Discipline Wealth Solutions, Inc.

William Joslyn is a Series 65-licensed financial advisor with Discipline Wealth Solutions, Inc. He has four years of industry experience, including prior roles at CPR Investments, Inc. and Prime Communications. Outside of advising, he works as a distribution driver delivering bread products to grocery stores and restaurants. Discipline Wealth Solutions serves individuals, corporations, other registered advisers, and retirement plans, providing portfolio management, financial planning, and sub-advisory services. The firm manages client assets on a discretionary basis using a tailored investment approach that incorporates asset allocation, dollar-cost averaging, and a mix of long- and short-term strategies.

David Ficarra is a financial advisor at Discipline Wealth Solutions, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CPR Financial Group LLC and Capital Markets IQ, LLC. Outside of advisory services, he operates as a tax accountant and consultant, providing tax preparation, business plan review, and qualified plan consulting. Discipline Wealth Solutions Inc. serves individuals, corporations, other registered advisers, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm generally manages client assets on a discretionary basis, tailoring investment advice based on client objectives, time horizon, and risk tolerance.

Orlando Luna is a financial advisor at Discipline Wealth Solutions, Inc. with 14 years of industry experience. He holds a Series 65 designation and previously worked at CPR Financial Group and CPR Investments Inc. for eight years. Outside of his advisory role, he serves as a substitute teacher and is president of SOAL Enterprises LLC and SOAL Group Capital, focusing on real estate investing. Discipline Wealth Solutions Inc. serves individuals, corporations, other registered advisers, and retirement plans, providing portfolio management, financial planning, and sub-advisory services. The firm manages client assets on a discretionary basis, tailoring investment strategies to clients’ objectives and risk tolerance, and offers ERISA 3(38) investment manager services with participant education.

Kevin Smith is a financial advisor at Discipline Wealth Solutions, Inc. with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Osaic Wealth, Inc., Securities America Advisors, and Christian Brothers Investment Services. He is also licensed as an insurance agent, engaging in the sale of various insurance products. Discipline Wealth Solutions, Inc. serves individuals, corporations, other registered advisers, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm manages client assets primarily on a discretionary basis, tailoring investment strategies to client objectives using asset allocation, dollar-cost averaging, and both long- and short-term approaches.

Ernest Rispoli is a financial advisor at Discipline Wealth Solutions, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Primerica Advisors and CPR Investments Inc. In addition to his advisory role, he is a loan originator with Quintessential Mortgage Group, LLC, dedicating a significant portion of his time to this activity. Discipline Wealth Solutions, Inc. serves individuals, corporations, other registered advisers, and retirement plans, offering portfolio management, financial planning, and sub-advisory services. The firm manages assets on a discretionary basis, tailoring investment strategies to client objectives and risk tolerance, and provides ERISA 3(38) investment manager services with participant education.

Joseph Petry is a financial advisor at Discipline Wealth Solutions, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ausdal Financial Partners, CPR Financial Group, and his own practice, Petry Financial Services. Outside of advising, he is a freelance actor involved in background acting. Discipline Wealth Solutions Inc. serves individuals, corporations, other registered advisers, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm manages assets on a discretionary basis and employs a variety of investment strategies tailored to clients’ objectives and risk tolerance.

James Studer is a financial advisor at Discipline Wealth Solutions, Inc. with 20 years of industry experience. He holds a Series 65 designation and has worked at Financial Wings, LLC since 2005. Discipline Wealth Solutions, Inc. serves individuals, corporations, other registered advisers, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm manages client assets on a discretionary basis and tailors investment advice using a variety of strategies, including asset allocation and technical analysis.

Marc Becker is a financial advisor at Discipline Wealth Solutions, Inc. in Durham, NC, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at Efficient Advisors, LLC, M. S. HOWELLS & Co., and Triad Advisors, Inc. He serves as the Investment Committee Chair for the Jewish Federation of Durham/Chapel Hill. Discipline Wealth Solutions, Inc. serves individuals, corporations, other registered advisers, and retirement plans by providing portfolio management, financial planning, and consulting services. The firm manages client assets on a discretionary basis, tailoring investment strategies to clients’ objectives and risk tolerance, and offers ERISA 3(38) investment manager services along with participant education.

