Zane Wright

Gregory Brawn is a financial advisor at Success Wealth Management LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Success Wealth Management and Success Financial Solutions since 2019, following a decade at Waddell & Reed, Inc. and various insurance carriers. He is also active as a licensed insurance agent through Success Financial Solutions, dedicating a significant portion of his time to insurance sales. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm applies a goal-based, Modern Portfolio Theory approach and offers ongoing portfolio management, financial plans, and consultation services.

Zachary Honess is a financial advisor with Secure Asset Management, L.L.C. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Hancock Capital Management, Inc., Cadaret Grant, and Paceline Financial. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, providing personalized financial planning and discretionary investment management alongside pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis within discretionary strategies and frequently utilizes third-party money managers and trading signals.

Gregory Keil is a financial advisor with Stifel Independent Advisors, LLC, holding a Series 63 designation and 24 years of industry experience. Prior to joining Stifel in 2022, he worked at Ameriprise Financial Services, Inc. and CUSO Financial Services, LP. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes proprietary capital market assumptions and probabilistic modeling to develop tailored asset allocation recommendations through a collaborative planning process.

Allison Rebich is a financial advisor at Stifel Independent Advisors, LLC with two years of industry experience. She holds the Series 66 designation and has held roles at PNC, Grub Hub, First National Bank, and her own firm, Rebich Investments. Prior to entering financial services, she worked in education at Westminster College and Mercyhurst Preparatory School. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm’s approach combines client collaboration with proprietary capital market modeling to create tailored asset allocation recommendations.

Brian Long is a financial advisor with Stifel Independent Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Advisors, and Janney Montgomery Scott. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering a range of brokerage and advisory services. The firm uses a collaborative planning process with proprietary modeling to develop tailored asset allocation recommendations, and operates as both a registered broker-dealer and SEC-registered investment adviser.

Eli Rebich is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. He previously worked at Ameriprise Financial Services Inc and Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he serves as president of Regal Dog Real Estate, a real estate holding company. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services with a collaborative, data-driven planning process tailored to client needs.