856-283-0755

Our Team

See Bio

Asif Hussain

Managing Partner | Co-Founder

See Bio

Doug Frank

Managing Partner | Co-Founder

See Bio

Kevin Frank

Managing Partner | Co-Founder

See Bio

Chrissy Carpenter

Chief Administrative Officer

See Bio

Greg Shah

Chief Technology Officer

See Bio

Ronald Vinyard

Head of Supervision

See Bio

Ahmer Khan

Transition Specialist

See Bio

Benjamin P. Stidham

Transition Specialist

See Bio

Michael Elchoness

Managing Director | National Sales

See Bio

Peter Rossi

Managing Director | National Sales

See Bio

David Lokai

Managing Director | National Sales

See Bio

Rosemarie Toole

Transition Specialist

See Bio

Rebekah Suttle

Transition Specialist

See Bio

Carrie Matyi

Transition Specialist

See Bio

Asad Hussain

Senior Technical Program Manager

See Bio

Zulfi Hassan

Senior IT Specialist

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!
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

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.
rebekah-suttle

Rebekah Suttle

Transition Specialist

Rebekah has over five years of experience in the financial services industry, working as a senior client service manager. Skilled in opening accounts, processing money transfers, assisting with tax forms, coordinating compliance, and providing general account information. Originally from Arkansas, where she grew up on a farm with her family, Rebekah has a deep appreciation for the outdoors. She’s passionate about horses and enjoys hiking, camping, and fishing in her spare time. A proud grandmother of three, she also has two horses and two dogs. An avid gardener and cook, Rebekah is excited to collaborate with us and help you pursue your financial goals.

Rosemarie Toole

Transition Specialist

 
zulfi hassan profile

Zulfi Hassan

Senior IT Support Specialist

Zulfi Hassan is an experienced IT End User Computing Specialist with over 15 years of expertise in managing Windows-based environments and providing technical support. He most recently worked at Barnes & Noble College Booksellers, supporting over 16,000 users across various field locations and corporate offices. Zulfi excels in system administration, Office 365 and Oracle NetSuite management, Active Directory, and troubleshooting network issues, with a focus on ensuring systems stability and meeting SLAs.Zulfi is recognized for his ability to communicate effectively with end-users, managers, and remote teams, acting as a crucial liaison to deliver efficient solutions. His technical proficiency spans hardware and software support, network configuration, and IT ticketing systems. He also contributes to training new hires and managing the deployment of legacy and new applications across the company. With prior experience at USA Studios / Primetime Post and AT Corp, Zulfi has developed strong help desk and IT support skills. He studied Visual Arts/Photography at Rutgers University and is proficient in a wide range of technologies, making him a versatile and highly skilled IT professional.
amanda frank profile

Amanda Frank

Marketing Specialist

 
David Lokai Profile image

(973) 487-6054
david.lokai@momentumwealthpartners.com

David Lokai

Managing Director | National Sales

As a professional in the financial services industry for the past 35 years, David brings a wide breadth of industry experience, knowledge, and expertise to Momentum Wealth Partners.

David spent time at Wells Fargo where he worked in product development and annuity distribution, coaching and training financial advisors to help them achieve their highest levels of performance. While at HSBC he was a senior product wholesaler, overseeing the distribution and growth of advisory assets; at PNC, David was the Director of Financial Planning where he leveraged the firm’s planning tools and practice management techniques to help advisors engage in asset retention and growth.

As a Managing Director of National Sales at Momentum Wealth Partners, David works with advisors to ease their transition to supported independence while also accelerating growth and maximizing their opportunities for acquisition.

David started his financial industry career after spending 10 years serving as an air traffic controller for the United States Air Force. His military experience combined with all his other roles have prepared him to excel in his role at Momentum Wealth Partners.

David currently resides in Northern New Jersey for the past 40 years with his wife of over 20 years and enjoys spending time with his four children and three grandchildren as well as playing golf.

carrie.matyi5@lpl.com

908.461.0832

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.

s.perlman@lpl.com

Susan Pearlman

Transition Specialist

Susan's career in the financial industry started at A.G.Edwards & Sons as a Financial Consultant from 1986 and  then Raymond James Financial Services in 2008 where she decided to pursue her goal of owning her own financial services firm in Huntington, NY. For 25 years Susan was a financial consultant in Huntington Village where she also immersed herself in the community, being involved in and helping out local organizations and charities. Susan has been helping advisors transition to independence since 2021.

