Smith & Wyatt

William Soltow is a financial advisor at Smith & Wyatt with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at CoreCap Advisors and Cambridge Investment Research. Outside of his advisory role, he is the founder of Frontier Wealth Management and works as an independent insurance agent with Goosehead Insurance. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million for around 724 clients through a team of eight advisors. The firm offers financial planning, discretionary portfolio management, and estate-planning consulting, tailoring investment advice to clients’ objectives and risk tolerances primarily through mutual funds and ETFs.

Kevin Dugan is a financial advisor at Smith & Wyatt with a Series 65 designation and five years of industry experience. He previously worked at CoreCap Advisors, LLC, Parco LLC, and FEFA, and is also a partner at Dugan Brown, LLC, a company assisting federal employees with retirement planning and insurance services. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million across about 724 clients through a team of eight advisors. The firm offers financial planning, discretionary portfolio management, estate-planning consulting, and educational programs for federal employees, with investment advice tailored to clients' objectives and risk tolerances.

Samuel Eberts is a Series 65-licensed financial advisor at Smith & Wyatt with five years of industry experience. He previously worked at CoreCap Advisors and has been involved with Dugan Brown, where he provides retirement planning and educational services to federal employees. Smith & Wyatt serves individuals—including high-net-worth clients—and corporations, managing approximately $207 million across 724 clients with a team of eight advisors. The firm offers customized financial planning, discretionary portfolio management, and estate-planning consulting, with an emphasis on tailored investment strategies primarily using mutual funds and ETFs.

Nicholas Smith is a CFP® and holds a Series 65 license, currently serving as an advisor at Smith & Wyatt with four years of industry experience. His prior roles include positions at Dugan Brown, L & W Financial LLC, and BankFinancial, N.A. He is also a licensed insurance agent in Bolingbrook, IL, selling life and health insurance. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million across about 724 clients with a team of eight advisors. The firm provides financial planning, discretionary portfolio management, estate-planning consulting, and educational programs for federal employees, tailoring investment advice to clients’ objectives using mutual funds and ETFs.

Noura Quntar is a Series 65-licensed financial advisor with Smith & Wyatt, bringing two years of industry experience. She has worked at Smith & Wyatt since 2020 and previously held roles at Regus, Dillards, and Ayla Oasis Development. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million across about 724 clients through a team of eight advisors. The firm provides financial planning, discretionary portfolio management, estate-planning consulting, and educational programs tailored to clients’ objectives, primarily using mutual funds and ETFs.

Wade Smith is a financial advisor with Smith & Wyatt in College Station, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at L & W Financial, LLC dba Smith & Wyatt since 2016 and has prior experience with Securities America Advisors and Securities America Inc. Outside of advising, he is an independently licensed insurance agent. Smith & Wyatt is a team of eight advisors managing approximately $207 million for about 724 clients, including individuals and corporations. The firm offers financial planning, discretionary portfolio management, and estate-planning consulting, tailoring investment advice to client objectives primarily through mutual funds and ETFs.

Eddie Mc Gee is a financial advisor with Smith & Wyatt, holding a Series 65 credential and six years of industry experience. He has worked at several firms, including CoreCap Advisors, AE Wealth Management, and Dugan & Brown LLC. Outside of advisory work, Mc Gee is president of Toro Financial & Insurance, where he is involved in insurance sales and services. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations with tailored financial planning, discretionary portfolio management, and estate-planning consulting. The firm manages approximately $207 million for about 724 clients through a team of eight advisors and offers educational programs for federal employees.

Gabriel Mercer is a financial advisor with Smith & Wyatt in Dublin, OH, holding a Series 65 designation and beginning his industry career in 2024. He is also the owner of Woodrow & High LLC, a small business acquisition unrelated to investment advising. Smith & Wyatt serves individual and corporate clients, including high-net-worth individuals, managing approximately $207 million through a team of eight advisors. The firm offers tailored financial planning, discretionary portfolio management, and estate-planning consulting, with a focus on mutual funds and exchange-traded funds.