Gus Kristoferson, CFP®, CFA

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About Gus Kristoferson, CFP®, CFA

Hi there! I’m Gus. I’m a Certified Financial Planner Professional and I help psychiatric nurse practitioners and their families take charge of their finances so they can build the life they want.

My passion for personal finance was born in 2008 when my fiancée handed me Personal Finance for Dummies as we prepared to get married. And that was it. I caught the personal finance bug and went back to school to change careers. I spent the next ten years in investment management managing stock portfolios. During that time, my wife was called to nursing and became a psychiatric nurse practitioner. Together we strategized student loan payoffs and built our plan for financial independence.

I started Money on the Mind Financial Planning so I can bring that same approach to other psychiatric nurse practitioners.

Courtney Barnes, CFP®, CSLP®

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About Courtney Barnes, CFP®, CSLP®

With three CFP® Professionals on our team in three different stages of life, Gallant Financial Planning can help clients across a spectrum of financial and life needs. I specialize in working with folks who are just starting to figure it out. Young professionals who are looking to get their financial house in order.

Perhaps you’re trying to build a savings strategy while also paying off student loans, and want to know how to do both in an optimal way. Or you’ve transitioned to a new, higher paying job and want to know how to choose the right benefits and how to deploy your extra cash flow. Maybe you’re newly married and want guidance on combining households and want someone to help talk through your joint goals for the future.

We can walk with you through all of this, as well as topics that might not be at the top of your mind but that we know are crucial to the safety and success of your plan (such as estate planning and insurance reviews).

My favorite people to work with are those that say “I know I need to start somewhere. Help me build a strong foundation for my future.” If that’s you, I would love to partner with you and help launch you into the future you want.

Read Courtney’s blog here: https://www.gallantfp.com/blog

Joseph Schmidt, CFP®, CSLP®

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About Joseph Schmidt, CFP®, CSLP®, CKA®

Sunrise Personal Finance follows three core principles to serve you well:

1. No Asset Minimum: I do not require any minimum net worth, because I want to make quality financial advice available to people in the “building” stage of their lives.

2. Dedicated Attention: I only accept a maximum of three new ongoing clients per month, because I want to make sure you receive the dedicated attention you deserve.

3. Fee-Only: This means I do not accept any commissions, because I want my interests to align with yours.

I hold the CERTIFIED FINANCIAL PLANNER TM designation and the Certified Student Loan Professional TM certification.

I specialize in helping people eliminate student loans and build strong financial foundations for their futures.

I provide hourly, advice-only, and wealth management services, depending on your needs.

Shoot me a message today. I would love to hear your story.

Andrew Mastro, CFP®, CFA

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About Andrew Mastro, CFP®, CFA, CAIA

Hi, I’m Andrew!

I founded Wrought Advisors in 2021 because you should have the option to work with a fee-only advisor, free from the conflicts of interest of old wall street, who can help you reduce taxes, invest, and make smart financial decisions so you can live your best life. I love what I do and it brings me such fulfillment to see my clients’ succeed.

I’ve been interested in history, finance, and psychology since I was a kid growing up in Ocean City, New Jersey. After graduating from The College of New Jersey with honors, I began my financial services career in the alternative investment industry (private equity, hedge funds, and commercial real estate) first with Merrill Lynch Alternative Investments in Princeton, New York, and Boston and then with FS Investments based in Philadelphia. I grew tired of getting on airplanes for work and being away from my family so with the entrepreneurial spirit calling me I began my wealth management practice at Merrill Lynch and then I founded the independent and fee-only firm Wrought Advisors.

I am married to my beautiful and patient wife and together we reside in Haddonfield, NJ with our two young daughters and Labrador Retriever. I enjoy traveling and sharing new experiences with my girls and coaching their sports teams. Giving back to my community is important to me so I am a member of the Rotary Club of Haddonfield where we support many local, regional, and even some international projects. With whatever free time is left to me I love to read, work on home improvement projects, jog with my dog, cycle, ski, and squeeze in the increasingly rare round of golf.

Read Andrew’s blog here: https://wroughtadvisors.com/wrought-insights

Cecil Staton, CFP®, CSLP®

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About Cecil Staton, CFP®, CSLP®

Arch Financial Planning, LLC specializes in early-career dentists & physicians with student loans and diligent savers within 10-years of retirement.

We are a fee-only financial planning and investment management firm serving clients virtually all over the country and in-person in Athens, GA; Atlanta, GA; Macon, GA; Greenville, SC; Hilton Head, SC.

The financial industry is notorious for not listening to our clients, selling unnecessary products, and talking down to people about investing. I set out to change that.

Arch Financial Planning, LLC utilizes financial planning to help our clients accomplish what is most important. We strive to end the confusion around student loans, reduce taxes, and retire confidently.

As a Certified Student Loan Professional and CERTIFIED FINANCIAL PLANNER™, I am committed to the highest standards of excellence and professionalism in the industry.

