Andrew Mastro, CFP®, CFA

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®

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®

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®

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®

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®

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®

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.

Brittany Mollica, CFP®, CSLP®

About Brittany Mollica, CFP®, CSLP®

Brittany is a financial advisor at Hilltop Wealth Advisors, a fee-only financial planning firm located in Chapel Hill, NC. She primarily works with young professionals and young families, helping them lay the foundation for a successful financial future through holistic financial planning and strategic investment management.

Brittany has been with the Hilltop team since 2014, when she started as a financial planning intern while earning her BA in Mathematics at UNC-Chapel Hill. She quickly discovered financial planning to be a perfect combination of problem solving and relationship building, which made it her ideal career path. She is a CERTIFIED FINANCIAL PLANNER™(CFP®) professional and Certified Student Loan Professional (CSLP®), and is passionate about working with Gen X & Gen Y clients.

Brittany lives in Raleigh with her fiancé and dog. When she’s not working, she loves cheering on the Carolina Hurricanes, exploring the local food scene, and traveling to the mountains.

Dan Rooker, CFP®, CSLP®

About Dan Rooker, CFP®, CSLP®

I realized not too long ago that early career professionals, especially healthcare providers, are under a lot of pressure to “show up” on their own, with their finances. You could imagine that many of these same individuals are also burdened with student loans. The financial planning industry doesn’t have incentive to provide qualified advice to individuals who not only haven’t had time to accumulate wealth, but also start behind everyone else when you count their debt. It’s this ‘gap’ in qualified advice that, to me, represents an opportunity to provide meaningful service.”​

With the advances made in technology in recent years, I also realized that financial planning could be easier, more affordable, and as we hope you’ll soon see, more enjoyable.

Also, your month-to-month commitment is a lot bigger than it seems. We donate a portion of all monthly revenue received to charitable organizations. Thank you!

Jeff McDermott, CFP®, CSLP®

About Jeff McDermott, CFP®, CSLP®

At Create Wealth Financial Planning our vision is to make financial planning accessible to everyone, earlier in life, to create the greatest impact.

After 17 years working in the world of personal finance I founded CWFP to meet the needs of young families and young professionals as they grow their wealth for the purpose of living a richer life. Even if you are just starting your financial journey and haven’t built your nest egg up yet, Create Wealth Financial Planning is here to serve you. There are no minimum asset levels required to work with CWFP.

We always start by clarifying with you the elements of your ideal life. What are the things you and your family want to accomplish in the next 1, 3, 5, 10+ years? Then we create a plan that helps you align every dollar with a purpose that contributes to the life you are seeking.

When you partner with CWFP in ongoing financial planning, our service calendar kicks in to make sure that your plan gets the continued attention it deserves. Whether that is checking in on certain items at certain times of the year such as tax reviews early in the year and benefits reviews before open enrollment, or ensuring other items are adjusted at regular intervals like investment allocations and savings plans, your living, breathing financial plan is updated as you move through life. Working with CWFP on an ongoing basis means having a partner to keep an eye on your financial picture and more time for you to live your best life.

If you are ready to learn more about real financial planning, take a moment to schedule a free “Get to Know You” meeting to see if we are a good fit.