Xcelsior Advisor Partners LLC

Calum Bashford is a financial advisor at Xcelsior Advisor Partners LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and several law offices. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, retirement-plan consulting, and access to independent third-party managers for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory, employs third-party technology and risk-assessment tools, and offers access to alternative and private investments while maintaining discretion in portfolio management.

Todd Reeg is a CFP® with 27 years of industry experience, currently serving at Xcelsior Advisor Partners LLC. His prior work includes roles at Robert W. Baird & Co., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is based in Scottsdale, AZ. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory, using both bespoke and licensed model portfolios, and accesses alternative and private investments while maintaining discretion over portfolio implementation.

Peter Lisicky is a CFP® with 16 years of experience in the financial services industry. He is currently with Xcelsior Advisor Partners LLC and previously worked at Robert Baird & Co. for 12 years. Lisicky also serves as an insurance agent providing advice on insurance and annuity products. Xcelsior Advisor Partners LLC offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs fundamental analysis and modern portfolio theory to create tailored investment strategies, utilizing third-party technology and access to alternative investments.

Jacob Duffy is a financial advisor at Xcelsior Advisor Partners LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Robert W. Baird and Duffy Mathias Private Wealth. Outside of his advisory role, he serves as a board member on the finance committees of the BHHS Legacy Foundation and the Rotary Clubs. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis and modern portfolio theory to build customized Investment Risk Profiles, employing third-party managers and technology tools while offering access to alternative and private investments.

Gene Pucci is a financial advisor with Xcelsior Advisor Partners LLC, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Robert W. Baird & Co., Inc., Wells Fargo Advisors LLC, Morgan Stanley, and UBS Financial Services. He is also involved as National Director of Operations at Excelsior Advisor Network LLC and serves as a registered representative with The Leaders Group, focusing on variable annuities. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory and employs third-party technology and risk-assessment tools to construct and monitor customized portfolios.

David Eubanks is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Xcelsior Advisor Partners LLC and The Leaders Group Inc, and previously worked at Robert W. Baird & Co. and UBS Financial Services. Outside of his advisory role, he is the founder and managing partner of BV Private Wealth in Fort Worth, TX. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses a combination of fundamental analysis and modern portfolio theory, leveraging both custom and licensed model portfolios while facilitating access to alternative and private investments.

Katie Nulliner is a financial advisor at Xcelsior Advisor Partners LLC with one year of industry experience. She holds a Series 66 designation and has worked at several firms including Strategic Advisors, Fidelity Brokerage Services LLC, and Eagle Rock Wealth Management. Outside of her advisory work, she is employed at The Mission Restaurant in Scottsdale, Arizona. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory and utilizes third-party technology and risk-assessment tools to tailor client portfolios.

Joseph Hardee is a financial advisor at Xcelsior Advisor Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business entities, employing both fundamental analysis and modern portfolio theory alongside third-party technology and risk-assessment tools.

Thomas Glynn is a financial advisor with Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 43 years of industry experience. His prior roles include positions at Robert W. Baird & Co. and UBS Financial Services. He is a partner and wealth advisor at Eagle Rock Wealth Management, where he is involved in developing financial plans and executing strategies. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses fundamental analysis combined with modern portfolio theory to construct portfolios, employing both bespoke allocations and licensed model portfolios while incorporating third-party technology and risk-assessment tools.

Sheri Rhyan is a financial advisor at Xcelsior Advisor Partners LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, The Oak Ridge Financial Services Group, and NBC Securities. Outside of finance, she owns and operates Restoration4U, a residential cleaning and organizing business, and Family Three LLC, a costume sales venture. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs fundamental analysis and modern portfolio theory, utilizes third-party technology and risk assessment tools, and offers access to alternative and private investments, including conditional IPO orders where eligible.

Rebecca Gadus is a financial advisor with Xcelsior Advisor Partners LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and 26 years of industry experience. Her prior roles include positions at Robert W. Baird & Co., UBS Financial Services, and Wells Fargo Clearing. She is also a partner and investment advisor at BV Private Wealth. Xcelsior Advisor Partners LLC offers discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory and utilizes both bespoke and model portfolios, employing third-party technology and risk-assessment tools to support portfolio construction and monitoring.

Matthew Curley is a financial advisor with Xcelsior Advisor Partners LLC in Denver, CO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Robert W Baird & Company and Citigroup Global Markets. He is also CEO and wealth advisor at Excelsior Capital Group and registered with The Leader Group to provide limited brokerage services. Xcelsior Advisor Partners LLC offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses a combination of fundamental analysis and modern portfolio theory, employing both bespoke and model portfolios while providing access to alternative and private investments.

Nathan Gunderson is a CFP® professional with six years of experience in financial advisory roles. He currently works at Xcelsior Advisor Partners LLC and has previously been employed at Robert W. Baird & Co. His background also includes roles in education and local government. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm utilizes fundamental analysis and modern portfolio theory to create tailored portfolios and incorporates alternative investments and third-party managers in its offerings.

Julie Lafferty is a financial advisor at Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding a Series 66 designation with eight years of industry experience. Her prior roles include nine years at Robert W Baird & Co and positions at Duffy Mathias Private Wealth and The Leaders Group, Inc. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory to build customized Investment Risk Profiles and employs third-party technology and risk-assessment tools to manage client portfolios.

Stanley Reeg is a financial advisor at Xcelsior Advisor Partners LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Robert W. Baird & Co Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, he is involved as an owner and landlord of several rental properties. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses fundamental analysis and modern portfolio theory to build customized portfolios and offers access to alternative investments and conditional IPO orders.