Top entity structure planning (LLC, S-Corp) financial advisors working with high-net-worth individuals

Matthew Fernandez is a financial advisor at Morrissey Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Morrissey Wealth Management, he worked in residential real estate as a licensed salesperson with Century 21 ICON. Morrissey Wealth Management LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis to build primarily long-term portfolios and emphasizes client education through participant meetings and licensed financial-planning materials.

Carlos Castro is a CFP® with 18 years of industry experience. He is currently with Valtrion Capital Management, LLC, where he has worked since 2024. His prior roles include positions at Lincoln Financial Securities and USAA Investment Management. Valtrion Capital Management serves individual and high-net-worth clients, trusts, estates, and business plan sponsors by providing financial planning, retirement plan consulting, portfolio reviews, and discretionary investment management. The firm employs diversified asset allocation strategies and manages client assets on a discretionary basis tailored to risk tolerance and time horizons.

Derek Fisher is a CFP® professional with nine years of experience in the financial services industry. He has worked at Edward Jones since 2017 and previously was employed by Wells Fargo Home Mortgage for six years. He is based in Stillwater, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Richard Prozzo is an investment advisor representative at Davidson Wealth Management LLC with 37 years of industry experience. He has been with Davidson Wealth Management since 2010 and is also affiliated with OSAIC. Prozzo serves as a trustee alongside his mother for his deceased father’s irrevocable trust, making investment decisions and distributing income to the beneficiary. Davidson Wealth Management LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients, managing approximately $172.4 million across about 228 accounts. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party advisory programs, employing fundamental, technical, and charting analysis while maintaining a predominantly non-discretionary asset base.

Jori Guzhuna is a financial strategist and founder of Guzhuna Asset Management, an independent registered investment advisory firm serving a select clientele of entrepreneurs, executives, and multi-generational families. His philosophy is rooted in a disciplined bottom-up approach to wealth management. Every client engagement begins with risk management and asset protection—ensuring the foundation is secure—followed by strategic tax mitigation. From there, planning expands into investment strategy, capital deployment, and long-term legacy design. Operating under a fiduciary standard, Jori provides objective, conflict-free advice with no proprietary products or commission-driven incentives. His work integrates institutional-grade investment access with advanced planning techniques, enabling clients to preserve, grow, and transfer wealth with precision. He is also recognized for implementing sophisticated investment approaches typically reserved for institutional environments. These strategies are designed to enhance efficiency, manage downside exposure, and create more controlled outcomes across varying market conditions—while remaining aligned with each client’s overall risk profile and objectives. Known for discretion and strategic clarity, Jori architects comprehensive financial structures designed to withstand complexity and deliver enduring results across generations.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.