WealthSpire Advisors

Raymond Kramer is a financial advisor at Wealthspire Advisors with four years of industry experience. He holds a Series 65 designation and has worked at firms including GM Advisory Group, Trinity Wealth Securities, and Florida Financial Advisors. His background also includes roles outside of finance, such as positions at Georgetown University and the Palm Health Foundation. Wealthspire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management, primarily through a wrap-fee separately managed account program. The firm offers customized portfolios and standalone financial planning, emphasizing strategic asset allocation across various investment vehicles.

Frank Lavrigata is a CFP® professional with four years of industry experience. He is currently with Wealthspire Advisors and has been associated with GM Advisory Group since 2008. Wealthspire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses with discretionary and non-discretionary investment management, primarily through a wrap-fee separately managed account program. The firm also provides standalone financial planning and consulting, customizing portfolios to client objectives and conducting due diligence on third-party managers.

Shannon Thieke is a financial advisor at Wealthspire Advisors with one year of industry experience. She holds a Series 65 designation and previously worked at Boston College and the Town of Hempstead. Wealthspire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management, primarily through a wrap-fee separately managed account program. The firm also offers standalone financial planning and consulting services, customizing portfolios to client objectives with an investment process that emphasizes strategic asset allocation across various asset classes and third-party managed strategies.

Francis Balas is a CFA® charterholder with four years of industry experience. He is currently with WealthSpire Advisors and has worked at GM Advisory Group since 2015. WealthSpire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management, offering customized portfolios primarily through a wrap-fee separately managed account program. The firm also provides standalone financial planning and consulting services and emphasizes strategic asset allocation across a range of investment vehicles.

Lyndsey Gorham is a financial advisor at Wealthspire Advisors with one year of industry experience. She holds a Series 65 designation and is based in Melville, NY. Gorham has been associated with Wealthspire Advisors LLC (formerly GM Advisory Group) since 2006 in various capacities. Wealthspire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management, primarily through a wrap-fee separately managed account program. The firm also offers standalone financial planning and consulting services, customizing portfolios to client objectives and employing a strategic asset allocation approach across multiple investment vehicles.

Kevin Flaaen is a financial advisor at Wealthspire Advisors with a Series 65 designation. He has nine years of prior experience at FineMark National Bank & Trust before joining Wealthspire Advisors in 2025. Wealthspire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management, primarily through a wrap-fee separately managed account program. The firm also provides standalone financial planning and consulting services, customizing portfolios to client objectives with an emphasis on strategic asset allocation across a variety of investment vehicles.

Charles Scarallo is a CFP® professional with four years of experience in financial advising at WealthSpire Advisors. He has been affiliated with GM Advisory Group since 2016. Outside of his advisory role, he manages CKAS Equipment LLC, a business involved in acquiring heavy equipment for rental purposes through a cooperative platform. WealthSpire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with investment management and financial planning services. The firm customizes portfolios based on client objectives and employs a strategic asset allocation approach across various investment vehicles, including equities, bonds, ETFs, and private funds.

Brian Mcauliffe is a financial advisor at Wealthspire Advisors with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GM Advisory Group since 2020, following six years at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC. Wealthspire Advisors serves individuals, high net worth individuals, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management, primarily through a wrap-fee separately managed account program. The firm also offers standalone financial planning and consulting services and customizes portfolios to client objectives.

Michael Santo is a financial advisor at Wealthspire Advisors with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Bank of America Private Bank for 17 years. Wealthspire Advisors serves a diverse client base including individuals, high net worth individuals, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary investment management primarily through a wrap-fee separately managed account program. The firm customizes portfolios to client objectives and emphasizes strategic asset allocation across multiple investment vehicles.

Joseph Devine is a financial advisor at Wealthspire Advisors with prior experience at Macquarie Asset Management and as a self-employed professional. He holds Series 63 and Series 65 licenses and is based in San Diego, CA. Devine has been with Wealthspire Advisors since 2025. Wealthspire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary investment management primarily through a wrap-fee separately managed account program. The firm customizes portfolios to client objectives and emphasizes strategic asset allocation across various investment vehicles, conducting due diligence on third-party managers and providing periodic performance reporting.

Michael Bongiorno is a financial advisor at WealthSpire Advisors with one year of industry experience. He holds the Series 65 designation and has previously worked at New York Life and GM Advisory Group. His background also includes roles at Farmingdale State College and a high school for career and technical education. WealthSpire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with customized investment management and financial planning services. The firm emphasizes strategic asset allocation across various investment vehicles and manages accounts primarily on a discretionary basis.

Katarina Obermaier is a financial advisor at Wealthspire Advisors with one year of industry experience. She holds a Series 65 designation and has previously worked at GM Advisory Group and Long Point Capital. Prior to her advisory roles, she was affiliated with Colgate University and Huntington High School. Wealthspire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management, primarily through a wrap-fee separately managed account program. The firm also provides standalone financial planning and consulting services, customizing portfolios to meet client objectives.

Patrick Wren is a financial advisor at WealthSpire Advisors with a Series 65 designation and four years of industry experience. He has previously worked at GM Advisory Group, Boston Private Wealth LLC, and KLS Professional Advisors Group, LLC. WealthSpire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management, primarily through a wrap-fee separately managed account program. The firm also offers standalone financial planning and consulting services, customizing portfolios to client objectives.

Taylor Stathis is a CFP® professional with two years of industry experience, currently affiliated with Wealthspire Advisors. He has prior experience at GM Advisory Group and Branded Cities. Outside of his advisory role, he is the owner and manager of a real estate business, Hodor 1 LLC. Wealthspire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities by offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm focuses on strategic asset allocation across a range of investment vehicles and conducts due diligence on third-party managers to tailor portfolios to client objectives.

Michael Bueti is a CFP® professional with two years of industry experience, currently serving at Wealthspire Advisors. His prior roles include positions at GM Advisory Group, East West Bank, New York Community Bank, Guidepoint, and Marist College. Wealthspire Advisors provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation through a variety of investment vehicles and offers both discretionary and non-discretionary portfolio management tailored to client objectives.