Acrylic Financial, Inc.

Neil Sabagh is a financial advisor at Acrylic Financial, Inc. with Series 65 credentials and one year of industry experience. Prior to joining Acrylic Financial and Brokers Alliance in 2024, he worked at Amazon from 2020 to 2024. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other investment advisers, corporations, and pooled investment vehicles. The firm employs a combination of asset-allocation frameworks, momentum and moving-average models, and both fundamental and technical analysis to tailor investment programs according to client goals and risk tolerance.

John Cox is a financial advisor with Acrylic Financial, Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His work history includes roles at Stagner Financial Advisory, Legacy Advance Solutions LLC, Private Client Services LLC, and Brooklight Place Securities, Inc. Outside of advisory services, he is involved with JMC Agency, an insurance sales business, and participates in hay production and sharecropping through J&s Farms. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, including high-net-worth clients, other advisers, corporations, and pooled investment vehicles. The firm employs a tailored approach combining asset-allocation frameworks with active momentum and technical analysis, offering both discretionary and non-discretionary management alongside access to third-party managers and alternative investments.

Jazzmine Thomas is a financial advisor at Acrylic Financial, Inc. with five years of industry experience and holds a Series 65 designation. She is also a part owner of Top Shelf Financial LLC and maintains a life insurance license. Prior to her current roles, she worked at High Desert Medical Group and People Helping People. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, including high-net-worth clients, other advisers, corporations, and pooled investment vehicles. The firm employs a combination of asset-allocation frameworks, active momentum models, and both fundamental and technical analysis to tailor investment programs to client goals and risk tolerance.

William Barnes is a financial advisor at Acrylic Financial, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Verity Asset Management, Teacher's Pension Inc., and WSB & Associates, Inc. Outside of his advisory role, Barnes is the CEO and founder of WSB & Associates, an insurance agency, and also works as an insurance agent at Teacher's Pension and Insurance Services, Inc. Acrylic Financial, Inc. provides portfolio management and financial planning to individuals, other advisers, corporations, and pooled investment vehicles. The firm combines asset-allocation frameworks with active momentum and moving-average models, offering both discretionary and non-discretionary management tailored to client goals and risk tolerance.

Mark Bourgeois is a financial advisor at Acrylic Financial, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including AlphaStar Capital Management and Ameritas Life Insurance Corp. He is also licensed as an independent insurance agent, offering fixed insurance products and mortgage brokerage services. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles. The firm employs a tailored investment approach combining asset allocation, momentum models, and fundamental and technical analysis, serving clients through both discretionary and non-discretionary management.

Scott Mclaine is a financial advisor with Acrylic Financial, Inc. in Fountain Hills, AZ, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Acrylic Financial since 2020 and has been involved with BrightPhoenix Management, LLC since 2016, where he serves as the senior financial trainer and on-screen personality for BrightWealth Academy’s online training videos. Additionally, he is a managing partner of a tax strategy and planning business providing tax return reviews and related advice. Acrylic Financial, Inc. offers portfolio management and financial planning services to individuals, including high-net-worth clients, other advisers, corporations, and pooled investment vehicles. The firm manages approximately $58.4 million in discretionary assets and employs a combination of asset-allocation frameworks, momentum and moving-average models, and both fundamental and technical analysis in its investment approach.

Jay Graham is a financial advisor with Acrylic Financial, Inc. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Acrylic Financial in 2023, he worked at Foundations Investment Advisors and Horter Investment Management. In addition to his advisory work, he is an agent and owner of Retirement Security Advisors, where he focuses on life insurance and annuities. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles, managing approximately $58.4 million in discretionary assets. The firm uses a combination of asset-allocation frameworks, momentum models, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management options.

Patrick Gierke is a financial advisor with Acrylic Financial, Inc. in Crystal Lake, IL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Acrylic Financial since 2019 and previously at Brooklight Place Securities, Inc. and The Leaders Group Inc. Outside of his advisory role, Gierke owns Revolutionary Financial, a fixed insurance sales business. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, including high-net-worth clients, other investment advisers, corporations, and pooled investment vehicles. The firm offers tailored investment programs combining asset-allocation frameworks with active momentum and technical analysis, and manages discretionary and non-discretionary accounts, including a private hedge fund.

Joseph Puetz is a financial advisor at Acrylic Financial, Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked at several firms including Prudential, Virtue Capital Management, and IHT Wealth Management. Outside of advisory services, he places life insurance and fixed annuities through Broker's Alliance. Acrylic Financial, Inc. provides portfolio management and financial planning to individuals, other investment advisers, corporations, and pooled investment vehicles. The firm employs a combination of asset-allocation frameworks, active momentum models, fundamental and technical analysis, and modern portfolio theory to tailor programs to client goals and risk tolerance.

Richard Williamson is a Series 65-licensed financial advisor with Acrylic Financial, Inc. in Knoxville, TN, where he has worked since 2026. He has prior experience at PFS Investments Inc., Primerica Financial Services, Vulcan Materials, and International Paper, spanning over three decades in various roles. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles. The firm employs a combination of asset-allocation frameworks, active momentum models, and fundamental and technical analysis to tailor client programs according to their goals and risk tolerance.

Marina Deering is a financial advisor at Acrylic Financial, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Acrylic Financial since 2019. Her prior experience includes roles at Interactive Financial Advisors, Brooklight Place Securities, Inc., and Matrix Group. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles. The firm manages approximately $58.4 million in discretionary assets and uses a combination of asset-allocation frameworks, active momentum models, and fundamental and technical analysis to tailor investment programs to clients’ goals and risk tolerance.

Wenjie Weng is a financial advisor with Acrylic Financial, Inc. in New York, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining Acrylic, Weng worked at MML Investors Services, LLC, Mass Mutual Life Insurance Company, Transamerica Financial Advisors, Inc., and World Financial Group. Outside of advisory work, Weng has ownership in Aimdar Advisory Group Inc., which offers various insurance products. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles, managing approximately $58.4 million in discretionary assets. The firm employs asset allocation frameworks combined with active momentum and moving-average models, offering both discretionary and non-discretionary management and access to third-party managers and alternative investments.

Aram Urfalyan is a financial advisor at Acrylic Financial, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities LLC and Prudential Insurance Company of America. Outside of advising, Urfalyan serves as CEO of Paper Tycoon Inc. and works as a licensed realtor and notary in Glendale, CA. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles. The firm manages approximately $58.4 million in discretionary assets and employs a combination of asset allocation, technical and fundamental analysis, and modern portfolio theory to tailor investment programs to client goals and risk tolerance.

Michael Parker is a financial advisor with Acrylic Financial, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has previously worked at Horace Mann Investors, MassMutual, and related firms. Outside of his advisory role, he serves as a Support Director for Business Networking International, where he coaches business owners on accountability and networking. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles. The firm manages approximately $58.4 million in discretionary assets and employs a tailored approach combining asset allocation, momentum models, and fundamental and technical analysis.

Guruatma Khalsa is a financial advisor at Acrylic Financial, Inc. with a Series 65 credential and over a decade of experience in consulting and financial services. Prior to joining Acrylic Financial, he was involved with Prosperity Bridges and operated Khalsa Consulting for 13 years. Outside of finance, he owns and oversees two dog breeding businesses and works as a fractional operations consultant for a technology firm focused on AR/AI. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles. The firm employs a tailored investment approach that integrates asset allocation with momentum and technical analysis and manages approximately $58.4 million in discretionary assets.