A complete list of active advisors currently associated with Expressive Wealth LLC

Warmer can help you find a great advisor at Expressive Wealth LLC or one who fits your needs even better.

Expressive Wealth works with individuals, high‑net‑worth clients, trusts or estates, and retirement plans, offering discretionary asset management, ERISA 3(38) plan services, modular financial planning, and consultation. The firm also supports held‑away accounts via a third‑party platform and uses Sub‑Advisors to manage all or portions of client portfolios. Investment decisions are based on each client’s goals, time horizon and risk tolerance and draw on fundamental, technical and cyclical analysis as appropriate; portfolios may include alternatives, options, and both long‑ and short‑term trading tactics. Accounts are reviewed at least quarterly for rebalancing and risk, and the firm explicitly assesses Sub‑Advisors’ strategies, holdings, concentrations and leverage as part of its oversight. Compared with many similar team firms, Expressive Wealth operates from multiple offices and discloses practices around leverage and borrowing in separately managed accounts, a combination that is uncommon among peers. It is also notable for offering ERISA 3(38) fiduciary services alongside both modular financial planning and the option to manage defined‑contribution participant accounts through an aggregation platform.

To learn more about the advisors currently working at Expressive Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Expressive Wealth LLC's office locations.

Name	Location	Years of experience
Darlene Duncan	Fairhope, AL	39
Lauren Genuardi	Chicago, IL	14
Jon Knotts	Chicago, IL	2
Ronald Loyo	Orlando, FL	11
Luis Marroquin	Chicago, IL	2
Vanessa Martinez	Chicago, IL	16
Stephanie Morawski	Grosse Pointe, MI	3
Katarzyna Richardson	Chicago, IL	9

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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