Wellington Adams Investment Advisory, LLC

Steven Masel is a financial advisor at Wellington Adams Investment Advisory, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Vanguard Advisers, Inc., Thrivent Investment Management Inc., and MML Investors Services, LLC. Outside of his advisory role, he is involved with Elevate Networking, LLC. Wellington Adams provides discretionary investment management primarily to individual and high-net-worth clients, offering portfolio management services and access to third-party money managers and turnkey asset management programs. The firm employs an individualized investment process that incorporates fundamental, technical, cyclical, and quantitative analysis to construct diversified portfolios and offers access to alternative investments with disclosed liquidity and tax considerations.

Simon Hilliard is a financial advisor at Wellington Adams Investment Advisory, LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Wellington Adams since 2017. Prior to this, he worked at Gradient Advisors, LLC and is a partner in Wellington Adams Financial Group, Inc. Outside of his advisory role, he is a 50% owner of a real estate holding company, 7 Rathton Road, LLC. Wellington Adams serves individual and high-net-worth clients, providing discretionary portfolio management, financial and retirement planning, and access to third-party money managers. The firm uses a combination of fundamental, technical, cyclical, and quantitative analysis to tailor investment strategies and offers various portfolio implementation options, including in-house management and alternative investments.

James Lyter is a Series 65-licensed advisor with Wellington Adams Investment Advisory, LLC, bringing 12 years of industry experience. He has held roles at Virtue Capital Management, Horter Investment Management, and has led his own firms, Lyter Group, Inc. and Lyter Financial, LLC. In addition to his advisory work, he serves as president of Lyter Group, Inc., which conducts insurance sales. Wellington Adams Investment Advisory provides discretionary portfolio management primarily for individual and high-net-worth clients, utilizing a mix of fundamental, technical, cyclical, and quantitative analysis. The firm offers access to mutual funds, ETFs, individual equities, model portfolios, and alternative investment vehicles, while also hosting public seminars and collaborating with third-party managers in a co-advisory capacity.

Barron Fitz Gerald is a financial advisor with Wellington Adams Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Wellington Adams since 2017 and previously worked at Gradient Advisors, LLC. Outside of his advisory role, he is a partner and insurance agent at Wellington Adams Financial Group, Inc. Wellington Adams serves individual and high-net-worth clients by providing discretionary portfolio management, financial and retirement planning, and access to third-party managers. The firm employs a tailored investment approach using fundamental, technical, cyclical, and quantitative analysis, and offers a variety of portfolio implementation options including in-house management and alternative investments.