Find a Financial Professional
for Philanthropy Planning

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.

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.

Ryan Hughes

Founder & Portfolio Manager

Bull Oak Capital

I am the Founder of Bull Oak Capital, an investment advisory firm in San Diego, CA. I started the firm in 2014 after graduating from the UCLA Anderson School of Business. While at UCLA, I completed an in-depth independent graduate research project where I wrote an original whitepaper on Risk-Contribution Analysis and Value Investing as a basis for portfolio management.In addition to my current role, I also have equity analysis experience at Wedbush Securities and personal finance experience at Merrill Lynch, Morgan Stanley, and Charles Schwab.I am also a proud U.S. Navy veteran, where I completed two deployments to the Persian Gulf as a VBSS team-member.I completed my undergraduate degree from the University of Southern California (USC). Yes, I went to both USC and UCLA. I support both schools, despite their rivalry. However, when it comes to football, I support the Trojans. Fight On!

Carlos Dias Jr.

Financial Advisor

Dias Wealth, LLC

Carlos Dias Jr. is a financial advisor, public speaker, instructor, and president of Dias Wealth LLC, in the Orlando, Florida, area, offering strategic financial planning services to business owners, executives, retirees and professional athletes. Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured or quoted in over 100 publications, including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today and several others. He's also been interviewed on various radio and television stations. Carlos is multilingual, fluent in both Portuguese and Spanish. Read more at https://www.carlosdiasjr.com.

Thomas Hlohinec

CEO & Financial Advisor

Rise Financial Partners LLC

Thomas has a passion for helping others. Friends and family started coming to him as someone they trusted to help with their finances and investments. Seeing a void of trusted financial advice, Thomas founded Rise Financial Partners to help people rise wisely by aligning their investments and values. Previous to founding Rise Financial Partners, he spent seven years at a global investment firm where he educated financial advisors and institutional investors how to build better investment portfolios.Thomas frequently provides insights to other financial advisors and has been quoted by industry publications such as InvestmentNews, LendingTree, MarketWatch, Morningstar, and Time. He remains active with his alma mater, University of Central Florida, as board member of the UCF Philadelphia Alumni Club and was invited to speak at University of Central Florida’s Business School. Thomas is a member of several financial professional networks dedicated to sharing best practices and providing the highest level of service to their clients, including: the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and XY Planning Network.In his free time, Thomas enjoys eating pasta at his favorite “hidden gem” of Philly, traveling, and volunteering in his community. He is not afraid to roll up his sleeves to help a neighbor, friend, or a random person on the sidewalk.Thomas is very active within his church community. He was responsible for the development and leadership of his church’s security team, and has been leading Bible studies since 2005. He served on four 10-day missions trips to the Dominican Republic, Honduras, and Peru (2x) in order to help communities with education, health, and construction initiatives.Thomas graduated with a Bachelor of Science in Finance from the University of Central Florida. He has passed FINRA's Series 7, 63, and 66 exams and is a candidate for Level II of the Chartered Alternative Investment Analyst designation.

Jenna Biancavilla

Principal & Senior Wealth Advisor

Pearl Capital Management

Jenna L. Biancavilla lives to help others, ask her to share a story of the dogs she has fostered or how to better help children in group homes or foster care. Her favorite conversation topics include philosophy, stoicism, entrepreneurship, and astrophysics. Professionally, Jenna is an award-winning independent, comprehensive financial planner and the owner of Pearl Capital Management, a wealth management firm that solves complex financial problems. As a fee-only fiduciary, Jenna's only goal is to help her clients reach their goals and achieve financial freedom. She has been recognized for her holistic approach by several publications such as winning The Phoenix Business Journals' prestigious 40 under 40 award, recognized as one of the Valley's top 25 Outstanding Women in Business, and featured in Forbes Magazine as The 2019 Top Women in Wealth. Her extensive experience with thousands of different financial situations makes her an expert in complex personal wealth management strategies. Jenna has been recognized every year since 2014 by Phoenix Magazine as one of the top 50 five-star wealth advisors in Arizona. In addition to being the founder and CEO of Pearl Capital Management, she also leads Geneva Financial's Arcadia Branch, a lending company with an emphasis on the human experience. While collaborating with a non-profit organization focused on scholarships and college planning, Ms. Biancavilla spent thousands of hours offering pro-bono advice to families across the country to find college scholarships and stay out of debt. Their work was recognized and awarded the Pro-Bono Award through Financial Planning Magazine. Biancavilla frequently is requested as the guest speaker to lecture on personal finance, financial aid, scholarships, and economics. Biancavilla graduated with a Bachelor’s Degree in Economics from The University of Arizona with a minor in Business Administration from the Eller College of Business Management. She holds many leadership-training certificates through organizations such as Scottsdale Leadership and Leadership Development Institute. Jenna finds meaning and purpose by serving others. In business, this takes the form of helping clients navigate the investment world and reach their wealth goals. In her personal life, she devotes her time to many local community service organizations. Jenna has held volunteer board positions and leadership roles in the following organizations: The Junior League of Phoenix, The Financial Planning Association of Greater Phoenix, The Phoenix Children’s Hospital Foundation’s advocacy group: 40/40, The Leukemia and Lymphoma Society, The Arizona Humane Society, Social Venture Partners, and CASA (court appointed special advocates).

David T. Geske

Financial Advisor

Redwood Investments

As a wealth manager/investment adviser representative, I work with private families on the best way to build/preserve their wealth, and create predictable income during retirement years. I also work with CFOs, Controllers, Investment Committees and Human Resources teams to provide service for 401(k) plans with $1m -$50m in total group assets.

