BNA Wealth, Inc.

Gregory Vezzosi is a CFP® with 10 years of industry experience, currently serving as an advisor at BNA Wealth, Inc. He previously worked at Charles Schwab & Co., Inc. for eight years and held positions at TIAA-Cref Individual & Institutional Services, LLC. BNA Wealth provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, and charitable organizations, primarily managing accounts on a non-discretionary basis. The firm emphasizes mutual funds and ETFs as core holdings and incorporates both fundamental and technical analysis in its investment approach.

Daniel Hudspeth is a CFP® with six years of industry experience, currently serving as an advisor at BNA Wealth, Inc. He previously worked at McShane Partners for five years and has held roles at Waverly Advisors, Jessica Ross State Farm, and in educational and automotive sectors. BNA Wealth provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, and charitable organizations, primarily on a non-discretionary basis. The firm emphasizes mutual funds and ETFs, incorporates both fundamental and technical analysis in investment selection, and maintains an affiliated broker-dealer for access to additional products and occasional private placement opportunities.

Gavin Gochnour is a financial advisor at BNA Wealth, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at The Vanguard Group, Inc., Egan, Berger, and Weiner, and as a self-employed advisor. Prior to his financial career, he was employed at K-Coast Surf Shop and has experience in education at Virginia Tech and Westlake High School. BNA Wealth provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm generally manages client accounts on a non-discretionary basis, focusing on mutual funds and ETFs while also utilizing individual stocks and bonds, and offers access to private placements and insurance products through affiliated entities.

Bernard Ackerman is a CFP® professional with 26 years of experience in the financial advisory industry. He is currently with BNA Wealth, Inc. and previously spent 24 years at Consolidated Investment Advisors LLC. In addition to his advisory work, he has operated a CPA firm since 1977, providing tax planning, tax return preparation, financial statement preparation, and general business advice. BNA Wealth, Inc. offers investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm generally manages client accounts on a non-discretionary basis, focusing on mutual funds and ETFs, and combines fundamental and technical analysis in its investment approach.

Joseph Zarzycki is a financial advisor at BNA Wealth, Inc. in Rock Hill, SC, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior roles include positions at First Citizens Bank, First Citizens Asset Management, First Citizens Investor Services, ARGI Investment Services, and Bb&T Retirement & Institutional Services. BNA Wealth provides investment advisory and portfolio management services primarily on a non-discretionary basis to individuals, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes mutual funds and ETFs, employs fundamental and technical analysis, and offers access to broker-dealer services and occasional private placement opportunities.