Discipline Wealth Solutions, Inc.

William Joslyn is a Series 65-licensed advisor at Discipline Wealth Solutions, Inc. with five years of industry experience. Prior to joining Discipline Wealth Solutions in 2024, he worked at CPR Investments, Inc. for six years and has held various roles outside finance, including as a distribution driver for a bread delivery service. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing investment advisory services through discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives using a combination of asset allocation, technical analysis, and both long- and short-term trading strategies.

David Ficarra is a financial advisor with Discipline Wealth Solutions, Inc. in Sterling Heights, MI, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has held roles at Tax Solutions Consultants, LLC, CPR Financial Group LLC, and Capital Markets IQ, LLC. Outside of advisory work, he provides tax preparation, accounting, and business plan review services as a tax accountant. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other advisors by offering discretionary and non-discretionary managed accounts, sub-advisory relationships, retirement plan consulting, cash management, and financial planning. The firm’s approach includes tailored portfolios using asset allocation, technical analysis, and both long- and short-term trading, with oversight of internal and third-party managers.

Orlando Luna is a financial advisor at Discipline Wealth Solutions, Inc. with 14 years of industry experience. He holds a Series 65 designation and previously worked at CPR Financial Group and CPR Investments Inc. Luna is also a substitute teacher in Arlington, Texas. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing tailored investment advisory services including managed accounts, sub-advisory relationships, and retirement plan consulting. The firm employs a range of investment approaches and offers oversight of third-party managers alongside in-house portfolio management.

Kevin Smith II is a financial advisor at Discipline Wealth Solutions, Inc. with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Christian Brothers Investment Services, Inc., and OSAIC. In addition to his advisory role, he is an insurance agent involved in the sale of various insurance products. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing discretionary and non-discretionary managed accounts, sub-advisory services, retirement plan consulting, cash management, and financial planning. The firm customizes portfolios based on client goals and risk tolerance, utilizing various investment approaches and oversight of in-house and third-party managers.

Ernest Rispoli is a financial advisor at Discipline Wealth Solutions, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Primerica Advisors and Key Bank. In addition to his advisory role, Rispoli is active as a loan originator at Quintessential Mortgage Group, LLC. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by offering tailored investment advisory services including discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm employs a variety of investment approaches and provides oversight of both in-house and third-party managers.

Joseph Petry is a financial advisor with Discipline Wealth Solutions, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at Ausdal Financial Partners and CPR Financial Group, and he has operated Petry Financial Services since 2008. Outside of advising, he has worked as a freelance actor since 2021. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other advisors by offering tailored investment advisory services that include managed accounts, sub-advisory relationships, and retirement plan consulting. The firm employs a variety of investment approaches and manages portfolios through both in-house and third-party managers.

James Studer is a financial advisor at Discipline Wealth Solutions, Inc. with 20 years of industry experience. He holds a Series 65 designation and previously worked at Financial Wings, LLC for 19 years before joining his current firm. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing investment advisory services through managed accounts, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives and risk tolerances using various investment approaches and also offers participant-level education and plan documentation support for retirement clients.

Marc Becker is a financial advisor at Discipline Wealth Solutions, Inc. in Durham, NC, with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Efficient Advisors, LLC, M. S. HOWELLS & cO., and Triad Advisors, Inc. Outside of his advisory role, Becker serves as the Investment Committee Chair for the Jewish Federation of Durham/Chapel Hill. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing investment advisory services through managed accounts, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives and risk tolerances using a variety of strategies and offers participant-level education and plan support for retirement clients.

James Studer is a financial advisor at Discipline Wealth Solutions, Inc. with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked for SouthWest Airlines for 11 years and served in the Hawaii Air National Guard for 10 years. Discipline Wealth Solutions, Inc. provides investment advisory services to individuals, corporations, retirement plans, and other registered advisors. The firm offers tailored portfolios through various strategies, including discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting.

Brooks Stahlnecker is a financial advisor at Discipline Wealth Solutions, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Alphastar Capital Management and Cambridge Investment Research. Brooks is the founder and president of Financial Fire Drill LLC, an educational firm focused on preparing individuals for financial emergencies. Discipline Wealth Solutions provides investment advisory services to individuals, corporations, retirement plans, and other advisors. The firm offers tailored portfolios incorporating various investment strategies and serves as a Section 3(38) ERISA investment manager for retirement clients.

Elizabeth Milardo is a financial advisor with Discipline Wealth Solutions, Inc. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Her prior work includes roles at Turnkey Financial Partners, Commonwealth Financial Network, and Cambridge Investment Research Advisors. Outside of advisory work, she is involved with bookkeeping through Checklist, LLC. Discipline Wealth Solutions serves individual, corporate, and retirement plan clients by providing discretionary and non-discretionary investment advisory services, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives using a variety of strategies and also offers participant-level education and support for retirement plans.

George Johnson III is a financial advisor with Discipline Wealth Solutions, Inc., holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at CPR Investments Inc, LPL Financial, and Ameriprise. Outside of advisory work, he is involved in business consulting and estate planning support through activities such as referral representation and client assistance with legal estate planning processes. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors, offering tailored investment advisory services including managed accounts, sub-advisory relationships, and retirement plan consulting. The firm utilizes a variety of investment approaches and provides oversight of in-house and third-party managers alongside participant education and support for retirement clients.

Bryan Byrd is a financial advisor at Discipline Wealth Solutions, Inc. He holds a Series 66 designation and has 16 years of industry experience. Prior to joining Discipline Wealth Solutions, he worked for CPR Financial Group and CPR Investments Inc. Byrd is also a self-employed photographer, an activity unrelated to his advisory work. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing a range of investment advisory services including managed accounts, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives and risk tolerances, utilizing both in-house management and oversight of third-party managers.

Renee Cuchetti is a financial advisor with Discipline Wealth Solutions, Inc. in Birmingham, AL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Her prior work includes roles at CPR Financial Group, LLC, CPR Investments, Inc., and the John Galt Institute. She also has experience as an insurance agent involved in the sale of various insurance products. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing investment advisory services through managed accounts, sub-advisory relationships, and retirement plan consulting. The firm customizes portfolios based on client objectives and risk tolerances, employing techniques such as asset allocation and technical analysis, and offers participant-level education and plan documentation for retirement clients.

Jason Young is a financial advisor with Discipline Wealth Solutions, Inc., holding a Series 65 designation and eight years of industry experience. He previously worked at CPR Investments Inc. and has operated as an independent insurance agent since 2017. Outside of his advisory role, he spent nine years as a charter fishing captain. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other advisors with tailored investment advisory services that include discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm combines in-house management with third-party oversight and offers participant-level education and support for retirement clients.