CarsonAllaria Wealth Management, LTD.

Jeffrey Waters is a financial advisor at CarsonAllaria Wealth Management, LTD. He holds a Series 65 credential and has five years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Inc. and Northwestern Mutual. Outside of advising, he is involved in managing several personal real estate investment entities. CarsonAllaria Wealth Management serves individuals, trusts, estates, corporations, and retirement plans with discretionary investment management, financial planning, and consulting services. The firm employs a combination of quantitative models and traditional research, using institutional share classes and tax-sensitive strategies, and integrates third-party platforms such as Betterment for part of its client accounts.

Mark Allaria is a CFP® with 13 years of industry experience, currently serving as a partner at CarsonAllaria Wealth Management, LTD. He has worked at Purshe Kaplan Sterling Investments and held roles at Mass Mutual Life Insurance Company and Visionary Wealth Advisors, LLC. Outside of advisory work, he is also an agent servicing fixed insurance products. CarsonAllaria Wealth Management serves individuals, trusts, estates, corporations, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a combination of quantitative optimization, computer models, and traditional research in its investment process, and integrates third-party platforms such as Betterment for sub-advisory management.

Joseph Allaria is a CFP® professional with 13 years of industry experience. He has worked at CarsonAllaria Wealth Management, Ltd. since 2017 and previously held roles at Visionary Wealth Advisors, LLC and Mass Mutual Life Insurance Company. Outside of advisory work, he holds a licensed insurance agent designation. CarsonAllaria Wealth Management advises individuals, trusts, estates, corporations, and retirement plans, offering discretionary investment management, financial planning, and consulting services. The firm uses a combination of quantitative models and traditional research, employs tax-sensitive techniques, and integrates third-party platforms such as Betterment to serve a broad range of clients.

Scott Carson is a financial advisor with CarsonAllaria Wealth Management, LTD., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at CarsonAllaria since 2014 and concurrently with Purshe Kaplan Sterling Investments since 2013. In addition to advisory work, he operates a sole proprietorship providing non-variable insurance sales. CarsonAllaria Wealth Management serves individuals, trusts, estates, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, consulting, and retirement plan advisory services. The firm uses quantitative optimization and a combination of traditional research and technology platforms, including a sub-advisory arrangement with Betterment, to tailor investment strategies and provide fiduciary and consulting services.

Tyler Hasty is a financial advisor at CarsonAllaria Wealth Management, LTD. with one year of industry experience. He previously worked at Cardinal Investment Advisors and The Boeing Company. Tyler is also a licensed life and health insurance agent. CarsonAllaria Wealth Management serves individuals, trusts, estates, corporations, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a combination of quantitative models and traditional research, and uses sub-advisory arrangements and tax-sensitive techniques to tailor investment strategies.

Michael Wiedner is a CFP® with 12 years of industry experience, currently serving at CarsonAllaria Wealth Management, LTD. He has worked at firms including Purshe Kaplan Sterling Investments, Edward Jones, Merrill Lynch, and Stifel Nicolaus. Outside of his advisory role, Wiedner acts as a FINRA dispute resolution arbitrator. CarsonAllaria Wealth Management advises individuals, trusts, estates, corporations, and retirement plans, providing discretionary investment management, financial planning, and consulting services. The firm employs a combination of quantitative optimization, computer models, and traditional research, and integrates third-party platforms such as Betterment and Morningstar in its advisory process.