Mark Stys is a financial advisor at WS Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WS Wealth Management since 2013. The firm provides financial planning, consulting, and discretionary investment management primarily to individual and high-net-worth clients. WS Wealth Management employs a tactical, diversified asset-allocation approach utilizing various investment vehicles, managing approximately $90.5 million across about 70 client relationships.

Richard Czechowski is a CFP® with 33 years of industry experience, currently serving as an advisor at WS Wealth Management, LLC. He joined the firm in 2021 after 16 years with LPL Financial. WS Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm primarily serves individual and high-net-worth clients with a tactical, well-diversified asset-allocation approach tailored to clients’ objectives and considerations.

Jonathan Wagner is a CFA® charterholder with 20 years of industry experience. He is currently with WS Wealth Management, LLC, where he has worked since 2024, following an 11-year tenure at W&S Wealth Management, LLC. WS Wealth Management provides financial planning, consulting, and discretionary investment management primarily to individual and high-net-worth clients, managing approximately $90.5 million across about 70 relationships. The firm uses a tactical, diversified asset-allocation approach incorporating ETFs, mutual funds, individual equities, fixed income, alternative investments, and covered options, tailoring portfolios to clients’ objectives, liquidity, tax, and legal considerations.