856-283-0755

Our Advisors

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Geoffrey Cleveland

Janus Gate Financial

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Anthony Capri

Capri Wealth Management

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Calvin Williams

Capri Wealth Management

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Michael Jett

Capri Wealth Management

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Matthew Vance

LPL Financial Advisor

 

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Ronald Vinyard

Legacy Financial Consulting

 

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Gregory Dufala

Legacy Financial Consulting

 

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Julie Vavra Daley

Legacy Financial Consulting

 

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David Crouse

Sussex Wealth Partners

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Brad Travis Jr.

Sussex Wealth Partners

 

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Chris Mukoda

Sussex Wealth Partners

 

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Natalie Fowler

Sussex Wealth Partners

 

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Lorraine Harrod

Sussex Wealth Partners

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Stacy Coldwell

Sussex Wealth Partners

 

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Mark Freed

First Summit Capital Management

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Thomas Cooney

First Summit Capital Management

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Vicki Pearce

First Summit Capital Management

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Bryson Bowers

Liberty Planning Group

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Christopher Mulligan, CFP®

Liberty Planning Group

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Stephen Hill

Prosperity Atlantic Wealth

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Vijay Krishnaswamy

Evergreen Wealth

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Eric Delaney

Senior Wealth Advisor, CFP®

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John Tauer

Tauer Financial Services

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Benjamin P. Stidham

Tauer Financial Services

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Gregory C. Kopan, AIF

Beacon Financial

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Daniel J. Rudski

Beacon Financial

 

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Stephen J. Kennedy

Beacon Financial

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James W. Kennedy, Jr.

Beacon Financial

 

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Becky Schetter

Operations Manager

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Terri Davis

Service Administrator

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Gloria Buganski

Business / Information Technology Manager

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Elizabeth A. Reetz

LPL Registered Administrative Associate

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Robert H. Hogsette, Jr. LUTCF

Hogsette Financial

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Devera Ritz

Administrative Assistant

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Robert Friemoth, Jr.

Hogsette Financial

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Theodore Calabrese, CLU®, ChFC®, AIF®

Beacon Financial

 

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Kenneth W. Jones, CLU®, ChFC®, AIF®

LPL Investment Advisor Representative

 

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Earl Emery

LPL Registered Representative

Mark W. Miller

Senior Financial Advisor

 

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Anthony Ghiglieri

Wealth Consultant

 

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Steven Fetterhoff 

Freedom Financial Wealth Management, Inc.

 

Jeffrey West 

Freedom Financial Wealth Management, Inc.

 

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Carolyn L. Smith

Wealth Advisor

 

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Lily Lam, MBA®

Capri Wealth Management

 

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James Orr

Capri Wealth Management

 

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Leah Thudiyan

Capri Wealth Management

 

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.

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Carolyn L. Smith

corrine.brewer@momentumwealthpartners.com

 
 
 

Corrine Brewer

Senior Marketing Specialist

 

Corrine Brewer is a creative professional specializing in graphic design, illustration, and marketing. She brings a thoughtful, detail-oriented approach to visual communication, developing engaging and purposeful content that strengthens the firm's brand and marketing initiatives.

Her experience includes branding, digital design, marketing materials, and social media content. Proficient in Adobe Creative Cloud, including Photoshop, Illustrator, and InDesign. Corrine combines creative expertise with strategic thinking to deliver polished and effective visual communications. At Momentum Wealth Partners, Corrine supports the firm's marketing efforts by developing visual content and maintaining a cohesive brand across digital and print communications.

Outside of work, Corrine enjoys going to antique stores, painting, and hanging out with her cat.

Carolyn L. Smith

Leah.Thudiyan@lpl.com

 
 
 

Leah Thudiyan

Financial Associate

 

Leah is a dedicated Financial Associate who supports the firm's growth and client experience by connecting individuals with the advisory team and helping daily operations run smoothly. A graduate of Rutgers University Honors College, Leah earned her bachelor's degree in Finance with cum laude honors. She began her career with the firm as an intern and was promoted after demonstrating a strong work ethic, professionalism, and commitment to the team. In her role, Leah schedules initial meetings, manages calendars, confirms appointments, and supports client service processes, enabling advisors to remain focused on delivering thoughtful financial guidance. Outside the office, Leah enjoys playing volleyball with her church team in Philadelphia, going to the gym, shopping, and staying active in her church community.

