James Jordan Dodderidge

Andrew Hipple is a CFP® and Enrolled Agent with 20 years of industry experience, currently serving as an Partner at Moneta Group Investment Advisors, LLC. Prior to merging with Moneta he was the managing partner of Lane Hipple Wealth Management Group an independent RIA. Moneta Group Investment Advisors serves high-net-worth individuals, families, executives and business owners offering advanced tax planning, executive compensation planning, portfolio management, financial planning, and family office services. Having personal bought, sold and successfully executed a succession plan. He brings high touch experience and knowledge to founders and business owners looking to exit, transition or sell their companies. He assist with the tax planning around asset based sales, stock sales and Section 1202 Qualified Small Business Stock sales.

Jason Pepe is a financial advisor with Stifel in Conshohocken, PA, holding a AIF designation and Series 7, 24, 55, 63 and 66 designations and 23 years of industry experience. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Carey is a CFA charterholder and the sole advisor at Carey Investment Solutions LLC in Philadelphia, PA, with 14 years of industry experience. He has led his independent firm since its founding in 2012. Carey Investment Solutions provides wealth management and discretionary portfolio management services to individuals and high-net-worth clients. The firm employs a fundamental, long-term investment approach while utilizing margin borrowing and actively managed, concentrated portfolios when appropriate.

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.

Brody Rosenfeld is a financial advisor with Foundation Financial Planning, LLC in Philadelphia, PA, holding a Series 65 designation and 10 years of industry experience. He previously worked at Twams Financial Planning, LLC and Green Mountain Energy. Foundation Financial Planning, LLC provides outsourced financial planning and modeling services exclusively to other advisory firms, focusing on data review, cash-flow and Monte Carlo modeling, and goals-based planning. The firm operates on a business-to-business model, offering fixed-fee and hourly engagements without managing assets or exercising investment discretion.