Steven Samuel

Financial Services Professional

Mass Mutual

As a former teacher and coach, my heart is to educate people in regards to financial strategies and help them meet both short term and long term goals. While I am not an expert in every area, our office uses a collaborative effort of specialists and professionals in every field to meet your specific need. I want to assist you and am committed to helping clients achieve their financial goals through the best methods available. I am licensed to sell insurance and securities in: Tennessee, Michigan, Virginia, and California. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 795 Ridge Lake Blvd., Suite 200, Memphis, TN 38120, 901-767-5951. Domiciled in TN, CA insurance license #0K04265

Brian Littlejohn CFPA®, CFA

Financial Advisor

Sherwood Wealth Management

I founded Sherwood in 2014 in order to provide clients with a different kind of investment advisory experience…one without stuffy suits & ties, sketchy product commissions, or pushy salespeople posing as financial experts. Instead, I focus on providing clients with clear, unbiased advice based on over 15 years of study and practice in the field of personal finance.Previously, I was an advisor at a multi-billion dollar wealth management firm in the San Francisco Bay Area. Prior to moving to the Bay Area, I spent several years working with clients at a boutique wealth management firm located a few minutes northwest of Denver. Before pursuing my passion for personal finance, I served as an officer in the United States Air Force.Today, I live in Woody Creek, Colorado with my wife and our two young boys. When I’m not advising clients, you can usually find me hiking or skiing through the aspen-filled forests that surround the picturesque Roaring Fork Valley.

Matthew McKee, CFA, CFPA®

Financial Advisor

Target Rock Wealth Management

As the founder and Chief Investment Officer of Target Rock Wealth Management, Matthew McKee is a dedicated financial professional whose mission is to provide quality advice, support and experience-driven insight that exceeds client expectations. Mr. McKee has an extensive background in financial services including equity research, asset management, alternative investments, and financial planning, and has cultivated the skills required to successfully guide high net worth clients and small businesses on a path to fulfilling their financial goals. Over the last two decades, Mr. McKee has gained professional accomplishments that have positioned him to become a leading financial resource for his clients. Prior to founding Target Rock Wealth Management, he was a Financial Advisor at Samalin Investment Counsel. Earlier in his career, Mr. McKee worked as a Regional Consultant at Gabelli Funds and an Associate Analyst at Morgan Keegan. In addition, he taught as an Adjunct Professor of Economics at SUNY Suffolk and has been quoted in various financial publications. Mr. McKee earned a BA in Economics from Hamilton College, an MBA with a concentration in Finance from Vanderbilt University, and is a CFA® Charterholder and CFP® Professional. The name Target Rock pays homage to the street Mr. McKee lived on as a young child, Target Rock Drive, which is named after the Target Rock in Lloyd Harbor, NY. Mr. McKee also believes it symbolizes the planning and stability he strives to achieve with all of his clients. Although Mr. McKee devotes most of his time to studying the financial markets and advising his clients, when he is not working, you can likely find him golfing and spending time with his family.

Marnie Baird

Financial Advisor

American Money Management

Marnie Baird, CFP® has been in the financial planning field since 2014 first with Wealth Quest Partners, Inc., and now with American Money Management, LLC. After completing her financial planning education at San Diego State University, Marnie earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in April 2017. Education is important to Marnie and she enjoys assisting those nearing retirement with their financial planning as well as helping younger generations understand the importance of planning early for financial goals, including retirement. Marnie is skilled in all aspects of technology and is eager to suggest new ways for our clients to leverage technology to better their financial lives. She is especially conscious about cybersecurity risks and strategies and is happy to consult with interested clients. In 2025, Marnie took on the additional role of Chief Compliance Officer and is very focused on the responsibilities we have towards our clients.

George Kao

Financial Planner

Reach One Teach One Financial

I spent 25 years as a tech professional and was a client of a financial advisor for 20yrs. Now that I'm on this side of the fence as a CERTIFIED FINANCIAL PLANNER™ practitioner, my mission is to be the advisor I wish I had. As a fiduciary, my goal is to assess your situation and make recommendations and offer strategies that are most appropriate for you. I'm excited to get to know you more.

Morey began his 28-year financial services career at Merrill Lynch in 1995. After ten years, he moved his practice to UBS Financial Services. In 2023, Morey joined the team at Legacy Wealth Management in Denver, Colorado, as Senior Vice President. He works with high-net-worth individuals and families, professional athletes, small business owners, and next generation executives. Morey takes pride in being involved in his clients' financial lives and helping them make important financial decisions. He understands that each client has unique financial goals and family dynamics, and he strives to find the best financial solutions to help protect clients' families and legacies. Morey's strong interpersonal and communication skills allow him to delve into various aspects of his clients' financial lives, including retirement and education planning, retirement income planning, estate planning strategies, and philanthropic goals. Morey finds great joy in witnessing plans that were put into place years ago come to fruition for the benefit of his clients and their families. Morey is a Certified Investment Management Analyst® (CIMA®). He is among a select group of professionals who have earned this internationally recognized credential. To earn his CIMA® certification, Morey completed an intensive educational program and final examination covering Modern Portfolio Theory, Asset Allocation, Manager Search and Selection, Investment Policy, and Performance Measurement. He also successfully completed an intensive investment management analysis curriculum for eligibility to sit for the exam. Morey attended Washington University in St. Louis, MO, and earned his bachelor's degree in finance from the University of Colorado. In his leisure time, he enjoys traveling, playing golf, and spending quality time with his family. He and his wife, Kara, reside in Colorado with their three children: Parker, Addison, and Raleigh.