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

Jeff Wolniewicz, CFP®, RLP®

About Jeff Wolniewicz, CFP®, RLP®

Who is Jeff Wolniewicz?

Personally, golf is a huge part of my life. I’m a member of Crag Burn Golf Club where I serve on the Board of Governors as the Vice President. Spending time at Crag Burn is how I maintain balance and it is absolutely my happy place. Prior to co-founding Under Par Planning, I played golf for the Binghamton University Bearcats which ultimately led to one of my proudest accomplishments — being inducted into the Binghamton University Athletic Hall of Fame in 2018. While at Binghamton, I earned a Bachelors’s Degree in 2007 as well as an MBA in 2009. Following Binghamton I pursued my dream of becoming a professional golfer and played on mini tours for a couple years. You are reading my bio here and not seeing me compete against Tiger Woods so it didn’t work out as I dreamed, but it was an unbelievably rewarding experience that I grew and learned from.

Outside of golf, my family and friends mean the world to me. I would not be the person I am today without their love and support through the good times and not so good times. They’re awesome. You can also find me playing with my puppy Thor, having drinks somewhere, watching sunsets, listening to live music, or some combo of all those things!

Professionally, after pursuing professional golf I moved home to Buffalo, NY and began my career as a financial planner, earning and becoming a Certified Financial Planner (CFP®️) in 2014, a Retirement Income Certified Professional (RICP®️) in 2015, an Accredited Estate Planner (AEP®️) in 2019, and a Registered Life Planner (RLP®) in 2021. Personal and professional development is a huge part of who I am and I continually strives to become the best version of himself for his friends, family, and clients. I bring the same dedication and commitment to excellence to our real financial planning work that I did the golf course.

Stefanie Pickard, CFP®, EA

About Stefanie Pickard, CFP®, EA

At Old Growth Financial I do things differently. I am not here to sell you financial products you don’t need, or pressure you to open accounts. As a fee-only fiduciary, I provide clients with independent advice, transparency, and individual attention. Financial planning and investment management do not have to be overwhelming. Let’s work together to clarify your financial goals and develop a manageable plan to live the life that you want. Our initial consult is always free. Reach out today!

Jeb Jarrell, CFP®, CAP®

About Jeb Jarrell, CFP®, CAP®, CRPC®, APMA®

Plentiful Wealth is different, focused on helping clients maximize their return on life by aligning their wealth and ideals. Wealth is more than just money. It’s the sum of our time, talents, and treasures. At Plentiful Wealth, I help clients, primarily attorneys, use their wealth to make the world a better place.

I work with clients on traditional financial planning topics like retirement projections, tax-efficient withdrawal strategies, Social Security maximization, and protection planning. I also offer guidance on charitable gifting and socially responsible investments. Your money should reflect your values, including your investments.

I specialize in working with attorneys, from new associates to senior partners, who want to optimize their finances, while aligning their finances and their values. Having worked with dozens of attorneys, I understand the career progression and can provide advice on topics such as financing partnership buy-in, retirement plans for small firms, or succession planning for small firms. I’ve taught CLE’s on several of these topics and I’m an expert in the financial problems you face as an attorney.

Bridget Mermel, CFP®, CPA

About Bridget Mermel, CFP®, CPA

Hi, I’m Bridget Sullivan Mermel.

I lead a team of dedicated financial planning professionals who work in a comprehensive, or holistic, way. We help our clients gain confidence, get organized, and go forward with clarity so they can achieve big goals.

We especially enjoy working with attorneys, near retirees, and clients interested in socially responsible investing.

We offer two ways of working together:
1. A Financial Strategy Session to answer your 3 biggest questions;
2. An on-going retainer which includes methodically going over every area of your finances, including recommending and implementing investments as well as preparing and filing your taxes.

We practice in a small niche of the industry called fee-only, which focuses on giving un-biased advice. We don’t take commission, get kick-backs, or sell products. We have no hidden agendas. Our focus is on giving our clients the best comprehensive advice possible.

We are fee-only financial planners located in Chicago, Illinois serving clients in Chicago and throughout the nation. We meet both in-person in our Chicago office and virtually through video conferencing and secure file transfer.

Read Bridget’s blog here: https://www.sullivanmermel.com/sullivan-mermel-blog

Jason Dall’Acqua, CFP®

About Jason Dall’Acqua, CFP®

Hi – I’m Jason, a CERTIFIED FINANCIAL PLANNER™ Professional with a passion for helping people improve their financial well-being and build wealth through prudent planning and investment management.

I help individuals and families in the mid to late stages of their professional career manage the financial complexities that may at times feel overwhelming.

Do you resonate with any of the following?

• You have numerous goals requiring financial resources and are unsure how to balance them all.
• You feel that you are on a good path but lack clarity on what your financial picture looks like as a whole.
• You want to be sure you are taking advantage of tax saving strategies.
• You are overwhelmed at the thought of managing your growing level of investable assets
• You have transitioned jobs several times and as a result have financial accounts scattered around and not receiving attention.
• You received an inheritance, but do not know how to put the money to best use.

If so, then I am here to help. By working with me you gain a partner to provide:

• Organization and clarity
• An actionable plan to achieve your goals together
• An investment strategy aligned with your personal needs
• Peace of mind and time…and who does not want more of those!

