Robert Zoda is a CFP® with 29 years of industry experience and is currently an advisor at Compass Financial Management LLC. His previous roles include positions at Zoda Financial, LLC, Purshe Kaplan Sterling Investments, Momentum Independent Network Inc., Cetera Investment Services LLC, and VOYA Financial Advisors, Inc. Outside of his advisory work, he serves as a general partner of a family limited partnership involved in real estate investments. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes and offers both third-party and internally managed model portfolios.

Wendell Stewart III is a financial advisor with Compass Financial Management LLC in Windham, NH, holding a Series 63 license and over 34 years of industry experience. He previously worked at Executive Financial Services, Inc. for 37 years. Stewart is also engaged in limited insurance sales as a sole proprietor, focusing on financial planning-related insurance products. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million across a team of 37 advisors and employs a range of investment strategies, including both internally managed model portfolios and third-party managers.

Joseph Dise is a financial advisor with Compass Financial Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Compass Financial Management since 2020, Dise Wealth Management Incorporated from 2007 to 2020, Wells Fargo Clearing from 2003 to 2007, and Prudential Equity Group, LLC from 2000 to 2003. Compass Financial Management LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million through a multi-advisor team, using a mix of equities, fixed income, mutual funds, ETFs, and both fundamental and technical analysis to support various investment strategies.

Christa Irwin is a financial advisor at Compass Financial Management LLC with two years of industry experience. She holds the Series 65 designation and has worked in roles including independent insurance agent and positions at firms such as RPI and Greene Point Partners. Outside of her advisory work, she has experience as a triathlete and homemaker. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm uses a combination of investment strategies including equities, fixed income, mutual funds, ETFs, and employs fundamental, technical, and cyclical analysis.

Daniel Pecoraro is a financial advisor at Compass Financial Management LLC with 27 years of industry experience. He holds Series 63 and Series 66 designations. Pecoraro has worked at multiple firms including Prudential Insurance Company of America and MML Investors Services, LLC. He is co-owner of Pecoraro Fisher and Partners Wealth Group Insurance Agency, which provides holistic insurance solutions. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education through a multi-advisor team managing approximately $894 million in assets. The firm employs a variety of investment strategies including equities, fixed income, mutual funds, ETFs, and uses both internal and third-party portfolio management.

Peter Aiksnoras is a financial advisor with Compass Financial Management LLC in Oxford, CT, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His previous roles include positions at Securities America, Inc. and Questar Capital Corporation. Outside of his advisory work, he serves as treasurer for the Naugatuck Fish and Game Club and the Oxford Housing Authority, is a member of the Board of Governors for the Miamogue Yacht Club, and volunteers as a financial educator focusing on retirement planning and social security. Compass Financial Management serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, utilizing a multi-disciplinary investment approach across various asset classes with ongoing portfolio monitoring.

John Daniels is a financial advisor at Compass Financial Management LLC in Sarasota, FL, holding Series 63 and Series 65 licenses with nine years of industry experience. He also operates John Daniels CPA, LLC, a tax preparation and CPA service he has owned since 2006. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a variety of investment strategies including equities, fixed income, mutual funds, ETFs, and both internally managed and third-party portfolios.

Jeffrey Burgess is a financial advisor at Compass Financial Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise for 17 years and Burgess Wealth Advisory for 10 years, where he served as president and owner. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis and offers both internally managed model portfolios and third-party manager solutions.

Geoffrey Garfield is a financial advisor with Compass Financial Management LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at American Leak Detection, Succession Matching, and Altium Wealth Management LLC. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a variety of investment strategies, including equities, fixed income, mutual funds, ETFs, and uses both third-party managers and internally managed model portfolios.

Bradley Allan is a financial advisor at Compass Financial Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Allan Agency and Family First Life among other firms. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million across a multi-advisor team and employs a range of analytical methods and both internally managed and third-party model portfolios.

Cooper Carrier is a financial advisor with Compass Financial Management LLC in Knoxville, TN. He holds a Series 65 designation and has three years of industry experience. Prior to joining Compass, he worked at Carrier CPA + FIS and held positions at Roane State Community College and Haffs High School. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million across a multi-advisor team and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and internally managed model portfolios.

Nathan Wilson is a financial advisor at Compass Financial Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Guidespring Wealth Strategies LLC and UBS Financial Services. Outside of his advisory role, he is the content host of Independence Money Show, LLC, a subscription-based educational service. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million and employs a range of investment approaches including individual equities, fixed income, and model portfolios.

Justin Kelly is a financial advisor at Compass Financial Management LLC in St. Petersburg, FL, holding a Series 66 license with one year of industry experience. He previously worked at Equitable Advisors, LLC and has additional professional experience with Northrop Grumman Corporation, the Defense Intelligence Agency, and Patriot Group International. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a multi-advisor team approach and uses a variety of investment strategies including equities, fixed income, mutual funds, ETFs, and both fundamental and technical analysis.

