Connective Wealth Partners, LLC

Joy Liu is a financial advisor with Connective Wealth Partners, LLC, holding a Series 65 designation and two years of industry experience. Her prior roles include positions at FG Advisory Services, LLC, The Financial Gym, and Burns Group. She has also worked as a freelancer. Connective Wealth Partners provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm uses a fundamentally based investment approach with a long-term orientation, constructing portfolios with ETFs, equities, bonds, and alternative investments while offering both full-service and stand-alone planning options.

William Ullman is a financial advisor at Connective Wealth Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Water Street Advisors LLC, Berkshire Global Advisors LP, and Right Wall Capital Management LLC. He serves as a board member of Alpha Modus Corp., a data-driven technology company. Connective Wealth Partners provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach is based on fundamental analysis and internal due diligence with a long-term orientation, using ETFs, individual equities, bonds, and alternative investments to construct client portfolios.

Jill Wagner is a financial advisor with Connective Wealth Partners, LLC in Portland, OR, holding a Series 65 credential and one year of industry experience. Prior to joining Connective Wealth Partners, she worked at The Financial Gym, Inc. and mortgage brokerages including Value Added Mortgage and Mortgage Trust. Outside of her advisory role, Jill is a licensed real estate agent with Wholehearted Homes and operates a life coaching business, Goals Realized Coaching. Connective Wealth Partners provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamentally driven, long-term investment approach and offers a range of planning services and portfolio management using ETFs, equities, bonds, and alternative investments.

Kylie Lipinski is a financial advisor at Connective Wealth Partners, LLC with a Series 65 credential. She has experience working at The Financial Gym and Jones Mandel, as well as a background in political research as a subcontractor. Connective Wealth Partners provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach based on fundamental analysis and internal due diligence, offering diversified portfolios constructed in-house or through independent managers under ongoing oversight.

Kadri Augustin is a financial advisor at Connective Wealth Partners, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at FG Advisory Services, LLC and The Financial Gym, Inc. Kadri is dually registered with Connective Wealth Partners and FG Advisory Services on a temporary basis for transitional purposes. Connective Wealth Partners provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses a long-term investment approach based on fundamental analysis and internal due diligence, constructing portfolios primarily with ETFs, individual equities, bonds, and alternative investments.

Erika Moromisato is a Series 65-licensed financial advisor at Connective Wealth Partners, LLC with one year of industry experience. She has worked at Connective Wealth Partners since 2025 and concurrently at FG Advisory Services, LLC since 2024. Prior to her advisory roles, she held positions at The Financial Gym, Europerfumes, and Risk Placement Services, Inc. Connective Wealth Partners provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis and internal due diligence with a long-term investment approach, constructing client portfolios using ETFs, equities, bonds, and alternative investments.

Tina Hang is an advisor at Connective Wealth Partners, LLC with a Series 65 designation and one year of industry experience. Her career includes roles at The Financial Gym and PwC, and she consults part-time on tax return reviews through MBO Professional Services Inc. Connective Wealth Partners provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamental analysis-based investment approach, constructing portfolios with ETFs, equities, bonds, and alternative investments while offering both direct management and oversight of unaffiliated Independent Managers.

Garrett Faulconer is an investment advisor representative at Connective Wealth Partners, LLC with one year of industry experience. He previously worked at The Financial Gym for five years and has held roles at FG Advisory Services, LLC, 5.11 Tactical, and South Coast Community Services. Faulconer is dually registered with Connective Wealth Partners and FG Advisory Services during a transitional period. Connective Wealth Partners provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamentally driven, long-term investment approach and operates multiple offices with a team of ten advisors.

Andrew Nigrelli is a financial advisor at Connective Wealth Partners, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at several firms including LPL Financial, Northeast Planning Associates, Inc., and Tifin. Nigrelli joined Connective Wealth Partners in 2025. Connective Wealth Partners provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes fundamental analysis and internal due diligence in its primarily long-term investment approach, constructing client portfolios with ETFs, individual equities, bonds, and alternative investments.

Nicole Lapin is a financial advisor at Connective Wealth Partners, LLC in Los Angeles, CA, holding a Series 65 credential. She has been with Connective Wealth Partners since 2025 and has prior experience as Chief Executive Officer of Money News Network, a financial industry podcast network. Lapin also has a background in media production through her work with Nothing but Gold Productions. Connective Wealth Partners provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach based on fundamental analysis and internal due diligence, constructing portfolios with ETFs, equities, bonds, and alternative investments.