Thrive Capital Management, LLC

David Bezar is a financial advisor with Thrive Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Thrive Capital Management since 2015 and is also involved with Thrive Insurance Group and Thrive Financial Services. Outside of his advisory roles, Bezar serves on the board of the nonprofit BEATCANCER.ORG and is a 50% owner of Quantum Leap Services, a digital marketing agency. Thrive Capital Management provides discretionary investment management and financial planning to individuals, businesses, and charitable organizations. The firm employs a custom asset allocation strategy using diversified model portfolios, fundamental security analysis, and sub-advisor platforms, managing approximately $398 million for nearly 600 clients.

Richard Parrett is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Thrive Capital Management, LLC. His prior experience includes roles at Prudential Insurance Company of America, Global Portfolio Strategies, Inc., and Advised Assets Groups, LLC. Thrive Capital Management provides discretionary investment management and financial planning services to individuals, businesses, and charitable organizations. The firm employs a fundamental-analysis approach and diversified model portfolios, managing approximately $397.7 million for nearly 589 clients.

Adam Collins is a financial advisor at Thrive Capital Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Centric Advisors, Outlook Wealth Advisors, Bank of America, Merrill Lynch, and LPL Financial. Thrive Capital Management provides discretionary investment management and financial planning services to individuals, businesses, and charitable organizations. The firm manages about $398 million for nearly 600 clients using diversified model portfolios and a fundamental-analysis approach to security selection.

Christian Abraham is a financial advisor with Thrive Capital Management, LLC in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at United Capital, Facet Wealth, and SEI Investments. Thrive Capital Management provides discretionary investment management and one-time financial planning services to individuals, businesses, and charitable organizations. The firm manages approximately $397.7 million for about 589 clients using diversified model portfolios, fundamental security analysis, and a sub-advisor platform.

Adam Burg is a financial advisor with Thrive Capital Management, LLC in Fort Washington, PA, holding a Series 66 designation and 22 years of industry experience. Prior to joining Thrive in 2024, he worked for Bank of America and Merrill Lynch from 2011 to 2024. Thrive Capital Management provides discretionary investment management and financial planning services to individuals, businesses, and charitable organizations. The firm employs a fundamental-analysis approach with diversified model portfolios and manages approximately $397.7 million for nearly 589 clients.

Michael Abbott is a CFP® with eight years of industry experience, currently serving as a financial advisor at Thrive Capital Management, LLC. His prior experience includes roles at Valic Financial Advisors, Sandy Morris Financial & Estate Planning Services, Walser Wealth Management, and T Rowe Price. Abbott is also appointed as an agent to sell non-securities insurance products for AGIA. Thrive Capital Management provides discretionary investment management and financial planning services to individuals, businesses, and charitable organizations, managing approximately $397.7 million across 589 clients. The firm employs a fundamental analysis approach with diversified model portfolios and offers access to third-party managers and alternative investments for select clients.

Matthew Harrison is a financial advisor at Thrive Capital Management, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial LLC, M&T Securities, and The Vanguard Group, Inc. Thrive Capital Management provides discretionary investment management and financial planning services to individuals, businesses, and charitable organizations. The firm employs a fundamental-analysis approach to security selection and uses diversified model portfolios, managing approximately $397.7 million for around 589 clients.

Kandarp Shah is a financial advisor at Thrive Capital Management, LLC with 10 years of industry experience. He previously worked at Lincoln Investment, United Capital Financial Advisers, and Scottrade. Outside of finance, Shah is the owner and founder of Handyman Kan LLC, a handyman service operating in the Abington, Pennsylvania area, and is a co-host of the Takes from Below podcast, which discusses personal non-financial lifestyle decisions. Thrive Capital Management provides discretionary investment management and financial planning to individuals, businesses, and charitable organizations, using a custom asset allocation approach with diversified model portfolios and a combination of ETFs, stocks, bonds, mutual funds, and third-party money managers.

Sean De Barberie is a financial advisor at Thrive Capital Management, LLC with six years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at RiversEdge Advisors, KeyBank, and Santander Bank, among other firms. Thrive Capital Management provides discretionary investment management and one-time financial planning to individuals, businesses, and charitable organizations. The firm uses a custom asset allocation approach implemented through diversified model portfolios and fundamental analysis, managing approximately $397.7 million for nearly 589 clients.

Randi Leese is a financial advisor with Thrive Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Thrive Capital Management since 2024 and is also the sole owner of RL Cake Designs, LLC, where she designs custom cakes outside of her advisory work. Thrive Capital Management provides discretionary investment management and financial planning services to individuals, businesses, and charitable organizations, utilizing a fundamental-analysis approach and diversified model portfolios.

Bret Elam is a financial advisor with Thrive Capital Management, LLC in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been associated with Thrive Insurance Group, Thrive Capital Management, and Thrive Financial Services since 2011. Outside of his advisory work, Mr. Elam serves as Vice President of Colony Pools Service of PA, a swimming pool maintenance and servicing company. Thrive Capital Management provides discretionary investment management and financial planning services to individuals, businesses, and charitable organizations. The firm employs a fundamental-analysis approach with diversified model portfolios and offers access to third-party managers, managing approximately $398 million for nearly 600 clients.

Jeffrey Walker is a financial advisor at Thrive Capital Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Thrive since 2019. Prior to that, he held positions at Bryn Mawr Trust and Citizens Securities, Inc. Thrive Capital Management provides discretionary investment management and one-time financial planning services to individuals, businesses, and charitable organizations. The firm uses a custom asset allocation process with diversified model portfolios and fundamental security analysis, serving approximately 589 clients with a range of investment options including ETFs, stocks, bonds, mutual funds, and third-party sub-advisors.

Christopher Bak is a financial advisor at Thrive Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Liberty Partners Financial Services and Boenning & Scattergood. Outside of advising, he was involved with Nicks Roast Beef for four years. Thrive Capital Management provides discretionary investment management and one-time financial planning to individuals, businesses, and charitable organizations. The firm employs a fundamental-analysis approach and diversified model portfolios, serving a client base that includes high-net-worth individuals.

Corey Cohee is a CFP® with 21 years of industry experience, currently serving at Thrive Capital Management, LLC. His prior work includes roles at Citizens Securities, Inc., CLARFELD Financial Advisors, Edward Jones, Cohee Family Office, and Tiaa. Thrive Capital Management provides discretionary investment management and financial planning services to individuals, businesses, and charitable organizations, managing approximately $397.7 million for nearly 589 clients. The firm employs a fundamental-analysis approach with diversified model portfolios and offers access to third-party managers and private placements for select clients.

Jordan Cohen is a financial advisor at Thrive Capital Management, LLC with 18 years of industry experience. He has held roles at Thrive Insurance Group, LLC and Thrive Financial Services, LLC, in addition to his current position since 2018. His credentials include Series 63 and Series 65 licenses. Thrive Capital Management provides discretionary investment management and one-time financial planning to individuals, businesses, and charitable organizations. The firm manages approximately $397.7 million across 589 clients and employs a fundamental-analysis approach with diversified model portfolios and third-party sub-advisors.