Acrylic Financial, Inc.

Neil Sabagh is a financial advisor at Acrylic Financial, Inc. with Series 65 credentials and one year of industry experience. Prior to joining Acrylic Financial and Brokers Alliance in 2024, he worked at Amazon from 2020 to 2024. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other investment advisers, corporations, and pooled investment vehicles. The firm employs a combination of asset-allocation frameworks, momentum and moving-average models, and both fundamental and technical analysis to tailor investment programs according to client goals and risk tolerance.

John Cox is a financial advisor with Acrylic Financial, Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His work history includes roles at Stagner Financial Advisory, Legacy Advance Solutions LLC, Private Client Services LLC, and Brooklight Place Securities, Inc. Outside of advisory services, he is involved with JMC Agency, an insurance sales business, and participates in hay production and sharecropping through J&s Farms. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, including high-net-worth clients, other advisers, corporations, and pooled investment vehicles. The firm employs a tailored approach combining asset-allocation frameworks with active momentum and technical analysis, offering both discretionary and non-discretionary management alongside access to third-party managers and alternative investments.

Jazzmine Thomas is a financial advisor at Acrylic Financial, Inc. with five years of industry experience and holds a Series 65 designation. She is also a part owner of Top Shelf Financial LLC and maintains a life insurance license. Prior to her current roles, she worked at High Desert Medical Group and People Helping People. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, including high-net-worth clients, other advisers, corporations, and pooled investment vehicles. The firm employs a combination of asset-allocation frameworks, active momentum models, and both fundamental and technical analysis to tailor investment programs to client goals and risk tolerance.

William Barnes is a Series 65 licensed financial advisor at Acrylic Financial, Inc. in Rockingham, NC, with three years of industry experience. He is the CEO and founder of WSB & Associates, Inc., an insurance agency, and also works with Teacher's Pension and Insurance Services, Inc. in an insurance agent role. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, other advisers, and pooled investment vehicles, utilizing both active and passive strategies along with third-party manager selection.

Mark Bourgeois is a financial advisor with Acrylic Financial, Inc. in Wichita, KS, holding Series 63 and Series 65 licenses and totaling 24 years of industry experience. His career includes roles at AlphaStar Capital Management, Ameritas Life Insurance Corp, and other firms. In addition to advisory work, he is licensed as an independent insurance agent and operates Avacar Financial, offering mortgage brokerage and fixed insurance products. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and investment advisers, employing both passive and active investment strategies including proprietary momentum signals. The firm manages both discretionary and non-discretionary portfolios and acts as adviser to a firm-sponsored private pooled vehicle.

Scott Mclaine is a financial advisor at Acrylic Financial, Inc. with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including Trademark Capital Management Inc. and BrightWealth Enterprises, LLC. Mclaine is the senior financial trainer for BrightWealth Academy, a financial training program operated by BrightPhoenix Management, LLC, where he is also involved in insurance sales. Additionally, he serves as managing partner of a tax strategy and planning business focused on tax return reviews and related advice. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, corporations, and other advisers, utilizing a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory. The firm manages both discretionary and non-discretionary portfolios and offers access to pooled investment vehicles and third-party managers.

Jay Graham is a financial advisor with Acrylic Financial, Inc. in Amarillo, TX, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining Acrylic Financial in 2023, he worked at Foundations Investment Advisors and Horter Investment Management. In addition to his advisory work, he is owner and agent at Retirement Security Advisors, where he specializes in life insurance and annuities. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles. The firm uses a mix of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management alongside financial planning.

Patrick Gierke is a financial advisor with Acrylic Financial, Inc. in Crystal Lake, IL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Acrylic Financial since 2019 and previously at Brooklight Place Securities, Inc. and The Leaders Group Inc. Outside of his advisory role, Gierke owns Revolutionary Financial, a fixed insurance sales business. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, including high-net-worth clients, other investment advisers, corporations, and pooled investment vehicles. The firm offers tailored investment programs combining asset-allocation frameworks with active momentum and technical analysis, and manages discretionary and non-discretionary accounts, including a private hedge fund.

Joseph Puetz is a financial advisor at Acrylic Financial, Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked at several firms including Prudential, Virtue Capital Management, and IHT Wealth Management. Outside of advisory services, he places life insurance and fixed annuities through Broker's Alliance. Acrylic Financial, Inc. provides portfolio management and financial planning to individuals, other investment advisers, corporations, and pooled investment vehicles. The firm employs a combination of asset-allocation frameworks, active momentum models, fundamental and technical analysis, and modern portfolio theory to tailor programs to client goals and risk tolerance.

Philford Jeffords is a financial advisor at Acrylic Financial, Inc. with a Series 65 designation. He has eight years of experience in the mortgage industry and two years in wealth management. Acrylic Financial provides portfolio management and financial planning to individuals, corporations, other advisers, and pooled investment vehicles. The firm uses a combination of asset allocation, fundamental and technical analysis, and both passive and active investment models, including management of a firm-sponsored hedge fund.

Marina Deering is a financial advisor at Acrylic Financial, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Acrylic Financial since 2019. Her prior experience includes roles at Interactive Financial Advisors, Brooklight Place Securities, Inc., and Matrix Group. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles. The firm manages approximately $58.4 million in discretionary assets and uses a combination of asset-allocation frameworks, active momentum models, and fundamental and technical analysis to tailor investment programs to clients’ goals and risk tolerance.

Wenjie Weng is a financial advisor at Acrylic Financial, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Transamerica Financial Advisors, Inc., and World Financial Group. Weng has ownership in Aimdar Advisory Group Inc., which provides individual and group life, health, and property/casualty insurance. Acrylic Financial offers portfolio management and financial planning services to individuals, corporations, other advisers, and pooled investment vehicles. The firm combines asset allocation, fundamental and technical analysis, and modern portfolio theory using both passive and active models, and it also manages firm-sponsored private pooled vehicles.

Brittany Kohnke is a financial advisor at Acrylic Financial, Inc. with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for three years. Outside of finance, she owns BK Training Systems, where she provides health and fitness coaching, and co-owns The Foundry Gym in Queen Creek, Arizona. Acrylic Financial offers portfolio management and financial planning services to individuals, corporations, and other investment advisers. The firm employs a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, using both passive and active investment models.

Aram Urfalyan is a CFP® and ChFC® credentialed financial advisor at Acrylic Financial, Inc. with 11 years of industry experience. His prior roles include positions at Pruco Securities, LLC and J.P. Morgan Securities. Outside of his advisory work, he serves as CEO of Paper Tycoon Inc. and is licensed as a realtor and notary. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles. The firm employs a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management alongside one-time and ongoing planning.

Guruatma Khalsa is a Series 65 licensed financial advisor with one year of industry experience, currently with Acrylic Financial, Inc. He has previously worked at Prosperity Bridges and operated Khalsa Consulting for over a decade. Outside of finance, Khalsa is involved in education for responsible dog breeders and owns dog breeding enterprises. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles, utilizing a combination of passive and active investment strategies along with selection and monitoring of third-party managers.