GWN Securities Inc.

Christopher McManus is a CFP® professional with 22 years of industry experience. He currently serves as an advisor at GWN Securities Inc. since 2019 and has prior experience with Ameritas Investment Corp., CCF Investments, Inc., and Capital Choice Financial Services. Outside of his advisory role, he manages timberland holdings and mineral rights through family partnerships and is involved in life and health insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm serves individual and business clients through a large network of advisors and employs a range of investment programs, including both traditional asset allocation and legacy market-timing strategies.

Miles Bresee III is a financial advisor with GWN Securities Inc. in Glendora, CA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Ameritas Investment Corp., Capital Choice Financial Services, and CCF Investments, Inc. Bresee serves as treasurer for the Pasadena Scottish Rite, a nonprofit organization, and holds a similar oversight role at Grace Church. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports a large network of advisors and employs a range of investment approaches, including legacy market-timing and momentum strategies.

Robert Layton is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His career includes roles at multiple firms such as Avanti Securities, Ocean Financial Advisors, and Allaria Securities. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm employs a combination of affiliated and unaffiliated sub-advisers and uses market-timing and momentum-based strategies in some programs.

Julie Aranowitz is a financial advisor with GWN Securities Inc. in Wayne, PA, holding CFP®, Series 63, and Series 65 credentials and having 11 years of industry experience. She has worked at GWN Securities since 2015 and at Kades-Margolis Corporation since 2014. Outside of her advisory role, she is licensed as an insurance agent specializing in life and long-term care insurance. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning, utilizing both affiliated and unaffiliated sub-advisers. The firm incorporates market-timing and momentum-based strategies alongside model-based allocations in its portfolio management approach.

John Puritz is a financial advisor with GWN Securities Inc. in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His background includes roles at PFS Investments, Primerica Financial Services, and community involvement with local churches. Outside of his advisory work, he is an author, speaker, and podcast host focused on personal development and also performs as a freelance drummer for local bands and churches. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes both traditional asset allocation and tactical trading strategies.

Kyle Carrocino is a CFP® with 15 years of industry experience and has been with GWN Securities Inc. since 2016. He is also licensed as an agent in fixed life insurance, long-term care insurance, health and disability insurance, as well as fixed and fixed indexed annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning options. The firm employs a mix of discretionary portfolio management, model portfolios, and selective sub-adviser allocations, with a noted history of market-timing and momentum-based strategies in certain legacy programs.

Henry Mondschein is a financial advisor with GWN Securities Inc. in Windsor Locks, CT, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior work includes roles at Nationwide Securities, Nationwide, and Guardian Life. Mondschein serves as a board member of the Temple Beth Israel Preservation Society, a nonprofit focused on synagogue maintenance, family history archiving, and Holocaust education in Eastern Connecticut. GWN Securities provides investment advisory services and financial planning to individual and corporate clients through various managed account programs. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and applies market-timing and momentum-based strategies in some of its legacy portfolio offerings.

Dylan Harig is a financial advisor with GWN Securities Inc. in Colleyville, TX, holding the ChFC® designation and Series 66 license, with 21 years of industry experience. He has worked at Highland Capital Brokerage and GWN Securities since 2012. Outside of his advisory role, he serves as Managing Director of RISE, a Medicare-related business, and is involved with Redwood Financial, focusing on fixed annuity and insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across over 37,000 accounts and offers a range of managed-account programs, including unique legacy market-timing and momentum-based strategies.

Zachary Hawley is a financial advisor with GWN Securities Inc. in Edmond, Oklahoma, holding a Series 66 designation and 18 years of industry experience. He has been with GWN Securities since 2013. Outside of his advisory role, he is president of Zachary Hawley LLC, a business established to manage tax liabilities related to his commission and fee income. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of portfolio management strategies including legacy market-timing and momentum-based approaches.

James Oneil is a financial advisor with GWN Securities Inc., holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at HD Vest Investment Services, Insurance Agency, and Advisory Services from 2016 to 2019. Outside of his advisory work, he serves as a board member of the Wellington Rotary Club. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Odoll Williams Jr. is a financial advisor with GWN Securities Inc. in Daytona Beach, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at GWN Securities since 2019 and previously was with VOYA Financial Advisors. In addition to his advisory roles, he serves as a classroom instructor for license preparation classes and has been involved in tax preparation and retirement planning through his own firm, Successful Money Management, Inc., since 1987. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts and financial planning, utilizing a range of managed-account programs and model portfolios, including distinctive legacy market-timing and momentum-based strategies.

Mark Whaley is a financial advisor with GWN Securities Inc. in Greenwood Village, CO, holding Series 63 and Series 65 licenses with three years of industry experience. He is also co-founder and Chief Technology Officer of Everest Microbial Defense, LLC, a company that develops and distributes antimicrobial technology products. Additionally, he serves as a trustee board member at Bergen Park Church and consults independently in the carpet and flooring maintenance industry. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning options. The firm employs both discretionary portfolio management and model portfolios, incorporating tactical market-timing and momentum-based strategies alongside technology-driven solutions.

Jason Laurenzo is a financial advisor with GWN Securities Inc. in Albany, NY, holding a Series 63 designation and over 20 years of industry experience. He has been with GWN Securities since 2005 and concurrently serves in law enforcement with the Town of Schodack Police Department. Outside of his advisory role, he is involved in tax preparation and college planning through Northeast Wealth Management, LLC, where he is CEO. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

William Henehan is a financial advisor with GWN Securities Inc. in Dublin, Ohio, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Royal Alliance Associates, Inc. since 1997. Outside of his advisory role, he serves as CEO of Henehan Financial Group, an insurance sales business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a variety of managed-account programs and model portfolios, including some legacy market-timing and momentum-based strategies.

Jerry Adzima is a financial advisor with GWN Securities Inc. in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with GWN Securities since 2009. Outside of his advisory role, he is a licensed insurance agent for life, annuity, and long-term care insurance and is involved with the Citizens Police Academy Alumni Association supporting the St. Louis County Police. He also serves as Vice President of Programs for the St. Louis Pachyderm Club, organizing speakers and occasionally filling in as president. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.