Wesley Mc Neillie is a CFP® professional with seven years of industry experience currently at Robinson Smith Wealth Advisors, LLC. He has previously worked at Leconte Wealth Management, Prudent Street Financial Advisors, UBS, and several other firms. Robinson Smith Wealth Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, and institutional entities with investment management, financial planning, consulting, and advisor-selection services. The firm manages approximately $445 million in assets with a portfolio approach that includes mutual funds, ETFs, fixed income, equities, options, structured notes, and independent managers, as well as incorporating ESG criteria and alternative investments like real estate private equity.

Donovan Ingle is a CFP® with eight years of industry experience. He has worked at Robinson Smith Wealth Advisors, LLC since 2020 and previously held roles at Equitable Advisors, AXA-ADVISORS LLC, and German American Bank. He also has experience at the University of Louisville. Robinson Smith Wealth Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, and institutional entities. The firm manages approximately $445 million in assets and employs a diversified investment approach that includes mutual funds, ETFs, fixed income, equities, options, structured notes, and allocations to Independent Managers.

Tracey Daigle is a CFP® professional at Robinson Smith Wealth Advisors, LLC with 10 years of industry experience. She has been with Robinson Smith Wealth Advisors since 2016. Robinson Smith Wealth Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, and institutional entities. The firm manages approximately $445 million in assets using diversified portfolios that include mutual funds, ETFs, fixed-income securities, equities, and alternative investments, with options for ESG criteria and real estate private equity funds.

Gerrit Petersons is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Robinson Smith Wealth Advisors, LLC, where he has worked since 2022. His prior experience includes roles at Marble Trail Advisors, Broad Cove Capital, Cribstone Capital Management, and ADP. Robinson Smith Wealth Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, and institutional entities. The firm manages approximately $445 million in assets, primarily using a diversified portfolio construction approach that includes mutual funds, ETFs, individual securities, and incorporates ESG criteria and third-party ratings.