Wakefield Asset Management, LLLP

Geoffrey Gervasini is a financial advisor at Wakefield Asset Management, LLLP with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the Wakefield firms since 2003. Wakefield Asset Management, LLLP is an SEC-registered investment adviser providing discretionary and non-discretionary portfolio management and financial consulting to individuals, trusts, estates, charitable organizations, and institutional clients. The firm employs quantitative, model-driven domestic equity strategies combined with multi-asset solutions and offers sub-advisory services, managing approximately $371 million in regulatory assets under management.

Nicholas Gervasini is a financial advisor at Wakefield Asset Management, LLLP, holding a Series 65 designation with one year of industry experience. Prior to joining Wakefield, he worked at Plante & Moran PLLC and spent five years at Gonzaga University. Wakefield Asset Management is an SEC-registered adviser providing portfolio management and financial consulting to individuals, trusts, estates, charitable organizations, and institutional clients. The firm combines quantitative, model-driven equity strategies with multi-asset solutions including fixed income, international funds, alternatives, and digital assets, and manages approximately $371 million in regulatory assets under management.

Gregory Brittain is a financial advisor at Wakefield Wealth Management, LLLP in Englewood, Colorado, holding a Series 65 designation with 10 years of industry experience. He has been with Wakefield Wealth Management since 2015 and has been associated with related Wakefield entities since 2012. Wakefield Wealth Management provides discretionary and non-discretionary investment management, financial consulting, and retirement plan advisory services to individuals, trusts, estates, and employer-sponsored plans. The firm employs quantitative portfolio-building techniques across diverse asset classes and offers specialized options such as Biblically Responsible Equity and digital-asset investment capabilities.

Lance Peterson is a financial advisor at Wakefield Asset Management, LLLP with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Carillon Fund Distributors, Inc., UMB Distribution Services, LLC, and Scout Distributors, LLC. Wakefield Asset Management provides discretionary and non-discretionary portfolio management and financial consulting to individuals, trusts, estates, charitable organizations, and institutional clients. The firm combines quantitative, model-driven domestic equity strategies with multi-asset solutions and offers sub-advisory services through an affiliated adviser.