Vasilios Rizos is a CFP® and CFA® credentialed advisor with seven years of industry experience. He is currently with Three Cord True Wealth Management, LLC and has previously worked at firms including LPL Financial, Cetera Advisor Networks, and Voya Financial Advisors. Outside of advisory work, he is involved with Three Cord True Wealth Tax Solutions, which offers tax preparation and accounting services. Three Cord True Wealth Management provides comprehensive financial planning and wealth management to individuals, professionals, business owners, corporate executives, and retirement plans. The firm employs a diversified, asset-allocation driven approach utilizing LPL Research, model portfolios, and third-party managers, and integrates tax and accounting capabilities through its affiliation with Three Cord True Wealth Tax Solutions.

Dana Fitzgerald is a financial advisor at Three Cord True Wealth Management, LLC with one year of industry experience. Dana holds the Series 66 designation and previously worked at Incline Equity Partners for six years. Three Cord True Wealth Management provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, and retirement plans. The firm employs a diversified, asset-allocation driven investment approach and integrates tax, brokerage, and insurance services within a single platform.

James Garr is a financial advisor at Three Cord True Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2014. He provides investment advisory services through Three Cord True Wealth Management, an independent Registered Investment Advisor firm. Three Cord True Wealth Management offers comprehensive financial planning and wealth management to individuals, professionals, business owners, corporate executives, and retirement plans. The firm employs a diversified, asset-allocation driven investment approach using model portfolios and third-party managers, and integrates tax and accounting capabilities through its affiliation with an accounting firm.

Tod Arbutina is a CFP® and PFS™ with 28 years of industry experience. He is currently with Three Cord True Wealth Management, LLC, where he has worked since 2020, following a 20-year tenure at LPL Financial and 26 years at Cottrill, Arbutina & Associates PC. Outside of advisory services, he is the creator and investor of a software development project, Our Data Revolution, LLC. Three Cord True Wealth Management provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, and retirement plans. The firm employs a diversified, asset-allocation driven approach incorporating model portfolios and third-party managers, and combines tax/accounting capabilities, brokerage access, and insurance product implementation within a single platform.

Robert Holdcroft is a financial advisor at Three Cord True Wealth Management, LLC with 13 years of industry experience. He has held positions at several firms, including Rosenthal Wealth Management and The AYCO Company, L.P./Mercer Allied. He serves as a board member of the Marshall Heights Homeowners Association. Three Cord True Wealth Management provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, and retirement plans. The firm employs a diversified, asset-allocation driven approach using LPL Research, model portfolios, and third-party managers, and offers integrated tax, brokerage, insurance, and wrap-fee program solutions.

Nicholas Raught is a CFP® with 10 years of industry experience, currently serving as an advisor at Three Cord True Wealth Management, LLC. He previously worked with LPL Financial, LLC and Cottrill, Arbutina Wealth Management Group. Raught is also involved in a family business managing a commercial real estate property. Three Cord True Wealth Management provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, and retirement plans. The firm employs a diversified, asset-allocation driven approach, utilizing LPL Research, model portfolios, and third-party managers, and integrates tax and accounting capabilities through its affiliation with an accounting firm.