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Michael Schwartz

Financial Advisor

Schwartz Financial

Michael Schwartz founded Schwartz Financial Services in 1984 after only 7 years in the financial services industry. He continues to be dedicated in creating, growing, managing and preserving the wealth of his clients for over 30 years. Advisees ranging from professionals and executives to self-employed businessmen and families rely on Michael to develop financial strategies for Retirement Planning, Retirement Distribution Planning, Tax and College Funding. Also has a Tax and Exit Planning Practice. Since losing his father at the age of 7, Michael learned early in life the need to be prepared for events that appear without warning. This has given him a solid grounding in helping others focus on preparation for life’s sometimes catastrophic situations. A strong client relationship is Michael’s forte. He excels at developing unique, customized approaches for his clients; strategically crafting a plan for each client based on individual values, objectives and goals. Michael has successfully completed the requirements to become a Registered Financial Consultant (RFC), Certified Wealth Strategist (CWS) and a Certified Funds Specialist (CFS) and stays currentwith the continuing education requirements for each designation. A resident of Holland, PA, Michael devotes his free time to his wife and two children; and enjoys a wide range of sports and recreational activities.

Roy Larsen

Senior Wealth Strategist

Elwood & Goetz

Roy Larsen joined Elwood & Goetz Wealth Advisory Group as a Senior Wealth Strategist, bringing more than two decades of experience and a deeply rooted commitment to client-first financial planning. In 2026, he merged his firm (Larsen Wealth Management) with Elwood & Goetz Wealth Advisory Group, reflecting a shared philosophy centered on thoughtful advice, independence, and an unwavering focus on client outcomes. Roy originally founded his firm in 2005 with a clear vision: to build a practice free from the product-driven culture and competing interests often found in traditional Wall Street environments. His goal was simple yet profound—to deliver personalized strategies tailored to the unique needs and aspirations of each client. Roy’s passion for the markets began at the age of 18 and has since evolved into a disciplined and nuanced investment philosophy. He views investing as both an art and a science, integrating fundamental and technical analysis to design customized asset allocation strategies. Known for his ability to distill complex financial concepts into clear, accessible insights, Roy empowers clients to make confident, informed decisions—without the burden of industry jargon. He earned his Bachelor of Science in Business Administration from Temple University and has continued to deepen his expertise with a focus on retirement planning. Roy holds the CERTIFIED FINANCIAL PLANNER® designation and is an Accredited Asset Management Specialist® (AAMS®), underscoring his commitment to the highest standards of knowledge and fiduciary care. Earlier in his career, Roy served as Director of Medicare in Georgia for Aetna, an experience that broadened his perspective on healthcare planning and its critical role in retirement. He has also shared his expertise as an educator, teaching “Successful Retirement Living” at Clayton State University, where he emphasized the importance of aligning wealth, health, and estate strategies into a cohesive plan. In addition, Roy has contributed financial insights to both local and national publications, as well as various online platforms. Roy resides in Gainesville, GA and remains actively engaged in his community. He is a past Chairman of the Forsyth County Chamber of Commerce Ambassador Program and a former member of the Board of Directors for Leadership Forsyth. His civic involvement has also included service on the Citizens Review Panel for the Forsyth County Juvenile Court. Today, he volunteers regularly with the Atlanta Community Food Bank. Outside the office, Roy enjoys spending time with his two daughters, playing adult baseball, and occasionally pursuing his interest in acting through feature film appearances.

Jeffrey Broadhurst

Financial Advisor

Broadhurst Financial Advisors, Inc.

True wealth management involves more than just a financial plan or an investment portfolio. It requires coordinating all the aspects of your financial life in order to achieve the life goals you want as efficiently and quickly as possible. That's why we've developed a "Total Wealth Management" approach that encompasses: Financial planning Tax planning Estate planning Risk management Charitable giving

David Maas

Financial Planner

Financial Planning Group - West Bradford Road

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Ayad Amary

VP

Wealthcare of The Lehigh Valley

Serving Clients in Allentown, PA | Bethlehem, PA | EASTON, PA | NATIONWIDE Via ZOOM Hi, my name is Ayad Amary (pronounced E-yad), and I am the primary point of contact within the client relationship. After spending over 20 years in the financial industry with such firms as TIAA, Vanguard, and Scottrade, I decided to join Wealthcare Capital Advisory Partners as an independent affiliate by founding Wealthcare of the Lehigh Valley in 2021, a fee-only, financial planning firm. As a fiduciary, I oversee the goals-based financial planning process for my clients by providing objective advice, guidance, and solutions designed to help them reach their long-term financial and life objectives. My experience over the years has taught me many things. Above all, I learned that this business is a people business. I really enjoy getting to know people on a professional and personal level with an unwavering commitment to their success. This is why I centered my practice around financial planning and developing deep relationships with my clients by limiting the number of families I serve. It is a quality over quantity approach. I will take time to get to know your financial situation, life goals, challenges you may be facing, and what is most important to you. What is the purpose of your money is a question I often ask. Aligning your financial goals with your life goals is the major foundation of my planning process. Along the way, I share my own personal and professional experiences, just as you share your life stories with me. I am proud to call the Lehigh Valley, PA area my home for almost my entire life. I currently reside in Bethlehem, Pa along with my wife Caroline and our three daughters, Marina, Georgina, and Lucia.

Sheldon Sweeney

Wealth Advisor

Snider Financial Group

Sheldon’s transition after many years of working in the maritime industrial marketplace to financial services was largely sparked by a combination of three factors: the desire to have more time to spend with his wife and children, the opportunity to be more engaged in others’ lives, and a recurring suggestion from his own insurance agent that he’d be good at the profession. Says Sheldon, “Financial services wasn’t something I ever thought I’d do, but I came into the industry through the life insurance side, as opposed to the investing side. I liked that entry-point as it immediately correlated to families and the protection aspect of the industry. From there, I just kept progressing, adding one thing after another – financial planning, security licensing, and the other things I needed to effectively service the niche I’ve established”. Though no longer a part of the maritime industry, Sheldon is still an avid water enthusiast. While he grew up surfing and swimming competitively in Australia, Colorado, and California (on the move as part of a military family), since moving to the Pacific Northwest over thirty years ago Sheldon now frequently participates in year-round open water swims. He says, “It’s a great passion of mine, swimming through open waters with other swimmers – it’s a whole subculture. Psychologically it calms you down – mentally, it toughens you up. I’ve told my kids, ‘If you can make yourself swim in really cold water, other challenges in your life will seem easy'”. The two niches where Sheldon places his focus extend directly from his own experiences. When asked what motivates him, Sheldon says, “It’s always my passion for the family, so I’ve gravitated toward these two niches of 1) retirement planning, and 2) planning for families who have a person with special needs. When retiring you’re worried about leaving what you’ve been so invested in – what will happen to my friends circle, what will I do when I’m not getting a paycheck, where is money coming from? These are super emotional questions”. “I have five adult children myself, and my youngest daughter, who is 18, has Down syndrome. There are so many planning questions involved when one has a special needs child. There is also overlap with many of the emotional questions faced by those planning for retirement – when clients invite me in to be a part of these conversations, that’s what gets me going every day. If you disregard the emotional aspects of the relationship, you don’t get to have deeper relationships with clients”. Outside of Rotary, Sheldon surrounds himself with a network of people that complement the goals he is trying to accomplish. He indicates that a lack of self-confidence was one of his greatest challenges early on in this industry, because what one needs to know can seem so comprehensive. “Initially, there is a confidence battle – you have to come to an understanding you can’t do it all yourself. Surround yourself with people in different disciplines who are go-tos in addition to our team at Snider Financial Group. On the retirement side, with all the iterations of planning such as Medicare, Medicare Supplements, Social Security, Taxes, Insurance, – I have a team of professionals I am able to introduce to my clients. And, on the special needs side, issues like future housing, independent living, variations of health insurance available that are not normally on the retail side that come up, but I have a special needs network of about twenty professionals. We meet monthly, talk about what’s going on in our disciplines. Speech pathologists, life skills coaches, you name it. It was initially built around parents with special needs kids and was group therapy for all of us. It can be stressful at times, but we learn from and rely upon each other”.

Lane Mullinax

Financial Advisor

NPV Advisory Services, LLC

a believer that we are all connected, that we are all leaves on the same vine.