Ready to take control of your financial future? Contact me at Wnfba@perfgjrnygunqivfbef.pbz or visit www.crestwealthadvisors.com to schedule a free call.

Tanner Bortnem, CFP®, JD

About Tanner Bortnem, CFP®, JD

I was born and raised in the small town of Volga, South Dakota. I pursued my undergraduate education in Business Administration and Management at Augustana University and proudly earned my JD from The University of Nebraska College of Law (Go Huskers!) in 2015. My doctorate degree is specialized in wealth management law and business and estate planning law.

I served as a Financial Wealth Advisor and an Estate Planning Attorney for two well-respected firms before launching Harmoney Wealth, PLLC in 2020.

Bringing an extremely personalized and comprehensive approach to the client/advisor relationship is what Harmoney Wealth is predicated upon. I am passionate about helping people and understanding the “why” of my clients’ approach to money and risk. I do not believe in general approaches or blanket solutions – each client receives a financial plan tailored to fit harmoniously with their “why”.

Outside my professional passions, I love to travel and explore new hiking and camping spots with my dog Sadie. I enjoy golf and am a diehard Kansas City Chiefs fan.

Asad Gourani, CFP®, EA

About Asad Gourani, CFP®, EA

Asad Gourani is CERTIFIED FINANCIAL PLANNER™ professional, and the founder & CEO of AG Wealth Management, a fiduciary wealth management firm focused on working with young professionals and business owners, where he offers comprehensive financial planning along with investment management.

Numerous publications have quoted Asad and in topics regarding the financial markets and personal finance. Those publications include US News, CNBC, Investment News, Yahoo! Finance, along with several TV appearances on stations such as Fox Detroit, and ABC WXYZ.

Outside of AG Wealth Management, Asad is very active in the financial community and currently sits on the board of directors of the Financial Planning Association of Michigan and is the Co-Chairman of the NexGen committee where he is committed to advancing the profession among young professionals.

Read Asad’s Blog here: https://www.agwealthm.com/blog/

Lazetta Rainey Braxton, CFP®, MBA

About Lazetta Rainey Braxton, CFP®, MBA

Lazetta Rainey Braxton, Co-Founder and Co-CEO of 2050 Wealth Partners, is on a mission to provide access to financial planning for “the rest of us.” She believes that solid financial advice is not just for the 1%.

Lazetta focuses on creating a safe place for clients to realize their goals and dreams through the wise use of financial resources in a no-shame zone. Through her previous firm, Financial Fountains, Lazetta worked primarily with thriving professionals and sandwich generation wealth-protectors to build their financial foundation and to support generational wealth.

In 2020, Lazetta joined forces with Rianka R. Dorsainvil, CFP®, and founder of Your Greatest Contribution, to merge their firms and launch 2050 Wealth Partners. Through this new firm and platform, Lazetta is continuing to guide clients through becoming exceptional stewards of their own finances and promoting financial wellbeing.

Together with Rianka and the rest of the 2050 Wealth Partners team, Lazetta is spreading the message that financial planning is truly for everyone. She’s working with the 2050 Wealth Partners team to continue increasing accessibility to financial planning through ongoing outreach, education, and comprehensive service offerings.

Lazetta, a nationally-recognized financial expert, has appeared on NBC Nightly News with Lester Holt, Nightly Business Report, and CNBC’s Closing Bell. She is a member of the CNBC Digital Financial Advisor Council and a contributor on Wealth Management to the WSJ Experts blog.

Recognized for her leadership, entrepreneurial spirit, and dedication to the financial planning profession, Lazetta was named one of Investment News’ inaugural Women to Watch and Excellence in Diversity and Inclusion recipients. She also received the Association of African American Financial Advisors’ Leadership Legacy Award and the Heart of Financial Planning award from the Financial Planning Association.

Please visit her blog: https://www.2050wealthpartners.com/wealth-by-design-blog

Brett Fry, CFP®, CFA

About Brett Fry, CFP®, CFA

When Brett’s grandfather passed away 15 years ago, there were hundreds of people in attendance at his funeral; he was a very loved and respected man. Many people approached Brett and shared stories illustrating what a good man his grandfather was and how he had positively impacted them and the community. This experience taught him that what you do on a daily basis leaves a lasting impression on people. As a result of this, and other lessons, Brett made the commitment to be an influence for good in the lives of others, to put relationships first, to always be honest and transparent in all his dealings, and to give 150% to everything he does. It’s these principles that inspire and drive Brett in his career as a financial planner.

For over a decade Brett has found great satisfaction in helping his clients create financial plans and strategies to eliminate the stress they feel concerning their financial futures. As the Managing Director in the Dallas Office of Forteris Wealth Management, Brett has a genuine desire to always do what’s best for his clients and help them achieve their goals, passions, and dreams.

Brett received his Bachelor’s Degree in Finance from Stephen F. Austin State University and a dual Master’s Degree in Finance and Personal Financial Planning from Texas Tech University. He earned his CFP and CFA designations in 2014 and 2017. Before becoming the Managing Director for Forteris Wealth, he worked for Altfest Personal Wealth Management and BNY Mellon in New York City.

In his free time, Brett enjoys spending time with friends and family, playing golf, and watching his beloved Cowboys and Texas Tech play football. He currently resides in Plano, Texas with his wife Janelle, who is his greatest support and inspiration.