Carolyn L. Smith

James.Orr@lpl.com

 
 
 

James Orr

Client Service Administrator

 

As Client Service Administrator, James helps ensure the advisory team operates efficiently while clients receive timely, attentive service. With seven years of prior experience in customer service, he brings excellent communication, problem-solving, and client support skills to the team. He joined the firm in 2024 as an intern and was promoted to his current role, where he manages schedules, coordinates meetings, and supports day-to-day client operations, allowing advisors to focus on delivering thoughtful financial guidance. Outside the office, James enjoys traveling, snowboarding, coaching youth sports, and spending quality time with family.

Carolyn L. Smith

Lily.Lam@lpl.com

 
 
 

Lily Lam, MBA®

Strategic Operations Manager

 

Lily Lam is a Strategic Operations Manager transforming strategic priorities into initiatives that improve efficiency, optimize resource utilization, and support sustainable growth. A graduate of the Rutgers University Honors College, she earned both her Bachelor's degree in Finance with a minor in Management Information Systems and her MBA with a concentration in Strategic Leadership, graduating summa cum laude in both programs. She joined Capri Wealth Management as an intern and advanced through multiple roles to her current position, where she helps build the operational foundation for the firm's long-term success. She also provides financial planning support, performs investment analysis, and develops financial models that help leadership evaluate opportunities and make informed business decisions.

scott-breault

Scott.Breault@momentumwealthpartners.com

(617) 901-4830

 

Scott Breault

Managing Director | National Sales

 

Scott Breault is a senior financial services executive with more than 30 years of experience helping advisors grow, transition, and strengthen their businesses. As Head of Advisor Recruitment and National Sales at Momentum Wealth Partners, he partners with established advisors to evaluate strategic opportunities, align with the right business model, and build long-term enterprise value.

His career includes executive leadership and distribution positions with Lincoln Financial Distributors and Global Atlantic, along with entrepreneurial experience that provides firsthand insight into the challenges of building and scaling a successful business. This combination of leadership, sales, and business ownership experience allows Scott to deliver practical guidance tailored to advisors' evolving needs.

Scott earned a BSBA in Finance from Suffolk University and maintains FINRA Series 7, 24, 6, 63, and 65 registrations.

Carolyn L. Smith

carolyn.l.smith@momentumwealthpartners.com

(631) 418-8257

 
 
 

Carolyn L. Smith

Wealth Advisor

 

With more than a decade of experience in financial services, Carolyn is committed to helping individuals and families make thoughtful, confident financial decisions, especially during moments when clarity matters most.

Carolyn began her career in the industry in 2013 and has served as a financial advisor since 2016. Much of her early experience was in the banking channel, where she focused heavily on risk management and risk mitigation strategies for clients. That foundation continues to shape the way she works today. Her approach begins with a clear understanding of risk, followed by planning-driven strategies designed to help clients navigate both stable markets and periods of uncertainty.

Most recently, Carolyn spent five years with Ameriprise, where she focused on building long-term client relationships and delivering comprehensive financial guidance aligned with each client’s evolving goals and life transitions.

Outside of her professional work, she enjoys spending time with her family. She and her husband enjoy tackling home projects together, and much of their free time is spent supporting their two children at sporting events. That balance between planning thoughtfully for the future and appreciating the present reflects the philosophy she brings to her work with clients every day.

Jeffrey West

(717) 920 –0770 

jwest@ffwm.net

 

Jeffrey West 

Managing Partner, Financial Advisor 

 

Jeffrey West is a financial services professional known for his client-focused, growth-oriented approach to wealth management. In his role as Managing Partner and Financial Advisor with Freedom Financial Wealth Management, Inc., affiliated with LPL Financial and supported by Momentum Wealth Partners, Jeff delivers comprehensive advisory and brokerage services centered on building long-term relationships and helping clients pursue their financial goals through disciplined, goals-based planning. 

With more than two decades of experience in the financial services industry, Jeff has developed a broad background spanning both broker-dealer and advisory platforms. Before joining LPL Financial and Momentum Wealth Partners, he held advisory positions at several respected firms, including Cetera-affiliated firms, Royal Alliance Associates, Walnut Street Securities, PFG Financial Advisors, and American Express Financial Advisors. Throughout his career, he has remained committed to providing personalized advice and helping clients navigate complex financial decisions with confidence. 