John Kelly Jennaway

Financial Professional

Jennaway & McLeod Financial Group

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in: * Retirement analysis and programs * Estate strategies * Employee benefit and retention services * Business continuation strategies

Tanina Frouge Linden

Financial Advisor

Futurity Capital LLC

Tanina Frouge Linden, CFP®, has worked in the financial industry for over twenty years. She began her career at Hambrecht & Quist LLC, first as a research analyst covering Specialty Pharmaceuticals, and then co-founded the healthcare investment-banking department with two colleagues. She has worked at two publically traded companies, one as the CFO. She was a Vice President & Senior Investment Officer at Princeton Capital Management for many years. Linden earned an AB in Economics from Middlebury College and a MBA in Finance from Northeastern University. She is a CFP® certificant and holds a Series 65 license. She is an avid equestrian and competes in the sport of Eventing.

Steven Stern

President

Abel Financial

Steve brings with him over 15 years of helping families with their personal finances. More importantly, Steve is a strong believer in focusing the practice around exceptional client experience and deeply personalized relationships. Steve has worked with ranges of families from low-income through his pro-bono financial planning work to helping ultra-high-net-worth families manage their financial affairs. Through his experiences, Steve realized that his true passion is to work with upper-middle-class families like the one he was raised in. In addition to helping his clients, Steve is passionate about giving back to the community. He currently lives in Eldersburg, MD with his wife Emily, daughter Ryleigh, new son Cole and rescue animals Berger. and Oreo. Steve graduated from the Young Leadership Council which grooms future leaders in the Baltimore Jewish community and spends his free time volunteering with The Associated, a Jewish Philanthropic organization. Steve is a board member of Comprehensive Housing Assistance, Inc. (CHAI) in Baltimore and is on several committees including chairing the investment committee for their multi-million dollar housing development fund.

Gordon E. Parker Jr.

Financial Advisor

Heritage Business Strategies

I grew up in a four-generation family business that didn't survive to my generation. Good planning, bad planning, divergent technologies, and independent pieces of legislation, are a number of things that drove the family business out. Because of this, I have spent the last 30 years working with business owners helping them make sure what happened to my family's business doesn't happen to them. As an Investment Adviser Representative for Eagle Strategies LLC, a Registered Investment Adviser, and as a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, I work hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate. I also assist in insurance risk management, portfolio management, and most importantly having meaningful relationships with people that love their family, their community, and like to have fun.

Michael Reynolds

Owner

Elevation Financial

I’m a Certified Financial Planner™ (CFP®) and owner of Elevation Financial, a fee-only financial planning and investment management firm serving progressive SRI/ESG investors. I work with individuals and families who are ready to gain greater control over their money and build a life with intention. I create a judgment-free space that empowers my clients to talk openly about their financial challenges, which can help form healthier relationships with money. I’ve been an entrepreneur for over two decades and have built and sold multiple businesses, including a digital marketing agency, a software company, and other service businesses. As a result of my business background, I often help my clients with similar challenges, including starting a business, or building and optimizing a business. I am tech-forward and highly organized. Many of my clients appreciate this because I am able to help them get organized with their money while providing accountability to help them make progress. Ultimately by working together we will help you make better money decisions, avoid costly detours, and lead a more fulfilling life. I host a weekly personal finance podcast called Wealth Redefined® which can be found whenever you listen to podcasts. I'm a sushi lover, Star Trek nerd and firmly in defense of one space after a period.

Colin Haueter

Financial Advisor

Northwestern Mutual

I'm a small-town Idaho farm boy who has always held onto big dreams of changing the world. Those dreams started coming to fruition during my time in college. There I had my first opportunity to start, grow and then sell a small business. Using those skills I organized and directed a team in creating my university's first peer mentoring program. That was a lot to tackle with a full course load. But volunteering introduced me to the nonprofit world, and I ended up donating my time to more than 10 of them over that 3-year span. among other things, I painted toys, gathered prepared, and served food and supplies, spoke at events, led multiple teams of over 300 volunteers, helped draft and pass legislation, made visits to the United Nations, and enjoyed a mission experience. It was through all of this that I realized, while the big trips and events were often more glamorous, impacting another person’s life for good on an individual level felt more meaningful. Handing a water bottle to a stranger or sharing perspective with a discouraged volunteer or holding the hand of someone who didn't have anyone else. After completing my undergrad and an intensive top 10 internship with a Fortune 100 company, I continued to pursue this career as a financial advisor. And I can now tell you that I feel like I am living my dream every day. The work with nonprofits has continued as I now sit on multiple boards and committees, donate time as a consultant, and volunteer at events. My wife and I started our little family in 2021 and I enjoy spending time with my wife, our new son, and our daughter more than anything. I still make time for outdoor rock climbing, lifting heaving things at the gym, sonic runs, skiing, grilling delicious meat, and occasionally reading a good book. And I still somehow try to sleep 8 hours a night.

