Broker Check

Our Team

Wealth Advisors

Sheraz  Iftikhar

Sheraz Iftikhar

Managing Partner & Chief Executive Officer

Akhil  Kumar

Akhil Kumar

Partner & Chief Compliance Officer

Paris  Riha

Paris Riha

Wealth Manager

Cary Cowan

Cary J. Cowan, Sr.

Senior Vice President of the Southern Region

Frank Davidson

Frank Davidson

Wealth Manager

Junior Associates

Mark Alcorn

Mark Alcorn

Wealth Manager Assistant

Thomas (TJ) Arch

Thomas (TJ) Arch

Wealth Manager Assistant

Mia Pekez

Mia Pekez

Wealth Manager Assistant

Operations Team

Brian Bejarano

Brian Bejarano

Operations Manager - New York

Patrick Stewart

Patrick Stewart

Operations Manager - Florida

Compliance Team

Zeenah Ghouse

Zeenah Ghouse

Compliance Associate

Research Team

Muhammad Ahmed

Muhammad Ahmed

Research Analyst *

Umar Paracha

Umar Paracha

Research Analyst *

Insurance Team

Bilal Iftikhar

Bilal Iftikhar

Insurance Advisor