John Schoen

Richard Mordesovich is a financial advisor at Sonoma Private Wealth LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Baker Avenue Asset Management and Silicon Private Wealth LLC. He is involved with a donor advised fund, the Mordesovich-Chase Family Charitable Gift Fund. Sonoma Private Wealth serves individual clients, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, family office, and pension consulting services. The firm uses a tailored investment approach incorporating asset allocation, fundamental analysis, modern portfolio theory, and sustainability-focused analysis from The HIP Investor.

Sean Lamb is a financial advisor with Old Beach Investment Advisors, LLC and holds a Series 65 designation. He has one year of industry experience and has been involved in film production as a manager and producer at Franklin Avenue Films since 2012. Old Beach Investment Advisors is a state-registered firm that provides discretionary portfolio management and supervisory services primarily to high-net-worth individuals, corporate pension and profit-sharing plans, charities, and other businesses. The firm employs long-term equity strategies focused on fundamental analysis and maintains a small, concentrated client roster.

Thomas Treadwell is a financial advisor at Brennan Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Brennan Capital Management since 2023. Prior to his advisory role, he was employed at Smugglers' Notch Resort and studied at The University of Vermont. Brennan Capital Management provides discretionary portfolio management and financial planning services to individuals, corporations, and charitable organizations. The firm emphasizes passive management and Modern Portfolio Theory, using index funds and ETFs, while incorporating fundamental analysis and third-party managers.

Hana Walton is a financial advisor at Cultivating Wealth in Montauk, NY, holding a Series 65 credential with one year of industry experience. Prior to joining Cultivating Wealth, she worked in the education sector at Scarsdale Union Free School District and Monroe-Woodbury Central School District. Cultivating Wealth is a six-advisor team serving individual and high-net-worth clients as well as business owners, offering discretionary investment management along with financial planning and consulting. The firm uses a strategic asset-allocation framework enhanced by tactical considerations and provides specialized services such as divorce financial planning and small-business financial consulting.

Are you Cultivating Wealth? You may have a complex financial life and substantial investments but still struggle to connect your financial goals to your real life. Our team of CERTIFIED FINANCIAL PLANNER™ practitioners is passionate about supporting your path to your best life. Your investment portfolio is only one part of the picture. We will analyze your personal financial situation; help you set realistic financial goals and implement plans to achieve them. Financial planning allows you to make informed decisions which help enable success, protect your family and ultimately cultivate wealth over time. We have particular expertise in tax-efficient investing, equity compensation, real estate scenarios and wealth management. Contact us for a free consultation.

Caroline Young is a financial advisor at Cultivating Wealth with two years of industry experience. She holds a Series 65 designation and previously worked at SHoP Architects PC for eight years before entering the financial advisory field. Cultivating Wealth serves individual and high-net-worth clients as well as business owners, providing discretionary investment management alongside financial planning and consulting. The firm’s six-advisor team manages approximately $166.6 million across about 172 client relationships and offers specialized services including divorce financial planning and small-business financial consulting.