Shanna Reed is a financial advisor at Maridea Wealth Management with 14 years of industry experience. She holds a Series 66 designation and previously worked for Cambridge Investment Research for 10 years. Reed also owns BY HFS, a business providing financial coaching, tax, divorce, estate planning, and business legal services. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and business-oriented services including outsourced CFO support. The firm emphasizes personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory, with ongoing account monitoring and formal annual reviews.

Michael Padilla is a financial advisor at Maridea Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Motley Fool Wealth Management, LLC for 11 years. He serves as a trustee of the Charles L Padilla Irrevocable Trust. Maridea Wealth Management provides discretionary investment management, financial planning, and business-oriented services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm operates as a fiduciary, employing personalized, long-term portfolio construction with diversified mutual funds, ETFs, and other investments, while also offering outsourced CFO services and coordinating tax and advisory work through affiliated entities.

Henry Ellis is a CFP® with six years of industry experience, currently serving as a financial advisor at Maridea Wealth Management. He previously worked at OneDigital Investment Advisors and M Holdings Securities, among other firms. Outside of financial advising, Ellis is an independent digital marketing consultant focusing on AI-enabled strategies for sales professionals in non-financial industries. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and business-oriented services including outsourced CFO support. The firm operates as a fiduciary and emphasizes long-term portfolio construction using fundamental analysis and modern portfolio theory, employing diversified mutual funds, ETFs, and other asset types as appropriate.

Mier Wang is a financial advisor at Maridea Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Silver Point Capital and MGG Investment Group. Outside of financial advising, Wang is the owner of multiple restaurants in New York City through AYS Noodle Company LLC. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and business-oriented services, including outsourced CFO offerings. The firm operates as a fiduciary, emphasizing personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory.