856-283-0755

Our Advisors

See Bio

Geoffrey Cleveland

Janus Gate Financial

See Bio

Anthony Capri

Capri Wealth Management

See Bio

Calvin Williams

Capri Wealth Management

See Bio

Michael Jett

Capri Wealth Management

See Bio

Ronald Vinyard

Legacy Financial Consulting

 

See Bio

Gregory Dufala

Legacy Financial Consulting

 

See Bio

Julie Vavra Daley

Legacy Financial Consulting

 

See Bio

Mary Fiorenzo

Legacy Financial Consulting

 

See Bio

David Crouse

Sussex Wealth Partners

See Bio

Brad Travis Jr.

Sussex Wealth Partners

 

See Bio

Chris Mukoda

Sussex Wealth Partners

 

See Bio

Natalie Fowler

Sussex Wealth Partners

 

See Bio

Lorraine Harrod

Sussex Wealth Partners

See Bio

Stacy Coldwell

Sussex Wealth Partners

 

See Bio

Mark Freed

First Summit Capital Management

See Bio

Thomas Cooney

First Summit Capital Management

See Bio

Vicki Pearce

First Summit Capital Management

See Bio

Bryson Bowers

Senior Financial Advisor

See Bio

Christopher Mulligan

Senior Financial Advisor

See Bio

Stephen Hill

Prosperity Atlantic Wealth

See Bio

Kimberly Fehre

Prosperity Atlantic Wealth

 

See Bio

Vijay Krishnaswamy

Evergreen Wealth

See Bio

Eric Delaney

Senior Wealth Advisor, CFP®

See Bio

John Tauer

Tauer Financial Services

See Bio

Benjamin P. Stidham

Tauer Financial Services

See Bio

Gregory C. Kopan, AIF

Beacon Financial

See Bio

Daniel J. Rudski

Beacon Financial

 

See Bio

Jacquelin Moody, CFP®

Beacon Financial

 

See Bio

Stephen J. Kennedy

Beacon Financial

See Bio

James W. Kennedy, Jr.

Beacon Financial

 

See Bio

Becky Schetter

Operations Manager

See Bio

Terri Davis

Service Administrator

See Bio

Gloria Buganski

Business / Information Technology Manager

See Bio

Julie Simcox

Administrative Assistant

See Bio

Elizabeth A. Reetz

LPL Registered Administrative Associate

See Bio

Robert H. Hogsette, Jr. LUTCF

Hogsette Financial

See Bio

Devera Ritz

Administrative Assistant

See Bio

Robert Friemoth, Jr.

Hogsette Financial

See Bio

Theodore Calabrese, CLU®, ChFC®, AIF®

Beacon Financial

 

See Bio

Sherry Nescola

Administrative Assistant

See Bio

Kenneth W. Jones, CLU®, ChFC®, AIF®

LPL Investment Advisor Representative

 

See Bio

Earl Emery

LPL Registered Representative

Get Started Today

Ready to chart your course to independence? Contact us today to schedule a consultation and discover how Momentum Wealth Partners can help you navigate towards your professional goals. Together, we can set sail towards a brighter, independent future.

Chart Your Course!
photo not available

(419) 725-1501x212

becky.schetter@lpl.com

Elizabeth A. Reetz

LPL Registered Administrative Assistant

 

photo not available

(419) 725-1501x205

becky.schetter@lpl.com

Becky L. Schetter

Operations Manager

Becky Schetter is a two-time graduate of Bowling Green State University. She received her Bachelor of Science degrees in Education and Business Administration. Becky is the Operations Manager for Greg Kopan - assisting the representatives and staff members under his supervision and servicing his personal clients.
terri-davis-profile

(419) 725-1501x204

becky.schetter@lpl.com

Terri S. Davis

Service Administrator

Terri has worked at Beacon Financial as a Service Administrator since November 2006. She currently is Service Administrator to Stephen Kennedy. She previously was the Service Administrator for Henry DeMain, Jim Kennedy and Greg Kopan. She has over 33 years of experience working in the Investment/Insurance industry. She also has had previous experience in the Service/Retail industry as a Business Owner and General Manager.
julie-simcox-profile

(419) 725-1501x201

julie.simcox@lpl.com

Julie A. Simcox

Administrative Assistant

Julie Simcox has worked as an Administrative Assistant to Daniel Rudski since January 2019. She has over 16 years experience working in the investment/insurance industry. Julie had previously worked in the family business as the Accounting Manager.
photo not available

(216) 226-4562
sherry@rockportwa.com

Sherry Nescola

Assistant to Ted A. Calabrese, LPL Investment Advisor Representative

gloria-buganski-profile

(419) 525-4992
devera.ritz@lpl.com

Devera Ritz

Administrative Assistant

gloria-buganski-profile

(419) 725-1501x203

gloria.buganski@lpl.com

Gloria J. Buganski

Business Manager/ Information Technology Manager

Gloria J. Buganski is the Business Manager and Information Technology Manager for Beacon Financial. Gloria began working for Jim Kennedy in 1985, joined Butler Capital in 1998 and continued on with Beacon Financial in 2005. Gloria graduated from the University of Toledo in 1981 with an Associate's Degree in Data Processing and in 1982 with a Bachelor of Science in Business Services.
benjamin profile
(567) 395-1636
earl.emery@lpl.com

Earl Emery

LPL Registered Representative

With a solid foundation in accounting and finance, Earl holds an MBA and professional designations including CLU and ChFC. He graduated from the University of Toledo with a degree in accounting, bringing valuable expertise to our team.

Earl is motivated by a passion for helping others and aims to continue his career in the financial industry for the next decade. His commitment to client service and financial guidance is the driving factor in his success.

Outside of work, Earl enjoys cars and photography, particularly engaging in autocross events. He embraces life with the philosophy of "One day at a time," prioritizing the simple joy of waking up each day

benjamin profile
(216) 378‐7558
kenneth.w.jones@lpl.com

Kenneth W. Jones, CLU®, ChFC®, AIF®

LPL Investment Advisor Representative

For 17 years, Kenneth Jones, has focused on empowering families and businesses through tailored financial planning. They guide clients in achieving short and long-term goals, building lasting relationships based on trust.

A Registered Representative with LPL Financial, Ken holds CLU, ChFC, and AIF designations, demonstrating their commitment to professional standards. They are Series 7 and 66 registered through LPL Financial, and licensed in Ohio and other states, offering access to securities, investment advisory services, and comprehensive financial planning. Life and Health Insurance licenses further enhance their holistic approach.

Ken is dedicated to helping individuals and families realize their financial aspirations, contributing positively to their community

benjamin profile
419.283.3419
r.friemoth@lpl.com

Robert Friemoth, Jr.

Hogsette Financial

Rob Friemoth brings over 20 years of financial services experience as an independent advisor focusing on individuals, small businesses, and First Responders. He develops personalized strategies to build wealth, safeguard families, and preserve assets, emphasizing a proactive and tailored approach.

Client trust is paramount to Rob's success. He prioritizes client needs and adheres to fiduciary standards, ensuring advice is always in their best interest. He holds Series 6, 7, and 63 securities registrations through LPL Financial and is licensed for Life & Health Insurance. Rob graduated with a finance degree from the University of Toledo.

Outside of his practice, Rob enjoys golf, fitness, and family vacations. He and his wife, Karen, have been married for 21 years and have two children, Anthony and Gabriella. Rob actively serves on the Board of Trustees at First Congregational Church in Toledo.

Hogsette Financial Group, LLC. Momentum Wealth Partners and LPL Financial are separate entities.

benjamin profile
(419) 525-4992
rob.hogsettejr@lpl.com

Robert H. Hogsette, Jr. LUTCF

Hogsette Financial

Robert Hogsette is the founder and president of Hogsette Financial Group, LLC, with 34 years of experience in wealth management, financial, business, and retirement planning. For 25 years, he has specialized in serving Ohio fire and police departments and state employees, using a personalized, holistic approach. His career includes management roles at MassMutual Financial Group and numerous industry accolades, including Million Dollar Round Table membership.

Driven by a commitment to client flexibility, Rob established his independent practice. He holds Series 6, 7, 63, and 65 securities registrations through LPL Financial, along with life and health insurance licenses, and a bachelor’s degree from The Ohio State University. His expertise has been recognized in publications like "Cleveland Smart Business" magazine.

Married for 34 years, Rob and his wife have two children: a daughter, a nurse at The Ohio State University James Cancer Hospital, and a son, a former U.S. Marine now in agricultural sales. He enjoys family time and outdoor activities such as golf and hunting.

Hogsette Financial Group, LLC. Momentum Wealth Partners and LPL Financial are separate entities

benjamin profile
216-226-4562
ted@rockportwa.com

Theodore Calabrese, CLU®, ChFC®, AIF®

Beacon Financial

Ted Calabrese is a seasoned financial advisor with over 52 years of experience in the financial services industry. Throughout his illustrious career, Ted, has developed a strong foundation in providing comprehensive financial guidance and is committed to helping clients pursue their financial goals through personalized strategies.

As a former Air Force pilot, Ted brings a unique perspective to our industry, combining precision and strategic thinking with a client-centered approach. As a graduate of The Ohio State University, Ted holds a bachelor’s degree in marketing in addition to several professional designations, including CLU, ChFC, and AIF, which reflect his dedication to ongoing education and excellence in the field.

In his personal time, Ted is actively involved in organizations such as the American Legion and the American Society of CLU, ChFC, AIF. His personal interests include fishing, hunting, and photography, which contribute to a well-rounded lifestyle and allow him to connect with clients on various levels.

benjamin profile
419-725-1501 x 208
jim.kennedy@lpl.com

James W. Kennedy, Jr.

Beacon Financial

Jim Kennedy started his career working for his father in the life insurance business in 1976. In 1983 Jim began to transition over to the investment business, eventually leading him to Beacon Financial. His son Stephen joined him in 2008.