A dedicated community member, Jeff serves on the Board of the Mechanicsburg Chamber of Commerce, is a past president of his local Rotary chapter, and volunteers with the Boy Scouts of America. He studied engineering at West Virginia University and enjoys golf in his spare time. He is based in Lemoyne, Pennsylvania. 

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Freedom Financial Wealth Management, Inc. and Momentum Wealth Partners are separate entities from LPL Financial. 

Steven Fetterhoff
(717) 920 –1527 sfetterhoff@ffwm.net

Steven Fetterhoff 

Managing Partner, Financial Advisor 

Steven Fetterhoff is a seasoned financial services professional known for his disciplined, relationship-driven approach to wealth management. As Managing Partner and Financial Advisor with Freedom Financial Wealth Management, Inc., affiliated with LPL Financial and supported by Momentum Wealth Partners, Steve provides comprehensive, goals-based planning designed to bring clarity and confidence to his clients’ financial lives.  With more than 25 years of experience, Steve specializes in holistic financial planning, combining investment management, insurance solutions, and long-term strategy. As a Registered Investment Advisor Representative, he offers fee-based advice and discretionary portfolio management tailored to each client’s objectives.  Steve is a member of the Million-Dollar Round Table (MDRT)* and NAIFA, and a graduate of The American College of Financial Services. He believes a thoughtful, holistic approach is essential to helping clients pursue long-term financial independence.  Based in the Harrisburg/Lemoyne, Pennsylvania area, Steve has served clients in financial services since 1987 and has also been an NCAA volleyball official since 1989.  *The Million-Dollar Round Table (MDRT) is an independent association. Membership is based on production.  Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. Freedom Financial Wealth Management, Inc. and Momentum Wealth Partners are separate entities from LPL Financial.
john raven - national sales

john.raven@lpl.com

 
 
 

John Raven

Managing Director | National Sales

 

John joined Momentum Wealth Partners with more than 20 years of experience in recruiting, executive search, and organizational development across financial services, technology consulting, and insurance.

After earning his B.A. from the University of Delaware, John began his career as a Financial Advisor, gaining firsthand insight into the operational and growth challenges advisors face when building and scaling successful practices. That early foundation continues to inform his strategic approach to advisor recruiting and team development.

John built his recruiting career in the Manhattan market, partnering with hedge funds, financial institutions, and consulting firms to place senior executives and technology leaders in highly competitive environments. Over the course of his career, he co-founded and operated recruiting firms and held senior in-house talent acquisition roles within elite consulting and insurance organizations, designing scalable talent strategies aligned with measurable business growth.

At Momentum Wealth Partners, John focuses on advisor recruiting, strategy, disciplined execution, and aligning talent acquisition with the firm’s long-term vision for growth and supported independence.

John is a committed AI practitioner who designs and implements practical artificial intelligence workflows to enhance sourcing strategy, market intelligence, and recruiting performance.

John resides in New Jersey with his wife and child. He enjoys skiing, strength training, golf, playing guitar, and spending time with his family.

Michael Koskuba

michael.koskuba@lpl.com

Michael Koskuba

Chief Investment Officer

 

Michael serves as Chief Investment Officer at Momentum Wealth Partners, leading the firm's investment strategy, portfolio construction, and asset allocation decisions. With over 30 years of investment management experience, he brings institutional-level expertise and a commitment to delivering performance-driven solutions for financial advisors and their clients. Before joining Momentum Wealth Partners, Michael was Senior Portfolio Manager at NewBridge Asset Management, a Victory Capital Holdings franchise, where he shaped portfolio strategy and authored market commentaries that guided advisors through both calm and
volatile market conditions.

Michael has built his reputation on translating complex market dynamics into actionable insights. He understands that successful investing requires more than strong analytics; it demands the ability to explain the reasoning behind portfolio decisions in ways that resonate with advisors and investors alike. This rare combination of technical expertise and communication skill has made him a valued voice throughout his career.

As CIO, Michael oversees Momentum Wealth Partners' model portfolios and maintains ongoing dialogue with advisors about market conditions and investment opportunities. His approach emphasizes disciplined research, risk-aware construction, and alignment with client objectives. Michael's leadership strengthens Momentum Wealth Partners' ability to deliver institutional-quality investment management with the personalized attention that advisors and their clients deserve.

matthew-vance
matthew.vance@lpl.com

Matthew Vance

LPL Financial Advisor

Matthew Vance is a dedicated and motivated Financial Advisor committed to delivering exceptional service and empowering clients to pursue their financial goals with clarity and confidence. With a strong belief in personalized guidance, Matthew brings fresh energy, strategic insight, and a genuine passion for helping individuals and families take control of their financial future.

