Frec

Nolan Pecci is a Series 65-licensed advisor at Frec with three years of industry experience. His prior roles include positions at SEI Investments and LDR Capital Management. He currently works at Frec Advisers LLC and Frec Markets, Inc. Frec Advisers provides automated, software-based investment advisory services through its web and mobile platform to retail and entity clients who open brokerage accounts with its affiliate, Frec Securities. The firm focuses on discretionary portfolio management using direct indexing, tax-loss harvesting, option contract hedging, and tax-aware systematic trading, delivering services primarily through automated software rather than traditional advisor-led interactions.

Ashley Rodabaugh is a financial advisor with Frec, holding a Series 66 license and nine years of industry experience. Prior to joining Frec, she worked at M1 Finance LLC and Nationwide Fund Distributors. Outside of her advisory role, she owns How Are You Still Single, LLC. Frec Advisers provides automated, software-based investment advisory services to retail and entity clients through its web and mobile platform. The firm emphasizes index replication with client personalization, systematic tax-aware trading, and factor-tilted long-short strategies, delivering its services primarily via automated software rather than traditional advisor-led interactions.

John Morton is a financial advisor at Frec with one year of industry experience. He holds a Series 65 designation and has previously worked at Realm, Better Place Forests, Glass Rice, and Spruce. Frec Advisers offers automated investment advisory services through its web and mobile platform, focusing on discretionary portfolio management that includes direct indexing, tax-loss harvesting, option hedging, and cash management. The firm emphasizes index replication with client personalization, systematic tax-aware trading, and factor-tilted long-short strategies, delivering services primarily through automated software rather than traditional advisor-led interactions.

Joshua Patchik is a financial advisor at Frec with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including M1 Finance and tastytrade, as well as in roles outside finance such as at Flat Top Grill. Frec Advisers provides automated investment advisory services through its web and mobile platform, serving retail and entity clients who open brokerage accounts with its affiliate, Frec Securities. The firm’s approach centers on discretionary portfolio management using direct indexing, tax-loss harvesting, option hedging, and factor-tilted long-short strategies, delivered primarily through automated software rather than traditional advisor-led interactions.

Wahidah Aziz is a financial advisor at Frec with one year of industry experience. She holds a Series 65 designation and has worked at several firms including Brio Financial Group and Litman Gregory Wealth Management. Aziz also has teaching experience at New York University and Indiana Tech. Frec Advisers provides automated, software-based investment advisory services through its web and mobile platform, offering portfolio management focused on direct indexing, tax-loss harvesting, and systematic tax-aware trading. The firm serves retail and entity clients who open brokerage accounts with its affiliate and employs a largely automated investment process without in-person or phone advice.

Dimitri Rodrigo is a financial advisor at Frec with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Frec Advisers LLC since 2024, with prior roles at Frec Securities LLC, Frec Markets, Inc., M1 Finance, and Ustocktrade Securities, Inc. Frec Advisers provides automated investment advisory services through its web and mobile platform, focusing on discretionary portfolio management that includes direct indexing, tax-loss harvesting, option hedging, and tax-basis monitoring. The firm emphasizes systematic, tax-aware trading and index replication with client personalization, delivering services primarily through automated software rather than traditional advisor-led interactions.

Hayley Curtis is a Series 66-licensed financial advisor at Frec with five years of industry experience. She previously worked at Morgan Stanley for seven years and has experience at institutions such as Bank of the West and the California Academy of Sciences. Curtis was also involved with Fountain of Life Africa, a philanthropic organization known as the giving exchange. Frec Advisers provides automated, software-based investment advisory services exclusively through its web and mobile platform, serving retail and entity clients who open brokerage accounts with its affiliate, Frec Securities. The firm focuses on discretionary portfolio management using direct indexing, tax-loss harvesting, option-based hedging, and tax-basis monitoring, emphasizing index replication with client personalization and systematic tax-aware trading.

Matthew Robbins is a financial advisor at Frec with Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Quid Capital Group Holdings, LLC, SunTrust Robinson Humphrey/Truist Securities, and held various roles including positions at Santa Clara University and Carta. Frec Advisers provides automated, software-based investment advisory services through its web and mobile platform, serving retail and entity clients who open brokerage accounts with its affiliate. The firm focuses on discretionary portfolio management using direct indexing, tax-loss harvesting, hedging with options, and tax-aware strategies, delivering services primarily through automated monitoring rather than traditional advisor-led interactions.