Joshua Frank is a financial advisor at Wealthspire Advisors with seven years of industry experience. He holds a Series 65 designation and has been with Wealthspire Advisors since 2017. Prior to his advisory career, he worked at Milwaukee Kollel and B.E.S.T. Camp. He serves as vice president of the board of directors for Torah Academy of Milwaukee, a local girls' high school, where he participates in fundraising and budget approval on a volunteer basis. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees. The firm offers customized wealth management and financial planning services with an investment approach that emphasizes diversified, institutional-style asset allocation using a mix of mutual funds, ETFs, private funds, and separate account managers.

Stephen Kepler is a CFP® with eight years of industry experience, currently serving at Wealthspire Advisors. His prior roles include positions at Private Ocean, Mosaic Financial Partners, and Aspirirant LLC. Wealthspire Advisors serves a wide range of clients including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven process with diversified, institutional-style asset allocation and utilizes both discretionary and non-discretionary portfolio management.

Eric Sontag is a CFA® charterholder with 17 years of experience at Wealthspire Advisors in New York, NY. He has been with the firm since 2009. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized approach centered on diversified, institutional-style asset allocation across various portfolio guidelines.

Ella Duel is a financial advisor with Wealthspire Advisors in Milwaukee, WI, holding a Series 65 designation. She has been with Wealthspire Advisors since 2025 and previously worked at SSM Health and in education. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in regulatory assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, and nonprofits. The firm uses an institutional-style asset allocation framework and offers wealth management, financial planning, retirement-plan consulting, and trustee services.

Justin Goldstein is a Series 66-registered advisor with 15 years of industry experience. He is currently with Wealthspire Retirement Advisory and has previously worked at NFP Retirement, Inc. and Bronfman E.L. Rothschild. Goldstein also served in the Army National Guard for over two decades. Wealthspire Retirement Advisory provides retirement plan consulting and investment services primarily to plan sponsors and individual participants, offering fiduciary due diligence, plan design guidance, and participant education. The firm combines quantitative and qualitative investment analysis, delivering both non-discretionary advice and discretionary management across a broad range of retirement and financial consulting services.

Greta Panke is a financial advisor at Wealthspire Advisors with a Series 65 credential and one year of industry experience. Prior to joining Wealthspire, she worked at Travelers and has a background in education, including positions at Connecticut College and middle/high schools. 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 with diversified investments and centralized due diligence.

Samuel Fishelberg is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Wealthspire Advisors in Austin, TX. He has 10 years of industry experience, with previous roles at Lenox Wealth Advisors, UBS Financial Services, and M Holding Securities. 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’s investment approach emphasizes a customized, relationship-driven process with diversified, institutional-style asset allocation and ongoing due diligence.

Michele Walthert is a CFP® and Series 66 credentialed financial advisor with 24 years of industry experience. She has been with Wealthspire Advisors in Potomac, MD since 2015. 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, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework supported by centralized due diligence and investment-committee oversight, and offers a range of services including wealth management, financial planning, retirement-plan consulting, and trustee services.

Luke Smith is a CFP® and holds a Series 66 designation, currently serving as a financial advisor at Wealthspire Advisors with five years of industry experience. His prior roles include positions at Wells Fargo Clearing and Salisbury University. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach using mutual funds, ETFs, private investments, and separate accounts, supported by centralized due diligence and ongoing client monitoring.

Pietro Messina is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has been with Wealthspire Advisors since 2022 and previously worked at Kestra Advisory and Kestra Investment Services from 2016 to 2022. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with about 220 advisors serving nearly 9,700 clients. The firm offers wealth management, portfolio management, financial planning, and retirement-plan consulting using an institutional-style asset allocation framework.

Pyper Friedman is a financial advisor at Wealthspire Advisors with one year of industry experience. She holds a Series 65 credential and previously worked at SCH Group and taught at The College of William & Mary and at middle and high schools. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets, serving individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach and offers a range of services including wealth management, financial planning, and retirement-plan consulting.

Gloria Levorin is a CFP® professional with two years of industry experience, currently serving at Wealthspire Advisors since 2021. Her prior work includes roles outside the financial sector, such as homemaking and positions in engineering and sports organizations in Italy. 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, employing an institutional-style asset allocation approach and providing wealth management, financial planning, retirement-plan consulting, and trustee services.

Serge Villani is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. His prior work includes roles at Fidelity Investments and Gwfs Equities, Inc., along with 15 years at Vegas Sports, Inc. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate plans, and nonprofits. The firm utilizes an institutional-style asset allocation framework with a diverse mix of investment vehicles and emphasizes ongoing client monitoring and support.

Rachel Haberman is a financial advisor at Wealthspire Advisors in Madison, WI, holding a Series 65 designation with seven years of industry experience. She has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, financial planning, and trust services through a relationship-driven, customized investment approach that incorporates diversified, institutional-style asset allocation.

William Mc Kee is a financial advisor at Wealthspire Advisors with a Series 65 designation and one year of industry experience. Prior to joining Wealthspire Advisors in 2026, he worked at PricewaterhouseCoopers for five years following his education at the University of Notre Dame. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate and nonprofit entities, using an institutional-style asset allocation approach with a diverse range of investment vehicles and active oversight.

Garrett Scranton is a financial advisor at Wealthspire Advisors with three years of industry experience. He holds a Series 65 credential and has previously worked at Sagevest Wealth Management, Olio Financial Planning, and served in educational roles including at Virginia Tech and in middle and high schools. 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 uses both discretionary and non-discretionary portfolio management strategies.

Howard Sontag is a financial advisor with Wealthspire Advisors in New York, NY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been involved with Sontag Management LLC since 2005. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, and financial planning services. The firm employs a relationship-driven, customized process with an emphasis on diversified, institutional-style asset allocation and ongoing portfolio due diligence.

Andrew Frattaroli is a financial advisor with Wealthspire Advisors, holding a Series 66 designation and three years of industry experience. He has been with Wealthspire Advisors since 2022 and previously worked at Equitable Advisors. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework combining mutual funds, ETFs, private investments, and separate account managers, with ongoing client customization and oversight.

Tatiana Dadykina is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2018. Prior to Wealthspire, she worked at AXA Advisors LLC from 2015 to 2018. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework and offering services such as wealth management, financial planning, and retirement-plan consulting.

Vincent Pecoraro is a financial advisor at Wealthspire Advisors with a Series 65 credential and two years of industry experience. Prior to joining Wealthspire in 2023, he held roles at 1st Equity Title and Closing Service, H&J Medical Supplies, Hofstra University, Uncle Giuseppe's Marketplace, and Massapequa High School. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, high-net-worth clients, corporations, pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers services such as wealth management, financial planning, retirement-plan consulting, and trustee services.