Carolyn Howard

SVP & Senior Wealth Advisor

Accurate Advisory Group

Carolyn began her career in the field of financial services with Equitable and initially utilized her education background of 17 years to specialize as a retirement planning consultant for teachers, small businesses, and nonprofits in Boston, MA. Carolyn’s solution for helping her clients make important financial decisions has been so successful that she has been featured in the Boston Globe, Money Magazine, and Dow Jones Wire. She has been quoted in the Wall Street Journal, Bloomberg, and several other publications. In addition, she was named one of Boston’s top wealth managers for 3 years in Boston Magazine, a top financial advisor in Sarasota, and chosen tops in her field by IAOTP (International Association of Top Professionals). Carolyn was featured nationally in a public television program in 2017 – Behind the Scenes produced by James Earl Jones focusing on “Empowering Women in Finance”. Carolyn’s work was impacted greatly when her husband passed away in 2008. As she often says, “It only makes us better at what we do – helping others navigate life’s most difficult challenges.” Carolyn is a proud member of the Lexington, KY, Better Business Bureau, Sarasota Better Business Bureau, Association of Financial Educators (committed to eliminating illiteracy one community at a time), Financial Services Professionals, and Certified Financial Planning community. She has volunteered her time at many non-profits which have included: Dana Farber Cancer Center in Boston, MA; a sewing group in Sarasota, FL, making children’s clothes for underprivileged children; the executive committee of 100 Women in Lexington, KY that donates to nonprofit organizations that provide services to women and children; board member of the Lexington Philharmonic Orchestra, and is a member of the University of KY Women and Philanthropy that provides grants to various U of KY departments for special student projects. In her free time, Carolyn enjoys music, art, historic restoration, gardening, and swimming.

Nicholas Anastasakis

Owner

Cornerstone Asset Management Services, Inc.

Nick is an owner and the CIO/Portfolio Manager of Cornerstone Asset Management Services, Inc. Since founding Cornerstone in 2005, Nick has focused on managing the firm's tactically-focused Separately Managed Accounts (SMA's). His hands-on and active approach to investment management is a breath of fresh air in an industry dominated by cookie-cutter investment choices and set-it-and-forget-it management. Nick and his wife, Leah, live with their 3 children in Broadview Heights. His children are active in the Brecksville-Broadview Hts School District. In his free-time, Nick enjoys fishing (follow him on Instagram @bignick_fishing) and golfing.

Brian Berkenhoff

Founder

Birch Investment Management, L.LC.

Brian Berkenhoff, CFA founded Birch Investment Management in 2011. Previously Brian was Principal and Financial Advisor at an SEC Registered Investment Advisor in Seattle from 2001 to 2008. Brian began in the financial industry in 1998.

Mitch Anderson

Financial Advisor

EFinancial Alliance

Creating tax savings and investment strategies for business owners and entrepreneurs.

Todd Calamita

Owner

Calamita Wealth Management Inc

Todd Calamita is the founder and managing principal of Calamita Wealth Management, an independent, fee-only wealth management company located in Charlotte, NC, serving people locally and across the country, that focuses on providing wealth management solutions to affluent individuals over age 50 and their families. Todd has more than 20 years of experience in the financial services industry and is passionate about helping people have a better life by designing and implementing customized financial plans that bring clarity and confidence. Todd is a CERTIFIED FINANCIAL PLANNER™(CFP®) and CERTIFIED DIVORCE FINANCIAL ANALYST® (CDFA®) and holds a Bachelor of Business Administration from Ohio University and a Master of Business Administration from the Weatherhead School of Management at Case Western Reserve University. He has authored a book, Plan Smart: Conquering 10 Common Money Traps, as well as numerous articles on wide-ranging personal finance topics, from taxes to retirement accounts. He has also been featured in a Financial Boot Camp TV series as a volunteer showing people how to make smart decisions with their money. When he’s not working, you can find Todd spending time with his wife, Teresa, and their two sons, Colin and Cameron. He enjoys rock climbing, swimming, and traveling, and he has a black belt in Tang Soo Do, a Korean martial art. To learn more about Todd, connect with him on LinkedIn.