Michael Burke is a financial advisor at Wealthspire Advisors with 25 years of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2017, following a 17-year tenure at Tricapital Advisors Inc. Burke also serves as director and chairman of Capital Bank, a community bank in Rockville, MD. Wealthspire Advisors serves a diverse client base including individuals, corporations, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and retirement-plan services through a relationship-driven, customized process emphasizing diversified, institutional-style asset allocation.

Brian Mcauliffe is a financial advisor at Wealthspire Advisors with 33 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes six years at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC from 2013 to 2019. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm offers wealth management, financial planning, and retirement-plan consulting to individuals, including high-net-worth clients, as well as corporate and nonprofit entities, employing an institutional-style asset allocation framework.

Ryan De Leon is a financial advisor at Wealthspire Advisors in Potomac, MD, holding a Series 65 designation. He has been with Wealthspire Advisors since 2024 and has prior experience at Franklin Templeton. Ryan’s background includes four years at the University of Maryland and six years working in high and middle schools. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and investment advisory services with an emphasis on diversified, institutional-style asset allocation and both discretionary and non-discretionary portfolio management.

Donald Farren is a CFP® with 25 years of industry experience, currently serving as an advisor at Wealthspire Advisors since 2017. Prior to this, he worked at Tricapital Advisors Inc. for 16 years and has operated Farren Financial Services since 1978. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, and family office support through a relationship-driven, customized process that emphasizes diversified, institutional-style asset allocation.

Gary Sobelman is a financial advisor at Wealthspire Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, investment advisory, financial planning, and trustee services. The firm employs a relationship-driven, customized process with an emphasis on diversified, institutional-style asset allocation and uses both discretionary and non-discretionary portfolio management.

Seth Starr is a CFP® with 30 years of experience in the financial services industry, currently serving at Hightower Advisors. He has held roles at Wealthspire Advisors, Lincoln Financial Advisors Corporation, and Frankel Loughran Stanl & Vallane LLP. In addition to his advisory work, he is a CPA specializing in tax services. Hightower Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing a mix of fundamental and quantitative analysis, strategic and tactical asset allocation, and access to affiliated and third-party managers.

Michael Delgass is a financial advisor at Wealthspire Advisors with 19 years of industry experience. He holds a Series 65 designation and has been with Wealthspire Advisors since 2005. 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 uses an institutional-style asset allocation approach and offers a range of services such as wealth management, financial planning, and retirement-plan consulting.

Sean Heyman is a financial advisor at Wealthspire Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Digital Engagement. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including high-net-worth 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, financial planning, and retirement-plan consulting.

Abigail Malone is a financial advisor at Wealthspire Advisors with a Series 65 designation. She has less than one year of industry experience. Prior to her current role, she worked in education, including positions at Loudoun County Public Schools and James Madison University. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with about 220 advisors serving individuals, corporations, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach and offers a range of services including wealth management, financial planning, and retirement-plan consulting.

Samantha Paul Hackman is a financial advisor at Wealthspire Advisors with nine years of industry experience. She holds a Series 65 designation and previously worked at Fidelity Brokerage Services LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate plans, and nonprofits. The firm uses an institutional-style asset allocation framework and offers services such as wealth management, financial planning, and retirement-plan consulting.

Brad Long is a CFA® charterholder and holds a Series 66 license with 14 years of experience at Fiducient Advisors LLC, where he has worked since 2012. Based in Chicago, IL, he focuses on investment management within the firm. Fiducient Advisors provides investment management, outsourced CIO, and consulting services to a diverse client base that includes institutional and non-institutional clients such as pension plans, endowments, corporations, and private investors. The firm employs a research-driven approach emphasizing asset allocation and investment manager due diligence, managing approximately $34.2 billion in regulatory assets as of December 31, 2024.

Oliver Pursche is a financial advisor at Wealthspire Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wealthspire Advisors since 2020. His prior experience includes roles at Bronson Meadows Capital Management LLC and Bruderman Brothers LLC. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofit organizations, and trustees. The firm offers wealth management, investment advisory, financial planning, and family office support through a customized, relationship-driven process emphasizing diversified, institutional-style asset allocation.

Tyrone Clarke is a financial advisor at Wealthspire Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Gilder Gagnon Howe and Co and Lynn University. Prior to entering the financial industry, he spent six years teaching at the middle and high school levels. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, investment advisory, and family office services. The firm employs a relationship-driven, customized process with an institutional-style asset allocation approach that incorporates mutual funds, ETFs, private funds, and separate account managers.

Lily Smith is a financial advisor at Wealthspire Advisors with a Series 65 credential and one year of industry experience. She previously worked at RS Will Wealth Management and has a background that includes four years at James Madison University and six years teaching at the middle and high school levels. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees. The firm offers customized wealth management and investment advisory services using a relationship-driven process and institutional-style asset allocation.

Karen Smith is a Series 65 licensed advisor with Wealthspire Advisors in Saint Johns, FL, where she has worked since 2018. She has 16 years of industry experience, including ten years at Convergent Wealth Advisors and a brief tenure with Montgomery County Government. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and trust-administration services to a diverse client base, including individuals, corporations, retirement plans, and nonprofits. The firm employs a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation and ongoing portfolio reviews.

Michael Santo is a financial advisor at Wealthspire Advisors with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Bank of America Private Bank for 17 years. Wealthspire Advisors serves a diverse client base including individuals, high net worth individuals, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary investment management primarily through a wrap-fee separately managed account program. The firm customizes portfolios to client objectives and emphasizes strategic asset allocation across multiple investment vehicles.

Devanshu Amin is a Series 65–licensed financial advisor with Wealthspire Advisors, based in New York, NY. He has three years of industry experience, including prior work at Guidepoint and a background in education at Indiana University and in secondary schools. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with around 220 advisors serving nearly 9,700 clients. The firm offers wealth management and financial planning services to individuals, including high-net-worth clients, as well as corporate, pension, nonprofit, and foundation clients, employing an institutional-style asset allocation framework overseen by an investment committee.

Abby Bare is a financial advisor at Wealthspire Advisors with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Baker Tilly Wealth Management and Bronfman E.L. Rothschild. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and foundations. The firm offers wealth management, investment advisory, financial planning, and trust services through a customized, relationship-driven process emphasizing diversified, institutional-style asset allocation.

Patrick Ceplenski is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. Prior to joining Wealthspire in 2026, he worked at The Colony Group, LLC for five years, and also held positions at Wolf & Company, P.C. and Andersen. 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 using a diversified mix of investment vehicles and provides tailored wealth management and financial planning services supported by centralized due diligence and ongoing monitoring.

Uliana Michaelis is a CFP® and holds a Series 65 license with seven years of industry experience. She has been with Wealthspire Advisors since 2019 and previously worked at Llbh Private Wealth Management, LLC from 2015 to 2019. 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.