Elizabeth Ann Luckenbill

The 3 Fires Framework Jamie Dunn helps families build a comprehensive financial strategy through a proprietary approach called The 3 Fires Framework. Each fire serves a distinct purpose, but together they create a complete plan for growing, protecting, and transferring wealth. Forge The Fire That Grows Your Wealth The Forge is focused on building and growing assets. Through disciplined investment strategies and a personalized approach, Jamie helps clients put their money to work so they can pursue their long-term financial goals with confidence. Hearth The Fire That Provides Stability Market volatility is inevitable, but panic does not have to be. The Hearth is designed to help clients remain confident during uncertain times by creating reliable income strategies and withdrawal plans that support their lifestyle without reacting emotionally to market fluctuations. Sentinel The Fire That Protects Your Legacy The Sentinel focuses on preserving wealth for future generations. Through thoughtful tax planning, wealth transfer strategies, and legacy planning, Jamie helps clients safeguard what they have built and create a lasting impact for their families. Bringing the 3 Fires Together When all three fires are working together, clients gain a clear and coordinated financial strategy. The 3 Fires Framework helps answer three of the most important questions in retirement and wealth management: How should I invest my money? (Forge) How should I withdraw from my accounts? (Hearth) How can I plan for taxes and protect my legacy? (Sentinel) By balancing growth, income, and protection, Jamie helps families create a financial plan designed not only for today's needs, but for generations to come.

Michael Karris is the sole advisor at EndowBridge Capital, LLC in Princeton, NJ, holding Series 63 and Series 65 designations with 10 years of industry experience. He has been with EndowBridge Capital since 2013. EndowBridge Capital provides discretionary investment management and sub-advisory services primarily to institutional and nonprofit clients such as endowments, foundations, and pension plans. The firm offers balanced growth and income strategies implemented through transparent, low-cost ETF portfolios guided by a modern endowment investment approach.

Robert Gregov is a CFP® and CFA® with 21 years of experience in financial advising. He has been with Roche Financial Partners LLC since 2004. Roche Financial Partners LLC is an independent firm providing continuous financial oversight and discretionary investment management to individual clients and their families. The firm employs a diversified, tax-aware asset allocation strategy using low-cost index funds and incorporates derivatives in separately managed accounts to manage risk, with portfolios tailored to client specifications.

Matthew Conroy is a financial advisor at Conroy Capital LLC with two years of industry experience. He holds a Series 66 license and has previously worked at Fortis Group Advisors, LPL Financial, and Prudential. Outside of his advisory role, he is employed by Pro Football Focus, a sports analytics company. Conroy Capital LLC provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, and manages a privately offered pooled investment vehicle. The firm employs both fundamental and technical analysis across a range of asset classes and offers customized, discretionary account management with regular portfolio monitoring and reporting.

Adam Amorn is a financial advisor at Premier Prosperity Advisors LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch for five years before founding his current firm in 2017. He is also a licensed independent insurance agent. Premier Prosperity Advisors LLC is a single-advisor independent registered investment adviser managing over $17 million in client assets. The firm serves individuals, high net worth clients, and retirement plans, offering both discretionary and non-discretionary portfolio management, financial planning, and pension consulting services.

Peter Pandolfo Jr is the sole advisor at Pandolfo Capital, LLC, an independent registered investment adviser based in Robbinsville, NJ. He holds Series 63 and Series 65 designations and has 26 years of industry experience, leading his firm since 2008. Pandolfo Capital provides discretionary portfolio management to individuals and various organizational clients, including pension plans, trusts, and charitable organizations. The firm employs a fundamental, value-oriented investment approach with concentrated portfolios and maintains a tailored, discretionary relationship with its clients.