Cynosure Portfolio Advisors LLC

William Montague is a CFP® and CFA® credentialed financial advisor with six years of industry experience. He is currently with Cynosure Portfolio Advisors LLC and has previously worked at several firms including Morgan Stanley, Silicon Valley Bank, and Falcon Investment Advisors. Cynosure Portfolio Advisors LLC provides portfolio advisory and integrated financial planning services primarily to individual clients associated with its affiliate, The Cynosure Group, LLC, focusing on retail and non‑high‑net‑worth individuals with customized portfolios that include mutual funds, ETFs, and separately managed accounts.

John Gunnin is a financial advisor at Cynosure Portfolio Advisors LLC with three years of industry experience. He holds a Series 65 credential and has worked at several firms, including The Cynosure Group, SVB Wealth LLC, and Boston Private Wealth LLC. His background also includes roles outside finance, such as teaching at Colgate University and St. Mark's School of Texas. Cynosure Portfolio Advisors LLC provides portfolio advisory and integrated financial planning services primarily to individual clients related to or associated with its affiliate, The Cynosure Group, LLC. The firm creates customized portfolios using mutual funds, ETFs, separately managed accounts, and pooled vehicles, often exercising discretionary authority while offering non-discretionary evaluations for client opportunities.

Emerson Edwards is a financial advisor at Cynosure Portfolio Advisors LLC in Salt Lake City, UT, holding a Series 65 designation. He has been with Cynosure since 2025 and previously attended Brigham Young University. Emerson also served a two-year mission for The Church of Jesus Christ of Latter-Day Saints. Cynosure Portfolio Advisors provides portfolio advisory and financial planning services primarily to individual clients connected to its affiliate, The Cynosure Group, LLC. The firm constructs customized portfolios using mutual funds, ETFs, and other vehicles, typically with discretionary management and ongoing monitoring.

Clayton Cochran is a CFA® charterholder based in New York, NY, with 11 years of industry experience. He is currently with Cynosure Portfolio Advisors LLC and has previously worked at The Cynosure Group, SVB Wealth LLC, and AJ Wealth. Cynosure Portfolio Advisors LLC provides portfolio advisory and financial planning services primarily to individual clients connected to its affiliate, The Cynosure Group, LLC. The firm focuses on retail, non-high-net-worth individuals and builds customized portfolios using a range of investment vehicles, typically exercising discretionary authority with ongoing monitoring.

Gary Sica is a financial advisor at Cynosure Portfolio Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has worked at several firms, including Boston Private Wealth LLC and KLS Professional Advisors Group, LLC. In addition to his advisory role, he serves as general counsel for Ocean Avenue Management LLC, a family office. Cynosure Portfolio Advisors LLC provides portfolio advisory, integrated financial planning, consolidated reporting, and investment consulting services primarily to individual clients connected to its affiliate, The Cynosure Group, LLC. The firm builds customized portfolios through asset allocation among various investment vehicles and offers both discretionary and non-discretionary services.

Elizabeth Smoose is a financial advisor at Cynosure Portfolio Advisors LLC with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Goldman Sachs, AJ Wealth, and SVB Wealth LLC. Cynosure Portfolio Advisors LLC serves individual advisory clients, primarily those connected to its affiliate, The Cynosure Group, LLC. The firm offers customized portfolio advisory and financial planning services, focusing on retail clients and generally referring high-net-worth individuals to its affiliate for wealth management.

Jared Schumann is a financial advisor at Cynosure Portfolio Advisors LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at SVB Wealth and UBS Financial Services. Cynosure Portfolio Advisors LLC provides portfolio advisory, integrated financial planning, consolidated reporting, and investment consulting primarily to individual clients associated with its affiliate, The Cynosure Group, LLC. The firm focuses on retail, non-high-net-worth individuals and builds customized portfolios through asset allocation among mutual funds, ETFs, separately managed accounts, and pooled vehicles.

Jason Cain is a financial advisor at Cynosure Portfolio Advisors LLC with a Series 65 credential and three years of industry experience. His prior roles include positions at SVB Wealth LLC, The Cynosure Group, and BDO USA, LLP. Outside of his advisory work, he serves as a lecturer at Columbia University School of Professional Studies. Cynosure Portfolio Advisors LLC provides portfolio advisory, financial planning, consolidated reporting, and investment consulting services primarily to individual clients connected to its affiliate, The Cynosure Group, LLC. The firm focuses on retail, non-high-net-worth individuals and builds customized portfolios using mutual funds, ETFs, separately managed accounts, and pooled vehicles.