Wesfair Advisory Group, Inc.

Jacob Hadad is a financial advisor at Wesfair Advisory Group, Inc. with four years of industry experience. He holds a Series 65 designation and previously worked for Apollo Global Management, LLC for five years. Outside of advisory services, Hadad is president of JH Solutions LLC DBA Wesfair Tax, a tax preparation and accounting firm, and co-owner of Wesfair Agency, Inc., a licensed insurance agency. Wesfair Advisory Group, Inc. provides portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages client portfolios primarily on a non-discretionary basis, using a combination of charting, fundamental, quantitative, and technical analysis, and serves a small client base with approximately $24.8 million in assets under management.

Daniel Griffin is a financial advisor with Wesfair Advisory Group, Inc. He holds a Series 65 designation and has eight years of industry experience. Griffin is co-owner of JH Solutions LLC DBA Wesfair Tax, a company providing accounting and tax preparation services, and also owns Wesfair Agency, Inc., a property casualty insurance firm. Wesfair Advisory Group, Inc. provides portfolio management, financial planning, and pension consulting to individuals, pension and profit‑sharing plans, charitable organizations, and business entities. The firm manages client portfolios primarily on a non‑discretionary basis using a combination of charting, fundamental, quantitative, and technical analysis, serving a small client base with approximately $24.8 million in assets under management.