Adam Venokur is a CFP® and PFS™ with 25 years of experience in financial advisory services. He is currently with Aprio Wealth Management, LLC and related entities, where he has worked since 2021. Prior to that, he held positions at Tarlow & Co., CPA, and Equitable Advisors, LLC. He is also a partner at Aprio Advisory Group, a CPA advisory services firm. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary portfolio management, financial planning, plan sponsor advisory, and consulting services. The firm manages approximately $2.64 billion and employs tailored investment programs that incorporate asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term strategies.

Richard Schriefer is a wealth advisor and managing director at Aprio Wealth Management, LLC with 27 years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC for over two decades before joining Aprio in 2021. In addition to his advisory role, Schriefer provides settlement planning services to personal injury attorneys and their clients. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm manages approximately $2.64 billion and offers tailored investment programs, sub-advisory arrangements, and access to private investment opportunities.