Unique Wealth, LLC

Nicholas Kuszlyk is a financial advisor at Unique Wealth, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with five years of industry experience. He previously worked at Prudential Advisors from 2020 to 2025 and has academic experience from the University of Tampa. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm manages accounts on a discretionary basis and employs tailored strategies using model portfolios, sub-advisers, and independent managers, including digital asset advisory.

Shannon Mc Cabe is a financial advisor at Unique Wealth, LLC with four years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Deutsche Bank and Merrill Lynch. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm manages accounts on a discretionary basis, tailoring strategies to client objectives and offering access to model portfolios, sub-advisers, and independent managers.

Kyle Waterbury is a financial advisor at Unique Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Northwestern Mutual Investment Services LLC and Curtis Parry. Outside of finance, he has experience in the brewing industry with 3 Daughters Brewery. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm manages accounts primarily on a discretionary basis, tailoring strategies to client objectives and utilizing model portfolios, sub-advisers, and independent managers, including digital asset advisory.

Benjamin Wasson is a CFP® professional with six years of experience in the financial services industry. He has worked at Unique Wealth, LLC since 2024 and previously held roles at Global Retirement Partners LLC, LPL Financial, Gregory Advisors, Inc., and HB Retirement. His background also includes positions outside of finance at the University of Tampa and Chartiers Country Club. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm manages accounts on a discretionary basis, tailoring strategies to client objectives through model portfolios and third-party managers, and offers advice across a broad range of asset types, including digital assets.

Timothy Bartlett is a CFP® and ChFC® with 17 years of industry experience. He has worked at Northwestern Mutual Wealth Management Company and Curtis Parry before joining Unique Wealth, LLC in 2021. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm offers discretionary portfolio management and uses model portfolios, sub-advisers, and independent managers to tailor strategies to client objectives, including services related to digital assets.

Connor Wasson is a financial advisor at Unique Wealth, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Global Retirement Partners, HB Retirement with LPL Financial, and the University of Tampa. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm manages accounts on a discretionary basis, tailoring strategies using model portfolios, sub-advisers, and independent managers, and offers advice across a broad range of asset types, including digital assets.

Travis Gingras is a financial advisor at Unique Wealth, LLC in Tampa, FL, with 18 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 65 and Series 66 licenses. Prior to joining Unique Wealth in 2021, he worked at Curtis Parry, Northwestern Mutual Investment Services LLC, and Charter Oak Insurance and Financial Services. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm manages accounts on a discretionary basis, tailoring strategies to client objectives and incorporating model portfolios, sub-advisers, and independent managers, including digital asset advisory services.

Jessica Thayer is a CFP® and ChFC® with 15 years of experience in financial advising. She has worked at Unique Wealth, LLC since 2021 and previously spent a decade at Curtis Parry and Northwestern Mutual Investment Services, LLC. In addition to her financial advisory role, she is a consultant for BeautyCounter, a multi-level marketing company. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm offers discretionary portfolio management, financial planning, and retirement plan participant education, utilizing model portfolios, sub-advisers, and third-party money managers.

Jeffrey Sievers is a financial advisor at Unique Wealth, LLC in Tampa, FL, holding the CFP®, ChFC®, and Series 63 designations with 26 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Curtis Parry from 2009 to 2021. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm manages accounts on a discretionary basis, tailoring strategies using model portfolios, sub-advisers, and independent managers, and offers advice across a broad range of asset types, including digital assets.

Curtis Parry Jr. is a CFP® and ChFC® credentialed advisor with 25 years of industry experience. He is currently with Unique Wealth, LLC and has prior experience at Northwestern Mutual Wealth Management Company and related entities. Parry is the CEO and founder of Together We Are Unique, LLC, and serves as an advisor to Electus Global Education Co, Inc., which focuses on financial literacy for youth. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm manages accounts on a discretionary basis, tailoring strategies to client objectives and utilizing model portfolios, sub-advisers, and independent managers, including services related to digital assets.

Michael Talbot is a financial advisor with Unique Wealth, LLC in Clearwater, FL, holding the ChFC® designation and Series 63 license. He has 11 years of industry experience, including prior roles at John Mosher and Northwestern Mutual Investment Management. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm manages accounts on a discretionary basis, tailoring strategies to client objectives and utilizing model portfolios, sub-advisers, and independent managers, including services related to digital assets.

Paul Sullivan is a financial advisor at Unique Wealth, LLC in Tampa, FL, holding a Series 65 credential with one year of industry experience. Prior to joining Unique Wealth, he worked at Lee, Nolan & Koroghlian LLC, a MassMutual agency, and has experience in sports media and education. Outside of his advisory role, he is also an insurance agent with Lee, Nolan & Koroghlian LLC. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm manages accounts on a discretionary basis, tailoring strategies to client objectives and offering access to model portfolios, sub-advisers, and independent managers, including advisory services related to digital assets.

John Mosher is a CFP® and ChFC® with 26 years of industry experience. He is currently with Unique Wealth, LLC, where he has worked since 2021, following over two decades at Northwestern Mutual. Mosher serves as Membership Chairman and on the Investment Committee for Copperhead Charities, a nonprofit organization. Unique Wealth, LLC provides investment advisory and financial planning services to individuals, small businesses, retirement plans, and nonprofit organizations. The firm offers discretionary portfolio management tailored to client objectives and utilizes model portfolios, sub-advisers, and third-party money managers, including services for digital assets and held-away accounts.