Jim and Stephen leverage sophisticated financial planning technology to provide diversified, risk-appropriate portfolios to clients in pre- and post-retirement.

Jim was taught by his father the importance of service to their clients. Jim is now passing this same message on to his son. Jim feels it is a privilege to have worked on both sides of a father-son business.

Beacon Financial, Momentum Wealth Partners and LPL Financial are separate entities.

benjamin profile

419-725-1501 x 215
stephen.kennedy@lpl.com

Stephen J. Kennedy

Beacon Financial

Stephen Kennedy is 3rd generation in the Investment and Insurance business after following in his Dad and Granddad's footsteps. Stephen graduated from St. Francis DeSales High School in 2004. He attended Bowling Green State University where he majored in Financial Planning, graduating in 2008. After graduation he joined his Dad at Beacon Financial. Together they leverage sophisticated financial planning technology to provide diversified risk appropriate portfolios to clients in pre- and post-retirement.

Stephen has his Series 7, Series 65 and Series 63 securities registrations through LPL Financial. He is also licensed for life and health insurance.

Beacon Financial, Momentum Wealth Partners and LPL Financial are separate entities.

benjamin profile

(419) 725-1501 x 207
jacque.moody@lpl.com

Jacquelin Moody, CFP®

Beacon Financial

Jacquelin Moody is an Investment Advisor Representative through LPL Financial. She has over 40 years of experience in the financial industry. Jacquelin is a Certified Financial Planner (CFP). Jacqueline believes helping her clients begins with the client relationship. When working with individuals and families, it is crucial that they know how much she cares. Establishing trust through a team (CPA, attorney and financial planner) brings confidence to clients.

benjamin profile

419.725.1501 x 214
dan.rudski@lpl.com

Daniel J. Rudski

Beacon Financial

Dan Rudski, provides detailed planning, disciplined investment strategies, and personalized service. Since 1998, beginning with Savage and Associates, he has specialized in personal investment, retirement, and life insurance planning for families, business owners, and individuals. He focuses on building and managing client wealth, earning referrals from clients, attorneys, and CPAs.

Dan emphasizes strong client relationships and tailored strategies. He attended Central Catholic High School and Lourdes University.

Residing in Holland with his wife, Tegan, and their three sons, Dan actively serves his community. He sits on the Lial Catholic School and Toledo Central Catholic Board of Trustees and has coached junior high basketball and baseball for over 25 years.

Greg Kopan, CEO, Financial Advisor

419-725-1501 x 206
greg.kopan@lpl.com

Gregory C. Kopan, AIF

Beacon Financial

Greg Kopan is the CEO of Beacon Financial, LLC. Greg has been an advisor since 1985. His securities registrations include Series 24, Series 7, Series 51, Series 63 through LPL Financial and is insurance licensed for life, health and variable products. Greg is an experienced investment advisor and Accredited Investment Fiduciary working with business owners and professionals.

In addition to his responsibilities at Beacon Financial, Greg has held leadership roles on a number of outside boards including mutual fund companies and is past chairman of the Cetera Advisors Advisory Council. Locally, he is also a past chairman of the University of Toledo's Foundation Board, and served as the President of the Inverness Club and Sylvania Country Club.

Greg is a graduate of Wittenberg University with a BA degree in Business.

Beacon Financial, Momentum Wealth Partners and LPL Financial are separate entities.

benjamin profile
(480) 518-6036 ben.stidham@lpl.com

Benjamin P Stidham

Transition Specialist

Benjamin’s career in financial services spans over two decades, beginning in 1999 at Wells Fargo Bank. His journey from a part-time bank teller to a Senior Registered Client Associate at Wells Fargo Advisors has given him valuable insights into various aspects of banking and financial advisory services. His passion for helping others pursue their financial goals continues to drive his work at Tauer Financial Services and Momentum Wealth Partners.

Tauer Financial Services, Momentum Wealth Partners and LPL Financial are separate entities.

ahmer profile

Ahmer Khan

Transition Specialist

Ahmer joins Momentum Wealth Partners from the world of film production where he produced commercials for some of the world’s most recognizable brands. He is a seasoned professional with over two decades of experience in operations management, process optimization, and cross-functional leadership. Known for delivering complex projects on time and within budget, he excels in his ability to lead diverse teams, streamline operations and foster stakeholder collaboration. His hands-on approach and commitment to excellence have consistently driven success in dynamic, high-pressure environments.

His proven ability to implement best practices, manage large-scale projects, and maintain strong client and vendor relationships makes him an invaluable contributor to our wealth management operations team. In his role as a Transition Specialist with Momentum, Ahmer leverages his excellent operational skills to help advisors navigate their transition journey. Ahmer also holds the Series 7 & 66 through LPL Financial as well as the Health & Life Insurance licenses.

