Broker Check

Our Team

Wealth Advisors

Sheraz Iftikhar

Sheraz Iftikhar

Managing Partner & CEO

Akhil Kumar

Akhil Kumar

Partner & CCO

Paris Riha

Paris Riha

Wealth Manager

Cary Cowan

Cary Cowan

Senior Vice President of the Southern Region

Junior Associates

Raymond Speerbrecker

Raymond Speerbrecker

Wealth Manger Associate

Mark Alcorn

Mark Alcorn

Wealth Manager Assistant

Thomas (TJ) Arch

Thomas (TJ) Arch

Wealth Manager Assistant

Mia Pekez

Mia Pekez

Wealth Manager Assistant

Operations Team

Brian Bejarano

Brian Bejarano

Operations Manager - New York

Patrick Stewart

Patrick Stewart

Operations Manager - Florida

Compliance Team

Zeenah Ghouse

Zeenah Ghouse

Compliance Associate

Research Team

Muhammad Ahmed

Muhammad Ahmed

Research Analyst

Umar Paracha

Umar Paracha

Research Analyst

Insurance Team

Bilal Iftikhar

Bilal Iftikhar

Insurance Advisor

Our Partners - Registered Representatives