DayMark Wealth Partners, LLC

John Kaufman is a financial advisor at DayMark Wealth Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Kaufman serves as a director and advisory board member for the Rush Neurobehavioral Center. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, offering asset management, comprehensive portfolio management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets and employs a multi-strategy investment approach that includes fundamental, technical, quantitative, and ESG analysis.

Peter Boland is a financial advisor with DayMark Wealth Partners, LLC, holding Series 63 and 65 licenses and 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He is also the owner of RMAT LLC, a non-investment-related business with future interests in Mobile Life Technologies. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers comprehensive portfolio management and financial planning, utilizing a combination of fundamental, technical, quantitative, and ESG analysis, and is notable for its involvement in both insurance distribution and private fund management.

Karen Suskowicz is a financial advisor at DayMark Wealth Partners, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, offering asset management, financial planning, and retirement plan consulting. The firm manages approximately $3.94 billion in assets across more than 1,600 clients and employs a diversified investment approach that includes fundamental, technical, quantitative, and ESG analysis, as well as digital assets and crypto products.

Michael Quin is a financial advisor at DayMark Wealth Partners, LLC in Cincinnati, OH, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of advising, he is the majority owner of Bishopgate LLC, a real estate holdings business. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients with asset management, portfolio management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets for over 1,600 clients through a team of 19 advisors, employing a range of investment strategies that include fundamental, technical, quantitative, and ESG analysis.

Michael Larison is a financial advisor at DayMark Wealth Partners, LLC with 41 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. DayMark Wealth Partners serves individuals, including high-net-worth clients, trusts, pension and retirement plans, and institutional clients. The firm offers asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and institutional consulting, managing approximately $3.94 billion in regulatory assets across a team of 19 advisors.

Thomas Hofstetter is a financial advisor at DayMark Wealth Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as treasurer for the Museum of Contemporary Art of Westport and is a member of the investment committee at Hartford Seminary. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, providing asset management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets and employs a diversified investment approach that includes in-house model management, third-party managers, and digital asset advisory.

Emily Rowe is a financial advisor at DayMark Wealth Partners, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network, LLC for six years. Outside of her advisory role, she owns Giraffe Herding, LLC, a business based in Port St. Lucie, Florida. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, providing asset management, portfolio management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets and employs a diversified investment approach that includes fundamental, technical, quantitative, and ESG analysis, as well as digital assets and crypto products.

Robert Prangley is a financial advisor with DayMark Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He serves as a trustee for The Ursulines of Cincinnati Charitable Trust, where he participates in reviewing financial performance and budgeting. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients with asset management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets and employs a blend of investment strategies, including fundamental, technical, quantitative, and ESG analysis, while also offering insurance distribution and private fund management.

Patrick Strader is a financial advisor at DayMark Wealth Partners, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network and Morgan Stanley in various roles spanning over a decade. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers customized portfolio construction using a variety of investment vehicles and employs multiple analytical approaches, including ESG and digital asset strategies, while also providing insurance distribution and private fund management services.

T Rodney Twells is a CFA® charterholder with 28 years of industry experience, currently serving as an advisor at DayMark Wealth Partners, LLC since 2023. He previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC for a combined 14 years. Twells is a member of the Board of Trustees and Chair of the Investment Committee at Bluecoats, Inc., a nonprofit supporting families of safety force officers who have fallen in the line of duty. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm constructs customized portfolios using a blend of investment strategies and offers services including asset management, financial planning, and institutional consulting.

Loni Adams Kiskaden is a financial advisor at DayMark Wealth Partners, LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill Lynch, Wells Fargo Clearing Services, and Wells Fargo Advisors. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients with asset management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets for over 1,600 clients through a team of 19 advisors, offering customized portfolios that incorporate a range of investment strategies and products, including digital assets and fee-based insurance solutions.

Hilary Bryson is a financial advisor at DayMark Wealth Partners, LLC with 23 years of industry experience. She previously worked at Morgan Stanley and Wells Fargo in various advisory roles. Bryson holds the Series 63 and Series 66 designations. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers comprehensive portfolio management and financial planning, utilizing a mix of fundamental, technical, quantitative, and ESG analysis, and has capabilities in insurance distribution and private fund management.

Jacob Krecic is a financial advisor at DayMark Wealth Partners, LLC in Cincinnati, OH, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers comprehensive portfolio management and financial planning, utilizing a mix of fundamental, technical, quantitative, and ESG analysis, and is notable for its involvement in insurance distribution and private fund management.

Kimberly Fitzgerald is a financial advisor at DayMark Wealth Partners, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, offering asset management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets and employs a multi-faceted investment approach that includes fundamental, technical, quantitative, and ESG analysis, along with access to alternative investments and digital assets.

Steven Rowe is a CFP® professional with 38 years of experience in the financial services industry. He is currently with DayMark Wealth Partners, LLC and previously worked for 15 years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he owns Multi-Dimensional Wealth Management Inc., a financial practice based in Palm City, FL. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets. The firm offers a range of investment and consulting services, utilizing a combination of in-house and third-party management, and incorporates various analytical approaches including ESG and digital assets.