He likes to stay busy, when not at work he enjoys spending time with family & friends. Attending and supporting his children’s sporting and artistic endeavors, playing in his local softball league, playing guitar, cooking and gardening.

stacy profile

Stacy Coldwell

Financial Advisor

Stacy Lyn Coldwell has been guiding clients toward their financial goals for over 18 years. Stacy honed her expertise in financial planning and investment strategies at PNC Investments. A graduate of Towson University, Stacy earned her degree in Business Administration with a concentration in Finance.

Stacy’s approach is rooted in her belief in building strong, trusting relationships with her clients. She values understanding what matters most to them—whether it’s preparing for retirement, saving for their children’s education, or pursuing financial independence.

lorraine profile

Lorrain Harrod

Financial Advisor

Lorraine Harrod has dedicated over 20 years to helping individuals and families pursue their financial goals with honesty, integrity, and genuine care. Her career includes impactful roles at PNC Investments and JP Morgan Chase, where she gained a deep understanding of financial planning and investment strategies.
 
Lorraine’s approach centers on building meaningful relationships with her clients, understanding their unique goals, and providing tailored guidance to help them work toward their financial future. She is especially passionate about helping others improve their financial well-being through practical and compassionate solutions.
carrie matyl profile

Carrie Matyi

Transition Specialist

Carrie started in the financial industry working for Prudential in 1995 and has worked in financial services serving clients for over 25 years. Carrie has extensive experience helping clients with their customer needs. Carrie was born in New Jersey and in 2010 moved to North Carolina where she currently lives with four children and loves being a mom.  She enjoys being an active part of her community, children's travel sports and spends her free time traveling and learning new things.
benjamin profile

(480) 518-6036
ben.stidham@lpl.com

Benjamin P Stidham

Tauer Financial Services

Benjamin’s career in financial services spans over two decades, beginning in 1999 at Wells Fargo Bank. His journey from a part-time bank teller to a Senior Registered Client Associate at Wells Fargo Advisors has given him valuable insights into various aspects of banking and financial advisory services. His passion for helping others pursue their financial goals continues to drive his work at Tauer Financial Services.

Tauer Financial Services, Momentum Wealth Partners and LPL Financial are separate entities.

john tauer profile

(480) 296-1067
john.tauer@lpl.com

John Tauer

Tauer Financial Services

John brings nearly 30 years of experience in the financial services industry to Tauer Financial Services. A graduate of the University of St Thomas in St Paul, MN. John holds a degree in Quantitative Methods and Computer Science with a Minor in Economics and Finance. His career journey, which began at a small community bank in Minnesota, has equipped him with a deep understanding of diverse market conditions and the importance of personalized financial strategies. John takes a holistic approach to financial planning. His belief in managing not just assets, but also expectations, helping clients navigate challenging financial situations with confidence.

Tauer Financial Services, Momentum Wealth Partners and LPL Financial are separate entities.

eric delaney profile

(201) 264-2117
eric.delaney@momentumwealthpartners.com

Eric Delaney

Senior Wealth Advisor, CFP®

Eric Delaney, CFP®, is a seasoned financial advisor with over two decades of experience providing exceptional client service. He is dedicated to helping individuals and families pursue their financial goals through comprehensive financial planning and wealth management.

A proud alumnus of Rutgers University, Eric combines academic knowledge with practical experience to deliver personalized financial services. He is committed to building strong client relationships based on trust, integrity, and open communication.

Beyond his professional pursuits, Eric is actively involved in the community. He volunteers with organizations like St. Jude's and Triangle Spokes Group, reflecting his dedication to making a positive impact.

vijay krishnaswamy profile

(917) 969-2995

vijay.kirshnaswamy@lpl.com

Vijay Krishnaswamy

Evergreen Wealth

Vijay Krishnaswamy is the son of a business owner- his father died suddenly when Vijay was seven and Vijay and his family had to go through a difficult journey.  Therefore, Vijay has made it his mission to help families and businesses live their best lives and pursue true financial freedom.

Vijay is a seasoned executive with a twenty-year career in helping deliver profitability to small and large businesses.  He is currently focused on bringing corporate best practices and risk management strategies to individuals, including high net worth business owners to help them manage their wealth. He holds the Series 7 and 66 licenses through LPL Financial and is an LPL Financial Planner.

He has managed a revenue line of over $250MM for American Express and has routinely advised C-level leadership in several industries including automotive, B2B services, information technology, financial services, manufacturing, pharmaceutical and the print/advertising industries.  These executives relied on him to deliver strategic recommendations on matters ranging from revenue strategy, operational issues, company turnaround, invest/divest decisions and marketing.

Vijay is a Certified Financial Planner (TM) professional and is active in his alumni clubs and strongly believes in giving back to his alma maters and other charitable institutions both in India and the US. His philanthropic interests are on children’s health, literacy, education and eradicating blindness.  He is also active in his local community and has been a soccer coach in Princeton, NJ

Evergreen Wealth, Momentum Wealth Partners and LPL Financial are separate entities.

Kimberly profile photo

Kimberly Fehre

Prosperity Atlantic Wealth

Kimberly Fehre brings a decade of experience in the legal financial field to her role as Director of Administration / Client Service Associate at Prosperity-Atlantic Wealth Management.

