MinichMacgregor Wealth Management, LLC

Hayden La Belle is a financial advisor at MinichMacgregor Wealth Management, LLC with a Series 65 designation and two years of industry experience. Prior to joining MinichMacgregor, he worked at OTIS Elevator Company, Chilton Investment Company, and NBT Bancorp. MinichMacGregor Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm employs a variety of analytical approaches and proprietary strategies, and it integrates participant education and enrollment assistance into its retirement-plan services.

Patrick Younis is a financial advisor at MinichMacGregor Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. MinichMacGregor Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and other entities by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm combines multiple analytical approaches and proprietary strategies, offering both individual portfolio management and specialized retirement-plan services.

Cory Laird is a CFP® with eight years of industry experience, currently serving as an advisor at MinichMacGregor Wealth Management, LLC since 2016. Prior to that, he worked at Park Avenue Securities LLC and Guardian Life Insurance Co. He holds the Series 66 designation. MinichMacGregor Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, employing a range of analytical approaches and proprietary strategies.

Brenton Smith is a CFP® with 13 years of industry experience, currently serving at MinichMacgregor Wealth Management, LLC since 2025. His prior experience includes roles at Private Advisor Group, Del-Sette Capital Management, VOYA Financial Advisors, and LPL Financial. He is also registered with NY Life Insurance and writes fixed insurance products such as term insurance when relevant to financial planning. MinichMacGregor Wealth Management provides advisory services to individuals, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a mix of analytical approaches and proprietary strategies, managing over $630 million in discretionary assets across its multi-advisor team.

Michele Tellstone is a financial advisor with MinichMacgregor Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at MinichMacgregor since 2015 and previously spent 16 years at Purshe Kaplan Sterling Investments. MinichMacgregor Wealth Management serves individuals—including high-net-worth clients—retirement plans, trusts, estates, charitable organizations, and other entities by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and proprietary strategies and integrates participant education and enrollment assistance into its retirement-plan services.

James Minich is a financial advisor at MinichMacGregor Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MinichMacGregor since 2009. Minich previously worked at Purshe Kaplan Sterling Investments from 2009 to 2022. MinichMacGregor Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and other entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of analytical approaches and proprietary strategies, offering participant education and enrollment assistance as part of its retirement-plan services.

Jason Macgregor is a financial advisor at MinichMacgregor Wealth Management, LLC with 32 years of industry experience. He has been with MinichMacgregor since 2009 and previously worked at Purshe Kaplan Sterling Investments for 13 years. He holds the Series 63 and Series 65 designations. MinichMacgregor Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and other entities with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a mix of analytical approaches and proprietary strategies, offering retirement-plan consulting that includes participant education and enrollment assistance.

Andrew Pallas is a CFP® professional with nine years of experience in the financial services industry. He is currently with MinichMacGregor Wealth Management, LLC and has previously worked at LPL Financial, Cap Com Financial, AxA Advisors, and Zamboni & Sipes Inc./Cambridge Investment Research, Inc. MinichMacGregor Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and proprietary strategies, managing client portfolios primarily on a discretionary basis while integrating participant education and enrollment assistance into its retirement-plan services.