Rachel Louise Moates

Alexander King is a financial advisor at Macedon Financial Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Raymond James Financial Services, Northwestern Mutual Investment Services, and other firms. Macedon Financial Management provides portfolio management and pension consulting services to institutional and individual clients, including retirement plans and high-net-worth individuals. The firm employs a variety of analytic methods and typically offers discretionary management focused on mutual funds, ETFs, fixed income, and select securities.

Matthew Smith is a financial advisor at Parady Wealth Management with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Allianz Life Financial Services and Questar Capital Corporation. Parady Wealth Management provides discretionary investment management and sub-adviser selection services to individuals, high-net-worth clients, and charitable organizations. The firm uses model portfolios tailored by client risk profiles and operates with discretionary authority to manage and adjust investments.

Kathleen Laseter is a CFP® professional with 12 years of industry experience, currently serving at Parady Wealth Management. She has a longstanding background in accounting and tax services, operating her own CPA firm since 1993. Laseter is also an investment advisory board member for The Redemptorists of the Baltimore Province. Parady Wealth Management provides discretionary investment management and sub-adviser selection primarily to individuals, high-net-worth clients, and charitable organizations. The firm utilizes model portfolios tailored to client risk profiles and maintains a standardized, platform-oriented approach with discretionary authority over client accounts.

Kelly Burkhead is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Parady Wealth Management. She has worked with the firm and its affiliated entities since 2012. In addition to her advisory role, Burkhead is the Vice President of Sales at Parady Financial Group, a licensed insurance agency, where she focuses on retirement income strategies. Parady Wealth Management provides discretionary investment management and sub-adviser selection to individuals, high-net-worth clients, and charitable organizations. The firm employs model portfolios tailored to client risk profiles and integrates advisory, insurance, and tax services through its affiliated entities.

Jared Vock is a financial advisor with Parady Wealth Management in The Villages, Florida, holding a Series 66 license and six years of industry experience. His career includes roles at Wells Fargo, Morgan Stanley, and Merrill Lynch. He is also a licensed insurance agent with Parady Financial Group. Parady Wealth Management provides discretionary investment management and works primarily with individuals, high-net-worth clients, and charitable organizations through a model portfolio approach supported by sub-advisers.

Gregory Wheeler is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2022. He previously worked at Texas Yale Capital Corp from 2015 to 2022. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies such as independent managers and optional ESG integration.