When not perfecting financial plans, you can find me enjoying our favorite local brewery, at the park with my wife & dog, visiting family in Hilton Head, SC, and cheering on the Georgia Bulldogs.

Cecil Staton, CFP®, CSLP®

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About Cecil Staton, CFP®, CSLP®

Arch Financial Planning, LLC specializes in early-career dentists & physicians with student loans and diligent savers within 10-years of retirement.

We are a fee-only financial planning and investment management firm serving clients virtually all over the country and in-person in Athens, GA; Atlanta, GA; Macon, GA; Greenville, SC; Hilton Head, SC.

The financial industry is notorious for not listening to our clients, selling unnecessary products, and talking down to people about investing. I set out to change that.

Arch Financial Planning, LLC utilizes financial planning to help our clients accomplish what is most important. We strive to end the confusion around student loans, reduce taxes, and retire confidently.

As a Certified Student Loan Professional and CERTIFIED FINANCIAL PLANNER™, I am committed to the highest standards of excellence and professionalism in the industry.

When not perfecting financial plans, you can find me enjoying our favorite local brewery, at the park with my wife & dog, visiting family in Hilton Head, SC, and cheering on the Georgia Bulldogs.

Hannah Szarszewski, CFP®, AFC®

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About Hannah Szarszewski, CFP®, AFC®

Hannah Szarszewski is the founder and principal financial planner of Blue Mountain Financial Planning, LLC. She focuses on integrating financial coaching and education into the financial planning process. She has partnered with clients of all ages and various walks of life to help them achieve financial independence and live life to the fullest.

Hannah is a Certified Financial Planner™ Professional and Accredited Financial Counselor® Practitioner. She has been awarded “Excellence in Financial Education” by the Society of Financial Service Professionals. She has a Bachelor of Science in Personal Financial Planning from Texas Tech University, one of the most prestigious financial planning programs in the nation. Prior to starting her own firm, she worked with clients at different financial planning firms in the Dallas-Fort Worth metroplex. Before that, she worked as a financial coach with a volunteer organization concentrated on financial counseling, education, and improving financial literacy.

Outside of work, Hannah enjoys spending time with her husband and dog, reading, and visiting new coffee shops and bookstores.

Rosario Chacón, CFP®, FBS®

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About Rosario Chacon, CFP®, FBS®, CSLP®, MBA, CLC, EA

Hi! I am Rosario Chacón. I founded Wealth-Source Financial in 2019 to help professionals like me and my close friends and their families: Often first generation – graduating from college and/or immigrants -, with school debt and/or starting a business, while building a career and a family. In my years at multinational and boutique firms, I learned that one size does not fit all. To better serve my community and clients, I became a fiduciary (CFP®) to work for your best interest, a Financial Behavior Specialist (FBS®) to understand your values and respect your decisions, a Student Loan Planner (CSLP®) because I know first-hand that we must invest in ourselves to make changes in our journeys. I am also an Enrolled Agent, which gives me the opportunity to better serve my clients in a holistic and cost-efficient manner.

Hannah Szarszewski, CFP®, AFC®

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About Hannah Szarszewski, CFP®, AFC®

Hannah Szarszewski is the founder and principal financial planner of Blue Mountain Financial Planning, LLC. She focuses on integrating financial coaching and education into the financial planning process. She has partnered with clients of all ages and various walks of life to help them achieve financial independence and live life to the fullest.

Hannah is a Certified Financial Planner™ Professional and Accredited Financial Counselor® Practitioner. She has been awarded “Excellence in Financial Education” by the Society of Financial Service Professionals. She has a Bachelor of Science in Personal Financial Planning from Texas Tech University, one of the most prestigious financial planning programs in the nation. Prior to starting her own firm, she worked with clients at different financial planning firms in the Dallas-Fort Worth metroplex. Before that, she worked as a financial coach with a volunteer organization concentrated on financial counseling, education, and improving financial literacy.

Outside of work, Hannah enjoys spending time with her husband and dog, reading, and visiting new coffee shops and bookstores.

Ethan Miller, CFP®

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About Ethan Miller, CFP®

Hi, I’m Ethan. I became a financial planner and CERTIFIED FINANCIAL PLANNER™ professional because I saw how too many of my peers were simply unprepared for the complex financial decisions that come with living under capitalism. These decisions can have deep, lasting impacts, and I am passionate about working with clients to help set and reach financial goals without falling in one of many potential pitfalls that we all face every year.

My background as a union organizer shapes a lot of my work as a financial planner. I have a deep understanding of the fundamentally unfair structures that govern our financial lives, and in addition to working with clients to plan for and implement long-term financial plans, I continue to be involved in local and national efforts to create a more just economic system.

My clients typically share my concerns about the systemic problems in our economy, and many spend their working lives to change our economic and political systems for the better. I understand the values and priorities of public service and social justice professionals, and as your guide, I want to help you make the most of your finances and tackle topics such as saving, investing, paying off student loans, retirement planning, saving for your children’s education, buying a home, and much more.

By working together, you can be confident in your financial decisions and trust that you are building a sustainable financial future.