Find a Financial Professional
for Estate/Trust Planning

Brandon Kraus

Vice President

GreenUp Wealth Management

Brandon is a Certified Financial Planner™ professional and has been in the financial services industry advocating for clients by helping them reach their financial goals for over 15 years. Brandon focuses on the financial planning process to help clients plan for and thrive in retirement allowing them to enjoy the lifestyle they deserve during these incredible years.

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.

Matthew Snipes

Founder & Wealth Advisor

Topsail Wealth Management

Matthew Snipes formed Topsail Wealth Management to continue his mission of putting client interests first and to deliver a premier client experience. He spent over fifteen years with Vanguard focused on client service in all areas of wealth management. During the last seven years, Matthew provided ultra-high-net-worth investment advice and wealth management to clients through Vanguard Personal Advisor Services and Vanguard National Trust Company. A believer in a client focused, cost effective wealth management approach, Topsail Wealth Management will continue that mission.

Joshua Davis

Founder and Senior Financial Planner

Davis Private Wealth

Josh is the Founder and Senior Financial planner of Davis Private Wealth, LLC. He founded the firm in January 2017 in order to better serve his clients as a boutique wealth management firm. Josh is a Certified Financial Planner (CFP®) through the CFP Board. Josh is also a member of Fee Only Network, a platform dedicated to Fee Only Financial Planners. He strives to stay up to date on top financial planning strategies for his clients. Josh received his MBA from the University of Florida as well as a BS in Finance from Azusa Pacific University. Prior to launching his own firm, Josh was a Partner and Financial Planner at a $200 million wealth management firm in West Palm Beach, FL. Josh works with many retired couples, business owners, and working professionals in order to assist them with their financial planning and future monetary achievements. His focus is on assessing client needs through comprehensive financial strategies in order to achieve their goals. Josh founded the firm with the goal of providing exceptional client services that only come with an independent boutique company. He previously sat on the board of directors for the Financial Planning Association of South Florida and was the boards Treasurer from 2018 – 2020. He is continually serving clients throughout South Florida. Josh lives in the Wellington area with his wife Melissa and their three girls Brielle, Alexa, & Mylah. In addition to enjoying the time he spends with family and friends, Josh and Melissa are members of Christ Fellowship Church in Royal Palm Beach.

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.

Madison Holbrook

Investment Advisor Representative

Investment Advisor Representative

I am a Certified Financial Planner professional at Visionary Horizons Wealth Management. I have experience in financial planning for a Hybrid RIA and in banking. I believe financial planning should be accessible to everyone and work to ensure my fee structure is transparent and customized to the needs of my clients. My passion lies in helping clients identify their goals, both short-term and long-term, developing a plan centered around those goals, and partnering with them to implement that plan every step of the way. I specialize in working with millennials and those in transition asking questions: Can we afford to buy this house? Can we afford to have kids? or Are we on track to retire?

Stuart Cameron

Financial Advisor

Wharton Investment Consultants

Stuart focuses on providing wealth management strategies to individuals, families and women in transition who are planning for, or currently experiencing, a life event, such as retirement, loss of a loved one, job change or sudden financial windfall.

Brad Fair

Financial Planner

Continuum Planning Partners

Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

John Mendes

Financial Planner

Creative Financial Group

John A. Mendes started his financial planning career in 1998 and is currently a Senior Partner with Creative Financial Strategies. John attended Monmouth University earning a Degree in Business along with a Minor in Psychology.John, and his team, focus on helping Individuals, Families,Professionals, Executives, and Business Owners by getting to know you and your family at a deeper level. Understanding your financial goals, priorities, and concerns enables us to work with you to craft a strategy that will meet all your needs. They strive to educate theirclients to help them make informed decisions. John’s Client-First approach creates objective analysis and advice which helps you gain clarity and plan around what is most important to you. The number one priority is to have a positive impact on the lives of everyone he meets. John is a frequent speaker on Financial Education, conducting seminars and workshops at local adult schools, colleges, and corporations throughout New Jersey. John is an advocate forFinancial Literacy, and through educating the public he helps people understand and address their financial concerns and responsibilities.John has continually furthered his education earning the CERTIFIED FINANCIAL PLANNER™ designation along with becoming aChartered Advisor for Senior Living(CASL) and a Life UnderwritingTraining Council Fellow(LUTCF). Throughout his career John has also achieved Million Dollar Round Table status, along with many company honors for excellence in Financial Planning and WealthManagement.John currently resides in Farmingdale, NJ with his wife Krista, sonAiden, and daughter Mia. John enjoys playing golf and other outdoor activities and most importantly, spending quality time with his family.

