Centric Wealth Management, LLC

Juan Avila is a financial advisor at Centric Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Toroso Investments, LLC since 2012. Outside of his advisory role, Mr. Avila serves as a trustee for several organizations, including the Illinois Children's Healthcare Foundation and National Louis University, and is the founder of FARO Associates, LLC dba SHENIX®, a financial literacy company focused on the Latina/x community. Centric Wealth Management is a team-based advisory firm serving individuals, trusts, estates, and business entities with discretionary investment management and financial planning. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to create customized portfolios aligned with clients’ goals and risk tolerances.

Catalina Ulloa is a financial advisor at Centric Wealth Management, LLC with 10 years of industry experience. She has held positions at Centric Wealth since 2018 and previously worked at Merrill from 2015 to 2018. Ulloa holds a Series 66 designation and is based in Chicago, IL. Centric Wealth Management, LLC is an SEC-registered advisory firm that provides discretionary investment management, financial planning, and retirement-plan participant account management. The firm serves individual clients, including high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and business entities, using proprietary model strategies and a combination of fundamental, technical, quantitative, and qualitative analysis.

Garett Nesbitt is a financial advisor at Centric Wealth Management, LLC with 14 years of industry experience. He has held positions at Centric Wealth Management since 2018, and previously worked at FGMK Preservation Capital and Equitec Proprietary Markets. Nesbitt holds a Series 65 designation. Centric Wealth Management is a team-based advisory firm serving individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $725.6 million across 546 clients, utilizing a combination of fundamental, technical, quantitative, and qualitative analysis to create customized investment strategies and portfolios aligned with clients’ goals and risk tolerances.

Ellis Rutili is a financial advisor at Centric Wealth Management, LLC in Chicago, IL, holding Series 65 and Series 66 licenses with two years of industry experience. Prior to joining Centric Wealth Management, he worked at TEGUS and Merrill Lynch. Centric Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis to develop individualized asset allocations and proprietary model strategies.

Gavin Doyle is a financial advisor at Centric Wealth Management, LLC in Chicago, IL, holding a Series 65 designation with three years of industry experience. Prior to joining Centric Wealth Management, he worked in the hospitality and retail sectors, including positions at Old Goat Tavern and Blain's Farm and Fleet. Centric Wealth Management is an SEC-registered advisory firm serving individual clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers discretionary investment management and financial planning, utilizing proprietary model strategies and a combination of fundamental, technical, quantitative, and qualitative analysis.

Virgil Rutili is a CFP® and Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Merrill Lynch for 19 years before joining Centric Wealth Management, LLC and Purshe Kaplan Sterling Investments in 2018. Rutili also serves as executor of an estate, assisting with probate liquidation and distribution. Centric Wealth Management, LLC is a team-based advisory firm serving individuals, trusts, estates, and business entities. The firm manages approximately $725.6 million across customized portfolios using a combination of fundamental, technical, quantitative, and qualitative analysis aligned with clients’ goals and risk tolerances.

Stacie Zapfel is a financial advisor at Centric Wealth Management, LLC in Chicago, IL, with 21 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Centric Wealth Management since 2018, following prior roles at Purshe Kaplan Sterling Investments, Inc and FGMK Preservation Capital Partners, LLC. Centric Wealth Management is an SEC-registered advisory firm that provides discretionary investment management, financial planning, and retirement-plan participant account management to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm utilizes a variety of proprietary model strategies and combines fundamental, technical, quantitative, and qualitative analysis to create individualized asset allocations.