Smith & Wyatt

William Soltow is a financial advisor at Smith & Wyatt with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Smith & Wyatt since 2022, following previous roles at CoreCap Advisors and Cambridge Investment Research. Outside of advisory work, he is the founder of Frontier Wealth Management and acts as an independent insurance agent. Smith & Wyatt provides investment advisory and financial planning services to individuals, including high-net-worth clients, and corporations. The firm emphasizes discretionary portfolio management using mutual funds and ETFs, with tailored strategies based on various analytical methods and client-specific objectives.

Kevin Dugan is a financial advisor at Smith & Wyatt with a Series 65 designation and four years of industry experience. He has worked at several firms including CoreCap Advisors, LLC, Parco LLC, and FEFA, and is also the owner and partner of Dugan Brown, LLC, a company assisting federal employees with retirement planning and insurance services. Smith & Wyatt provides investment advisory and financial planning services to individual and corporate clients, offering discretionary portfolio management and customized financial plans. The firm uses mutual funds and ETFs to construct portfolios and employs various analytical methods to tailor allocations to clients’ objectives and risk tolerance.

Samuel Eberts is a financial advisor at Smith & Wyatt with a Series 65 designation and four years of industry experience. He previously worked at CoreCap Advisors and has been involved with Dugan Brown Federal Retirement Experts, where he focuses on educating federal employees about their retirement benefits and financial planning. Smith & Wyatt provides investment advisory and financial planning services to individuals, including high-net-worth clients, and corporations. The firm manages discretionary portfolios primarily using mutual funds and ETFs, employing various analytical methods and tailoring strategies to clients’ objectives and risk tolerance.

Nicholas Smith is a CFP® with three years of industry experience, currently serving as a financial advisor at Smith & Wyatt. His prior work includes roles at Dugan Brown, L & W Financial LLC, and JMG Financial Group, Ltd. In addition to his advisory role, he is a licensed insurance agent selling life and health insurance in Bolingbrook, IL. Smith & Wyatt provides investment advisory and financial planning services to individual and corporate clients, managing discretionary portfolios primarily through mutual funds and exchange-traded funds. The firm operates six offices and employs a multi-office structure, offering tailored investment strategies based on various analytical methods and client objectives.

Noura Quntar is a financial advisor at Smith & Wyatt with a Series 65 designation and one year of industry experience. She has been with Smith & Wyatt since 2020 and previously worked at Regus. Smith & Wyatt provides investment advisory and financial planning services to individual and corporate clients, managing portfolios primarily through mutual funds and exchange-traded funds. The firm operates six offices and utilizes methods including charting, fundamental, and cyclical analysis to tailor allocations to clients' objectives and risk tolerance.

Wade Smith is a financial advisor at Smith & Wyatt with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Smith & Wyatt and related entities since 2004, with prior experience at Securities America. In addition to his advisory role, he is an independently licensed insurance agent involved in insurance sales. Smith & Wyatt provides investment advisory and financial planning services to individuals, including high-net-worth clients, and corporations. The firm offers discretionary portfolio management, written financial plans, and consulting, managing accounts primarily with mutual funds and ETFs while tailoring strategies to client objectives and risk tolerance.

Eddie Mc Gee is a financial advisor at Smith & Wyatt with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including CoreCap Advisors, AE Wealth Management, and Dugan & Brown. In addition to his advisory role, he serves as president of Toro Financial & Insurance, where he is involved in insurance sales and services. Smith & Wyatt provides investment advisory and financial planning services to individual and corporate clients, managing portfolios primarily with mutual funds and exchange-traded funds. The firm operates multiple offices and employs a discretionary investment approach tailored to clients’ objectives and risk tolerance.

Gabriel Mercer is a financial advisor at Smith & Wyatt with a Series 65 designation and two years of industry experience. He is the owner of Woodrow & High LLC, a small business involved in non-investment related activities, including life insurance sales. Smith & Wyatt provides investment advisory and financial planning services to individual and corporate clients, focusing on discretionary portfolio management and tailored financial plans. The firm employs mutual funds and ETFs in its portfolios and operates six offices, supporting a team-based approach.