Known for her precision, care, and understanding of client needs, Kimberly provides prompt and confident support. Her dedication to delivering exceptional service is evident in her ability to build strong relationships with clients and exceed their expectations.

Beyond her professional accomplishments, Kimberly is a proud mom to Robert and Tucker. Grounded in her personal life, she resides in the charming coastal town of Ocean View, DE. When she's not working, Kimberly enjoys boating, traveling, and spending quality time with family.

Kimberly's commitment to both her career and personal life allows her to maintain a balanced perspective and navigate the challenges of life with ease.

Prosperity Atlantic Wealth Management, Momentum Wealth Partners and LPL Financial are separate entities.

stephen hill profile

(302) 829-1831
steve@prosperity-atlantic.com

Stephen Hill

Prosperity Atlantic Wealth

Steve is the owner of Prosperity Atlantic Wealth Management. Steve graduated from University of Baltimore and has been a Financial Representative for 30 years. Steve decided to move his wealth management business to Ocean View, Delaware as it is one of the fastest growing retirement areas on the Eastern Shore. He felt he could support the growing community with his vast knowledge in financial planning & wealth management. Steve has been married to his wife Robin for over 30 years and has 3 grown children, Zach, Brady & Mackenzie. Steve enjoys long walks on the beach with his 2 golden retrievers Lilly & Zoey and spending time with family and friends.

Prosperity Atlantic Wealth Management, Momentum Wealth Partners and LPL Financial are separate entities.

julie.daley@lpl.com

740.296.5066

Julie Vavra Daley

Legacy Financial Consulting

With over 15 years of experience in the investment and insurance industries, Julie serves as a financial advisor at Legacy Financial Consulting Services. Before joining Legacy Julie spent several years at Commonwealth Financial Services (CFS) and before that managed her own independent financial planning practice in St. Clairsville, Ohio.

In 2017, she completed the coursework and was recognized as a Retirement Income Certified Professional® (RICP®) by The American College of Financial Services. Julie holds Series 6, 7, 63, and 66 licenses through LPL Financial, as well as life, health, and disability. She attended Capital University, where she earned a bachelor's degree in business management and finance in 2001.

Since returning to the Ohio Valley, she has been actively involved in many social and professional organizations, including the Ohio Valley Business and Professional Women's Club, where she served as the local president and vice president of the region. Additionally, she is a current board member of the Ohio Valley Oil and Gas Association, as well as chairperson of the Industrial and Technical Education Coalition. She also sits on the Board of Directors for Belco WorRs/Tomorrow's Corner.

Julie and her husband, Tom, live in St. Clairsville and have two beautiful daughters, Grace and Lillian.

Momentum Wealth Partners, Legacy Financial Consulting Services and LPL Financial are separate entities.

greg.dufala@lpl.com

814.833.3360

814.833.5989

Gregory Dufala

Legacy Financial Consulting

Greg’s experience in the financial services industry includes previous employment at UBS Financial Services, and most recently at PNC Investments.  While at UBS, he was a top performer in his Financial Advisor Trainee class, attaining recognition for being a Tier One advisor amongst his peers.  During his time at PNC, Greg was consistently recognized as a top advisor through his managers.  He transitioned his practice to Legacy Financial / LPL in April 2012.

Greg specializes in providing retirement planning and income distribution strategies, estate and insurance planning, and investment advice for individuals, professionals, and businesses.  His focus working with businesses has been concentrated in providing business owners tax efficient retirement plan strategies.  These strategies focus on maximizing 401k potential and additionally leveraging the tax efficiencies of Defined Benefit Cash Balance plans.

The decision to practice in an independent model allows him the ability to provide clients financial advice with no emphasis on proprietary products.  Additionally, the affiliation with LPL financial provides a platform for him to maintain client relationships at a local level as opposed to being forced to send clients to regional call centers.  He feels that having one advisor that can provide all financial services truly simplifies and enhances the experience for the client.

After graduating from Cathedral Prep, he continued his education and athletic career at Duke University.  While competing on the Duke Football team, Greg was the recipient of two prestigious recognitions.  He was recognized as the Outstanding Offensive Lineman Award winner as voted on by his teammates, and academically earned a spot on the Atlantic Coast Conference Honor Roll.  Additionally, he earned three varsity letters.  Greg attained his degrees from Duke University in both Sociology and Markets & Management Studies.

Greg and his wife Katie have four children: Josie, Lucas, Lilly, and Alex.  They are active supporters of St. George’s School and Church, The Achievement Center, and The Autism Society of NWPA.  Outside of work Greg enjoys spending time with his family, watching sporting events, (especially the Steelers), hunting & fishing.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Momentum Wealth Partners and Legacy Financial Consultant Services are a separate entity from LPL Financial.

laurie.warren@lpl.com

814.833.3360

814.833.5989

Legacy Financial

 

aj.kulhanek@lpl.com

814.833.3360

814.833.5989

Legacy Financial

AJ began her career in the financial industry in 1997. She has always strived to be recognized as a financial advisor who develops long lasting relationships with her clients. AJ leverages her knowledge of portfolio management strategies, insurance, annuities, fixed income products and asset allocation to create personalized plans for her clients. She feels clients work hard for their assets and believes the assets should have a personalized purpose for each and every client.

