MinichMacgregor Wealth Management, LLC

Hayden La Belle is a Series 65-licensed advisor at MinichMacgregor Wealth Management, LLC with one year of industry experience. Prior to joining MinichMacgregor in 2024, he held positions at OTIS Elevator Company, Chilton Investment Company, and NBT Bancorp. MinichMacgregor Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, and business entities, providing comprehensive financial planning and portfolio management. The firm employs a blend of fundamental, technical, and cyclical analysis along with proprietary strategies that include the use of leveraged and inverse ETFs for certain clients.

Patrick Younis is a financial advisor with MinichMacgregor Wealth Management, LLC in Saratoga Springs, NY, holding Series 63 and Series 66 licenses and 18 years of industry experience. His work history includes prior roles at Purshe Kaplan Sterling Investments, LPL Financial, Eagle Strategies LLC, and NYLife Securities. MinichMacgregor Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm builds tailored portfolios using a combination of fundamental, technical, and cyclical analysis, employs proprietary investment strategies compliant with Rule 3a-4, and offers distinctive participant education and enrollment assistance programs for retirement-plan sponsors.

Cory Laird is a CFP® with nine years of industry experience, currently serving as an advisor at MinichMacGregor Wealth Management, LLC since 2016. He holds a Series 66 designation and operates within a team-based environment in Saratoga Springs, NY. MinichMacGregor Wealth Management serves a diverse client base that includes high-net-worth individuals, retirement plans, trusts, and business entities. The firm provides customized financial planning and portfolio management, employing a blend of fundamental, technical, and cyclical analysis along with proprietary investment strategies, including the use of leveraged and inverse ETFs for certain clients.

Brenton Smith is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with MinichMacgregor Wealth Management, LLC and has previously worked at Private Advisor Group, Del-Sette Capital Management, VOYA Financial Advisors, and LPL Financial. In addition to his advisory role, he is licensed to write fixed insurance, including term insurance, as part of his financial planning services. MinichMacgregor Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers tailored portfolio management using a combination of fundamental, technical, and cyclical analysis, along with proprietary strategies compliant with Rule 3a-4, and provides specialized participant education and enrollment assistance for retirement-plan sponsors.

Michele Tellstone is a financial advisor with MinichMacgregor Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at MinichMacgregor since 2015 and previously spent 16 years at Purshe Kaplan Sterling Investments. MinichMacgregor Wealth Management serves individuals—including high-net-worth clients—retirement plans, trusts, estates, charitable organizations, and other entities by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and proprietary strategies and integrates participant education and enrollment assistance into its retirement-plan services.

James Minich is a financial advisor at MinichMacGregor Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MinichMacGregor since 2009. Minich previously worked at Purshe Kaplan Sterling Investments from 2009 to 2022. MinichMacGregor Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and other entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of analytical approaches and proprietary strategies, offering participant education and enrollment assistance as part of its retirement-plan services.

Jason Macgregor is a financial advisor with MinichMacgregor Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at MinichMacgregor Wealth Management since 2009 and previously spent 13 years at Purshe Kaplan Sterling Investments. MinichMacgregor Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides financial planning, portfolio management, third-party manager selection, and retirement-plan advisory services, employing a mix of fundamental, technical, and cyclical analysis and proprietary strategies that comply with Rule 3a-4.

Andrew Pallas is a financial advisor at MinichMacGregor Wealth Management, LLC with nine years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at LPL Financial, Cap Com Financial, and AXA Advisors. MinichMacGregor Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm uses a blend of fundamental, technical, and cyclical analysis, employs proprietary investment strategies aligned with Rule 3a-4, and offers distinctive participant education and enrollment assistance programs.