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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.

Michael Stamos

Wealth Advisor

MJP Wealth Advisors

Michael Stamos, Wealth Advisor at MJP Wealth Advisors, has been with the firm since 2015. He works closely with our wealth advisory team, taking a comprehensive approach to our clients’ financial planning and portfolio management needs and working to build personal connections with his clients. Michael is an Investment Advisor Representative and holds Series 6, 63, and 65 securities registrations, as well as a life and health insurance license. He graduated from the University of Connecticut with a Bachelor of Arts in economics and later obtained an MBA in international business from the University of Birmingham in England. Prior to joining MJP, Michael worked at Lindberg and Ripple for 10 years as a key member of its wealth management team. Michael lives in Canton, CT with his wife, Artemis, and their two daughters. Outside of the office, he enjoys sports, outdoor activities with his family, and volunteering with several community organizations.

Steven Sivak

Founder

Innovate Wealth

Hello, I'm Steve. After 10 years with large Wall Street firms I decided I didn't like the way they business. Ever felt like you were just a number, paying too much in fees, getting sold stuff you didn't need... well you were right! I created a company to fix it.

Hugo Carvajal

Financial Planner

Mass Mutual

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. I have been in the financial services industry since graduating from Boston University in 2008. I started his practice working with teachers in the 403(b) retirement space and built a business-to-business networking group that today has over 30 members. In 2015, I was given the opportunity to go into sales management with the firm. Not only am I coach for individuals and business owners but a coach for other financial advisors, helping them take their practice to the next level. Today, train, coach, and recruit new and experienced advisors to join his team—managing an office of 25 plus advisors out of Secaucus, NJ while actively maintaining his membership in the National Association of Insurance and Financial Advisors (NAIFA) and General Agents and Managers Association (GAMA) International. I grew up in Union City, NJ and now live in Woodland Park, NJ with my wife Griselle, daughters Adriana and Catalina, and dog Bria. During his off time, I support the Latinas in STEM organization and serve as treasurer, volunteer, and coach with the St. Michaels Basketball Association. Additionally, I am actively involved with the Hudson Catholic Regional High School Alumni Association.

Chris Genzler

Financial Advisor

Forum Financial Management, LP

Chris is Wealth Manager with an independent firm. He has a passion to help others understand the retirement process and works to assist older adult populations concerns.

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.

Aaron Sloan

Financial Advisor

Strategic Financial Concepts

Like many in small towns, I grew up around a family-owned business. My family's business, however, was a small-town community bank and I grew up sneaking suckers from the drive thru windows. I've always been fascinated with the financial services industry, but after seeing the impact that three family deaths had on my own family, I knew I wanted a career that could help give others financial peace of mind, regardless of any unforeseen circumstances. After doing some searching, I was unsatisfied with the traditional way that many firms were doing business, being very product focused. Through mutual ties to SBU, I found Strategic Financial Concepts and was excited by their unique approach to comprehensive financial planning and their focus on educating clients over pushing product.

Scot Shier

Financial Advisor

Quintessential Financial Corp.

I'm a "Certified Financial Planner" with over 26 years of experience as a licensed securities advisor and insurance agent. I received my Aeronautical Engineering Degree from the U.S. Air Force Academy, and my Masters Degree in Systems Management from USC. As an Adjunct Professor, I have taught Retirement Planning at University of Redlands and also taught at UC-Irvine. I occasionally serve the military as a "Personal Financial Counsellor." I'm very active in my community, serving in the Newport Beach Chamber of Commerce. I'm past President of the Mission Viejo Chamber, and serve on the board of the Financial Planning Association in Orange County. I was also Chairman of the Investment Advisory Commission for the City of Mission Viejo. My company is Quintessential Financial... a name chosen because I have Quintuplets (Five 24 years old... all graduated from college and working in their chosen careers). So I know something about college planning, too. I provide investment and insurance strategies for families and businesses. This includes devising income generating strategies for financial freedom (some call it "retirement"), and minimizing the dreaded tax bill. I'll put my engineering analysis to work for you. All securities offered through Money Concepts Capital Corp., Member FINRA/SIPC. Quintessential Financial Corp. is not affiliated with Money Concepts Capital Corp. Investments products and services available only to residents of California, Arizona, Oregon, Pennsylvania, South Carolina, and Washington.