AJ graduated from Bowling Green State University with a Bachelor’s of Science Degree  with double majors in business and business education. She has a number of securities registrations held through LPL Financial including Series 7 (general securities rep) and Series 66 (uniform combined state law). She also has life, fixed, variable annuities, and health insurance licenses.

Prior to her career in the financial industry, she owned and operated a commercial floor covering and building supply company in Colorado and taught business in Ohio. AJ enjoys golf, tennis, traveling and spending time with her 3 daughters and 4 granddaughters.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Momentum Wealth Partners and Legacy Financial Consulting Services are a separate entity from LPL Financial.

chris.j.mulligan@momentumwealthpartners.com

610.639.2125

 

Christopher Mulligan

Senior Financial Advisor

Chris has worked in the financial services industry for seven years and possesses a wealth of knowledge in investment management and goals-based planning. Chris graduated from Pennsylvania State University and obtained his bachelors degree in economics.
Chris began his career working as a Regional Private Banker for Wells Fargo where he worked with a small group of Affluent clients with helping them address their financial goals. He later transitioned to a Financial Advisor role where he ran a successful wealth management practice within Wells Fargo Advisors. Chris holds the distinguished CFP designation which has been recognized as the highest standard in personal financial planning and seen as the gold standard in our industry. As an advisor, Chris specialized in Wealth Management Planning, with an emphasis in Cash Flow Planning, Risk Mitigation Strategies, and Tax Minimization Strategies throughout retirement. It has always been Chris’s mission to take a comprehensive approach to financial planning in order to build, preserve, and transfer his client’s wealth in a long-term one on one relationship. In his free time, Chris enjoys traveling, and spending time with his wife Devon and their son Jack. He is also an avid golfer and member of the Golf Association of Philadelphia and Llanerch Country Club. Chris also enjoys all things Philadelphia sports and is a season ticket holder for the Philadelphia Eagles.

bryson.bowers@momentumwealthpartners.com

267.251.9030

 

Bryson Bowers

Senior Financial Advisor

Bryson, a graduate of Pennsylvania State University, launched his successful career as a financial advisor with Hilliard Lyons, an affiliate of PNC Financial Services. He subsequently transitioned to work directly with PNC, demonstrating his commitment to the financial services industry. In 2006, Bryson joined Wells Fargo, where he has thrived for over 18 years, consistently exceeding client expectations, and actively serving his community. We're excited to have him onboard with Momentum Wealth Partners as a Senior Financial Advisor. Bryson resides in Blue Bell, Pennsylvania, with his wife and daughter. He maintains a strong connection to his alma mater, the Penn State Nittany Lions, and enjoys playing basketball whenever possible.

 

 

Vicki Pearce

First Summit Capital Management

Vicki Pearce is a dedicated professional serving as the Director of Operations and Senior Client Solutions Specialist. With a passion for efficiency and strategic resource allocation, Vicki brings a wealth of experience to her role, ensuring excellent client service and optimal utilization of resources to drive organizational success.
Vicki currently resides in Hockessin with her husband, Jay, and two children, Elizabeth and Greyson. Outside of her professional endeavors, Vicki cherishes spending quality time with her family, immersing herself in the joy of their company. An avid reader, she finds solace and inspiration within the pages of a good book, constantly expanding her horizons and knowledge. In her free time, Vicki can often be found tending to her garden, cultivating beauty and tranquility amidst nature's splendor.
Driven by a spirit of curiosity and adventure, Vicki embraces the opportunity to explore new places and experiences, enriching her life with diverse perspectives and insights. As an LPL Registered Administrative Associate, she is committed to providing seasoned support to those seeking financial empowerment and well-being. First Summit Capital Management, Momentum Wealth Partners and LPL Financial are separate entities.
tom.cooney@lpl.com 610.563.6626

Thomas Cooney

First Summit Capital Management

Thomas J. Cooney is the principal owner of First Summit Capital Management boasting an impressive 32-year tenure in the investment industry and a 42-year history of personal investing experience. His academic foundation includes a bachelor's degree in business management and finance from the University of Pittsburgh. Before his current role, Thomas was the owner of a successful company in the forest products industry, where he honed his business acumen and strategic thinking. His diverse background and extensive experience have positioned him as a respected leader in the financial sector. Residing in West Grove, PA, with his wife Sheilah, Thomas is a dedicated family man with two grown children. He enjoys visiting his children in Florida and New York City, traveling, spending time in the mountains, gardening, and golfing. His multifaceted interests and commitment to family and professional excellence define his approach to both life and business. First Summit Capital Management, Momentum Wealth Partners and LPL Financial are separate entities.

