MEET THE TEAM

Ross Fedenia, CFP®

Founder and CEO

Mark Fedenia, Ph.D.

Director of Investments

Stephanie Kaminski

Director of Operations

Cynthia Farnsworth, CFP, CRPS, APMA

Director of Investments

Hunter Klus Wedel

Wealth Adviser

Jasper Vaccaro, J.D.

Wealth Adviser

Jake Wedvick

Wealth Management Associate

Mary Patch, QKA, CPFA

Retirement Plan Adviser

Ed Drake, MSFP, AEP®, CFP®

Family Office Counsel

Senthil Sundaram, PH.D.

Director of Systematic Investments

Trystan Smith, MS

Systematic Investment Strategist

Ravi Kaza

Strategic Partner

Tim Price, CFA

Investment Strategiest