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

Nicole Polanco

Senior Wealth Advisor

Chicago Partners Wealth Advisors

Nicole joined Chicago Partners in July of 2015 after graduating with a Bachelor of Science in Finance degree from the University of Illinois at Urbana-Champaign. Previously, she started her career as a Wealth Management intern at UBS Financial Services.Nicole is a Series 65 licensed Investment Advisor Representative (IAR), and a Certified Financial Planner™ (CFP®) professional.

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.

Keith R. Forbes

Financial Services Professional

Mass Mutual

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. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.

Robert Henderson, CFPA

President & Founder

Lansdowne Wealth Management

Robert Henderson is a fiduciary, CERTIFIED FINANCIAL PLANNER™ professional, and the President and Founder of Lansdowne Wealth Management, LLC in Mystic, CT. We focus on the needs of those individuals over age 50, requiring financial planning, management and oversight of their serious, long-term retirement money. Our specialty is working with employees and retirees of General Dynamics. Our deep knowledge of GD's benefits packages, 401k plan (SSIP), and pension plans affords us the ability to easily navigate all of the needs and concerns of individuals looking to maximize their retirement from General Dynamics.

Michael Agorastos, CFPA®

Financial Advisor

Insight Wealth Strategies, LLC

Michael is a comprehensive, fee-only financial planner who began his financial services career with Insight Wealth Strategies in 2013. His primary areas of expertise cover retirement planning (e.g. cash flow analysis, developing retirement income strategies, stock option planning, corporate benefit analysis, etc.), investment planning, and high-level income tax reduction strategies for individuals and small business owners.Michael’s approach to financial planning is to first understand the client’s unique situation and goals and begin identifying any gaps that may exist within the current plan the client may have in place. He believes that providing individuals with observations and taking the time to educate a client is just as important as the objective recommendations that he presents. Michael provides a great deal of personal attention to his clients and continues to monitor and adjust their financial plan as they progress through major life events and milestones.Michael grew up in Fremont, CA before attending California State University, Chico and earning his degree in Business Administration with an option in Finance. He has previously passed his Series 7, 66, and Life and Health Insurance Licenses. In addition, Michael completed the process of becoming a CERTIFIED FINANCIAL PLANNER™ professional.He currently lives in Danville with his wife Lauren. In their free time they can be found outside training for triathlons, watching bay area sports teams or traveling around the United States attending Zac Brown Band concerts.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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.

Jodie West

Financial Planner

Stonewater Financial

Jodie has been in the financial services industry for over twenty years working with both closely held business owners and high net worth individuals in creating, preserving and transferring their wealth. Jodie is a managing partner of the Allegiant Wealth Management team using her knowledge and expertise to assist clients through the process of creating their financial strategy to improve the potential to accomplish their financial goals. Jodie is also involved with the Greater Dallas Business Ethics Award both by nominating ethical Dallas businesses and on the steering committee. Jodie has a background in Accounting with an emphasis in Economics. Jodie’s licensing includes life, health, disability income and long term care insurance as well as her general lines property and casualty licenses in the Texas. She also holds a FINRA Series 7 Registration for General Securities and Series 66. She recently acquired her Certification in Long Term Care. Jodie is an active member of DallasHR Association and is currently serving on the Board of Directors. Prior to moving to the financial service industry, she was the Comptroller for a family owned nationally acclaimed Fire and Restoration Company for twelve years. Jodie married her soul mate, Dave and currently enjoys sharing their home in Sachse and spending time with their children especially with their grandsons. They enjoy kayaking, horseback riding, scuba diving, reading and traveling. She also enjoys exploring her creative side in her custom Jewelry and Gift business. Jodie is from Iowa and transferred to Texas in late 1984 to raise her son and pursue her career.