portfolios, and wrap programs.

Dennis O'Brien is a financial advisor at Spire Wealth Management, LLC with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Spire Investment Partners, Fidelity Investments, and SEIA LLC. Outside of his advisory role, he performs as a guitarist with the band The Montaines. Spire Wealth Management offers investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a combination of advisor-constructed portfolios, model asset allocation strategies, and sub-advised approaches, serving over 6,100 clients with approximately $4.5 billion in assets under management.

Howard Barnett is a financial advisor with Spire Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 11 years before joining Spire Investment Partners in 2021. Outside of advising, Barnett is a compensated musician with the Mid Life Crisis Band and is involved in screenplay marketing through Patterson Boys, LLC. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, hybrid tax-aware, and tactical solutions. The firm also offers financial planning, manager-of-managers programs, and access to model portfolios, supported by proprietary risk overlays through its affiliate Corbett Road Capital Management.

Peter Michaels is a Series 66-licensed financial advisor with Spire Wealth Management, LLC, where he has worked since 2008. He has 20 years of industry experience. Outside of his advisory role, Michaels serves on the advisory board of System Planning Corp. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and hybrid tax-aware allocations. The firm also manages discretionary and non-discretionary portfolios and utilizes proprietary risk overlays through its affiliate Corbett Road Capital Management.