Geri Mira is a financial advisor at Arax Advisory Partners with 32 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 25 years, followed by roles at Transcend Capital Advisors and Purshe Kaplan Sterling Investments. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fee arrangements and carried-interest structures.

Bradford Vannelli is a financial advisor with Arax Advisory Partners in Bloomfield Hills, MI, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at UBS Financial Services and Merrill, with current dual registrations at Transcend Capital Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. In addition to advisory services, Mr. Vannelli devotes a portion of his time to insurance sales. Arax Advisory Partners is an SEC-registered, multi-team wealth management firm overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers comprehensive advisory and portfolio management services, combining internal management with third-party models and employing performance-based fee structures for certain clients and funds.

Richard Davis is a financial advisor at Arax Advisory Partners with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Transcend Capital Advisors, UBS Financial Services, and Goldman Sachs Wealth Services. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.