Ryan Jordan is a financial advisor with Wealthspire Advisors in Potomac, MD. He holds a Series 65 designation and has four years of industry experience. Prior to joining Wealthspire Advisors, he worked at CrossPoint Wealth Partners and Mason & Associates. 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.

Andrew Weissman is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently with Wealthspire Advisors, where he has worked since 2017, following prior roles at Cantor Fitzgerald Wealth Partners and affiliated firms. 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 approach with an emphasis on diversified, institutional-style asset allocation and ongoing portfolio management.

Alayjah Evans is a Series 66-licensed financial advisor at Wealthspire Advisors with two years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Wealthspire Advisors LLC is an SEC-registered investment adviser overseeing approximately $34.3 billion in assets, serving individuals, corporate and pension plans, nonprofits, and foundations with wealth management and financial planning services. The firm uses an institutional-style asset allocation approach and offers additional services such as trustee offerings and retirement-plan consulting.

Casey Hardy is a financial advisor at Wealthspire Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wealthspire Advisors since 2020. Prior to joining Wealthspire, Casey was employed at Charles Schwab & Co., Inc. and Mosaic Wealth Management Group. He also has experience outside of finance working at Duffy's Sports Grill and at the University of Central Florida. Wealthspire Advisors is an SEC-registered investment adviser overseeing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm offers wealth management, portfolio management, financial planning, and retirement-plan consulting using an institutional-style asset allocation approach and provides additional services such as trustee offerings and bookkeeping.

Natalie Truty is a CFP® professional with 11 years of experience at Wealthspire Advisors in New York, NY. She serves as Secretary and Registered Agent for Jacobs Sisters, Inc., a New York-based investment-related business. Wealthspire Advisors provides wealth management, financial planning, and retirement-plan services to a diverse client base, employing a customized, relationship-driven approach with institutional-style asset allocation and a variety of investment vehicles.

Anorhon Gaudiano is a CFP® professional with eight years at Wealthspire Advisors LLC (formerly Sontag Advisory LLC) and five years of prior experience at MarketWatch. Based in New York, NY, he has a total of 13 years of industry experience. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients across individuals, corporate and pension plans, 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, supported by centralized due diligence and ongoing client monitoring.

Marc Austin is a CFP® with 36 years of industry experience and currently serves as an advisor at Wealthspire Advisors. He previously worked at Private Capital Group, LLC for 18 years before joining Wealthspire in 2022. Outside of his advisory work, he manages assets through a family partnership, MEGAMUFFIN, LLC. Wealthspire Advisors oversees approximately $34.3 billion in assets and serves nearly 9,700 clients, including individuals, corporations, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Rosemary Timoney is a CFP®-certified financial advisor at Wealthspire Advisors with 14 years at the firm and 3 years of industry experience. She holds Series 63 and Series 66 licenses. 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, and nonprofits. The firm uses an institutional-style asset allocation framework and offers services such as wealth management, financial planning, and retirement-plan consulting.

Trent Hofmeister is a financial advisor at Wealthspire Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2021. Prior to joining the firm, he was employed at Salisbury University and the Community College of Baltimore County. 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 pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework that includes mutual funds, ETFs, private investments, and unaffiliated separate account managers under centralized oversight.

Raziel Hecht is a CFP® and Series 66-registered advisor with Wealthspire Advisors in Delafield, WI, bringing 11 years of industry experience. He previously worked at Wealthspire Capital, LLC from 2015 to 2020. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and financial planning services, employing a relationship-driven process and institutional-style asset allocation across a range of portfolio guidelines.

Matthew Kleiman is a financial advisor at Wealthspire Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at the Development Corporation for Israel and Robert W. Baird. Outside of his advisory role, he is a co-owner of a commercial real estate venture, Emet Holdings, LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets across about 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, corporate and pension plans, nonprofits, and foundations, employing an institutional-style asset allocation approach implemented through various investment vehicles and centralized oversight.

Keely Ford is a financial advisor at Wealthspire Advisors with one year of industry experience. She holds a Series 65 designation and has previously worked at Ernest Packaging Solutions and taught at the middle and high school levels. Ford also has experience with My Universe, LLC and studied at the University of California, Berkeley. Wealthspire Advisors is an SEC-registered investment adviser overseeing approximately $34.3 billion in assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate and pension plans, nonprofits, and foundations, offering a range of wealth management and financial planning services using an institutional-style asset allocation framework.

Eric Bernstein is an advisor with Wealthspire Advisors in Melville, NY, holding five years of industry experience. He has been with Wealthspire Advisors since 2015. Bernstein also serves as a designee and director of alternative investments at GMAG Management LP, overseeing operational and investor relation functions for private funds. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with around 220 advisors and nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework and offering a range of wealth management and financial planning services.

Connor Darrell is a financial advisor at Wealthspire Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Wealthspire Advisors in 2020, he worked at Valley National Investments, Inc. and Valley National Advisers Inc from 2014 to 2020. 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 mutual funds, ETFs, private investments, and unaffiliated separate account managers subject to centralized due diligence and ongoing portfolio oversight.

Craig Amico is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He is currently with Wealthspire Advisors, where he has worked since 2022. Prior to joining Wealthspire, he was with Summit Financial, LLC from 2019 to 2022 and Merrill Lynch from 2010 to 2019. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment process focused on diversified, institutional-style asset allocation and offers a range of wealth management and advisory services.

James Griesser is a Certified Financial Planner® (CFP®) and holds a Series 65 license with 34 years of industry experience. He has been with Wealthspire Advisors since 2001. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, financial planning, and trust administration services. The firm employs a relationship-driven, customized investment process with institutional-style asset allocation and a range of portfolio guidelines tailored to client objectives.

Julia Penwell is a CFP® professional with four years of industry experience, currently with Wealthspire Advisors. She previously worked at Private Ocean for five years and has held various roles including positions at Lakeview Financial and Central Washington University. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serving nearly 9,700 clients across individual, corporate, nonprofit, and pension segments. The firm uses an institutional-style asset allocation approach and offers comprehensive wealth management and financial planning services.

Carolina Llano Gonzalez is a CFP® professional at Wealthspire Advisors with two years of industry experience. She previously worked for seven years at Finemark National Bank & Trust before joining Wealthspire Advisors in 2022. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, retirement-plan consulting, and other advisory services to individuals, corporate plans, nonprofits, and foundations, using an institutional-style asset allocation framework.

Erik Szabocsik is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Wealthspire Advisors since 2019 and previously held roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and foundations, providing wealth management, financial planning, and trust-administration services. The firm employs a customized, relationship-driven investment approach focused on diversified, institutional-style asset allocation using mutual funds, ETFs, private funds, and separate account managers.

Alyson Woolbright is a financial advisor at Wealthspire Advisors with a Series 65 designation and two years of industry experience. She has worked at Wealthspire Advisors since 2021 and has prior experience in publishing and retail sectors. 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, and nonprofit organizations. The firm utilizes an institutional-style asset allocation framework and offers a range of wealth management, financial planning, and retirement consulting services.