Spire Wealth Management, LLC

Christina Cunningham is a Series 65 licensed financial advisor at Spire Wealth Management, LLC with six years of experience. She previously worked at Cardinal Wealth Management and First Financial Group, and has a background in education from the University of Dayton and Our Lady of Good Counsel High School. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and hybrid tax-aware allocations, as well as access to separately managed portfolios and wrap programs. The firm incorporates proprietary risk overlays and operates joint ventures to manage model portfolios for its clients.

Penny Frank is a CFP® professional with 19 years of industry experience, currently serving at Spire Wealth Management, LLC. She previously worked with United Capital Financial Advisers, LLC and has experience in health care and realty sectors. Penny is also a licensed insurance agent for life, health, and annuity products. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, employing a range of strategies including passive, active, and hybrid tax-aware allocations. The firm offers financial planning, manager-of-managers programs, and access to model portfolios with proprietary risk overlays through its affiliate Corbett Road Capital Management.

Marcus Malone is a financial advisor at Spire Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has been associated with SPIRE Securities, LLC since 2013. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm also delivers financial planning, manager-of-managers programs, and access to separately managed model portfolios with proprietary risk overlays through its affiliate Corbett Road Capital Management.

Maria Sciuto is a CFP® professional with seven years of experience at Spire Wealth Management, LLC and five years previously at Forte Capital LLC. She is also a group exercise instructor at Gold's Gym, where she teaches group fitness classes. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and tax-aware allocations, as well as access to separately managed portfolios and wrap programs. The firm employs proprietary risk overlays and maintains joint-venture relationships to manage model portfolios.

Hallie Marshall is a financial advisor at Spire Wealth Management, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Prosperity Capital Advisors, GWM Advisors, LLC, LPL Financial, LLC, and Commonwealth Financial Network. Outside of her advisory role, she serves as a poll manager and clerk for the Humphreys County Election Commission. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm also features proprietary risk overlays and collaborates with affiliates to manage model portfolios.

Connor Becton is a CFP® professional with one year of industry experience, currently affiliated with Spire Wealth Management, LLC. He has held roles at several firms including Campbell Wealth Management, Madison Avenue Securities, Lee, Sipe & Associates, and Raymond James Financial Services. Prior to his advisory career, he worked in education at James Madison University and St Stephens & St Agnes School. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a variety of strategies including passive, active, and hybrid tax-aware allocations. The firm offers financial planning, manager-of-managers programs, and access to model portfolios with proprietary risk overlays through its affiliate Corbett Road Capital Management.

Richard Eller is a financial advisor at Spire Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Spire Investment Partners, LLC since 2010. In addition to his advisory work, he serves as an educator, presenting a pre-approved Social Security and Retirement Workshop on a volunteer basis. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, utilizing a broad mix of strategies including passive, active, and tactical solutions. The firm offers financial planning, manager-of-managers programs, and access to proprietary risk-managed model portfolios.

Christian Carazo is a financial advisor at Spire Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Ron Carazo & Associates for ten years. Carazo is also a licensed insurance agent for life, health, and annuity products. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions. The firm manages both discretionary and non-discretionary portfolios and features proprietary risk overlays through its affiliate Corbett Road Capital Management.

Sean Rosencrance is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. He is currently with Spire Wealth Management, LLC and has previously worked at Corbett Road Wealth Management, Pro Sport CPA, and Virginia Tech. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing both discretionary and non-discretionary portfolios. The firm employs a range of strategies including passive, active, hybrid tax-aware allocations, and tactical solutions, and offers access to model portfolios and wrap programs.

Georgia Lord is a CFP® and holds a Series 66 license with three years of industry experience. She is currently with Spire Wealth Management, LLC and has prior experience at Oppenheimer & Co, Wealthsimple, Morningstar Credit Ratings, and Snelleman Tom Financial Services. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing both discretionary and non-discretionary portfolios. The firm employs a range of strategies including passive, active, and hybrid tax-aware allocations, and offers access to model portfolios and alternative investments.

Robert Ferris is a financial advisor at Spire Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Tota Vita Financial Associates/Spire Investment Partners since 2019, following six years at Cabot Lodge Securities and sixteen years at Sorge CPA & Business Advisors. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and tax-aware allocations. The firm also delivers financial planning, manager-of-managers programs, and access to various model portfolios, with proprietary risk overlays managed through its affiliate Corbett Road Capital Management.

Barbara Doran is a financial advisor at Spire Wealth Management, LLC with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Spire Investment Partners, Yorkbridge Wealth Partners, and Lebenthal Asset Management. Outside of her advisory role, Doran serves as Treasurer and chairs the finance committee for the Explorers Club, an international nonprofit focused on field exploration and scientific inquiry, and holds volunteer finance positions with Penn State University and the Catwalk Art Residency. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of investment strategies including passive, active, and tax-aware allocations. The firm manages discretionary and non-discretionary portfolios and delivers proprietary risk overlay strategies through its affiliate Corbett Road Capital Management.

Brandon Mink is a financial advisor with Spire Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Spire Investment Partners since 2016 and previously was with UBS Financial Services from 2008 to 2016. Mink serves as president of the Youth Interest Foundation, a nonprofit organization focused on teaching youth about financial matters through digital technology. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of investment strategies including passive, active, and hybrid tax-aware allocations. The firm also manages model portfolios with proprietary risk overlays and participates in various wrap programs.

Steven Digregorio is a financial advisor at Spire Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Spire Investment Partners since 2009. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a broad mix of investment strategies and access to various portfolio management programs. The firm serves a range of clients, including high-net-worth individuals, and incorporates proprietary risk overlays through its affiliate Corbett Road Capital Management.

David Urovsky is a financial advisor with Spire Wealth Management, LLC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. His prior roles include positions at Spire Investment Partners, LLC, Lincoln Financial Advisors, and Wealth Advisors Group. He is also an insurance agent with Spire Insurance Agency, focusing on life insurance sales. Spire Wealth Management, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of portfolio management and financial planning solutions. The firm employs a mix of passive, active, and tax-aware strategies, including proprietary risk overlays through its affiliate Corbett Road Capital Management.