mark.freed@lpl.com

609.202.0157

Mark Freed

First Summit Capital Management

Mark Freed is a Certified Financial Planner Professional© (CFP©) and Certified Retirement Counselor© (CRC©), dedicated to helping families enjoy a successful financial life at every stage. With over a decade in financial services, Mark utilizes his education and experience to help optimize clients' financial well-being, manage risks, and seek opportunities for long-term independence. Mark is a graduate of Mississippi State University. While attending, he enjoyed a successful baseball career before pitching professionally with the Chicago Cubs and Arizona Diamondbacks. Mark resides in his hometown of Pennsville, NJ, and is happily married to his wife Karen, with their two children, Landon and Adley. His love for sports continues to thrive, and he cherishes spending quality time with his family, whether it's cheering on their favorite teams or enjoying outdoor activities together. First Summit Capital Management, Momentum Wealth Partners and LPL Financial are separate entities.

chris.mukoda@lpl.com

302.584.4698

Chris Mukoda

Sussex Wealth Partners

Chris Mukoda brings over three decades of financial expertise to Momentum Wealth Partners, having graduated from the University of Delaware in 1991 and earning his Series 7 certification in May 1993. Throughout his career, Chris has made significant contributions to well-known financial firms, including Dean Witter, Charles Schwab, TD Waterhouse, and PNC Investments. Residing in Dover since 2003, Chris and his wife Nichole share a love for boating, Philadelphia sports (despite the friendly rivalry with Nichole, a Cowboys fan), and cooking together. Beyond their shared interests, they actively participate in charity walks to raise funds for the MS Society. Originally from Turnersville, NJ, Chris cherishes his roots, having attended Washington Township High School. Nichole, from Sewell, NJ, attended Clearview. Despite their different educational backgrounds, their shared journey has only strengthened their bond. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Momentum Wealth Partners and Sussex Wealth Partners are a separate entity from LPL Financial.

brad.travis@sussexwealthpartners.com

302.245.5118

Brad Travis Jr.

Sussex Wealth Partners

Brad Travis Jr, CFP® is a Sussex County, Delaware native and has worked in the financial services industry for almost 20 years.  For 15 of those years, Brad has been directly advising clients on their financial planning and investment needs.  Outside of work, Brad likes to give back to his community through service on the Beebe Medical Foundation Board of Directors and on the alumni advisory council to his college fraternity.  Brad loves spending time with his family including two little girls, Millie and Hazel, and his wife Juliet.  Brad values honesty and integrity as the guiding principals of all facets of life, especially in his conduct with his clients.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Momentum Wealth Partners and Sussex Wealth Partners are a separate entity from LPL Financial.

 

natalie.fowler@lpl.com

302.249.4348

Natalie Fowler

Sussex Wealth Partners

Natalie Fowler has over a decade of experience in the financial industry.  She excels as an assistant to financial advisors, navigating the intricacies of wealth management with precision and care. Beyond her professional endeavors, Natalie finds joy in travel and expressing her creativity through interior decorating.  Natalie is a dedicated wife to Anthony Fowler and a proud mom to Jaxton Fowler.  With a passion for both her family and her career, Natalie embodies the balance of professionalism and personal fulfillment.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Momentum Wealth Partners and Sussex Wealth Partners are a separate entity from LPL Financial.

 

david.crouse@sussexwealthpartners.com

302.236.4844

David Crouse

Sussex Wealth Partners

David is an accomplished financial advisor with extensive experience across numerous economic cycles. With a steadfast commitment to guiding clients through the intricate process of retirement planning, David offers a personalized approach, blending expertise with empathy to ensure each client's journey is navigated with confidence. Bringing over three decades of industry experience, David is adept at foreseeing market shifts, mitigating risks, and seizing opportunities, empowering clients to embrace retirement with assurance. Beyond his professional endeavors, David finds fulfillment in family time, sharing over thirty years of marriage with his wife, Tina, and cherishing moments with their children and grandchildren. When not immersed in financial matters, David and Tina revel in outdoor activities with their family, whether cruising on boats, skiing down slopes, or trekking through scenic trails. They also find joy from working in their yard and caring for their beloved animals. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Momentum Wealth Partners and Sussex Wealth Partners are a separate entity from LPL Financial.

mary.fiorenzo@lpl.com

814.833.5989

Mary Fiorenzo

Legacy Financial Consulting

 

 

calvin.williams@lpl.com

856.283.3048

Calvin Williams

Capri Wealth Management

Calvin focuses on fixed income portfolio construction. He excels in crafting personalized investment strategies tailored to clients’ risk tolerance and cash flow needs. His expertise extends to asset allocation and helping ensure tax efficiency within portfolios. Calvin is dedicated to guiding clients toward financial well-being with precision and care, striving for their long-term satisfaction and prosperity.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Momentum Wealth Partners and Capri Wealth Management are a separate entity from LPL Financial.

