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Triinu B
Series 65
Philadelphia, PA
Continuum Advisory, LLC
Triinu Barclay is a financial advisor at Continuum Advisory, LLC with a Series 65 designation and no prior industry experience. Before joining Continuum, she worked at Rassler Financial and Berkshire Hathaway Fox & Roach among other roles. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individuals—including high-net-worth clients—and institutional clients such as pension and profit-sharing plans. The firm uses a range of investment vehicles and offers integrated professional services through its multi-team structure.
Shanley C
CFP®, ChFC®, Series 63, Series 66
Philadelphia, PA
Continuum Advisory, LLC
Shanley Campbell is a CFP® and ChFC® with 22 years of industry experience, currently serving as a financial advisor at Continuum Advisory, LLC since 2018. Prior to this, she worked at Triad Advisors, Signator Investors, and Transamerica Financial Advisors. Outside of advisory work, she owns a financial planning business operating under the name Rassler Financial. Continuum Advisory provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans. The firm integrates multiple professional services and utilizes a range of investment strategies and third-party managers accessed through a centralized platform.
Nicolette S
CFP®, Series 63, Series 66
Philadelphia, PA
Continuum Advisory, LLC
Nicolette Seilus is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Continuum Advisory, LLC. Her prior experience includes roles at Triad Advisors LLC, The Vanguard Group, and West Virginia University. Outside of her advisory work, she has been involved with Puebla Foods INC/La Madera Bistro. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management services. The firm offers tailored investment solutions through a network of independent advisors and manages over $1.4 billion in assets.
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