Benjamin Snediker is a financial advisor at Wealthspire Advisors with one year of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2023. Prior to his advisory role, he spent ten years at Central Connecticut State University and had a brief tenure with the Town of Simsbury in 2023. 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 across various asset classes.

David Edwards is a financial advisor with WealthSpire Advisors in New York, NY, holding five years of industry experience. He has worked at Heron Financial Group, LLC since 1996, totaling 30 years of experience in the field. 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, including high-net-worth clients, corporate and pension plans, nonprofits, and foundations, employing an institutional-style asset allocation framework and offering a range of wealth management and financial planning services.

Alix Rosenbaum is a financial advisor at Wealthspire Advisors in New York, NY, holding a Series 65 designation. She has been in the industry since 2024, with prior experience at NewEdge Wealth and a background that includes teaching at the middle and high school levels as well as studies at the University of Wisconsin Madison. 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 using a relationship-driven approach and institutional-style asset allocation.

Mckayla Johnson is a financial advisor at Wealthspire Advisors with Series 63 and Series 65 credentials and five years of industry experience. Her prior roles include positions at Retirable, The Vanguard Group, and RMB Capital. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serving 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 unaffiliated separate account managers, supported by centralized due diligence and ongoing client monitoring.

John Kovacs is a financial advisor at Wealthspire Advisors with 21 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Lenox Wealth Advisors prior to joining Wealthspire in 2022. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets, serving individuals, corporations, pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services including wealth management, financial planning, and retirement-plan consulting.

Christopher Kiessling is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Wealthspire Advisors since 2015. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, foundations, and trustees, providing wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized approach with diversified, institutional-style asset allocation and uses both discretionary and non-discretionary portfolio management.

Brenna Paananen is a CFP® professional with seven years of experience at Walden Wealth Partners/Wealthspire Advisors and three years prior experience at the University of Akron. She is currently affiliated with Wealthspire Advisors in Beachwood, OH. 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 approach and offers wealth management, financial planning, retirement-plan consulting, and trustee services.

Jude Cypher is a financial advisor at Wealthspire Advisors with two years of industry experience. He holds a Series 65 designation and has worked previously at Stratos Wealth Advisors, Flagship Financial Advisors, and Regions Bank. 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, combining mutual funds, ETFs, private investments, and separate account managers, supported by centralized due diligence and investment-committee oversight.

Stephane De Brechard is a financial advisor at Wealthspire Advisors with a Series 65 credential and two years of industry experience. His prior work includes roles at the Sellside Group and New York Golf Center, as well as an extended period in education at Wake Forest University 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, including high-net-worth clients, as well as corporate plans, nonprofits, and foundations, using an institutional-style asset allocation framework implemented through a diversified mix of investment vehicles and centralized oversight.

Stephanie Carmel is a CFP® at Wealthspire Advisors with six years at the firm and four years of industry experience. Prior to joining Wealthspire Advisors in 2020, she worked at IBM Corporation for 42 years. She serves as Chair Elect on the board of FPA MetroNY, a nonprofit professional organization for financial planners. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofit organizations, and trustees. The firm offers customized wealth management and financial planning services with an emphasis on diversified, institutional-style asset allocation and comprehensive portfolio management.

Emily Perschbacher is a financial advisor at Wealthspire Advisors with a Series 65 credential and three years of industry experience. Her prior work includes roles at Ameriprise Financial and Resilient Wealth Planning, as well as teaching positions at the University of Wisconsin Whitewater 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 emphasizes a relationship-driven, customized investment approach using diversified, institutional-style asset allocation and ongoing portfolio reviews.

Kevin Brady is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2018. Prior to joining Wealthspire, he held roles at HSBC Bank USA, N.A. and its affiliated securities firms from 2016 to 2018. Wealthspire Advisors LLC is an SEC-registered investment adviser with approximately $34.3 billion in regulatory assets, serving individuals, including high-net-worth clients, as well as corporate plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework using mutual funds, ETFs, private investments, and unaffiliated separate account managers, supported by centralized due diligence and ongoing investment oversight.

Sarah Wotherspoon is a CFP® and Series 66-registered advisor with 16 years of industry experience. She is currently with Wealthspire Advisors, where she has worked since 2024, following a 15-year tenure at Private Ocean. 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 approach emphasizing diversified, institutional-style asset allocation with ongoing due diligence and periodic reviews.

Belle Bennett is a Series 65-licensed financial advisor with Wealthspire Advisors, based in Boca Raton, FL. She has one year of industry experience and previously worked at Michigan State University. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion across about 220 advisors and serving nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, and retirement-plan consulting to individuals, corporations, and nonprofits, using an institutional-style asset allocation framework and centralized investment oversight.

Anthony Cruz is a financial advisor with Wealthspire Advisors in Chicago, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. Prior to joining Wealthspire in 2022, he worked at Lenox Wealth Advisors and Lenox Advisors, Inc., as well as MML Investors Services and Mass Mutual Life Insurance Company. 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, including high-net-worth clients, as well as corporate, pension, nonprofit, and foundation clients, employing an institutional-style asset allocation framework implemented through a diverse mix of investment vehicles and centralized oversight.

Briana Keydel is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2024. She previously worked at Private Ocean, Mutual Securities, Lakeview Financial Group, and Cetera Wealth Services. Outside of her advisory work, she is a board member of Knit for Life, a nonprofit organization. Wealthspire Advisors manages approximately $34.3 billion in assets and serves nearly 9,700 clients, including high-net-worth individuals, corporations, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers comprehensive wealth management, portfolio management, and retirement-plan consulting services.

Marilyn Napoli is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors in New York, NY. Her prior roles include positions at Cantor Fitzgerald Wealth Partners and Wealthspire Capital, LLC. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, nonprofits, and trustees, providing wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation across various asset classes.

Spencer Carver is a financial advisor with Wealthspire Advisors in New York, NY, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at PricewaterhouseCoopers Corporate Finance since 2020. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, financial planning, and retirement-plan consulting to individuals, corporate plans, nonprofits, and foundations, using an institutional-style asset allocation framework with diversified investment vehicles and centralized oversight.

Joshua Shoshan is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2021. His prior work includes roles at Bruderman Brothers, LLC and Deutsche Bank Securities Inc. He is based in New York, NY. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, providing wealth management, investment advisory, financial planning, and family office support. The firm follows a relationship-driven, customized process with an emphasis on diversified, institutional-style asset allocation and uses both discretionary and non-discretionary portfolio management.

Brent Katterheinrich is a financial advisor at Wealthspire Advisors with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wealthspire Advisors since 2014, including four years with Wealthspire Capital, LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate plans, and nonprofits. 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.