Kevin Brady quoted in FinancialPlanning article on QSBS

New York, NY – December 9, 2025 – Wealthspire announces the appointment of its executive leadership team to guide the firm’s next phase of integration and growth. In addition to previously announced appointments of Mike LaMena as chief executive officer and Carl Nelson as president, Wealthspire has named: Mike Goss, Chief Revenue Officer (CRO): Mike will be serving in a dual role as both the CRO and the president of Wealthspire Institutional, which includes Wealthspire Retirement Advisory. As