PurposePath Capital, LLC

Michael Disalvo is a CFP® and Series 66 licensed financial advisor at PurposePath Capital, LLC with 16 years of industry experience. He previously worked at Krilogy Financial for 10 years before joining PurposePath Capital in 2021. He is also co-owner of PPC Tax, LLC, a tax preparation firm based in Quincy, Illinois. PurposePath Capital provides discretionary and non-discretionary portfolio management, financial planning, and coaching services to individuals, high-net-worth clients, business entities, and 401(k) plans. The firm uses model portfolios guided by modern portfolio theory and employs ETFs and mutual funds, often delegating investment management to outside managers while maintaining oversight.

Benjamin Harris is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including JPMorgan Chase, Wells Fargo, and Empower Advisory Group. Outside of his advisory role, he is involved with Chamberlin Group, where he offers annuity and life insurance products. Foundations Investment Advisors provides financial planning and investment advisory services to a diverse client base, including individuals, trusts, retirement plans, and businesses. The firm utilizes model portfolio allocations and third-party sub-advisers, delivering services through a broad network of affiliated offices and licensed representatives.

Nicholas Troiani is a CFA® charterholder and financial advisor at PurposePath Capital, LLC with five years of industry experience. Prior to joining PurposePath, he held roles at Saxony Capital Management, Saxony Securities, Inc., Edward Jones, and Wells Fargo. Outside of his advisory work, he is active as a managing partner in several property management businesses. PurposePath Capital provides discretionary and non-discretionary portfolio management and financial planning services for individuals, families, high-net-worth clients, entities, and 401(k) plans. The firm uses a Modern Portfolio Theory-based investment approach incorporating strategic and tactical asset allocation, and typically implements portfolios with diversified ETFs, mutual funds, equities, fixed income, and private investments.