Grey Ledge Advisors, LLC

Anthony Morgillo is a CFP® with 26 years of industry experience. He has worked at Grey Ledge Advisors, LLC since 2020 and previously held roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2013 to 2020. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, retirement plans, and banking clients. The firm employs a multi-strategy approach combining fundamental, technical, and cyclical analysis, managing approximately $540 million in assets across a seven-advisor team.

Michael Schulitz is a financial advisor at Grey Ledge Advisors, LLC with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at RMC Investment Advisors, Voya Financial, Wilshire Associates, Inc., and self-consulting. He is also an independent insurance agent, assisting clients with insurance policy questions and renewal commissions. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, retirement plans, and banking clients. The firm manages approximately $540 million in assets through a seven-advisor team, using a combination of fundamental, technical, and cyclical analysis across diverse investment strategies.

Charles Reagle is a financial advisor at Grey Ledge Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Grey Ledge Advisors since 2019. Prior to that, he was with Diastole Wealth Management, Inc. and Roche Diagnostics. Grey Ledge Advisors serves individuals, retirement plans, and banking clients with discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a variety of analytical approaches and investment strategies, managing approximately $540 million in assets for around 750 clients.

Brant Walker is a financial advisor at Grey Ledge Advisors, LLC, with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Grey Ledge Advisors since 2012. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, retirement plans, and banking clients. The firm manages approximately $540 million in assets across a range of strategies, combining fundamental, technical, and cyclical analysis, and operates as a wholly owned subsidiary of Ascend Bank.

Colleen Venter is a financial advisor at Grey Ledge Advisors, LLC with 20 years of industry experience. She holds a Series 65 designation and has been with Grey Ledge Advisors since 2005. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, retirement plans, and banking clients. The firm employs a variety of analytical approaches and offers portfolio management, financial planning, and pension advisory services through a seven-advisor team managing approximately $540 million in assets.

John Burzenski is a financial advisor at Grey Ledge Advisors, LLC with 25 years of industry experience. He holds the PFS™ and Series 66 designations. His prior experience includes roles at CTMA Wealth Management, ABCO Wealth Management, and Cetera Financial Advisers. In addition to his advisory work, he is a licensed insurance agent and a CPA who prepares tax returns and handles accounting duties at his own accounting firm. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, retirement plans, and banking clients. The firm manages portfolios using a combination of fundamental, technical, and cyclical analysis, offering services that include discretionary portfolio management, financial planning, and ERISA consulting.

Scott Albraccio is a financial advisor at Grey Ledge Advisors, LLC with 37 years of industry experience. He holds a Series 66 designation and has worked previously at CTMA Wealth Management, Cuna Mutual Insurance Society, and Cuna Brokerage Services, Inc. Grey Ledge Advisors is an SEC-registered investment adviser serving individuals, retirement plans, and banking clients. The firm employs a range of analytical approaches and offers portfolio management, financial planning, consulting, and pension advisory services through a seven-advisor team managing approximately $540 million in assets.