Bison Wealth, LLC

John Picardi is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and over 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Metric Financial, LLC, and J.W. Cole Advisors, Inc. He is also involved in the sale of fixed and traditional insurance products. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions, utilizing a combination of tactical and strategic allocations with access to alternative investments and an option-based Overlay Strategy.

Michelle Mangum is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 credentials and 37 years of industry experience. She has been with Bison Wealth since 2015. Bison Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and other financial advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions with a focus on outcome-based portfolios that include both liquid and private market strategies.

Thomas Garcia is a Series 65 licensed advisor at Bison Wealth, LLC with three years of industry experience. Prior to joining Bison Wealth, he worked at The Pacific Financial Group, Inc. He is also the manager of Green Side Lawn Care, a non-investment related business focused on property maintenance and clerical duties. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager curated investment solutions with a focus on outcome-driven strategies across liquid and private market investments.

Jeremy Johnson is a financial advisor at Bison Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at TruAdvice, LLC and Sawtooth Solutions, LLC. In addition to his advisory role, he owns and operates an independent insurance brokerage specializing in Medicare supplements, life insurance, long-term care plans, and fixed indexed annuities. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, multi-manager investment solutions, and access to alternative investments, utilizing a tactical and strategic allocation approach with specialized overlay strategies.

Ronald Savarese is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Bison Wealth since 2014 and previously spent three years with Sterne Agee Financial Services. Outside of his advisory role, he is involved in publishing through Home Planet Publishing, Inc., where he publishes books authored by himself and family members. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm employs multi-manager portfolios with tactical and strategic allocations and offers both discretionary and non-discretionary management, along with access to alternative investments and a distinctive option-based Overlay Strategy.

Becky Lightman is a financial advisor at Bison Wealth, LLC with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Banyan Global Investment Advisors, UBS Financial Services, and Northern Trust. Outside of her advisory work, she serves on the Florida Atlantic University College of Business Advisory Board and is an unpaid board member of the Yale Club of the Palm Beaches. Bison Wealth serves individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and other financial advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions with a focus on outcome-driven portfolios and access to alternative investments.

Dirk Wall is a financial advisor at Bison Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Truadvice, LLC and Global Financial Private Capital, LLC. In addition to his advisory role, he owns and operates a life insurance agency under Solid Wealth Company. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, trusts, estates, and charitable organizations, as well as other financial advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multi-manager investment solutions, using outcome-focused strategies across liquid and private market investments.

Nicholas Fontanella is a financial advisor at Bison Wealth, LLC with six years of industry experience. He holds the Series 65 and Series 66 designations. His prior experience includes roles at Charles Schwab, TD Ameritrade, and Fisher Investments. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions, utilizing both liquid and private market strategies.

Lane Turner is a financial advisor at Bison Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and previously served 25 years in the United States Army before transitioning to wealth management roles at Advocacy Wealth Management and Armís Advisers LLC. Turner is also the owner of Armis Strategies, LLC, a licensed insurance agency specializing in life and annuity insurance products. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management and employs a multi-manager approach with strategic and tactical allocations, including access to alternative investments and an option-based Overlay Strategy.

Christopher Sleight is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Bison Wealth, LLC and has prior experience at Global Financial Advisory and Global Financial Private Capital. Outside of his advisory role, he is the owner and insurance agent of CS Sleight, Inc., which sells fixed life insurance and annuities. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, trusts, and charitable organizations, as well as other financial advisers. The firm offers discretionary and non-discretionary portfolio management and builds outcome-focused multi-manager portfolios using tactical and strategic allocations across various investment mandates.

James Ahern is a financial advisor with Bison Wealth, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial, Gladstone Wealth Partners, Merrill Lynch, and Allstate. In addition to his advisory work, he serves as a police officer with the Nassau County Police Department and is involved with Upfront Security Associates, a security service provider for schools, churches, and businesses. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments, utilizing a multi-manager approach with tactical and strategic allocations.

Richard Mcgrath is a financial advisor with Bison Wealth, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Armis Advisers, Dominion Financial Solutions, Rauch Advisory LLC, and Dominion Insurance Group. He serves on the boards of the We Promise Foundation and the Old Dominion University Athletic Foundation. Bison Wealth provides portfolio management and financial planning services to individuals, family offices, pension plans, corporations, trusts, and charitable organizations, as well as other financial advisers. The firm employs outcome-focused multi-manager portfolios with tactical and strategic allocations and offers a turnkey asset management platform that contracts directly with unaffiliated registered advisers.

Erin Holloway is a financial advisor at Bison Wealth, LLC with 12 years of industry experience. She holds a Series 65 designation and has worked at several firms, including AE Wealth Management and Global Financial Private Capital. Outside of her advisory role, she owns and manages Kemo Farms, a ranching operation, and is a partner in Western Legends Sports Management, a rodeo sports agency. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with multi-manager strategies and alternative investments, and operates a turnkey asset management platform that provides services to other financial advisers.

Antonio Ladron De Guevara is a financial advisor at Bison Wealth, LLC, holding a Series 65 credential. He has experience working at Bison Wealth since 2024 and previously held roles at Makoto, Katsuya, Novikov Miami, Palmar, One Door East, and Juvia Miami Beach. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, trusts, estates, and charitable organizations, as well as other financial advisers. The firm offers discretionary and non-discretionary portfolio management and employs multi-manager investment strategies with tactical and strategic allocations.

Randy Nevins is a financial advisor at Bison Wealth, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Fidelity Investments. Bison Wealth serves a broad client base including individuals, family offices, pension plans, corporations, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and multi-manager investment solutions. The firm utilizes outcome-focused multi-manager portfolios with tactical and strategic allocations and provides access to alternative investments and option-based overlay strategies.