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Joseph M
Series 63, Series 65
Henderson, NV
GWN Securities Inc.
Joseph Mezatis is a financial advisor with GWN Securities Inc. in Mt. Juliet, TN, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at several firms, including Ameritas Investment Corp., Ccf Investments, Inc., and Capital Choice Financial Services. Mezatis is also the owner and managing member of Hope Financial Solutions, LLC, where he works with clients on financial goals using various insurance and investment products. Additionally, he serves as CFO and a 20% owner of New Directions Financial Group, which provides access to multiple insurance marketing organizations. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and businesses through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, combining traditional asset allocation with legacy market-timing and momentum-based strategies.
Joel C
Series 65, Series 63
Henderson, NV
GWN Securities Inc.
Joel Campanella is a financial advisor with GWN Securities Inc. in Henderson, NV, holding Series 65 and Series 63 licenses and 14 years of industry experience. His prior firms include Ameritas Investment Corp., CCF Investments, Inc., and Capital Choice Financial Services. Outside of advising, he is involved in coaching youth hockey and sells sports cards on eBay. GWN Securities provides investment advisory and related services to individuals and corporate clients through a variety of managed account programs and financial planning services. The firm employs a combination of discretionary portfolio management, model portfolios, and tactical strategies including market-timing and momentum-based approaches.
Andrew B
Series 65, Series 63
Henderson, NV
GWN Securities Inc.
Andrew Borgna is a financial advisor at GWN Securities Inc. with 13 years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at Ameritas Investment Corp., Capital Choice Financial Services, and Ccf Investments, Inc. Outside of his advisory role, he is appointed as a life insurance agent with Asset Wealth Management and has experience in life insurance and annuities sales. GWN Securities provides investment advisory services and financial planning to individual and corporate clients through managed account programs and introductions to third-party managers. The firm uses a mix of affiliated and unaffiliated sub-advisers and combines asset allocation and market-timing strategies across its branded platforms.
Eric K
Series 63, Series 65
Henderson, NV
GWN Securities Inc.
Eric Kessler is a financial advisor with GWN Securities Inc. in Henderson, NV, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at GWN Securities and New Directors Financial since 2021 and also serves as a behavior analyst at Proud Moments ABA, providing applied behavior analysis treatment for children with autism. GWN Securities is an SEC-registered investment adviser and broker-dealer offering discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts and provides a range of managed-account programs, including SMA, UMA, and fund-strategist options, with a distinctive legacy of market-timing and momentum-based strategies.
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