Michael O'Brien is a financial advisor at Performance Wealth with a Series 65 credential and one year of industry experience. His prior work includes a role with the Chicago Bulls and a position at William Blair & Company. Performance Wealth Partners is an SEC-registered advisory firm that offers wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities. The firm constructs customized portfolios using low-cost mutual funds and ETFs, along with individual securities and alternative investments, focusing on long-term investment strategies with periodic account reviews and rebalancing.

Joseph Burrello is a financial advisor with Performance Wealth Partners, LLC and holds Series 63 and Series 65 licenses. He has prior experience at Morningstar Investment Management, RMB Capital Management, and IronBridge Capital Management, totaling over a decade in the industry. Based in Naples, FL, Burrello has been with Performance Wealth since 2025. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning. The firm manages over $4 billion in client assets, focusing on long-term, diversified portfolios using low-cost mutual funds and ETFs, alongside individual securities and alternative investments when appropriate.