Curran Financial Partners, LLC

Russell Renfrow is a financial advisor at Curran Financial Partners, LLC with two years of industry experience. He holds Series 65 and Series 66 licenses. Outside of advising, he is the owner and manager of Fe2O3 Petroleum, LLC, which holds oil and gas mineral, royalty, and working interests. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active portfolio management and access to accounting services through referrals. The firm also serves as a sub-adviser to an exchange-traded fund that applies unique screens based on political and social criteria.

Kaylee Urbanek is a financial advisor at Curran Financial Partners, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Annex Wealth Management, Charter Capital Management, and Altar'd State. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active discretionary portfolio management alongside written financial plans and access to accounting services through referrals. The firm also serves as a sub-adviser to an exchange-traded fund and employs investment strategies that include client-specific policies and active technical analysis.

Frank Passalaqua is a financial advisor at Curran Financial Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Guaranteed Rate, Parker Lending, and Buckman. Outside of advising, he is a silent investor in hospitality businesses. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients. The firm offers both passive and active discretionary portfolio management and serves as a sub-adviser to an exchange-traded fund that applies specific social and political screens in its portfolio selection.

Christopher Mcquade is a financial advisor at Curran Financial Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Pruco Securities, LLC, Allstate, and Healthmarkets. He is also licensed to sell life and health insurance. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active portfolio management along with access to accounting services through referrals. The firm serves as a sub-adviser to an exchange-traded fund and employs a client-specific approach that includes discretionary trading authority and the use of third-party managers.

Adam Curran is a CFP® with 16 years of industry experience and is a managing member of Curran Financial Partners, LLC. He also serves as managing member of B&B Media Group, LLC, where he works as a consultant and media buying specialist. Prior to his current roles, he worked at Global Financial Private Capital. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active discretionary portfolio management. The firm also acts as a sub-adviser to an exchange-traded fund and incorporates client-specific investment policies that may include technical analysis and third-party managers.

Noah Speaks is a financial advisor at Curran Financial Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining Curran Financial Partners, he gained work experience in various roles including positions at Clemson University and several hospitality establishments. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active portfolio management alongside written financial plans and accounting referrals. The firm also serves as a sub-adviser to an exchange-traded fund that applies specific investment screens based on social and political criteria.

Colin Stewart is a financial advisor at Curran Financial Partners, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial LLC, South State Bank, Marshall & Sterling Wealth Advisors, and Northwestern Mutual. He is also licensed to sell life and health insurance. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active portfolio management along with access to accounting services through referrals. The firm serves as a sub-adviser to an exchange-traded fund and employs a client-specific investment approach that incorporates both passive asset-class allocations and active technical analysis.

Michael Baer is a financial advisor at Curran Financial Partners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including The Prudential Insurance Company of America and TD Bank. Baer is also licensed to sell life and health insurance. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active portfolio management. The firm serves as a sub-adviser to an exchange-traded fund and integrates client-specific investment policies with comprehensive financial planning.

Joseph Iafelice is a financial advisor with Curran Financial Partners, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Saw Service & Supply, Inc. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active discretionary portfolio management. The firm also serves as a sub-adviser to an exchange-traded fund and incorporates client-specific investment policies with an emphasis on technical analysis and tailored financial planning.

David Sheaffer is a financial advisor at Curran Financial Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Putnam Retail Management for seven years before joining Curran Financial Partners in 2022. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active discretionary portfolio management. The firm also serves as a sub-adviser to an exchange-traded fund and provides access to accounting services through referral arrangements.

Ross De Waard is a financial advisor at Curran Financial Partners, LLC with three years of industry experience. He holds a Series 65 license and has worked at Curran Financial Partners since 2022. Prior to his advisory role, he has experience in retail and agricultural sectors. He is also licensed to sell life and health insurance. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, utilizing both passive and active portfolio management strategies. The firm serves as a sub-adviser to The God Bless America ETF (YALL) and offers comprehensive financial planning that considers client goals, risk tolerance, and other factors.

John Cummings is a financial advisor at Curran Financial Partners, LLC, holding a Series 65 credential. He has been in the industry since 2023 and has held positions at several firms including Beacon Pointe Advisors and Bee Street Advisory Group. Outside of finance, he has experience working with YETI Coolers and has been involved with the College of Charleston. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active discretionary portfolio management as well as written financial plans. The firm acts as a sub-adviser to The God Bless America ETF (YALL) and incorporates client-specific investment policies that may include passive asset-class allocations or active approaches based on technical analysis.

Katherine Livingston is a financial advisor at Curran Financial Partners, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Synovus. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, offering both passive and active discretionary portfolio management along with access to accounting services through a referral arrangement. The firm serves as a sub-adviser to The God Bless America ETF and employs client-specific investment policies that incorporate goals, risk tolerance, and other factors.

Maxwell Blumberg is a financial advisor with Curran Financial Partners, LLC in Daniel Island, SC. He holds Series 63 and Series 65 licenses and has one year of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Before entering finance, he was involved with Adventure Enablers and Terrapins Turf, and he spent three years affiliated with the University of Maryland. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients. The firm offers both passive and active portfolio management, written financial plans, and access to accounting services through referrals, and it serves as a sub-adviser to an exchange-traded fund that applies unique investment screens.

Christine Kriegl is a financial advisor at Curran Financial Partners, LLC with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Fidelity Investments and Ameriprise Financial. Kriegl is also licensed to sell life and health insurance. Curran Financial Partners provides investment management and financial planning services to individuals and high-net-worth clients, utilizing both passive and active portfolio management strategies. The firm serves as a sub-adviser to an exchange-traded fund and offers access to accounting services through a referral arrangement.