Innovative Advisory Group

Paul Dio is a financial advisor at Innovative Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. Outside of advising, he is also a licensed independent insurance producer in Massachusetts. Innovative Advisory Group provides investment management and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm employs a range of analysis methods and investment strategies while generally avoiding uncovered option writing and routine use of margin, serving nearly 300 clients with about $194 million in discretionary assets through an eight-advisor team.

Tienchia Wang is a financial advisor at Innovative Advisory Group with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Innovative Advisory Group since 2021, previously associated with Longhorn Holdings and Merrill. Wang is also licensed as an independent insurance producer in Massachusetts. Innovative Advisory Group serves individuals, trusts, estates, corporations, and employer-sponsored plan participants through investment management and financial planning. The firm combines portfolio management with comprehensive planning and specialist services, employing various analytical methods and investment strategies across its multi-office, eight-advisor platform.

Krista Letcher is a financial advisor at Innovative Advisory Group with Series 65 and Series 66 credentials and seven years of industry experience. Her prior roles include positions at Edward Jones, Morgan Stanley, and TD Ameritrade. Innovative Advisory Group serves individuals, trusts, estates, corporations, and employer-sponsored plan participants, offering discretionary asset management alongside comprehensive financial planning and specialized services. The firm uses a multi-strategy investment approach and operates as an eight-advisor team managing approximately $194 million in discretionary assets.

Rajeev Kotyan is a Series 65-licensed financial advisor with 18 years of industry experience, currently serving at Innovative Advisory Group since 2008. He is a non-compensated member of the Board of Trustees for the Harrington Park Condominium Association and holds ownership and management interests in Harrington Eight, LLC, which owns the office space leased by Innovative Advisory Group. Innovative Advisory Group is a team of eight advisors providing investment management and financial planning to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm integrates portfolio management with financial planning using various analytical approaches and employs multi-office platforms and segmented custody solutions.

Kirk Chisholm is a financial advisor at Innovative Advisory Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Innovative Advisory Group since 2008. Outside of his advisory role, he is a non-compensated manager of a personal estate planning company and has ownership interests in the office space leasing entity used by his firm. Innovative Advisory Group provides investment management and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm employs a multi-strategy investment approach integrated with comprehensive financial planning, serving roughly 298 clients with an eight-advisor team managing about $194 million in discretionary assets.

Timothy Picciott is a CFP® with 17 years of industry experience, currently serving at Innovative Advisory Group since 2018. His prior experience includes roles at Wealthcare Advisory Partners and LPL Financial. Outside of advising, he holds several personal intellectual property and digital asset holding companies. Innovative Advisory Group provides investment management and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm employs a multi-strategy investment approach and offers both discretionary asset management and specialized financial planning through its eight-advisor team.

John English is a financial advisor at Innovative Advisory Group with 10 years of industry experience. He holds the Series 65 and Series 66 credentials and previously worked at Ameriprise Financial Services for eight years before joining his current firm in 2019. Outside of his advisory role, he serves on the board of governors for the Nyack Boat Club and is secretary of the parish council at St. Pius X in Scarsdale, NY. Innovative Advisory Group provides investment management and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm combines multiple analytical approaches with a range of strategies and offers discretionary asset management alongside specialized financial planning and retirement plan services.

Redina Franklin is a financial advisor at Innovative Advisory Group with 27 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked with firms such as Amicus Financial Advisors and Park Avenue Securities. In addition to her advisory role, she has been involved with Mary Kay Cosmetics for over two decades. Innovative Advisory Group serves individuals, trusts, estates, corporations, and employer-sponsored plan participants, offering discretionary asset management and comprehensive financial planning. The firm employs a range of investment strategies and provides specialized services including plan platform reviews and family-office style engagements.