Avior Wealth Management, LLC

Nicholas Biever is a financial advisor at Avior Wealth Management, LLC in Omaha, NE, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Nelson Van Denburg & Campbell Wealth Management Group, LLC and Everest Group, LLC, as well as four years at Creighton University. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and both long- and short-term strategies.

Madelyn Peters is a financial advisor at Avior Wealth Management, LLC in Omaha, NE. She holds a Series 65 designation and has been with Avior Wealth Management since 2021. Prior to her current role, she held various positions including multiple terms at Creighton University and Ascensus Government Savings. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in assets with about 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting through fundamental analysis and a combination of long- and short-term strategies.

Jay Nelson is a CFP® professional with five years of industry experience. He has worked at Avior Wealth Management, LLC since 2021 and previously at Nelson Van Denburg & Campbell Wealth Management Group, LLC from 2017 to 2021. Prior to his financial advisory career, he held positions at ConAgra Foods and had a brief period of unemployment. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets with about 120 professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting through a combination of fundamental analysis and both long- and short-term strategies.

Ryan Mcquillan is a financial advisor at Avior Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2013 to 2022. Outside of his advisory role, he is an owner and realtor at MO PROPERTIES, LLC, focusing on bookkeeping and analysis. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in assets and serving a diverse client base including individuals, pension plans, charitable and corporate entities, and banking institutions. The firm employs a fundamental analysis-based investment approach with both long- and short-term strategies, offering comprehensive financial planning and business consulting services.

Anthony Cerone is a CFP® with 24 years of experience in the financial services industry. He is currently with Avior Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with Nelson Van Denburg & Campbell Wealth Management Group, LLC for five years. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and both long- and short-term strategies.

Christopher Meyer is a Series 65-licensed financial advisor at Avior Wealth Management, LLC with four years of industry experience. He previously worked at Orion Portfolio Solutions, Orion Advisor Solutions, Horter Investment Management, Inc., and Great American Insurance Group. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking or thrift institutions, offering discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting.

Lee Martin is a CFP® professional with 38 years of industry experience. He is currently with Avior Wealth Management, LLC, having joined in 2023 after ten years at Financial Advocates Investment Management and thirteen years at LPL Financial, LLC. Outside of his advisory work, he has operated a sole proprietorship selling fixed annuities in Bellevue, WA. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individual, pension, charitable, corporate, and banking clients using a fundamental analysis-based investment process that includes both long- and short-term strategies, with services spanning discretionary management, financial planning, and business consulting.

Jeremy Palensky is a financial advisor at Avior Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at First Investments and Planning and Raymond James Financial Services. Outside of his advisory role, Palensky owns JerPal Sports Cards & Collectibles, LLC, where he buys, grades, and sells sports cards. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 professionals. The firm serves individuals, retirement plans, charitable and corporate entities, and banking institutions using a combination of fundamental analysis, discretionary and non-discretionary investment management, and integrated tax and accounting services.

Sharlee Cretors is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC since 2023. She previously worked at SC Financial Services, Inc. for 18 years and is the owner and managing member of Optimized Business Transitions, LLC, a firm that assists business owners with planning and executing business transitions. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves a diverse client base including individuals, pension plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting.

Cynthia Bohrer is a financial advisor at Avior Wealth Management, LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Merrill and Nelson, VanDenburg & Campbell Wealth Management Group. Outside of her advisory role, she is a member of Bohrer Properties LLC, an entity she and her spouse use to title rental property. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and both long- and short-term strategies.

Mark Pogreba is a CFP® professional with 35 years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC since 2021. His prior experience includes roles at Nelson Van Denburg and Campbell Wealth Management Group, Silverleaf Advisor Group, LPL Financial, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is also active as a musician and singer. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing a fundamentally driven investment approach with both long- and short-term strategies and offering a range of in-house tax and accounting services.

Robert Frusina is a financial advisor at Avior Wealth Management, LLC in Houston, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining Avior Wealth Management in 2024, he worked at Campion Capital Research from 2017 to 2024. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, providing investment management, financial planning, and business consulting with a focus on fundamental analysis and continuous portfolio supervision.

Dylan Gaver is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Avior Wealth Management, LLC and has previously worked at The Sherringon Group, Budros, Ruhlin & Roe, and PNC Financial Services. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves a diverse client base including individuals, pension plans, charitable and corporate entities, and banking institutions, employing a fundamental analysis-based investment process with both long- and short-term strategies.

Kent Nelson is a financial advisor at Avior Wealth Management, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Nelson, Van Denburg & Campbell for ten years. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and both long- and short-term strategies.

David Vaughan is a financial advisor at Avior Wealth Management, LLC with 37 years of industry experience. He holds a Series 63 designation and previously worked at Woodlands Asset Management Inc. for 23 years. Vaughan is also involved as a general partner in several limited partnerships related to real estate and investment activities. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets with about 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting through a combination of fundamental analysis and both long-term and short-term strategies.