Centric Wealth Management, LLC

Juan Avila is a financial advisor at Centric Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Toroso Investments, LLC since 2012. Outside of his advisory role, Mr. Avila serves as a trustee for several organizations, including the Illinois Children's Healthcare Foundation and National Louis University, and is the founder of FARO Associates, LLC dba SHENIX®, a financial literacy company focused on the Latina/x community. Centric Wealth Management is a team-based advisory firm serving individuals, trusts, estates, and business entities with discretionary investment management and financial planning. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to create customized portfolios aligned with clients’ goals and risk tolerances.

Catalina Ulloa is a financial advisor at Centric Wealth Management, LLC in Chicago, IL, with nine years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2015 to 2018. Catalina has been with Centric Wealth Management since 2018. Centric Wealth Management is a team-based advisory firm with ten advisors managing approximately $725.6 million for around 546 clients. The firm provides discretionary investment management, financial planning, and retirement plan participant account services, using a combination of fundamental, technical, quantitative, and qualitative analysis to create customized portfolios aligned with client goals and risk tolerances.

Garett Nesbitt is a financial advisor at Centric Wealth Management, LLC with 14 years of industry experience. He has held positions at Centric Wealth Management since 2018, and previously worked at FGMK Preservation Capital and Equitec Proprietary Markets. Nesbitt holds a Series 65 designation. Centric Wealth Management is a team-based advisory firm serving individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $725.6 million across 546 clients, utilizing a combination of fundamental, technical, quantitative, and qualitative analysis to create customized investment strategies and portfolios aligned with clients’ goals and risk tolerances.

Ellis Rutili is a financial advisor at Centric Wealth Management, LLC in Chicago, IL, holding Series 65 and Series 66 licenses with two years of industry experience. Prior to joining Centric Wealth Management, he worked at TEGUS for six years and Merrill Lynch for one year. Centric Wealth Management is a team-based advisory firm serving individuals, trusts, estates, retirement plans, and business entities. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to create customized portfolios aligned with clients’ goals and risk tolerances.

Gavin Doyle is a financial advisor at Centric Wealth Management, LLC in Chicago, IL, holding a Series 65 designation with two years of industry experience. Prior to joining Centric Wealth Management in 2023, he worked at Old Goat Tavern and Blain's Farm and Fleet, and spent eight years at Butler National. Centric Wealth Management is a team-based advisory firm serving individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to create customized portfolios aligned with clients’ goals and risk tolerances.

Virgil Rutili is a CFP® and Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Merrill Lynch for 19 years before joining Centric Wealth Management, LLC and Purshe Kaplan Sterling Investments in 2018. Rutili also serves as executor of an estate, assisting with probate liquidation and distribution. Centric Wealth Management, LLC is a team-based advisory firm serving individuals, trusts, estates, and business entities. The firm manages approximately $725.6 million across customized portfolios using a combination of fundamental, technical, quantitative, and qualitative analysis aligned with clients’ goals and risk tolerances.

Kelli Wang is a financial advisor at Centric Wealth Management, LLC in Chicago, IL, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Purshe Kaplan Sterling Investments, Inc. and Bank of America, N.A. Centric Wealth Management is a team-based advisory firm serving individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $725.6 million for about 546 clients using customized model strategies and a blend of fundamental, technical, quantitative, and qualitative analysis.

Stacie Zapfel is a financial advisor at Centric Wealth Management, LLC with 20 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior roles include positions at Purshe Kaplan Sterling Investments, Inc, Caldwell International Securities, and FGMK Preservation Capital Partners, LLC. Centric Wealth Management is a team-based advisory firm serving individuals, trusts, estates, and business entities, including high-net-worth clients. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to create customized investment strategies and manages approximately $725.6 million across 546 clients.