Steven West

Matthew Chlopek is a financial advisor at Valley Oak Investment Strategies LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Fidelity Investments. He is also licensed as an insurance agent. Valley Oak Investment Strategies provides investment management, comprehensive financial planning, and consulting services primarily to business owners, families, and institutional retirement plans. The firm uses model portfolios, sub-advisers, and a model marketplace, and offers retirement plan consulting along with fiduciary services.

Stuart Schrenzel is a financial advisor with Key Client Fiduciary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Realta Equities, Inc., Wells Fargo Advisors Financial Network, LLC, and David Lerner Associates, Inc. Outside of his advisory role, he holds a New Jersey real estate license and serves as an executor for his father's estate. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm offers financial planning, consulting, discretionary investment management, and retirement plan consulting, developing client-specific investment policies and conducting ongoing portfolio monitoring.

Eric Neuwirth is a CFP® professional with 44 years of industry experience. He is currently with The Pinnacle Financial Group and has previously worked at LPL Financial and Stifel Nicolaus & Co Inc. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm applies fundamental analysis across various instruments and manages accounts primarily on a discretionary basis with regular monitoring and at least annual reviews.

Thomas Faber II is a CFP®-designated financial advisor with 10 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and LPL Financial, having previously worked at Ameriprise Financial Services, Inc. Faber is involved in multiple business activities, including operating Faber Wealth Management LLC, a non-investment related entity for tax purposes. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting through a network of 219 advisors, utilizing model portfolios, sub-advisors, and technology platforms to implement client allocations.

James Szeszulski is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and over 21 years of industry experience. He has been with Money Concepts Capital Corp since 2004. Outside of his advisory role, he owns Guidance Strategic Partners Group, LLC, an investment-related business, and is involved in health insurance and group benefits through Medlink and Bryne Insurance Group. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis to manage assets for approximately 14,700 clients.

Sean Twombly is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he helps corporate executives optimize their employer-sponsored retirement accounts through holistic planning and fosters collaboration to drive better outcomes. Sean has been with Fidelity Investments since 2021, initially serving as an Investment Solutions Representative before his current position beginning in 2023. Prior to that, he worked as a Registered Administrative Assistant at Reliance Wealth Management in 2020. Outside of his professional work, Sean has interests that include art, cars, golf, hiking, movies, and pets.