A graduate of Rutgers University Honors College, Matthew earned his degree magna cum laude in Finance and Marketing, with a minor in Economics. His academic success was complemented by his involvement in the National Society of Leadership and Success and the Rutgers Finance Association, where he further developed his interest in financial strategy and client-focused advising.

Matthew specializes in comprehensive financial planning, investment analysis, and custom investment management. He works closely with clients to help address their 401(k)s, structure efficient cash flows, and uncover opportunities in the market. Every strategy he develops is thoughtfully tailored to the client’s unique goals, risk profile, and stage of life.

Known for his approachable style and analytical mindset, Matthew builds lasting relationships based on transparency and results. His enthusiasm for personal finance began early and continues to grow, driving his commitment to helping clients make confident, informed decisions.

Outside the office, Matthew enjoys traveling, snowboarding, spending time with friends and family, and cheering on his favorite Philadelphia sports teams.

asad-hussain
(631) 479-2579 ext: 101 anthony.ghiglieri@ momentumwealthpartners.com

Anthony Ghiglieri, APMA®, CRPC®

Wealth Consultant

CRPC conferred by College for Financial Planning.
Anthony Ghiglieri, brings 15 years of experience and a deep commitment to helping clients achieve their financial aspirations. With professional designations including APMA and CRPC, Anthony specializes in investment management and retirement planning tailored to individual needs. A graduate of Dowling College with a degree in Finance, Anthony honed his skills during his tenure at Ameriprise, where he developed comprehensive financial strategies for diverse clients. His approach emphasizes building lasting relationships and delivering personalized solutions that align with each client’s unique goals. Outside the office, Anthony is an avid golfer, skier, and traveler who enjoys spending time at the beach with his family. A former collegiate baseball athlete who played third base, he remains active in his community by coaching youth baseball and soccer teams. For Anthony, family is the foundation of both his personal life and professional values. At Momentum Wealth Partners, Anthony is dedicated to making a meaningful impact on clients’ lives while fostering trust and success through thoughtful wealth management practices.

Accolades

#80

Forbes: America's Top Next-Gen Wealth Advisors Best-in-State 2025
The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed.
Note: Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
Mark W. Miller
(631) 335-5881 mark.w.miller@lpl.com

Mark Miller

LPL Financial Advisor

Mark W. Miller serves as Senior Vice President and LPL Financial Advisor at Momentum Wealth Partners, bringing a reputation for integrity and a straightforward, client-focused approach to our team. With a career spanning advisory roles at renowned firms including Merrill Lynch and Wells Fargo Advisors, Mark is dedicated to building lifelong relationships and guiding clients through disciplined, goal-based investment planning. Originally from Canada, Mark is a former hockey and baseball player who now enjoys triathlons and golf. He values staying connected with his family—his daughter Paige, an embryologist in Manhattan; his daughter Meaghan, a senior at UNC; and his son Mark Jake, a high school student and junior hockey player in Canada. Mark’s commitment to his clients and his passion for fostering strong relationships set him apart as a valued advisor at Momentum Wealth Partners.
asad-hussain
asad.hussain@momentumwealthpartners.com

Asad Hussain

Senior Technical Program Manager

Asad brings over a decade of IT leadership and project management experience to Momentum Wealth Partners. As a Certified Scrum Master, Asad excels at ideating and managing innovative technology projects that support our advisors and clients. At Momentum Wealth Partners, Asad leverages his expertise to help shape and guide forward-thinking IT initiatives, working closely with our team to streamline operations and enhance our technology foundation. His collaborative approach and commitment to continuous improvement are key as we grow and adapt in the evolving wealth management industry. We are committed to being at the forefront of our industry and Asad’s leadership and vision help ensure our technology keeps pace with the needs of our advisors and the clients they serve.
photo not available

(419) 725-1501x212

beth.reetz@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

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 Khan

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

Lorraine 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

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

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.krishnaswamy@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

(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

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, CFP®

Liberty Planning Group

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

bryson.bowers@momentumwealthpartners.com

267.251.9030

 

Bryson Bowers

Liberty Planning Group

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

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.