Our advisors

Brad Klein

Financial Advisor

Managing Partner of Q5 Wealth Management
Learn more about Brad Klein Visit Brad Klein's website

Edward Persia

Financial Advisor

Managing Partner of Q5 Wealth Management
Learn more about Edward Persia Visit Edward Persia's website

Jeremy Saba

Financial Advisor

Managing Partner of Q5 Wealth Management
Learn more about Jeremy Saba Visit Jeremy Saba's website

Mike Persia

Financial Advisor

Managing Partner of Q5 Wealth Management
Learn more about Mike Persia Visit Mike Persia's website

Omar Bitar

Financial Advisor

Managing Partner of Q5 Wealth Management
Learn more about Omar Bitar Visit Omar Bitar's website

Scott R Guptill

CFA®

Financial Advisor

Learn more about Scott R Guptill Visit Scott R Guptill's website


Our team

Ashley Carter

Ashley Carter

Investment Specialist

Kevin Wagner

Kevin Wagner

Investment Specialist

Sherri Thompson

Sherri Thompson

Client Service Manager

Taryn King

Taryn King

Client Service Manager

Brandy Head

Brandy Head

Client Service Manager

Dena McNiel

Dena McNiel

Client Concierge