 

michaeld.d.jett@lpl.com

856.904.0889

Michael Jett

Capri Wealth Management

Michael works with high-income millennials who typically find themselves planning for a myriad of life goals and assists his clients with goals such as real estate purchases, education planning for children, tax management strategies, deciding when/how to pay down or pay off student loan debt, navigating executive compensation plans, and how to best plan for retirement (Ex: Roth 401(k) or Pre-Tax 401(k) contributions.

As your Financial Advisor, Michael can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, Michael can help you work toward growing and preserving your wealth.

Michael lives in Philadelphia, PA and is a graduate of Monmouth University. He enjoys travel, staying active, spending time with family and is a huge Philadelphia sports fan.

Capri Wealth Management, Momentum Wealth Partners and LPL Financial are separate entities.

 

anthony.capri@capriwealthmanagement.com

856.577.8600

Anthony Capri

Capri Wealth Management

Anthony has almost three decades of experience across the financial services industry. Upon graduating from Temple University with a degree in Finance and Marketing, Anthony began his career as a financial advisor for Merrill Lynch. After spending nine years there, he transitioned to Morgan Stanley where he spent just over a decade. 

As an advisor, Anthony’s mission has always been to guide his clients on the growth and preservation of their assets, focusing on each and every one of their unique goals, dreams, and challenges.

Anthony’s passion for his clients is only rivaled by his commitment to serving his community and family. He dedicates his free time to volunteering at a number of local church groups, as well as the Knights of Columbus in Washington Township.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Momentum Wealth Partners and Capri Wealth Management are a separate entity from LPL Financial.

 

geoff.cleveland@lpl.com

908.315.3745

Geoffrey Cleveland

Janus Gate Financial

Geoff Cleveland is a financial services professional celebrated for his straightforward approach to advisory services. In his role as Vice President-LPL Financial Advisor with Momentum Wealth Partners, Geoff will expand on his vision of the successful advisor-client dynamic, one built on life-long relationships aligned with a disciplined investment style built around goals-based planning. Prior to joining Momentum Wealth Partners, Geoff achieved a distinguished career path punctuated by advisory positions at some of the most storied firms in financial services, among them RBC Wealth Management, JP Morgan Chase Bank NA, and Merrill Lynch Wealth Management. 

Originally from Burlington County, NJ, and having spent 15 years in Washington, DC, Geoff and his family currently reside in Cranford, NJ, where they are very active in the community. Geoff is a member of the Cranford Jaycees, is a volunteer and fundraiser for Shriners Hospitals for Children, and serves as an alternate delegate from Cranford to the Union County Transportation Advisory Board.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Momentum Wealth Partners and Janus Gate Financial are a separate entity from LPL Financial.

 

ronald.vinyard@lpl.com

814.833.5989

Ronald Vinyard

Legacy Financial Consulting

Ron joined Legacy Financial after a long career in the U.S. Army.  From that experience, he brings a sense of service, dedication, and commitment to his work and his clients.  Ron serves as an LPL Financial Advisor and Registered Principal focused on small businesses, families, and individuals in the pursuit of retirement and other financial goals.

Ron has a Master's in Business Administration in Finance degree from Penn State and an undergraduate degree in Criminal Justice from Lindenwood University.  He has also earned the CERTIFIED FINANCIAL PLANNER™ Professional certification, the Chartered Financial Consultant™ designation, the Chartered Retirement Plan Specialist™ designation, and the Wealth Management Certified Professional™ designation.  He is Series 24 (General Securities Principal), Series 7 (General Securities), 66 (Uniform Combined State Law), and SIE (Securities Industries Essential) licensed with LPL Financial and also holds Accident, Health, Life, and Fixed and Variable Annuities insurance licenses.

Ron is a member of the Erie Chamber of Commerce and Growth Partnership, The American Legion, Business Networking International, the Financial Planning Association, the Manufacturer and Business Association, and is on the Board of Trustees for the Erie Day School. He and his wife Nicole live in Fairview, PA, and have three children, Audrey, Adalyn, and Jackson.

Schedule with Ron at https://go.oncehub.com/ronaldvinyard

CRPS conferred by College for Financial Planning.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Momentum Wealth Partners and Legacy Financial Consultant Services are a separate entity from LPL Financial.

 

chrissy.carpenter@lpl.com

609.922.2385

Chrissy Carpenter

Chief Administrative Officer

Chrissy Carpenter is a seasoned professional with 15 years experience in the financial industry.  Throughout her journey, she has consistently demonstrated a commitment to excellence in various roles, solidifying her reputation as reliable and proficient in the field.

With a unique blend of expertise, Chrissy stands out for her customer-centric focus and operational prowess. Her ability to navigate the complexities of the financial sector while keeping a keen eye on customer satisfaction makes her a valuable asset to our team.

Beyond her professional achievements, Chrissy is grounded in her personal life, residing in the charming locale of Medford, NJ with her husband and two boys. She spends her weekends cheering on her children as they play flag football, baseball and basketball.  Chrissy and her family love spending time in Ocean City in the summer!  Her dedication to both her career and family showcases her ability to balance the multiple facets of life.