Atlas Private Wealth Advisors

Lena Cazabat is a Series 66-licensed financial advisor with 17 years of industry experience, currently serving at Atlas Private Wealth Advisors since 2016. She also maintains a long-standing affiliation with LPL Financial, where she has worked since 2013. Lena is involved with The Money Honey LLC, a business entity focused on tax and investment purposes. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses by providing discretionary and non-discretionary portfolio management and financial planning. The firm manages approximately $860 million in assets and employs a range of investment strategies across LPL Financial-sponsored platforms.

Christian Konicky is a financial advisor at Atlas Private Wealth Advisors in Johnstown, PA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at LPL Financial and Paul Carpenter Capital Advisors. Before entering the financial industry, he held various positions in the hospitality sector. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets across a 13-advisor team, offering discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Juan Perez Mayo is a financial advisor with Atlas Private Wealth Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Atlas since 2016 and has concurrent experience at LPL Financial starting in 2013. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses, providing portfolio management and financial planning. The firm employs tailored strategies across various LPL Financial-sponsored platforms, combining asset allocation with fundamental, technical, and cyclical analysis.

Joseph Zaccardi is a CFA® charterholder with four years of industry experience. He is currently with Atlas Private Wealth Advisors in Lansdale, PA, having previously worked at firms including LPL Financial, Osaic Wealth, Inc., Lincoln Financial Advisors, Cresset Asset Management, and Drexel Morgan Capital Advisers. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets, offering discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Sandra Dalton is a financial advisor with Atlas Private Wealth Advisors in Delray Beach, FL, holding the ChFC® designation and a Series 63 license. She has 29 years of industry experience, including prior roles at Ameriprise Financial Services and LPL Financial. Dalton is also a partner in OCD Properties, LLC, which manages accounting for property expenses and profits. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses with discretionary and non-discretionary portfolio management and financial planning. The firm employs tailored investment strategies using LPL Financial‑sponsored platforms and combines asset allocation with fundamental, technical, and cyclical analysis.

Travis Dauchy is a Certified Financial Planner (CFP®) with 25 years of experience in the financial services industry. He has been with Atlas Private Wealth Advisors since 2016 and also maintains an affiliation with LPL Financial. Atlas Private Wealth Advisors serves individual and high-net-worth clients, as well as charities and small businesses, offering portfolio management and financial planning through tailored strategies across multiple LPL Financial-sponsored platforms.

Samudra Raychaudhuri is a financial advisor with Atlas Private Wealth Advisors in Red Bank, NJ, holding a Series 66 designation and 18 years of industry experience. He has been with Atlas Private Wealth Advisors and affiliated with LPL Financial since 2016. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses, providing portfolio management and financial planning through tailored strategies across multiple platforms. The firm employs asset allocation combined with fundamental, technical, and cyclical analysis and manages approximately $860 million in assets.

Brady Welles is a financial advisor at Atlas Private Wealth Advisors in San Diego, CA, with six years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Avantax Advisory Services. Outside of his advisory role, he provides accounting and tax services as a client service assistant for Canyon Oak Financial. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses, offering discretionary and non-discretionary portfolio management and financial planning. The firm employs tailored investment strategies across various LPL Financial-sponsored platforms and manages approximately $860 million in assets across more than 1,200 client relationships.

Ryan Coburn is a CFP® professional with four years of industry experience. He is the Director of Financial Planning at Atlas Private Wealth Advisors, where he has worked since 2021. Prior to joining Atlas, he held several roles at eMoney Advisor from 2016 to 2020. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses by providing discretionary and non-discretionary portfolio management and financial planning. The firm manages approximately $860 million in assets across more than 1,200 client relationships and utilizes a range of investment platforms and strategies.

Paul Carpenter is a CFP® and PFS™ with 37 years of industry experience. He is currently with Atlas Private Wealth Advisors and has previously worked at LPL Financial LLC and Avantax-related firms. Outside of his financial advisory work, he is a part-time drummer and musician. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers tailored portfolio management and financial planning through a mix of advisor-driven and model-based strategies.

Liam Byrne is a financial advisor at Atlas Private Wealth Advisors in Charlotte, NC, holding a Series 66 designation with six years of industry experience. He has been with Atlas Private Wealth Advisors and LPL Financial since 2019. Atlas Private Wealth Advisors serves individual and high-net-worth clients, charities, and small businesses, offering discretionary and non-discretionary portfolio management and financial planning. The firm employs tailored strategies across diverse LPL Financial platforms and combines asset allocation with fundamental, technical, and cyclical analysis.

Jason Sampson is a financial advisor at Atlas Private Wealth Advisors with three years of industry experience. He holds a Series 65 designation and has prior work experience at Beacon Hill Corporate Services, Fortress Asset Protection, Venerable Law, and Squire Patton Boggs. Outside of advising, he owns and manages several businesses, including a law firm and companies providing asset protection and corporate support services. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in assets and offers tailored portfolio management using a combination of advisor-driven strategies and model-based solutions.

Dennis Grinestaff is a financial advisor at Atlas Private Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Shariden Consulting and Wealth Management, LLC for 14 years. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers tailored portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Marc Kane is a financial advisor at Atlas Private Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been a Certified Public Accountant since 1999, operating his own accounting firm. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in assets and offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.

Christopher Cusack is a financial advisor with Atlas Private Wealth Advisors in Red Bank, NJ, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial, Integrity Wealth Management, Dow Jones, and the New Jersey PGA. Atlas Private Wealth Advisors is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm manages approximately $688 million in client assets and offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple LPL-sponsored program platforms.