I also believe in the power of expertise and providing my clients access to some of the best investment minds in the business. To that point, I have partnered with XY Investment Solutions, LLC (“
XY Investment Solutions is exclusively designed to serve the members of XY Planning Network (“XYPN”) and is focused on delivering investment solutions for the modern advisor and client. They believe in the tenants of asset allocation and diversification, low cost, tax efficiency
Mario Nardone*, CFA
Outsourced Chief Investment Officer, Head of Investment Committee
Mario’s investment career began with ten years at Vanguard, consulting institutions and
financial advisors on investment policy, portfolio construction, Exchange-Traded Funds (ETFs),
and trading strategies as a member of Vanguard’s Fiduciary Services and ETF Product
Management units. Through a relationship with his firm, East Bay Financial Services, Mario
leads the XYIS Investment Committee and provides day-to-day investment support to advisors
on the XYIS platform. East Bay Financial Services provides investment management and
consulting services for financial planners, nonprofits, and individuals around the world.
A CFA (Chartered Financial Analyst) Charterholder since 2003, Mario is Past President of CFA
Society South Carolina and is a member of the CFA Institute and the Financial Planning
Association. His approach to investments and the industry has been featured in Investment
News, NAPFA Advisor Magazine, Charleston Regional Business Journal, The Post & Courier,
and The Northeast Pennsylvania Business Journal.
Brandon Moss, CFP®
Director of XYIS, Investment Committee
A creative innovator and collaborator, Brandon Moss has had a front-row seat to the digital
advice revolution, helping build one of the most innovative national RIAs on the planet. He’s acquired a 360* view of the RIA landscape, from being an advisor and running his own firm to designing and integrating some of the most innovative tools in the industry. He has lead, trained, coached, onboarded, integrated, transitioned, (you name it) over 100 RIA firms/wealth
management teams. Additionally, he’s evaluated and consulted countless other firms. Consequently, he’s an exceptional listener and comfortable in many different conversations! Occasionally, he’s asked to opine on varying topics, typically Gen X+Y, innovation, client experience and technology. Beyond those topics, he’s typically “winging it”.
Brandon graduated from Texas Tech University’s globally recognized personal financial planning program, then made it through some Executive Education at UC Berkeley’s Haas
School of Business. He’s also perpetually in online classes trying to figure out something new.
Brandon resides in the Dallas/Ft. Worth area with his wife, Shelby, and his identical, mirror-image twin boys, Will and Reese. When he’s not with them, he’s probably in his garage tinkering, building, or buying way too much golf equipment.
Carrie Frye joined the XYPN team in February of 2017 after spending over five years working as
Vice President of Operations for a boutique financial planning and wealth management firm in San Diego, CA. She makes good use of this experience in her role as Platform Manager for XYIS.
Carrie is dedicated to providing an exceptional solution for advisors. Instrumental in the launch of the XYIS platform, she knows the ins and outs like no other. From the time she walks advisors through the onboarding process, it’s clear she understands the unique challenges they
face in financial planning.
Client Service Manager
Connor leads the charge to provide exceptional service to our clients. He earned a degree in finance from Washington State University before working for a non-profit organization in Seattle. A Montana native, he relocated to Bozeman in pursuit of less traffic and more open space. Before joining Team XYIS, he worked as an accountant and in client experience for a local tech company. He now brings his customer-first philosophy to XYIS, ensuring every user has the best experience possible.
When he’s not helping our clients, he’s outside with his wife, son, and dog exploring the mountains of Montana or fly fishing his way through any river he can find.
*Please note Mario Nardone is not an employee or Investment Adviser Representative of either XYIS or Synergy Wealthcare
Nothing presented on or through this website regarding XYIS, its Investment Committee, or any of its investment solutions (“XYIS Content”) is intended to be
Nothing contained on this website regarding XYIS Content should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. To the extent any security or other financial product or investment strategy is referenced or discussed on this website in conjunction with XYIS, you should understand that past performance is no guarantee of future returns and that investing in any security or other financial product or investment strategy can result in the partial or complete loss of principal. Investing involves
Any content on this website regarding XYIS Content is provided on an “as is” and “as available” basis, without any warranties of any kind, either express or implied.