Reeya Patel is a Series 65-licensed financial advisor at URS Advisory with one year of industry experience. Prior to joining URS Advisory, she held positions at AGW Capital Advisors, Charles Schwab & Co., Inc., and Koss Olinger. Outside of her advisory work, she was involved with the Gator Junior Golf Association for two years. URS Advisory serves individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning services, including special-needs planning. The firm tailors investment programs to client goals and risk tolerance, employs third-party sub-advisors when appropriate, and manages over $200 million in client assets.

Arie Eitani is a financial advisor at URS Advisory with a Series 65 credential and one year of industry experience. Prior to joining URS Advisory, he worked at Fidelity Investments and has a background that includes roles outside of finance. He was a full-time student for sixteen years. URS Advisory serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, including special-needs planning. The firm uses a fee-based model and combines fundamental and technical analysis with ongoing portfolio management, overseeing more than $200 million in client assets.

Erik Lembcke is a CFP® professional with 14 years of industry experience, currently serving as an advisor at URS Advisory. He previously worked at Gradient Securities, LLC and has been involved in the affiliated insurance business, JEL Enterprises Inc. dba URS Insurance, since 2016. URS Advisory serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, including special-needs planning. The firm uses a fee-based model and combines quantitative tools and personalized strategies, managing over $200 million in client assets with a small team.

Julia Lembcke is a financial advisor at URS Advisory with 11 years of industry experience. She holds the CFP®, ChFC®, and Series 65 designations. Prior to joining URS Advisory, she worked at Gradient Securities, LLC. Outside of her advisory role, she is involved with JEL ENTERPRISES INC dba URS Insurance, where she acts as an insurance agent. URS Advisory serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning, including special-needs planning. The firm employs a fee-based model and integrates a variety of analytical tools and sub-advisors to tailor investment programs according to each client's goals and risk tolerance.