Thomas Kavanagh is a CFP® with eight years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. His prior roles include positions at Lenox Wealth Advisors, MML Investors Services, and Lenox Advisors, Inc. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and trustee services to individuals, corporations, retirement plans, nonprofit organizations, and foundations. The firm employs a relationship-driven, customized process with diversified, institutional-style asset allocation and offers both discretionary and non-discretionary portfolio management.

Christopher Leddy is a financial advisor at Wealthspire Advisors with five years of industry experience. He holds the Series 65 designation and previously worked at Lenox Wealth Advisors, LLC from 2018 to 2022. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation approach implemented through a diversified mix of investment vehicles and subject to centralized due diligence and oversight.

Madelyn Bowles is a CFP® professional with eight years of experience at Wealthspire Advisors and one year at Merrill Lynch. She began her career after graduating from Lafayette College, where she also spent four years. Wealthspire Advisors serves a diverse client base including individuals, corporations, and nonprofit organizations, offering wealth management, financial planning, and retirement-plan services through a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation.

Allaire Langdon is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2022. Prior to this, Langdon worked at Lenox Wealth Advisors, LLC and Lenox Advisors Inc. from 2016 to 2022. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets with about 220 advisors serving nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, retirement-plan consulting, and adviser selection services, using an institutional-style asset allocation framework with ongoing client monitoring and oversight.

Casey Riviezzo is a CFP® professional with four years of industry experience, currently serving as an advisor at Wealthspire Advisors since 2019. Prior to joining Wealthspire, Casey held positions at Interlock Financial and Rynkar Vail & Barrett LLP. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, employing an institutional-style asset allocation approach using mutual funds, ETFs, private investments, and separate account managers under centralized oversight.

Gregory Reynholds is a financial advisor at Wealthspire Advisors with six years of industry experience. He holds Series 65 and Series 66 designations and previously worked for Lenox Wealth Advisors, LLC for ten years before joining Wealthspire Advisors in 2022. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio reviews.

John Kovacs is a financial advisor at Wealthspire Advisors with 21 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Lenox Wealth Advisors prior to joining Wealthspire in 2022. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets, serving individuals, corporations, pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services including wealth management, financial planning, and retirement-plan consulting.

Samuel Fishelberg is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Wealthspire Advisors in Austin, TX. He has 10 years of industry experience, with previous roles at Lenox Wealth Advisors, UBS Financial Services, and M Holding Securities. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm’s investment approach emphasizes a customized, relationship-driven process with diversified, institutional-style asset allocation and ongoing due diligence.

Pietro Messina is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has been with Wealthspire Advisors since 2022 and previously worked at Kestra Advisory and Kestra Investment Services from 2016 to 2022. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with about 220 advisors serving nearly 9,700 clients. The firm offers wealth management, portfolio management, financial planning, and retirement-plan consulting using an institutional-style asset allocation framework.