Paul Reiferson is a financial advisor at Whitwell Advisors in Miami, FL, holding Series 63 and Series 65 credentials with two years of industry experience. He has worked at Whitwell & Co. since 2024 and previously at Compound Planning and as a self-employed advisor. Reiferson is also a director of RS Family LLC, which manages his collection of photographs and historical objects. Whitwell & Co., LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a mix of ETFs and selected individual securities within defined strategies and offers family office services, operating through a multi-office platform with affiliations that provide operational and compliance oversight.

Rosemary Wright is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Whitwell & Co. She has previously worked at Atomi dba Alternativ Wealth, Belpointe Asset Management LLC, National Wealth Partners, LLC, and Wells Fargo Private Bank. Outside of her advisory role, Rosemary is the Membership Director for Lantana Ladies Leagues, a nonprofit organization in Texas. Whitwell & Co. provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a multi-strategy investment approach using ETFs and selective individual securities, supported by fundamental, technical, and macroeconomic analysis.

Stefan Whitwell is a CFA® charterholder with 11 years of industry experience, currently serving at Whitwell Advisors. His prior work includes roles at National Wealth Partners, Covenant Multi Family Offices, and TEAM Funding Solutions. Outside of financial advising, he co-founded Empirical Solutions, LLC, a consulting firm that helps business owners improve operational efficiency using artificial intelligence and automation. Whitwell & Co., LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a multi-strategy approach using ETFs and individual securities, offers family office services, and supports affiliated investment adviser representatives through operational and compliance oversight.

Mary Susan Perry is a financial advisor at Whitwell Advisors with 28 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Perry joined Whitwell & Co., LLC in 2026 and is based in Bee Cave, TX. Whitwell & Co. is an SEC-registered wealth management firm that provides discretionary portfolio management, financial planning, consulting, and family office services to individuals, businesses, and retirement plans. The firm serves both retail and institutional clients, using fundamental and technical analysis to build ETF- and stock-based portfolios tailored to client goals and risk profiles.

Tracy Dibble is a financial advisor at Whitwell Advisors with one year of industry experience and holds the Series 65 designation. Prior to joining Whitwell & Co., LLC, Tracy worked at Total Tax, Inc., Canyon Ridge Group, LLC, and Greenback Expat Tax Services. Outside of advisory work, Tracy is the managing member of VEUE, LLC, a tax preparation and administrative services business. Whitwell & Co. is an SEC-registered wealth management firm serving individuals, businesses, and retirement plans with discretionary portfolio management, financial planning, consulting, and family office services. The firm employs both fundamental and technical analysis to construct ETF- and stock-based portfolios and supports affiliated advisers through operational and compliance oversight.