Brooks Stahlnecker is a financial advisor at Discipline Wealth Solutions, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Alphastar Capital Management and Murray Wealth Management. Brooks is also the founder and president of Financial Fire Drill LLC, an educational firm focused on preparing individuals for financial emergencies. Discipline Wealth Solutions, Inc. serves individuals, corporations, other registered advisers, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm manages assets on a discretionary basis, tailoring investment advice to clients’ objectives and risk tolerance through a variety of strategies and oversight of third-party managers.

Elizabeth Milardo is a financial advisor with Discipline Wealth Solutions, Inc. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Her prior firms include Commonwealth Financial Network and Cambridge Investment Research. Milardo is also the owner of Turnkey Financial Partners, LLC, a private entity facilitating securities, advisory, and insurance business. Discipline Wealth Solutions serves individuals, corporations, other registered advisers, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm generally manages client assets on a discretionary basis, tailoring investment advice to client objectives and risk tolerance using a variety of strategies and regularly reviewing accounts.

George Johnson is a financial advisor with Discipline Wealth Solutions, Inc., holding Series 65 and Series 66 licenses and over 21 years of industry experience. His prior roles include positions at CPR Investments Inc, LPL Financial, and Michigan Schools & Government Credit Union. Outside of advisory work, he is involved in business consulting and estate planning assistance through several referral-based activities. Discipline Wealth Solutions, Inc. serves individuals, corporations, other registered advisers, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm manages client assets on a discretionary basis, tailoring investment advice to clients’ objectives and risk tolerance, and provides ERISA 3(38) investment manager services with participant education.

Bryan Byrd is a financial advisor at Discipline Wealth Solutions, Inc. with 16 years of industry experience. He holds the Series 66 designation and previously worked at CPR Financial Group and CPR Investments Inc. from 2016 to 2024. Outside of advisory work, he is a self-employed photographer. Discipline Wealth Solutions, Inc. serves individuals, corporations, other registered advisers, and retirement plans by providing portfolio management, financial planning, and sub-advisory services. The firm manages client assets on a discretionary basis, tailoring investment strategies to client objectives and risk tolerance, and offers ERISA 3(38) investment manager services with participant education.

Renee Cuchetti is a financial advisor with Discipline Wealth Solutions, Inc. in Birmingham, AL, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. Her prior roles include positions at CPR Financial Group, LLC, CPR Investments, Inc., and Next Financial Group Inc. She also works as an insurance agent involved in the sale of various insurance products. Discipline Wealth Solutions serves individuals, corporations, other registered advisers, and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm manages assets on a discretionary basis with tailored investment strategies and provides ERISA 3(38) investment manager services along with participant education.

Jason Young is a Series 65 licensed financial advisor with seven years of industry experience. He is currently with Discipline Wealth Solutions, Inc. and has prior experience at CPR Investments Inc. Outside of advisory work, he has served as a charter fishing captain and is involved as an independent insurance agent. Discipline Wealth Solutions Inc. serves individuals, corporations, other registered advisers, and retirement plans, managing client assets on a discretionary basis. The firm employs tailored investment strategies incorporating asset allocation, dollar-cost averaging, and both long- and short-term approaches, with regular account reviews and oversight of third-party managers.

Rodney Au Yeung is a financial advisor at Discipline Wealth Solutions, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cpr Investments Inc. and Aegis Wealth Management, Inc. Outside of his advisory role, he operates as an independent insurance agent. Discipline Wealth Solutions serves individuals, corporations, other registered advisers, and retirement plans, providing portfolio management, financial planning, and sub-advisory services. The firm manages client assets on a discretionary basis, tailoring investment strategies to clients’ objectives and risk tolerance while offering ERISA 3(38) investment manager services and participant education.