Frank Maurno, CFP®

About Frank Maurno, CFP®

Frank focuses on creating comprehensive financial plans for his clients designed to clarify and pursue their goals, and guide them toward financial independence. His empathy and compassion, and 30-plus years of financial industry experience, help him build comfortable and trusting relationships with his clients.

As a Certified Financial Planner™ professional, Frank has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.

Previously, Frank was a Senior Vice President at Raymond James. Prior to that he was a Vice President of Investments at Legg Mason, and a Vice President and Commercial Lending Manager at SunTrust Banks, where he began his career in the management training program in 1987. He earned a bachelor’s degree in finance from the University of Miami, and an MBA in international finance from the Thunderbird School of Global Management.

Frank is originally from Miami and now lives in Tequesta, Florida, with his wife, Michelle, and children, Courtney and Christian. In his free time, he enjoys fishing, hunting, biking, jogging and spending time with his family. He is a member of the finance committee of St. Jude Catholic Church, and a past president of the Palm Beach chapter of Legatus.

Kevin Cheeks, CFP®

About Kevin Cheeks, CFP®

Kevin Cheeks is a CERTIFIED FINANCIAL PLANNER™ professional specializing in equity compensation, tax-efficient financial planning, direct indexing and socially conscious investing. With close to two decades of experience in wealth management, Kevin has worked at several of the largest financial services firms such as Bank of America, Wells Fargo and Charles Schwab. While at Schwab, Kevin was responsible for advising stock plan participants at some of the largest tech companies in the San Francisco Bay Area, such as Apple, Facebook (Meta), Google (Alphabet), Twitter, Uber, and many others. In 2020 Kevin joined forces with several colleagues to help launch ECHO45, a boutique Registered Investment Advisor (RIA), where he served as the firm’s Chief Compliance Officer and Director of Planning Services, in addition to continuing to serve as a Financial Advisor to his own book of clients.

2020 proved to be not only an interesting time to launch a new firm, but also a historically important period in our country and around the world. After 2 years of helping to build and grow ECHO45, Kevin felt a calling to be doing something more. Having been brought up in a home with parents who served in the Peace Core, participated in the civil rights demonstrations in the 1960’s and were active in grassroots political campaigns, Kevin felt it was time to align his work with his ethos. “ImpactFI was born from the idea of creating a platform where investors can make a difference in the world around them while simultaneously accomplishing their own financial goals. Making money and making an impact don’t have to be mutually exclusive.” In April of 2022, ImpactFI opened its virtual doors for business.

When he’s not helping clients accomplish their financial and altruistic goals, Kevin and his partner, Sejal, enjoy taking advantage of life in the Bay Area with their dog, Nullah. An avid traveler and board sport enthusiast, from snowboarding in Canada to surfing in Sri Lanka, Kevin has visited 24 countries so far and looks forward to growing that list even longer. He’s also a self-proclaimed points and miles nerd. In 2019, he had the great fortune of being able to go on a surf and yoga themed sabbatical, during which he flew around the world, visiting 7 countries along the way, flying entirely in business class and almost entirely on points and miles!

Michael Tarascio, CFP®

About Michael Tarascio, CFP®

Michael is the Lead Planner and Founder of Tarascio Financial Planning, LLC. He is passionate about using Comprehensive Financial Planning to help professionals and business owners save more of their money, pay less tax, retain their employees, and use their business for creative estate planning strategies.

After more than a decade in corporate America working with families and business owners, Michael decided to shun the awards and promotions in order to pursue a more meaningful calling – working directly with families and entrepreneurs in an impactful and unhindered way. A CFP® Professional, Michael received his B.A. from the University of Oregon and M.A. from Boston College and when he’s not working you can find him playing soccer with his kids, mountain biking and traveling.

Tarascio Financial Planning is deeply influenced by Angela Duckworth’s Grit and those themes permeate the culture of the firm. “We’re here to serve our clients. There’s WAY too much hidden cost, conflicts of interest, and salesmanship involved in personal financial advice. Our mission is help clients avoid bad business models by providing Fee-Only, holistic Financial Planning. Let us reduce your fees, simplify your plan, and crush those nagging, ‘am-I-doing-this-right?’ inner voices!”

Chris Lloyd, CFP®

About Chris Lloyd, CFP®

Christopher Lloyd, CFP®, is Vice President, Senior Wealth Planner, Portfolio Manager and Co-Founder of Lloyds Intrepid Wealth Management.

Over the last six years, Christopher has held positions as an analyst, trader, wealth planner and business developer, while working at Chilton Capital Management, Merrill Lynch and Lloyds Intrepid Wealth Management. For a complete resumé, visit his profile at LinkedIn.

Christopher holds a B.S. in Economics with a minor in Business from Texas A&M University.

Christopher is a Certified Financial Planner certificant.

Curtis Crossland, CFP®, MBA

About Curtis Crossland, CFP®, MBA, EA, CFA®

I’m a Phoenix native and spent years working for large wealth management firms.

