Wellington Adams Investment Advisory, LLC

Steven Masel is a financial advisor at Wellington Adams Investment Advisory, LLC in York, PA, with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Thrivent Investment Management Inc and Vanguard Advisers, Inc. Outside of advisory roles, he is involved with Elevate Networking, LLC. Wellington Adams is a small team advisory firm serving individual and high-net-worth clients with discretionary portfolio management, financial and retirement planning, and access to third-party money managers. The firm customizes strategies based on clients' goals and risk tolerance, utilizing various analytical methods and offering alternative investments alongside traditional portfolios.

Simon Hilliard is a financial advisor at Wellington Adams Investment Advisory, LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Wellington Adams since 2017. Prior to this, he worked at Gradient Advisors, LLC and is a partner in Wellington Adams Financial Group, Inc. Outside of his advisory role, he is a 50% owner of a real estate holding company, 7 Rathton Road, LLC. Wellington Adams serves individual and high-net-worth clients, providing discretionary portfolio management, financial and retirement planning, and access to third-party money managers. The firm uses a combination of fundamental, technical, cyclical, and quantitative analysis to tailor investment strategies and offers various portfolio implementation options, including in-house management and alternative investments.

James Lyter is a Series 65-licensed advisor with 11 years of industry experience, currently serving at Wellington Adams Investment Advisory, LLC since 2019. He has prior experience at Virtue Capital Management, Horter Investment Management, and operates Lyter Group, Inc., where he is president and involved in insurance sales. Wellington Adams Investment Advisory is a small team managing approximately $67.6 million for individual and high-net-worth clients. The firm offers tailored wealth management and investment advisory services, utilizing a variety of analytical approaches and providing access to third-party managers and alternative investments.

Barron Fitz Gerald is a financial advisor with Wellington Adams Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Wellington Adams since 2017 and previously worked at Gradient Advisors, LLC. Outside of his advisory role, he is a partner and insurance agent at Wellington Adams Financial Group, Inc. Wellington Adams serves individual and high-net-worth clients by providing discretionary portfolio management, financial and retirement planning, and access to third-party managers. The firm employs a tailored investment approach using fundamental, technical, cyclical, and quantitative analysis, and offers a variety of portfolio implementation options including in-house management and alternative investments.