Thomas Heuer is a financial advisor at Wealthspire Advisors with CFP®, CFA®, and Series 65 designations and seven years of industry experience. He previously worked at NFP Retirement, Inc. for six years and has experience with Frank, Rimmerman, LLP, Xponential Growth Solutions, and San Diego State University. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with around 220 advisors serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services such as wealth management, portfolio management, and retirement-plan consulting.

Craig Fasano is a financial advisor at Wealthspire Advisors in Morristown, NJ, holding a Series 63 designation with four years of industry experience. He has been with Wealthspire Advisors since 2003. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, nonprofits, and foundations, offering wealth management, investment advisory, financial planning, and trust services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation.

Myka Koenen is a CFP® and Series 65-licensed financial advisor at Wealthspire Advisors with 12 years of industry experience. She has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, investment advisory, financial planning, and family office support using a relationship-driven process and institutional-style asset allocation.

Amanda Davis is a financial advisor at Wealthspire Advisors in Madison, WI, holding a Series 65 credential. She joined Wealthspire Advisors in 2024 after seven years of experience at Sun Prairie East High School and two years at City on a Hill New Bedford. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofit organizations, and trustees, offering wealth management, financial planning, and trust administration services. The firm employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation and utilizes third-party platforms to manage held-away retirement assets.

Oona Rokyta is a financial advisor with Wealthspire Advisors in San Rafael, CA, holding a Series 65 designation and one year of industry experience. Her prior roles include positions at Asti Financial Management, Lance Global Inc, and HoneyBook. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio reviews.

Ian Weinberg is a CFP® with 38 years of experience in the financial services industry. He is currently with Wealthspire Advisors, where he has worked since 2025, following a 29-year tenure at LPL Financial. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm uses a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and employs various investment vehicles such as mutual funds, ETFs, and private funds.

Charles Walker is a CFP® with 31 years of industry experience. He has been with Wealthspire Advisors since 2019 and previously worked at SunTrust Advisory Services and related SunTrust entities from 2014 to 2019. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, nonprofit organizations, and trustees, providing wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and ongoing portfolio management.

Jared Wolfe is a financial advisor at Wealthspire Advisors with a Series 65 credential and two years of industry experience. His prior work includes roles at Potsdam Royals and self-employment, along with experience at Villanova University and New York Community Bancorp. Wealthspire Advisors manages approximately $34.3 billion in assets and serves individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework using a diversified mix of investment vehicles and provides tailored wealth management, financial planning, and retirement consulting services.

Amanda Phillips De Saverio is a CFP® professional with five years of industry experience, currently serving at WealthSpire Advisors. She previously worked at Sunflower Bank from 2016 to 2020 before joining Corundum Group, Inc. in 2020. WealthSpire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm follows a relationship-driven, customized investment process that emphasizes diversified, institutional-style asset allocation and ongoing portfolio oversight.

Matthew Moser is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. He has prior experience at The Prudential Insurance Company of America and Pruco Securities, LLC, as well as National 5 and 10. Outside of his advisory work, he also works as a driver for ride-share companies Uber and Lyft. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serving nearly 9,700 clients across individual, corporate, pension, nonprofit, and foundation sectors. The firm employs an institutional-style asset allocation strategy and offers a range of wealth management, financial planning, and retirement consulting services.

Eric Dostal is a CFP® professional with 13 years of experience at Wealthspire Advisors in New York, NY. He has been with Wealthspire Advisors since 2013. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering a range of services such as wealth management, financial planning, and trust administration. The firm employs a relationship-driven, customized investment approach that incorporates diversified, institutional-style asset allocation and uses both discretionary and non-discretionary portfolio management.

Bruce Laning is a CFA® charterholder and holds a Series 65 license with 24 years of industry experience. He has been with Wealthspire Advisors since 2013. Wealthspire Advisors serves a diverse range of clients, including individuals, corporations, retirement plans, and nonprofits, providing wealth management, financial planning, and trust services. The firm follows a customized, relationship-driven approach with an emphasis on diversified, institutional-style asset allocation and ongoing portfolio oversight.

Michael Zeitler is a CFA® charterholder and Series 63 licensee with four years of industry experience. He has worked at Wealthspire Advisors since 2025 and previously held roles at BOFA Securities, U.S. Bank Global Fund Services, and Hudson River Group. He is based in New York, NY. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, and nonprofits. The firm employs an institutional-style asset allocation approach using mutual funds, ETFs, private investments, and separate account managers, supported by centralized due diligence and investment-committee oversight.

Nathaniel Richardson is a Series 65-licensed financial advisor with Wealthspire Advisors in New York, NY, where he has worked since 2020. He has four years of industry experience and previously worked in education from 2011 to 2021. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trust administration services. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation.

Jennifer Giemza is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2021. Prior to this, she worked for BMO Harris Financial Advisors from 2014 to 2021. She serves on the board of directors for Big Brothers Big Sisters of Dane County, a nonprofit focused on mentoring at-risk youth. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio management.

Timothy Talbott is a CFP® professional with 3 years of industry experience, currently serving at Wealthspire Advisors in San Rafael, CA. He has been with Wealthspire Advisors since 2011 and holds a Certified Financial Planner designation. Wealthspire Advisors serves a broad range of clients, including individuals, corporations, retirement plans, nonprofits, and trustees, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation across various investment vehicles.

Justin Cone is a financial advisor at Wealthspire Advisors in New York, NY, holding a Series 65 designation with five years of industry experience. He has been with Wealthspire Advisors since 2019 and previously worked at Davenport Asset Management in 2018. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework implemented through mutual funds, ETFs, private investments, and separate account managers under centralized oversight.

Colin Drake is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2026. Prior to joining Wealthspire, he worked at Marin Financial Advisors, LLC for eight years and operated Drake Wealth Management for six years. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment process that emphasizes diversified, institutional-style asset allocation across multiple asset classes, with both discretionary and non-discretionary portfolio management options.

Joseph Garrison is a CFP® professional with 21 years of experience in financial advising. He has worked at Wealthspire Advisors since 2018 and previously spent 14 years with Strategic Wealth Management Group, LLC. Outside of his advisory role, Mr. Garrison serves as a board member and Treasurer for Leadership Howard County, Inc., a nonprofit focused on community leadership development. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio review.

Jonah Schachtel is a financial advisor at Wealthspire Advisors with a Series 65 designation and one year of industry experience. Prior to joining Wealthspire, he worked at Summit Financial and has a background that includes roles outside finance, such as positions with Riley's Wines of the World and the Wisconsin Athletic Program. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in regulatory assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations with wealth management, financial planning, and institutional-style asset allocation using a mix of mutual funds, ETFs, private investments, and third-party platforms.