Bravias Financial

Stephen Mcgahran is a financial advisor with Bravias Financial, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Equitable Advisors, AXA Advisors, Morgan Stanley, and Oppenheimer. He is a 10% partner in Cavallino Racing LLC, a passive investment with no active role. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, managing approximately $181 million in assets across 400 client relationships. The firm combines discretionary investment management with financial planning, utilizing a model portfolio approach tailored to client risk tolerance and preferences.

Matthew Sottile is a financial advisor with Bravias Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at David Lerner, LLC for 14 years before joining Bravias Financial in 2018. Outside of his advisory role, Mr. Sottile owns Wall Street Chef, a catering and private chef business, and is President of Cor8Life, a company focused on organic food products and recipe testing. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, offering discretionary investment management and financial planning. The firm uses a model portfolio approach tailored to clients’ risk tolerance and includes access to a broad range of asset classes.

Adam Sussman is a financial advisor at Bravias Financial with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bravias Capital Group since 2017, following four years at 180 South Group. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, providing discretionary investment management and financial planning. The firm manages approximately $181 million in assets across 400 client relationships, using a model portfolio approach that incorporates various asset classes and includes financial planning as part of its investment management services.

Logan Wadsworth is a financial advisor at Bravias Financial with Series 65 and Series 66 licenses and three years of industry experience. He has worked with firms including Cetera Investment Advisers LLC, Northwestern Mutual Investment Services LLC, and Securian Financial Services Inc. Prior to his financial career, he was involved in landscape and lawncare services and managed a sports bar. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, providing discretionary investment management and financial planning. The firm employs a model portfolio approach tailored by client risk assessments and incorporates a range of asset classes, offering financial planning as part of its investment management services or on a stand-alone basis.

Anita Patel is a CFA® charterholder with over 21 years of experience in the financial industry. She has been with Bravias Capital Group, LLC since 2021 and previously worked at Cambridge Investment Research Advisors, Inc. from 2010 to 2021. In addition to her advisory role, she provides management consulting focused on charitable gift giving strategies and teaches financial education workshops. Bravias Financial is a six-advisor team serving individual and high-net-worth clients with discretionary investment management and financial planning. The firm uses a risk-based model portfolio approach blending various asset classes and integrates financial planning into most investment management engagements.

Richard Zeitz is a financial advisor at Bravias Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alphastar Capital Management, LLC, as well as Bravias Financial and Bravias Capital Group since 2008. He is also appointed with various outside insurance carriers for brokering non-registered insurance products. Bravias Financial serves individual and high-net-worth clients through a six-advisor team, offering discretionary investment management and financial planning. The firm employs a risk-based model portfolio approach that includes mutual funds, ETFs, and individual securities across diverse asset classes.