Susan was born in Brooklyn New York.  After high school, she graduated with a bachelor’s degree in Economics from the University of Albany in 1984. Susan still lives in and loves Huntington, where she enjoys walking her dogs, going to the beach, cooking, gardening and spending time with family and friends

 
julie.hefner4@lpl.com

Julie Hefner

Transition Specialist

Julie has been in the financial services industry for over 25 years almost exclusively in the wealth management sector.  Shortly after graduating college with a degree in Business Administration, she obtained her Series 7, 66 and insurance licenses which are currently inactive.

Prior to joining Momentum Wealth Partners, Julie worked in various roles including an Investment Operations Specialist, Transition Specialist, Wealth Advisor Assistant, Investment Solutions Representative, and an Operations Manager. 

When Julie is not at work, she enjoys spending time with her husband and three kids, reading, or attending sporting events. 

Julie is so excited to be a part of this wonderful team at Momentum!  She is responsible for assisting advisors in transitioning their business and is passionate about ensuring a successful and efficient transition.

c.gabrielsen@momentumwealthpartners.com

201.259.6517

William Christian Gabrielsen II

Managing Director | National Sales

William Gabrielsen is a Managing Director of National Sales with Momentum Wealth Partners. Gabe, as he is commonly referred to, is a respected industry veteran of more than three decades having raised capital for leading financial services companies as a senior executive, national sales manager, regional leader, and financial advisor. Gabe has led teams that distributed separately managed accounts, variable annuities, structured products, hedged mutual funds, and alternative investments. Prior to joining Momentum Wealth Partners, Gabe served as national sales manager at Lincoln Financial, Knight Capital, and was president of The Lightstone Group. In addition, Gabe was a divisional sales manager at The Equitable/AXA as well as Strategic Capital. As National Sales Manager at Lincoln Financial managed over 100 wholesalers. Most recently, Gabe has been a financial advisor for KeyBank in Maine. Gabe has a bachelor's degree from the University of Vermont and lives in Maine with his wife, Joy, son, Hans Christian, and has two adult children, Sonja and William.

doug.frank@momentumwealthpartners.com

609.922.3200

Doug Frank

Managing Partner | Co-Founder

Doug Frank, a proud Clemson University alumnus, is one of the Managing Partner and Co-Founders of Momentum Wealth Partners, a testament to his extensive experience and leadership in the financial services sector. Throughout his career, Doug has held key roles, including Regional Vice President at AXA Financial, Regional Marketing Director at Lincoln Financial Group, Vice President at LPL Financial, Recruiting Director at Ameriprise Financial Services, LLC, and Managing Director – National Sales at Gladstone Wealth Partners. 

Doug's strategic acumen and leadership skills have contributed significantly to the success of each organization he has been a part of. Now, at Momentum Wealth Partners, Doug leverages his wealth of experience to provide business development and recruiting expertise to advisors.

 

greg.shah@momentumwealthpartners.com

908.674.0375

Greg Shah

Chief Technology Officer

Greg brings almost two decades of proven expertise to Momentum Wealth Partners, specializing in the convergence of technology and marketing. His extensive experience working with startups and small and midsize businesses across various industries has equipped him with a unique ability to guide businesses through the ever-changing technological landscape. Greg is a certified Full Stack Engineer and Developer as well as being certified in various Microsoft Cloud Solutions such as Teams, 365, Sharepoint, Intune amongst other Microsoft applications.

A results-oriented leader with a "can-do" attitude, Greg readily engages, nurtures relationships, and prioritizes delivering measurable value across the financial services technology spectrum. His true expertise lies in crafting and executing high-impact tailored marketing campaigns transforming data into actionable strategies that drive business growth.

Greg lives in Clifton, NJ and enjoys producing music, playing music and traveling internationally in his spare time.

 

david.costa@lpl.com

814.833.5989

David Costa

Legacy Financial

Dave began his career in the financial services industry over 30 years ago. He achieved a Certified Financial Planner™ designation awarded by the Certified Financial Planner Board of Standards, Inc.  He is a member of the Erie Estate Planning Council and Erie Chamber of Commerce. 

Dave focuses on providing fee-based financial and retirement planning for individuals and small business owners.  An area of his specialty is in retirement rollover services and distributions, as well as striving to provide lifetime income solutions.  Additionally, Dave is recognized for his experience in life insurance and annuity strategies.

Dave is a lifelong resident of Erie and attended and Gannon University majoring in Finance and Economics.  He resides in the Frontier Park neighborhood of Erie with his talking African Grey parrot, Nikki.