Andres Ledesma

Managing Partner

Rockstone Capital

Andres has been in the financial services industry since 2019, specializing in investment management, retirement planning, wealth preservation, business planning, and Special Needs planning. Throughout his career, Andres has helped countless individuals and families navigate complex financial landscapes, providing personalized strategies tailored to their unique goals and aspirations. Philosophy and Approach: Driven by a belief in transparency, integrity, and client-centric service, Andres is dedicated to building long-lasting relationships based on trust and mutual respect. He understands that each client has distinct financial objectives and challenges, and he is committed to delivering customized solutions that align with their needs and aspirations. Why Choose Ledesma Capital Partners? With Andres at the helm, LCP offers unparalleled expertise, white glove personalized service, and a steadfast commitment to helping clients achieve their financial goals. Andres and the entire team are dedicated to guiding you toward a brighter financial future, every step of the way. Andres is married to his beautiful wife Paola. They are parents to Camila, and another baby girl whom is set to have her arrival in April. Apart from spending time with his family, he enjoys a round of Golf, and watching sports with friends.

Jeremy Torgerson

CEO & Founder

nVest Advisors, LLC

I'm a fee-only, fully fiduciary investment manager and financial planner, proudly serving working families and small businesses in Colorado and Texas. Let's see if we're a good fit!

Blaine Thiederman

Financial Advisor

Pure Financial Advisors

Blaine Thiederman, a dedicated and seasoned financial advisor at Pure Financial Advisors, brings over a decade of rich experience in the finance industry, having been a CERTIFIED FINANCIAL PLANNER® professional since 2018. With an MBA emphasizing finance from Grand Canyon University and a bachelor’s in finance from the W.P. Carey School of Business, Blaine has honed his expertise in helping clients navigate the complexities of financial planning. Before joining Pure Financial Advisors, Blaine owned and operated his independent RIA, serving a select group of high-net-worth individuals and business owners. His diverse background includes foundational roles at Fisher Investments’ Financial Planning group, Edelman Financial Engines, Scottrade, and USAA, where he developed a deep understanding of retirement planning, tax planning, cash flow management, behavior change, and estate planning. Blaine’s approach to financial planning is deeply personal. He begins by understanding his clients’ hopes, dreams, and concerns, ensuring the financial plan is as unique as they are. Specializing in retirement planning, tax planning, and investment management, Blaine is passionate about making these critical areas of finance accessible and understandable. His goal is to simplify the path toward retirement, aligning investments with clients’ goals, values, aspirations, and needs while managing taxes and reducing risks. His personal mission in the financial planning industry was shaped by witnessing his grandfather’s financial struggles due to poor investment advice. This experience instilled in Blaine a commitment to providing expert guidance to help clients avoid life-altering financial mistakes. Blaine is recognized for his contributions to the financial community, having been featured in Forbes, CBC, Yahoo Finance, The Wall Street Post, and more. He is also a volunteer for “Advisors Give Back,” demonstrating his commitment to giving back to the community. Outside of his professional life, Blaine is an outdoor enthusiast who enjoys exploring the Colorado mountains, mountain biking in Golden, and visiting local breweries with his Golden Doodle, Lucy. He is also a cooking aficionado, constantly experimenting with new recipes.

Jeffrey Small

Financial Advisor & President

Arbor Financial

Jeffrey Small is a best-selling author, having penned Turning Financial Planning Right-Side Up, which has helped the general public master the “inside game” of investing and avoid Wall Street and media bias. He is an industry professional and has appeared on national TV and radio shows on stations including CNBC, Fox News, and Fox Business. Jeff has personally strategized with thousands of local investors to create a master plan for investment that fuels their income stream, allowing them to enjoy retirement. His best-selling book, Turning Financial Planning Right-Side Up, reveals exactly how Wall Street, financial planners, and the news steer investors into poor, costly decisions. It prescribes proven investments that place readers on a path to reach or exceed the specific yield necessary for their situation.

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.