Danielle Browne is a financial advisor at Wealthspire Advisors with one year of industry experience. She holds the Series 66 designation and previously worked at Edward Jones, Pinion, Fiduciary Counselling, Inc., and Wolcott Rivers Gates. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework with a diversified mix of investments and provides tailored wealth management, financial planning, and retirement consulting services.

Joseph Wiggins is a CFP®-designated financial advisor with Wealthspire Advisors LLC, bringing 33 years of industry experience. He has held leadership roles at Actuarial Consulting Group, Inc. and ACG Advisory Services, Inc. since 1998 and is the owner of Clover Holdings, LLC, a real estate investment firm. Wealthspire Advisors is an SEC-registered adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, serving individuals, corporations, nonprofits, and pension plans. The firm employs an institutional-style asset allocation framework utilizing a diverse mix of investments, and offers wealth management, retirement-plan consulting, and additional trustee-related services.

Jacob Scott is a CFP® professional affiliated with Wealthspire Advisors, with eight years of industry experience. His prior roles include positions at ACG Wealth Management, Valic Financial Advisors, Wells Fargo, and LPL Financial. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, offering comprehensive wealth management and financial planning services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio management.

Robert Moyer is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. He has been with Wealthspire Advisors since 2024 and concurrently works with ACG Advisory Services since 2007. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and ongoing portfolio due diligence.