I have a strong commitment to lifetime learning, the heart of a teacher, and I’m obsessed with finances.

I received my Bachelor of Science degree in Business Administration from the Graziadio Business School at Pepperdine University, and my Master of Business Administration with Finance Emphasis from Grand Canyon University.

I’m a CFA® charterholder, a CFP® professional, and an Enrolled Agent with the IRS.

I have over 10 years of experience helping clients do the following:
• Build a Smarter Retirement
• Tax Plan
• Invest Wisely

And while I love helping everyone, I’m the best fit for the following folks:
• Retired
• Near-retirement
• Transitioning Jobs or Career
• Young Professionals

When I’m not helping clients create their ideal plan, I’m out on an adventure with my wife and our 3 boys, chasing down the perfect craft barbecue, enjoying a weekend of football, or reading a good old fashioned book.

Schedule a call, I would love to get to know you and learn how I can help you on your financial journey!

Zack Swad, CFP®, CWS®

About Zack Swad, CFP®, CWS®, BFA™, AWMA®, AAMS®

Swad Wealth Management specializes in retirement planning for people age 50+. On the surface level, I help people with their financial planning and investment management needs.

But, in a way, retirement planning is kind of dumb.. At the least the way that most advisors do it right now. The idea of waiting until some arbitrary age to pursue your true passions and enjoy life while stopping all meaningful work all at the same time doesn’t really make sense.

That’s why I’m different. I guide people through a process to help them get crystal clear on their vision of their most ideal life. We determine what might get in the way and find solutions to those things. Then, and only then, do I create a financial plan that is specific to them and has those hopes, dreams, and goals as the foundation of their plan. I want a plan that will help impact their lives for the better today while still preparing for tomorrow.

People usually come to me because they feel burnt out at their jobs or business or because they are getting near retirement and are anxious about it, both for financial reasons and personal reasons such as social connections. They’re typically very successful and have grown their wealth and made a lot of good financial decisions. However, they are concerned about making a big change because of the money and because a big change can be quite daunting. At the same time, because their lives are so busy and hectic, they don’t have the bandwidth or energy to figure it all out on their own.

I started Swad Wealth Management because I want people to feel financially confident so they can live their most ideal lives, their “dream retirement” so to speak, sooner rather than later.

I always encourage people to check out my eBook, “15 Retirement Planning Tips for People Age 50+,” which can be downloaded for free on my website: www.swadwealth.com.

I started this company after being with a Fortune 500 brokerage firm for the past almost 11 years. Before I left, I managed a practice of around $800 million dollars of assets across about 300 client households.

On a personal note, I’ve been in Petaluma for the past 9 years and am getting married in July to my beautiful fiancé, Elise Moseley! In my free time, I enjoy playing guitar, singing, piano, traveling, and going to the theatre.

Lisa Mesquit, CFP®, CFA

About Lisa Mesquit, CFP®, CFA

I am the Founder and CEO of Soaring Investment Management LLC, a Registered Investment Advisory firm based in Portland Oregon. In my 15 years of corporate and individual finance experience, I have managed portfolios from $250 million to over $1 billion. After graduating Oklahoma Christian University cum laude with a BS in Finance, I earned my CFA and have been a Charterholder since 1998 and I added the CFP® designation in 2022.

My salt-of-the-earth upbringing in North Texas has certainly influenced my drive to bring professional money management to individual investors in an accessible and affordable way. My childhood took me from the suburbs of Dallas to the small town of Sanger where I learned to appreciate the beauty of a cow pasture, the majesty of a thunder storm and the fun of a good football game. I also learned that things aren’t always what they seem. Modest people might surreptitiously have substantial wealth, while flashy people might be “all hat and no horse.”

In addition to my upbringing, I have held a variety of positions that have helped shaped me into the advocate for financial prudence that I am today. It began with my first job post high school at a law office. It’s there that I observed the ramifications of a national real estate collapse, the savings and loan crisis, an oil bust, and bankrupt partnerships. Vacant office space propagated the landscape throughout my college years imprinting caution and warning of boom and bust business cycles in my mind.

My long-time internship with Stifel, Nicholas brokerage firm during college introduced me to the workings of a broker/dealer, the investment banking side of municipal bonds and the training of advisors. I learned how big an impact a good advisor can have.

Upon graduation, the exemplary team at MidFirst Bank welcomed me into their Treasury Department. I am forever grateful for the disciplined approach they ingrained in me. I learned about benchmark rates of return, asset pricing, interest rate risk, corporate budgeting, and mortgage-backed securities. Eventually, I was appointed the lead analyst of the bank’s bond portfolio and maintained the Wall Street relationships there.

Arriving at Gap, Inc during a time of a fashion-miss and in the midst of the dot com boom, I kept busy securing funding in the bond market as part of their International Treasury Department. I saw up close the affects of the business cycle and strategic decisions on the shareholders and employees. I also learned, although fun at times, Corporate America was not where I wanted to be. I opt for something more personal and relational.

