Adam Venokur is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. He is currently with Aprio Wealth Management, LLC and its affiliated entities, where he has worked since 2021. Prior to that, he held roles at Tarlow & Co., CPA, and Equitable Advisors. He is also a partner at Aprio Advisory Group, a CPA advisory services firm. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation alongside various portfolio management techniques and coordinates tax and accounting referrals with an affiliated CPA firm.

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, serving clients for over two decades. In addition to his advisory role, Schriefer provides settlement planning services to personal injury attorneys and their clients. Aprio Wealth Management offers discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation along with techniques such as dollar-cost averaging and options-based portfolios, and coordinates accounting referrals through an affiliated CPA firm.