Axxcess Wealth Management, LLC

Justin Bonavitacola is a financial advisor at Axxcess Wealth Management, LLC with 18 years of industry experience. He previously worked at Lincoln Financial Distributors, Inc for 10 years before joining Axxcess Wealth Management in 2024. He holds Series 63 and Series 65 licenses. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis to manage customized multi-asset portfolios and offers distinctive third-party asset management platform capabilities that support multiple managers and consolidated reporting.

Mariah Wisely is a financial advisor at Axxcess Wealth Management, LLC with six years of industry experience. She holds the Series 65 designation and has worked at Axxcess Wealth Management since 2018, with prior roles at Peachtree Wealth Strategies and State Farm. Outside of finance, she was involved with Lake Lanier Island Resort’s Sunset Cove Beach Cafe and Club for six years. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers customized multi-asset portfolios and supports third-party managers through its distinctive Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities.

John Jones is a financial advisor at Axxcess Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he assists with an industrial construction business owned by his spouse. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and other investment advisers. The firm manages customized multi-asset portfolios through fundamental, technical, and cyclical analysis, and offers distinctive third-party manager and operational support capabilities through its Third-Party Asset Management Platform.

Lauren Vanveelen is a financial advisor at Axxcess Wealth Management, LLC with 15 years of industry experience. She holds a Series 65 designation and has worked previously at Daniel Investment Associates, LLC and Manchester Capital Management. Axxcess Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm offers wealth management, retirement plan advisory, and third-party asset management services, with a focus on customized multi-asset portfolios and a distinctive Third-Party Asset Management Platform that supports multiple third-party managers and consolidated reporting.

Jason Lunsford is a financial advisor with Axxcess Wealth Management, LLC, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining Axxcess Wealth Management in 2025, he worked at Forvis Mazars Wealth Advisors LLC and FORVIS Wealth Advisors LLC, and spent 12 years at Dixon Hughes Wealth Advisors LLC. He also maintains an insurance sales activity focusing on fixed insurance products. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm is noted for its customized multi-asset portfolios and distinctive Third-Party Asset Management Platform, which supports multiple third-party managers and offers consolidated reporting and administrative oversight.

Michael Cavendish is a financial advisor at Axxcess Wealth Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as an investment committee member for the Beckley Area Foundation, a charitable organization. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base. The firm manages customized multi-asset portfolios using a combination of fundamental, technical, and cyclical analysis, and is notable for its Third-Party Asset Management Platform and sleeve-manager capabilities.

Kyra Easley is a financial advisor at Axxcess Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Jennifer P. Easley, CFP for six years. Her background also includes roles at Bainbridge Health and Rehabilitation, the University of Washington, and Bainbridge Island Athletic Club. Axxcess Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers wealth management, financial planning, and third-party asset management services, with a focus on customized multi-asset portfolios and specialized middle- and back-office support through its Third-Party Asset Management Platform.

Scott Heinila is a financial advisor at Axxcess Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Center Street Securities, Retirement Investment Advisors Inc., and Questar Asset Management. Heinila is also involved in insurance services through his role as president of Prism Wealth Preservation and Insurance Solutions, LLC, and serves as an executive director at Producers Choice Network. Additionally, he is a board member of Meals on Wheels Orange County. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base. The firm specializes in customized multi-asset portfolios using fundamental, technical, and cyclical analysis and offers distinctive third-party manager platform capabilities, including sub-advisory and co-advisory roles for other RIAs and broker-dealers.

Adrienne Rivett is a financial advisor at Axxcess Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at Redhawk Wealth Advisors for ten years before joining Axxcess Wealth Management in 2019. Axxcess Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers wealth management, financial planning, retirement plan advisory, and third-party asset management services, utilizing a combination of fundamental, technical, and cyclical analysis to manage customized multi-asset portfolios.

John Fleming is a CFP® professional with eight years of industry experience, currently serving at Axxcess Wealth Management, LLC. His prior experience includes roles at Forvis Mazars Wealth Advisors LLC, FORVIS Wealth Advisors LLC, Dixon Hughes Goodman Wealth Advisors LLC, Edward Jones, and Ernst & Young. Axxcess Wealth Management offers wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm specializes in customized multi-asset portfolios using fundamental, technical, and cyclical analysis and is notable for its third-party asset management platform and sleeve-manager capabilities.

Lois Crichton is a financial advisor with Axxcess Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she serves as a Commissioner on the Municipal Beautification Commission for the City of Charleston and is a board member of the Kanawha Garden Club. Axxcess Wealth Management provides comprehensive wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and offers distinctive third-party manager platform capabilities that support both discretionary and non-discretionary services.

Timothy Rickey is a CFP® with seven years of industry experience, currently serving at Axxcess Wealth Management, LLC. His prior roles include positions at Northwestern Mutual Investment Services LLC and Wells Fargo Advisors. He is also licensed to sell various types of insurance. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and offers distinctive third-party manager capabilities through its Third-Party Asset Management Platform.

Eric Sams is a Series 66-licensed financial advisor at Axxcess Wealth Management, LLC with 16 years of industry experience. He has worked at several firms, including XTON Financial, LLC, WBB Securities LLC, and Keystone Capital Corporation. Outside of his advisory role, Sams serves as President of the Board for Harriet Tubman Village Charter School in San Diego, CA. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and offers distinctive TAMP and sleeve-manager capabilities, supporting other RIAs and broker-dealers with consolidated reporting and administrative oversight.

Jaime Hefner is a financial advisor at Axxcess Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms including United Planners' Financial Services of America and Bridge Advisory, LLC. Outside of his advisory role, he operated Jaime Hefner Designs, a business active for 16 years. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm offers customized multi-asset portfolios and distinctive third-party manager solutions through its Third-Party Asset Management Platform.

Richard Leu is a financial advisor at Axxcess Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Bridge Advisory, LLC and Creative Planning. Outside of his advisory role, he serves as a volunteer board member and indoor cycling instructor at the YMCA of the Foothills. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and offers distinctive third-party manager and administrative solutions through its Third-Party Asset Management Platform.