Curran Financial Partners, LLC

Russell Renfrow is a financial advisor at Curran Financial Partners, LLC with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Curran, he held positions at several firms including Block Advisors and Odingard Capital Management. He is also the owner and manager of Fe2O3 Petroleum, LLC, which holds oil and gas mineral, royalty, and working interests. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, using both passive and active investment strategies, including technical analysis. The firm also serves as a sub-adviser to an exchange-traded fund and offers insurance products through licensed advisor representatives.

Kaylee Urbanek is a financial advisor at Curran Financial Partners, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Annex Wealth Management and Charter Capital Management. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, utilizing both passive index-based portfolios and active management with technical analysis as a key method. The firm also serves as a sub-adviser to an exchange-traded fund and offers insurance products through licensed representatives.

Frank Passalaqua is a financial advisor at Curran Financial Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Guaranteed Rate, Parker Lending, and Buckman. Outside of advising, he is a silent investor in hospitality businesses. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients. The firm offers both passive and active discretionary portfolio management and serves as a sub-adviser to an exchange-traded fund that applies specific social and political screens in its portfolio selection.

Christopher Mcquade is a financial advisor with Curran Financial Partners, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Curran Financial Partners since 2019, following roles at Pruco Securities, LLC, Allstate, and Healthmarkets. Mcquade is also licensed to sell life and health insurance. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high–net-worth clients, employing both passive index-based and active investment strategies with an emphasis on technical analysis. The firm also offers sub-advisory services to an exchange-traded fund and integrates insurance sales alongside investment management.

Adam Curran is a CFP® professional with 17 years of industry experience. He is a managing member of B&B Media Group, LLC, a consulting and media buying business, alongside his role at Curran Financial Partners, LLC, where he has worked since 2016. Prior to that, he was with Global Financial Private Capital from 2013 to 2016. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses client-specific investment policies implemented through both passive and active management, incorporating technical analysis as a primary method.

Francis Ferez is a financial advisor at Curran Financial Partners, LLC, holding a Series 65 designation and currently in his first year in the industry. Prior to joining Curran Financial Partners, he worked at Colonial Life for six years and attended Clemson University. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs both passive, index-based portfolios and active management strategies, including technical analysis, and also serves as a sub-adviser to an exchange-traded fund.

Noah Speaks is a financial advisor at Curran Financial Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in various roles including at Clemson University and several service industry positions. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, employing both passive and active investment strategies with a focus on technical analysis. The firm also serves as a sub-adviser to an exchange-traded fund and offers insurance products through licensed advisors.

Colin Stewart is a financial advisor at Curran Financial Partners, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial LLC, South State Bank, Marshall & Sterling Wealth Advisors, Inc., and Northwestern Mutual. He is licensed to sell life and health insurance. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, utilizing both passive, index-based portfolios and active management with technical analysis. The firm also serves as a sub-adviser to an exchange-traded fund and offers insurance products through licensed advisor representatives.

Michael Baer is a financial advisor at Curran Financial Partners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Prudential Insurance Company of America, Pruco Securities LLC, W&S Brokerage Services, and Western Southern Life. Baer is also licensed to sell life and health insurance. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm utilizes both passive and active investment strategies, including technical analysis, and serves as a sub-adviser to an exchange-traded fund with a political-activity screen.

Joseph Iafelice is a financial advisor with Curran Financial Partners, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Saw Service & Supply, Inc. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active discretionary portfolio management. The firm also serves as a sub-adviser to an exchange-traded fund and incorporates client-specific investment policies with an emphasis on technical analysis and tailored financial planning.

David Sheaffer is a financial advisor at Curran Financial Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Putnam Retail Management for seven years before joining Curran Financial Partners in 2022. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active discretionary portfolio management. The firm also serves as a sub-adviser to an exchange-traded fund and provides access to accounting services through referral arrangements.

Ross De Waard is a financial advisor at Curran Financial Partners, LLC with three years of industry experience. He holds a Series 65 credential and has worked at Curran Financial Partners since 2022. Prior to joining the firm, he was involved with Maine Sport Outfitters and holds a license to sell life and health insurance. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses both passive, index-based portfolios and active management with a focus on technical analysis, and offers sub-advisory services to an exchange-traded fund.

John Cummings is a financial advisor at Curran Financial Partners, LLC, holding a Series 65 credential. He has been in the industry since 2023 and has held positions at several firms including Beacon Pointe Advisors and Bee Street Advisory Group. Outside of finance, he has experience working with YETI Coolers and has been involved with the College of Charleston. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active discretionary portfolio management as well as written financial plans. The firm acts as a sub-adviser to The God Bless America ETF (YALL) and incorporates client-specific investment policies that may include passive asset-class allocations or active approaches based on technical analysis.

Katherine Livingston is a financial advisor at Curran Financial Partners, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Synovus. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active discretionary portfolio management along with access to accounting services through a referral arrangement. The firm serves as a sub-adviser to The God Bless America ETF and employs client-specific investment policies that incorporate goals, risk tolerance, and other factors.

Maxwell Blumberg is a financial advisor at Curran Financial Partners, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. His past roles include positions outside finance such as with Adventure Enablers and Terrapins Turf. Curran Financial Partners provides financial planning and discretionary portfolio management primarily to individual and high-net-worth clients, using both passive and active investment approaches with technical analysis as a key method. The firm also serves as a sub-adviser to an exchange-traded fund and offers insurance products through licensed representatives.