Donna Levy Leroy is a financial advisor at Wealthspire Advisors in New York, NY, holding Series 63 and Series 65 licenses with five years of industry experience. She has been with Wealthspire since 2000, totaling 26 years with the firm. 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, employing an institutional-style asset allocation framework supported by centralized due diligence and ongoing investment committee oversight.

Lindsey Kane is a financial advisor at Wealthspire Advisors with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Johnson Bank, LPL Financial, and BMO Harris Bank. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trust services. The firm employs a relationship-driven, customized investment process emphasizing diversified, institutional-style asset allocation and ongoing portfolio reviews.

Katharine Schelhorn is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2020. Prior to joining Wealthspire, she worked at Acorn Financial Services, Inc. from 2017 to 2020. In addition to her advisory work, she sells clothing and household goods on a resale website as a part-time hobby. Wealthspire Advisors manages 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 a diversified mix of investments and offers a range of services from wealth management to retirement-plan consulting.

Liam Smith is a financial advisor at Wealthspire Advisors with a Series 65 credential. He has one year of industry experience and previously worked at Essentia Water and BAS Planning Corp. He also spent five years teaching at Farmingdale State College. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm provides wealth management, financial planning, retirement-plan consulting, and other services to individuals, institutions, nonprofits, and foundations, using an institutional-style asset allocation framework and a range of investment vehicles.

Jay Czarapata is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Wealthspire Advisors in Milwaukee, WI, where he has worked since 2013. Prior to this, he spent five years at Wealthspire Capital, LLC. Wealthspire Advisors LLC 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, utilizing an institutional-style asset allocation framework implemented through mutual funds, ETFs, private investments, and separate account managers.

Kevin Smith is a CFP® professional with 17 years of industry experience. He has been with Wealthspire Advisors since 2018 and previously worked at Pagnatokarp Partners, LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with around 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, using an institutional-style asset allocation approach and providing wealth management, financial planning, and retirement-plan consulting services.

Sheila Schroeder is a financial advisor at Wealthspire Advisors with 11 years of industry experience. She holds a Series 63 designation and has worked previously at Private Ocean and Mosaic Financial Partners. Schroeder is active in several nonprofit and community organizations, including serving as Co-Chair of the Bay Area Leadership Council for the Center for Reproductive Rights, a board trustee for the Chautauqua Foundation, and as Co-Founder of Electing Women Bay Area. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with about 220 advisors. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework implemented through a diversified mix of investment vehicles and centralized oversight.

Eran Goudes is a CFP®, CFA®, and Series 65 credentialed advisor with 16 years of industry experience. He has worked at Wealthspire Advisors since 2018 and was previously with SOL Capital Management Company from 2012 to 2018. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofits, offering services such as wealth management, financial planning, and trustee administration. The firm employs a relationship-driven, customized investment process with a focus on diversified, institutional-style asset allocation.

Camila Bentos is a Series 65 licensed advisor at Wealthspire Advisors with three years of industry experience. She has worked at Wealthspire Advisors since 2022 and previously at Creative Planning. Prior to her financial advisory career, she was employed in education at Virginia Tech and in middle and high schools. Wealthspire Advisors serves a diverse range of clients 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 using a variety of investment vehicles.

Jake Obringer is a financial advisor at Wealthspire Advisors in Reston, VA, holding a Series 65 designation with four years of industry experience. Prior to joining Wealthspire Advisors in 2021, he worked briefly at Merrill Lynch and spent several years in educational roles 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, investment advisory, and financial planning services through a relationship-driven, customized process that emphasizes institutional-style asset allocation and ongoing portfolio management.

Liam Desmond is a financial advisor at Wealthspire Advisors in Potomac, MD, holding a Series 65 designation with one year of industry experience. His career includes roles as a student from 2014 to 2023 and advisor positions at Wealthspire Advisors beginning in 2023. 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, utilizing a relationship-driven process and institutional-style asset allocation across a range of portfolio guidelines.

Deirdre De Rosa is a Certified Financial Planner® at Wealthspire Advisors with eight years of industry experience. She has previously worked at Purshe Kaplan Sterling Investments, Bank of America, Merrill Lynch, and Fiduciary Trust Company. De Rosa has also been involved with RoundAngle Advisors LLC, focusing on financial planning and model portfolio trading. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework using a combination of mutual funds, ETFs, private investments, and separate account managers, with services tailored through client interviews and ongoing monitoring.

Smriti Dhall is a CFP® professional with nine years of experience in financial advising. She currently works at Wealthspire Advisors and previously held roles at Lenox Wealth Advisors and Lenox Advisors, Inc. Wealthspire Advisors LLC manages approximately $34.3 billion in assets and serves individuals, including high-net-worth clients, as well as corporate, nonprofit, and pension plan clients. The firm uses an institutional-style asset allocation approach with diversified investment options and provides wealth management, financial planning, and retirement-plan consulting services.

Beau Rezek is a financial advisor at Wealthspire Advisors with a Series 65 designation and two years of industry experience. His prior roles include positions at Hightower Advisors and Brighton Jones. Wealthspire Advisors LLC 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 that incorporates mutual funds, ETFs, private investments, and external account managers subject to centralized due diligence and oversight.

Sara Lubanski is a financial advisor at Wealthspire Advisors with a Series 65 designation and one year of industry experience. She joined Wealthspire Advisors in 2025 after attending James Madison University from 2021 to 2025. 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 process with an investment approach focused on diversified, institutional-style asset allocation using mutual funds, ETFs, private funds, and separate account managers.

Robert Moyer is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. He has been with Wealthspire Advisors since 2024 and concurrently works with ACG Advisory Services since 2007. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and ongoing portfolio due diligence.

Robert Gryboski Jr. is a financial advisor at Wealthspire Advisors with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Bank of America, Merrill, and Buckingham Research Group. 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 approach with diversified asset allocation and institutional-style portfolio management.

Orathai Kuvareewong is a financial advisor at Wealthspire Advisors with 12 years of industry experience. She has held positions at Capital Fiduciary Advisors, LLC and has been with Wealthspire Advisors since 2017. She holds a Series 65 designation. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers wealth management, financial planning, and trustee services through a customized, relationship-driven process that emphasizes diversified, institutional-style asset allocation and ongoing portfolio oversight.

Rick Van Benschoten is a CFP® professional with 34 years of industry experience, currently serving at Wealthspire Advisors since 2022. His prior experience includes over two decades with Lenox Financial Group and related entities, as well as long tenures at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment process emphasizing diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms to manage client portfolios.

Samia Clookie is a Series 65 licensed advisor at Wealthspire Advisors with 4 years of industry experience. She has been with Wealthspire Advisors since 2016. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees, offering wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized investment process with diversified, institutional-style asset allocation.