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.

 

peter.rossi@momentumwealthpartners.com

203.253.2084

Peter Rossi

Managing Director | National Sales

As Managing Director of National Sales at Momentum Wealth Partners, Peter’s role is to help captive financial advisors transition their business to an independent model or to help RIAs looking to merge, so they can leverage Momentum’s size and scale. Whether you are an advisor who desires to challenge your entrepreneurial spirit by building an enterprise, or an individual who wants to focus exclusively on growing your own personal practice, Peter and Momentum Wealth will work directly with you to outline a clear path no matter what level of business you desire to create.

Peter earned a BA in Accounting from Iona University, New Rochelle, New York, and he holds a Life and Health Insurance license. Peter not only enjoys playing golf and perfecting the art of pizza making, but he also cherishes the time he spends watching his two children Nick and Julia play lacrosse and softball. He lives in Somers, New York with his wife Lisa of 25+ years.

 

michael.elchoness@lpl.com

732.261.4903

Michael Elchoness

Managing Director | National Sales

Michael joined Momentum after a career in both Wealth Management and the Hedge Fund industry having joined from Shrewsbury Capital where Michael was a Managing Director on the Investor Relations team. Prior to entering the Alternative Investment space, Michael spent most of his career in Private Banking/Wealth Management where he focused on client acquisition, deal team management, networking with centers of influence and the hiring of team members. 

He was most recently a Vice President at PNC Wealth Management where he was responsible for both business development and managing a book of high net-worth clients.  Prior to joining PNC in 2014, he spent 3 years at TD Wealth Management as a Relationship Manager and 9 years at Wells Fargo and its predecessor companies in both Business and Private Banking. 

Michael received a B.A. in Communication from Rutgers University in 1996 with a concentration in Finance. He also completed his Certified Financial Planner designation in 2006.  When not spending time with family, Michael spends his time on the board of several nonprofits.

 

tina@eliteconsultingpartners.com

570.620.5897

Tina Beck

Chief Marketing Officer

Tina brings with her more than 25 years of experience in senior-level marketing positions specializing in public relations, media relations, social media marketing, copywriting, multimedia campaign development, event management, and specialty promotions. In addition to serving as CMO of Momentum Wealth Partners, Tina is also President of Elite Marketing Concepts, of which Momentum is a Fractional CMO client, and CMO of Elite Consulting Partners.
 
Kevin.Frank@lpl.com

Kevin Frank

Managing Partner | Co-Founder

Kevin Frank has established himself as one of the most adept business development strategists in the financial services industry with a particular emphasis on advisor growth within sales, marketing and recruiting processes. His reputation as a committed visionary is unsurpassed and he has dedicated himself to realizing the goals of financial advisors by achieving firm partnerships that align professional and personal aspirations in tandem with exceptional client service to forge the path forward to financial success for advisor, client, and practice alike. Kevin’s resume boasts more than two decades of experience in financial services, punctuated by leadership roles of influence, among them Chief Business Development Officer at Pine Valley Investments, Head of Business Development at Elite Consulting Partners, and Senior Recruiter in Business Development at Cetera Financial. Additional leadership positions which are part of Kevin's distinguished track record of success in financial services and recruiting include executive level roles at UBS, AXA, Lincoln Financial, and Allianz Life. A graduate of Clemson University, Kevin resides in New Jersey with his wife Stacey and two kids. Kevin is an avid golfer and member of the Golf Digest panelist program and enjoys coaching hockey, drumming in his band and spending time boating with his family.

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.

Aasif.hussain@lpl.com

973.435.8747

Asif Hussain

Managing Partner | Co-Founder

Asif Hussain has established himself in the financial services industry as a thought leader and top-tier business strategist, with a resume that boasts advisory, management, and corporate leadership positions at the most storied institutions in the financial services space. Among Asif’s many career highlights, he served as Financial Advisor at Morgan Stanley and Merrill Lynch, respectively; Market Director – Wealth Management at JP Morgan as well as the Managing Director and Head of National Sales at Gladstone Wealth Partners.

Asif is a champion of advisor success and uses his insightful industry perspective to build high performance teams, establish efficient recruiting processes, create tactical operational strategies, and foster advisor autonomy and entrepreneurship. A recognized innovator in diversity leadership, Asif is passionate about inclusiveness within financial services and has personally spearheaded numerous initiatives to further the conversation of industry diversity through demonstrated practices and programs.

A devoted family man, Asif resides in North New Jersey with his wife of nearly two decades and two children.