Octavia Wealth Advisors LLC

Andrew Seni is an investment advisor representative with Octavia Wealth Advisors LLC, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Octavia Wealth Advisors, Octavia Risk Management LLC, and Purshe Kaplan Sterling Investments since 2020, and previously spent 17 years at Axa Advisors, LLC. Seni is also involved in implementing insurance products through Octavia Risk Management LLC. Octavia Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm manages approximately $1.79 billion in assets and employs a long-term investment approach that combines fundamental and technical analysis across diversified portfolios, including ETFs, mutual funds, individual securities, and alternative investments.

Eric Blackhall is a financial advisor at Octavia Wealth Advisors LLC with 16 years of industry experience. He holds the PFS™ designation and Series 66 license. Prior to joining Octavia Wealth Advisors in 2020, he worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and AXA Advisors, LLC. In addition to his advisory role, Eric operates a CPA practice providing tax advice to clients. Octavia Wealth Advisors offers investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term, diversified investment approach combining fundamental and technical analysis and serves a broad client base including public-sector retirement plans.

Maxim Meyers is a CFP® and ChFC® with 38 years of industry experience. He currently serves as an investment advisor representative at Octavia Wealth Advisors LLC and is also registered as a representative with Purshe Kaplan Sterling Investments, Inc. Prior to his current roles, he worked at Axa Advisors, LLC for 21 years. Meyers is additionally licensed to sell fixed and traditional insurance products. Octavia Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm manages approximately $1.79 billion in assets using a long-term, diversified investment approach that combines internal models with recommendations from independent managers and sub-advisors.

Christopher Bertorelli is a CFP® with 31 years of experience in the financial services industry. He is currently an advisor at Octavia Wealth Advisors LLC and has held prior roles at Purshe Kaplan Sterling Investments, John Hancock Investment Management, and Manulife Asset Management. Outside of his advisory work, Bertorelli serves on the Financial Advisory Committee for the Coronado Cays Yacht Club, providing financial guidance to its board of directors. Octavia Wealth Advisors offers investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term, diversified investment approach using internal models and external managers, and it has a notable focus on public-sector retirement plans alongside its broader institutional services.

David Yeazell is a CFP® and Series 66 registered financial advisor with 20 years of industry experience. He is currently with Octavia Wealth Advisors LLC and Purshe Kaplan Sterling Investments, Inc., where he is dually registered as an investment advisor representative and registered representative. He also serves as an insurance agent with Octavia Risk Management LLC. Octavia Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term investment approach using diversified ETFs, mutual funds, individual securities, and alternative investments, and offers specialized ERISA fiduciary services including retirement plan design and monitoring.

Nicholas Wheeler is a financial advisor at Octavia Wealth Advisors LLC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at Fifth Third Securities. Since 2020, he has been dually registered as an investment advisor representative with Octavia Wealth Advisors and as a registered representative with Purshe Kaplan Sterling Investments. Octavia Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm manages approximately $1.79 billion in client assets across a multi-advisor team, employing a long-term investment approach that combines fundamental and technical analysis and utilizes diversified ETFs, mutual funds, individual securities, and alternative investments.

Luis Strohmeier is a CFP® and ChFC® with 37 years of experience in the financial industry. He is currently affiliated with Octavia Wealth Advisors LLC and Purshe Kaplan Sterling Investments, Inc., and previously worked at AXA Advisors, LLC for 21 years. Outside of his advisory roles, he serves as chairman of the board for e-luca inc, a family business focused on research in biological energy applications. Octavia Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term investment approach using fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management across a multi-advisor team.

Glynnis Reinhart is a financial advisor with Octavia Wealth Advisors LLC in Cincinnati, OH, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at Purshe Kaplan Sterling Investments, Inc. and Axa Advisors, LLC, among other firms. In addition to her advisory role, she is involved with Octavia Risk Management LLC, where she implements insurance products. Octavia Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm combines fundamental and technical analysis to manage diversified portfolios and serves both private and public-sector clients, including state and municipal plan sponsors.

Charles Korger is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Octavia Wealth Advisors LLC. His prior roles include positions at Arete Partners, LLC and Carson Choice Retirement Solutions, Inc. He is also a consultant and minority owner of Unitifi. Octavia Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term investment approach using diversified ETFs, mutual funds, individual securities, and alternative investments, while serving a range of clients including public-sector retirement plans.

Michael Ingram is a CFP® with 21 years of industry experience, currently serving at Octavia Wealth Advisors LLC in San Diego, CA. He has worked at Axa Advisors, LLC for 16 years prior to joining Octavia Wealth Advisors, Octavia Risk Management, LLC, and Purshe Kaplan Sterling Investments, Inc. in 2020. Ingram also acts as a trustee for family trusts. Octavia Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm manages approximately $1.79 billion in assets through a multi-advisor team using a long-term investment approach with diversified ETFs, mutual funds, individual securities, and alternative investments.

Kseniya Mendoza is a CFP® with six years of industry experience, currently serving as an investment advisor representative at Octavia Wealth Advisors LLC and a registered representative at Purshe Kaplan Sterling Investments Inc. Her prior experience includes roles at Equitable Advisors, Axa Advisors, and Bourke Wealth Management, LPL Financial. She is also involved in insurance product implementation through Octavia Risk Management LLC. Octavia Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm manages approximately $1.79 billion in assets using a long-term investment approach that combines fundamental and technical analysis across a diversified mix of asset types.

Marc Wagner is a CFP® and Series 66 credentialed financial advisor with 24 years of industry experience. He is currently with Octavia Wealth Advisors LLC and Purshe Kaplan Sterling Investments, Inc., where he has worked since 2020, and previously spent 19 years at Axa Advisors, LLC. Wagner also serves as secretary/treasurer for a local networking group. Octavia Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm manages approximately $1.79 billion in assets using a long-term, diversified investment approach that includes ETFs, mutual funds, individual securities, and alternative investments, and offers specialized ERISA fiduciary services for retirement plans, including public-sector clients.

Kurt Volker is a financial advisor with Octavia Wealth Advisors LLC in San Diego, CA, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Morgan Stanley Wealth Management and AXA Advisors. He is also involved with Octavia Risk Management LLC, where he implements insurance products. Octavia Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term investment approach using a combination of internal models, Independent Managers, and Sub-Advisors, and has notable expertise in institutional retirement plan services, particularly for public-sector clients.

Joshua Aldus is a financial advisor with Octavia Wealth Advisors LLC in San Diego, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at AXA Advisors and Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves as a board member of the California Society of Certified Public Accountants, where he helps organize active lifestyle events. Octavia Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term, diversified investment approach combining fundamental and technical analysis, and it serves a broad client base including public-sector retirement plans.

Mark Bodnar is a CFP® and ChFC® with 42 years of industry experience. He is currently with Octavia Wealth Advisors LLC and Purshe Kaplan Sterling Investments, Inc., where he serves as an investment advisor representative and registered representative. Prior to joining Octavia, he worked at Axa Advisors, LLC for 21 years. In addition to his advisory roles, he is also involved with Octavia Risk Management LLC, focusing on the implementation of insurance products. Octavia Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term investment approach using diversified ETFs, mutual funds, individual securities, and alternative investments, and offers specialized ERISA fiduciary services including plan design, vendor analysis, and participant education.