Mark Fleming is a CFP® with eight years of industry experience, currently serving as a financial advisor at Compass Financial Management LLC. His prior roles include positions at Paradigm Wealth Management, Sentinus, LLC, and Topel Formon LLC. He holds limited partnership interests in real estate developments inherited from his family. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis across various asset classes.

Riley Hagan is a financial advisor at Compass Financial Management LLC in Sarasota, FL, holding a Series 65 credential with one year of industry experience. Prior to joining Compass, he worked at Clientswood LTD and has a background that includes roles outside finance, such as in fine dining at Wolfgang Puck Fine Dining. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm manages roughly $894 million across a multi-advisor team and employs a variety of investment strategies, including the use of individual equities, fixed income, mutual funds, ETFs, and both fundamental and technical analysis.

Roy Atallah is a financial advisor with Compass Financial Management LLC and holds a Series 65 designation. He has one year of industry experience, previously serving ten years in the US Navy. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and both internal and third-party managed portfolios.

Frederick Mowery is a financial advisor with Compass Financial Management LLC in Allen, Texas, holding a Series 63 designation and 38 years of industry experience. He previously managed Mowery Capital Management LLC for 23 years. Outside of his advisory role, he is an insurance agent involved in marketing and sales of traditional life insurance, long-term care, and fixed annuities. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm employs various investment strategies including equities, fixed income, mutual funds, and ETFs, using both internal models and third-party managers.

Jacob Johnson is a financial advisor with Compass Financial Management LLC in San Diego, CA. He holds a Series 65 designation and has experience working at Roadmap Tax since 2025 following an 11-year career in the U.S. Navy. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and non-discretionary retirement plan consulting, utilizing a multi-team approach with 27 advisors managing approximately $519 million in discretionary assets.

Steven Walstad is a financial advisor at Compass Financial Management LLC with 29 years of industry experience. He holds a Series 63 designation and previously worked for Independent Investment Advisors Inc. for 11 years. Walstad is also an independent insurance agent for various companies. Compass Financial Management LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm employs a multi-advisor approach, managing a diverse range of assets using multiple analytical methods and both internally managed and third-party strategies.

Jerry Judd is a Series 65-licensed financial advisor at Compass Financial Management LLC in Houston, TX, with one year of industry experience. Prior to joining Compass in 2026, he worked for Alcon Laboratories for 38 years and was retired for five years before starting his advisory career. Compass Financial Management LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm employs a multi-advisor approach and utilizes various investment strategies, including individual equities, fixed income, mutual funds, ETFs, and both internal and third-party managed portfolios.

Albert Souza is a financial advisor with Compass Financial Management LLC in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Adams Financial Concepts, Woodbury Financial Services, and Union Financial Inc. He is also involved in several business activities related to life insurance sales and tax-related client referrals. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million and employs a variety of investment strategies including the use of third-party managers and internally managed model portfolios.

Michael Ferrin is a financial advisor with Compass Financial Management LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Compass in 2023, he worked at Kovack Advisors, Inc. and Kovack Securities, Inc. from 2001 to 2023. He is also president of Pinnacle Insurance and Investments, Inc., where he is involved in sales and service related to securities and fixed insurance products. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, offering discretionary portfolio management and retirement plan consulting. The firm employs a multi-strategy investment process across various asset classes and supports approximately 1,310 client relationships through a team of 27 advisors.

Elizabeth Dennen is an advisor at Compass Financial Management LLC with a Series 65 designation and five years of experience. Her prior work includes roles at State Farm Larry Martin, Ballet Frontier, and Dunham and Jones Law Firm. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm uses a variety of investment strategies, including equities, fixed income, mutual funds, and ETFs, and employs multiple analytical approaches along with third-party managers and internally managed model portfolios.

Gary Haack is a financial advisor at Compass Financial Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at CreativeOne Wealth, LLC and CoreCap Investments Inc. He is also the owner of Texas Retirement Strategies, which offers fixed annuities and life insurance. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs various investment strategies across equities, fixed income, mutual funds, and ETFs, utilizing both third-party managers and internally managed model portfolios.

Elisea Frishberg is a financial advisor with Compass Financial Management LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. She previously led the Elisea Frishberg Advisory Group and worked at Crocker, White & Frishberg Advisory Group. Outside of advising, she is an independent insurance agent and manages a financial education media business. Compass Financial Management LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, using a multi-disciplinary investment process across various asset classes.

Tanner Harwood is a financial advisor with Compass Financial Management LLC in Tampa, FL. He holds a Series 65 designation and has one year of industry experience. Prior to his financial advisory career, he spent five years in full-time education. Outside of advising, he works as a relationship manager for RAPID!, a company focused on ePayroll solutions. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million using a multi-advisor team and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and internally managed model portfolios.

