Robert Emery is a Series 65-licensed financial advisor with one year of industry experience, currently with Envest Advisors, LLC. He previously worked at Gradient Advisors, LLC and has experience in both the financial and insurance sectors. Emery also has a background in physical therapy and hospitality management. Envest Advisors, LLC is a small advisory firm serving individual clients with discretionary asset management and financial planning. The firm bases its portfolio strategies on clients’ goals, time horizons, and risk tolerances, utilizing third-party platforms and sub-advisors while coordinating services through a team of three advisors.

William Cutler III is a financial advisor at Envest Advisors, LLC with two years of industry experience and a Series 65 credential. He has been associated with Envest Advisors and related entities since 2019 and also co-owns Subway franchise businesses through Jerry Case Inc. Envest Advisors, LLC is a small advisory firm serving individual clients with discretionary asset management and financial planning. The firm structures portfolios based on client goals and risk tolerance, employing third-party platforms and sub-advisors, and maintains a notable affiliation with an insurance business operated by its principal.