Christopher Powers is a financial advisor with WMGNA who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Arkadios Capital, Triad Advisors, RBC Capital Markets, and Advest, Inc. In addition to his advisory work, he is involved in health, life, and disability insurance sales. Wealth Management Group of North America serves individuals, high-net-worth clients, families, and business clients with financial planning, tax-coordinated services, and investment management. The firm emphasizes customized asset allocation, uses third-party asset managers, and offers both fee-based and commissionable products alongside coordinated tax services.

Jacob Sapia is a CFP® professional with five years of experience in financial advisory roles. He has worked with firms including Arkadios Capital, Osaic Wealth, and Prudential Insurance Company of America. He has also held positions at Roger Williams University and Turnpike Wine and Spirits. He is an advisor at Wealth Management Group of North America (WMGNA), which serves individuals, high-net-worth clients, families, and businesses through financial planning, tax-coordinated services, and investment management. The firm’s approach includes customized strategic asset allocation, use of third-party asset managers, and ongoing portfolio monitoring.

Daniel Friedman is a financial advisor at Wealth Management Group of North America (WMGNA) with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WMGNA since 1995, previously working at Triad Advisors, Inc. from 2014 to 2017. In addition to his advisory role, he is involved in insurance sales, including life, health, long-term care, and disability insurance. WMGNA serves individuals, high-net-worth clients, families, and business clients through financial planning, tax-coordinated services, and both fee-based and commissionable investment management. The firm’s investment process focuses on customized strategic asset allocation and selection of third-party asset managers, with ongoing monitoring and formal annual reviews.

Brian Beck is a financial advisor with Wealth Management Group of North America (WMGNA) in Farmington, CT. He holds the Series 63 and Series 65 designations and has 33 years of industry experience. Beck has been with WMGNA since 1995 and has additional experience at Arkadios Capital and OSAIC. Outside of his advisory role, he is involved in insurance sales, acting as an agent for life, health, long-term care, and disability insurance. WMGNA serves individuals, high-net-worth clients, families, and businesses through financial planning, tax-coordinated services, and investment management. The firm emphasizes customized asset allocation and third-party asset manager selection, offering both fee-based and commissionable products with ongoing portfolio monitoring and consolidated client reporting.