Kevin Christ is a financial advisor with Compass Financial Management LLC in Phoenix, AZ. He holds a Series 65 designation and has been with Compass and Family Tree Estate Planning since 2026. Prior to his current roles, he worked in various positions across several companies, including Stealth Monitoring/ECAM and Parcel Pending. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, non-investment consulting, and participant education. The firm manages approximately $894 million across a multi-advisor team and utilizes a range of investment strategies including individual equities, fixed income, mutual funds, ETFs, and both fundamental and technical analysis.

Belinda Lusk is a financial advisor at Compass Financial Management LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Halo Securities LLC, Sentinus, LLC, and Ausdal Financial Partners, Inc. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, utilizing a multi-disciplinary investment process across various asset classes.

Kyle Ruiter Jr. is a financial advisor at Compass Financial Management LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including Prosper Wealth Partners and Hornor, Townsend & Kent, LLC. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management and retirement-plan consulting. The firm manages approximately $894 million through a multi-advisor team, using a range of investment strategies including individual equities, fixed income, mutual funds, and ETFs.

Jesse Lipscomb is a financial advisor with Compass Financial Management LLC in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has held positions at Bison Advisors and Truadvice, LLC, and has owned and operated several businesses including Roadmap Tax Services, Inc. and Roadmap Insurance Solutions, Inc. In addition to his advisory work, Lipscomb manages a cattle ranching operation through Charcoal Valley Ranch LLC. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, employing a multi-disciplinary investment process that combines fundamental, technical, charting, and cyclical analysis across various asset classes.

Michael Lee is a financial advisor with Compass Financial Management LLC in New York, NY, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He has worked at firms including Morgan Stanley, Kestra Financial, and Altium Wealth Management. Outside of advisory work, he is a media commentator and speaker on economics, markets, and politics for outlets such as Fox Business and RFD-TV, and serves as CFO for Audiebant US, a technology reseller and distributor. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm employs a variety of investment strategies, including fundamental and technical analysis, and manages approximately $894 million across a multi-advisor team.

Scott Greene is a financial advisor with Compass Financial Management LLC in Tampa, FL, holding a Series 66 designation and bringing 26 years of industry experience. He has held roles at several firms, including Nature Coast Financial and AE Wealth Management, and has been involved in medical software and billing businesses as a co-owner. Greene also serves as president of Cowboys & Indians Holdings, LLC, a holding company focused on business development. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million and employs a range of investment strategies including individual equities, fixed income, mutual funds, ETFs, and both internally managed and third-party model portfolios.

William Gabrielsen II is a financial advisor at Compass Financial Management LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Allianz Life Insurance Company of North America and LPL Financial, LLC. Gabrielsen is also involved in estate and tax planning through his roles in related businesses outside of investment management. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a multi-advisor approach with strategies that include equities, fixed income, and model portfolios, and manages approximately $894 million in client assets.

Kevin Harwood is a financial advisor at Compass Financial Management LLC in Tampa, FL, holding a Series 65 credential with 12 years of industry experience. He previously worked at Darwin Wealth Management, LLC for 11 years and is also affiliated with Darwin Insurance Group, LLC, where he consults and offers fixed insurance and annuity products. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a range of investment strategies including allocations to equities, fixed income, mutual funds, and ETFs, utilizing both third-party managers and internally managed model portfolios.

Matthew Carrier is a financial advisor with Compass Financial Management LLC in Knoxville, TN, holding Series 63 and Series 65 licenses and 16 years of industry experience. His career includes roles at Brookstone Wealth Advisors and Avantax, as well as operating Carrier Financial & Insurance Services and Carrier CPA Firm, where he also prepares tax returns and sells insurance and annuity products through Vertical Vision Management. Compass Financial Management LLC serves individual and high-net-worth clients, along with pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a multi-advisor approach, managing approximately $894 million with a range of strategies including individual equities, fixed income, mutual funds, ETFs, and both internal and third-party managed portfolios.

Kathryn Dennen is a financial advisor with Compass Financial Management LLC in Oxford, CT, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at United Planners' Financial Services of America, Capital Analysts, and Lincoln Investment LLC. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management alongside retirement plan consulting and participant education. The firm employs a multi-disciplinary investment approach, combining fundamental, technical, charting, and cyclical analysis across various asset classes.

James Davenport is a CFP® with 16 years of industry experience. He is currently with Compass Financial Management LLC and has previously worked at Halo Securities LLC and Sentinus LLC. In addition to his advisory role, he is licensed to sell life and health insurance products. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting. The firm employs a multi-disciplinary investment approach and supports a broad client base through ongoing portfolio monitoring and implementation.