Anthony Mark Montenegro

After 15+ years as a financial planner working for high net worth families and successful business owners, I decided to follow my dream of starting my own firm, to serve people like myself: ambitious, increasingly complex life, and curious to examine my relationship to money. A true high-touch concierge service to go beyond the numbers by understanding what you want from life and what motivates you. We specialize working with AAPI and underserved communities, to undercover your money story to get a deeper meaning of your values and priorities.

Before we ever talk about financial planning, my team and I want to genuinely understand and deeply care about your life. Not just your accounts, taxes, or investments, but what those things are meant to protect. Your family.
 Your business.
 Your future.
 Your peace of mind.
 The people who depend on you. Our most important responsibility as a team is to listen, understand what matters most, and deeply care about your situation, because it truly matters. Once we fully understand what you are carrying, what you are trying to protect, and what you want your money to make possible, we then help turn that understanding into a clear plan. As a CERTIFIED FINANCIAL PLANNER® at Chatterton & Associates, my goal is simple, to give business owners and retirees a clear plan that keeps you one step ahead so you pay as little taxes as you legally have to, avoid costly mistakes, and are covered if something unexpected comes up. At our firm, wealth, tax, and estate all work together under one roof. I work directly with our CPAs, EAs, and attorneys to help keep your plan aligned and save you money. Qualified wealth clients also receive tax service credits through our firm, which often cover most or all of their tax services. I focus on making financial planning clear and easy to follow. I help clients understand their investments, reduce taxes owed, improve cash flow, and prepare for major transitions like retirement or selling a business. As a CFP® professional, I put my clients’ interests first. I take time to understand your goals and build tailored plans you can act on. I help my clients stay clear on where they stand, what to do next, and why it matters so they can move forward with confidence. Robert Chatterton III is a registered representative with, and securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory services are offered through Chatterton and Associates, a registered investment advisor. For hyperlinks to FINRA and SIPC, please refer to 'See Contact Info' section above. Third party posts found on this profile do not reflect the views of Chatterton and Associates and have not been reviewed by Chatterton and Associates as to accuracy or completeness. The financial professionals associated with Chatterton and Associates may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please visit website for disclosures: https://chattertoninc.com/disclaimer

Garrett Faulconer is an investment advisor representative at Connective Wealth Partners, LLC with a Series 65 license and two years of industry experience. Prior to joining Connective Wealth Partners in 2025, he worked at FG Advisory Services, LLC and The Financial Gym, where he held investment advisory roles. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-based investment process with a long-term orientation, constructing portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

Jeffrey Mansell is a financial advisor with Kodiak Capital Advisors LLC, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at National Planning Corporation and Edward Jones. Kodiak Capital Advisors LLC provides discretionary portfolio management to individuals and high-net-worth clients, focusing on customized investment policies and ongoing portfolio supervision. The firm’s investment approach emphasizes fundamental analysis and may include small- and medium-cap securities, bonds, ETFs, and options strategies.

Nelson Wu is a financial advisor at Open Square Capital, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at Open Square Capital since 2015, with prior experience at Open Insights Capital from 2022 to 2025. Open Square Capital provides discretionary portfolio management to high-net-worth individuals through separately managed accounts and serves as the general partner and manager of a private investment limited partnership. The firm employs a value-oriented, long-term investment approach that focuses on concentrated holdings and combines private fund sponsorship with pooled-vehicle management within a solo-practitioner structure.

Linda Walker is a Certified Financial Planner® with 46 years of industry experience. She has served as principal of her independent firm, Linda A. Walker, CFP, since 1996 and has also been affiliated with LPL Financial since 1991. Her outside activities include limited involvement in non-variable insurance related to long-term care. Her firm provides financial planning and consulting services to a small client base, focusing on retirement, education, tax, and budgeting projections. The firm offers non-discretionary, fee-for-service advice emphasizing asset allocation using Morningstar tools and a combination of fundamental, technical, and cyclical analysis.