As Chief Investment Officer of Axxcess Wealth Management, Cory Persson has played a pivotal role in expanding access to institutional-quality investment management for independent financial advisors and their clients. Over the past year, he has led the development and implementation of innovative portfolio solutions designed to help advisors deliver more personalized investment outcomes while improving operational efficiency and scalability. Among his most significant contributions was the launch and expansion of Axxcess' Enhanced Program, which integrates tax-aware investing, direct indexing, and customized portfolio construction into a scalable investment framework. By combining sophisticated investment capabilities with centralized oversight and implementation, the program enables advisors to offer highly customized portfolios without the need to build internal investment teams.