These business cycles and money decisions affect us all. My childhood roots coupled with valuable professional experiences helped spark my desire for families and communities to experience the blessings of financial prudence. I love being able to provide accessible and affordable professional money management through Soaring Investment Management

Michael Allison, CFP®, CFA

About Michael Allison, CFP®, CFA

Hi! I’m Mike Allison. In 2022, I founded New Lantern Advisors, an independent, fiduciary, fee-only, longevity focused financial planning and investment management firm in order to serve clients more directly, after I retired from a 32 year career in the investment management industry.

Although we work primarily with professionals and business owners who are approaching or considering retirement, New Lantern Advisors does work with other clients who benefit from decades of investment management and comprehensive planning advice.

By using the language of investing, we are dedicated to empowering our clients to pursue their economic potential. This empowerment is enabled by the holistic alignment of one’s human capital alongside an evolved role for financial capital in our lives. We call this the Human Enterprise™.

Our top priority is helping our clients successfully navigate the pathway into retirement, as well as the life they want to live after this very important life transition. We can help you answer “What is your What’s next?

After over 30 years in the investment management industry, the last nearly 22 of them at the same Boston, MA based firm where I served as a global equity portfolio manager and Director of Equity Strategy Implementation. It is with this experience that I serve clients with an eye toward delivering solution oriented planning and investment results.

I’m a native of Ft. Worth, TX. Until recently relocating to upstate NY, I lived with my wife and two (now adult) children in the Boston, MA area for over 26 years. I’m a graduate of the University of Denver and have held the CFA (Chartered Financial Analyst) designation since 1996. I enjoy good food at our favorite restaurants, long walks with my wife, and on occasion babysitting my two “grand-dogs”, Honey and Winston.

Naveen Neerukonda, CFP®, MBA

About Naveen Neerukonda, CFP®, MBA

My goal is to provide working professionals with sound financial advice to help them best position themselves and their financial lives for success. While the majority of our clients have medical backgrounds or are business owners, our services are best targeted to those with investable assets and are in the asset accumulation phase of their life. I provide comprehensive financial planning services as well as investment advisory services. PVA Financial LLC is a state-registered RIA firm. We focus our business on providing PRACTICAL, VALUABLE and ALIGNED advice. I found that to be missing when I was looking for an advisor more than two decades ago and have vowed to keep focused on those three tenets.

Before founding PVA Financial, I worked as a private equity executive. With over 15 years of financial services experience, I’ve spent the majority of my career evaluating businesses, investing in them, finding ways to accelerate their growth and improve their operational efficiency. This background has given me unique insight into the importance of building strong foundations and the necessity for clear and effective communication…both of which are incorporated into our relationships with clients.

I graduated from Washington University in St. Louis with a Bachelor of Science in Business Administration. I also received my MBA from the Booth School of Business at the University of Chicago, with a focus on Finance & Accounting. I also hold the CERTIFIED FINANCIAL PLANNER™ designation, which requires comprehensive knowledge in all areas of financial planning, including insurance planning, risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning.

On the personal side, I enjoy spending time with my wife, three kids and our goldendoodle Leo. I’m the Cubmaster for my kids Scout group and am heavily involved in a few charitable organizations. I’m an avid Chicago Bears & Bulls fan and enjoy playing tennis, basketball and golf.

Additional information can be found at www.pvafinancial.com and I can be reached at anirra@cinsvanapvny.pbz

Jesse Perry, CFP®

About Jesse Perry, CFP®

After a decade working in financial services I have seen the impact having a financial plan and not having a financial plan can have on someone’s life. I have worked for some of the largest and most well respected financial institutions in the world and have spent the majority of my time helping their clients with their financial planning and investment management needs. This experience has given me the opportunity to see firsthand what works best for clients and to carefully analyze the strengths and weaknesses of a variety of systems and processes. With these insights into the industry I formed JP Wealth Management to give you only the best of what the industry has to offer and remove the limitations and conflicts of interest inherent in working with a large corporation.

​I graduated from the University of Colorado, Colorado Springs with a B.S. in Finance and also received an M.S. in Finance from Saint Joseph’s University. I am currently a CFA Exam Level II Candidate, Certified Financial Planner™ professional, Chartered Retirement Planning Counselor, and previously held the CO life and health insurance licenses as well as the series 7 and 66. Prior to founding JP Wealth Management, I held positions with Vanguard as a Financial Advisor, Fisher Investments as an Investment Counselor, T. Rowe Price as an Investment Specialist, Retirement Specialist, Financial Consultant, and as a Mutual Fund Wholesaler, and have also worked in banking and commercial lending.

I was born and raised in Southern California, but have made Colorado Springs my home after being stationed here while serving in the United States Army. Outside of work I love to spend my time with my wife of nearly twenty years and our son, working out, reading, and playing golf.