Thaddeus Paul Obecny

Jason Venditti is a financial advisor at Stirlingshire Investments with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Hazard & Siegel Advisory Services, MML Investors Services, and Massachusetts Mutual Life Insurance. Outside of financial advising, he owns and operates a fishing charter business, CustomDeluxe Sportfishing LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a diverse investment approach combining quantitative, fundamental, technical analysis, and modern portfolio theory, offering access to a broad range of investment types and model strategies through its proprietary AIM marketplace.

As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.

Edward Evanouskas is a financial advisor at Elm Tree Capital Management LLC with 15 years of industry experience. He holds a Series 65 credential and has worked at Elm Tree Capital Management since 2010, including a prior period from 2010 to 2019 and currently since 2019, as well as seven years at Key Corp from 2011 to 2018. Elm Tree Capital Management LLC is an independent advisory firm serving primarily individuals and families, many nearing or in retirement, focusing on wealth preservation, liquidity, income, and long-term capital appreciation. The firm employs a research-driven investment approach that combines fixed-income credit discipline with valuation-conscious equity analysis across a range of asset classes and offers personalized portfolio management and credit-analysis services.

Christopher Kehoe is a CFA® charterholder with five years of industry experience. He is currently an advisor at R.W. Rogé & Company, Inc., having previously worked at Masonry Capital Management, Value Advisors LLC, and Berens Capital Management LLC. R.W. Rogé & Company, Inc. is a fee-only wealth management firm serving individuals, small businesses, pension and profit-sharing plans, foundations, and institutional clients. The firm employs a value-oriented investment strategy combined with strategic asset-allocation modeling and a proprietary due-diligence process to manage portfolios across various risk models.

David Hogan is a financial advisor at LCI Advisors with 26 years of industry experience. He has been with Lewis & Clark Advisors since 2005. He holds Series 63 and Series 65 designations. LCI Advisors is a state-registered investment adviser managing approximately $57.8 million for about 50 clients, primarily individuals, trusts, and qualified plans. The firm employs a disciplined, value-based investment process and offers a range of strategies including discretionary and non-discretionary portfolio management, options writing, and customized managed accounts.

Jeffrey Tamas is a Series 65-credentialed financial advisor with over 10 years of industry experience. He is currently with Ideal Retirement Solutions and has prior experience at firms including Portfolio Medics, Alphastar Capital Management, MWA Financial Services, and Modern Woodmen. In addition to his advisory role, he is also an insurance agent, spending part of his time selling annuities and life insurance products. Ideal Retirement Solutions serves individual and high-net-worth clients, managing approximately $123.5 million in assets with discretionary investment management that includes asset allocation, model portfolios, and both long- and short-term trading. The firm also operates as an insurance agency, offering commissionable insurance products alongside advisory services and a fee-based annuity program.