Jason Bass is a financial advisor with Cordatus Wealth Management LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Cordatus since 2016. In addition to his advisory role, Bass serves on the boards of the Business 2 Business Association and the YMCA in Pennsylvania. Cordatus Wealth Management LLC provides wealth planning, asset management, and corporate retirement-plan consulting to individuals, trusts, charitable organizations, and businesses. The firm offers executive services for managing stock options and restricted stock, financial planning, and ongoing portfolio management, utilizing a variety of proprietary strategies and third-party managers.

Kenneth Dysart is a financial advisor at Cordatus Wealth Management LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cordatus since its founding in 2016. Dysart also serves as a trustee for a friend and business partner. Cordatus Wealth Management LLC advises individuals, trusts, charitable organizations, and businesses on wealth planning, asset management, and corporate retirement-plan consulting. The firm offers financial planning and portfolio management services using discretionary account management and proprietary investment strategies.

Michele Later is a financial advisor at Cordatus Wealth Management LLC with six years of industry experience. Before joining Cordatus and Prospera Financial Services in 2021, she worked at Wells Fargo Clearing Services, LLC for 34 years. Michele holds a Series 66 designation. Cordatus Wealth Management serves individuals, trusts, charitable organizations, and businesses by providing wealth planning, asset management, retirement plan consulting, and executive services. The firm emphasizes financial planning as the basis for portfolio construction and offers proprietary investment programs that incorporate fundamental and trend analysis along with risk management.

Avery Dysart is a financial advisor at Cordatus Wealth Management LLC with a Series 66 designation and one year of industry experience. Prior to joining Cordatus, Dysart worked at Prospera Financial Services and held various roles including student and part-time positions. Cordatus Wealth Management LLC serves individuals, trusts, charitable organizations, and businesses by providing wealth planning, asset management, retirement plan consulting, and executive services. The firm emphasizes discretionary account management and financial planning, offering proprietary investment programs that incorporate fundamental and trend analysis alongside risk management.

Sean Gogola is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Cordatus Wealth Management LLC since 2016 and also works with Prospera Financial Services. Outside of advisory work, he is a passive investor and lender to Grasshopper Simplicity. Cordatus Wealth Management LLC advises individuals, trusts, charitable organizations, and businesses on wealth planning, asset management, and corporate retirement-plan consulting. The firm provides financial planning, portfolio management, and executive services for stock option management, utilizing proprietary investment strategies and independent managers.

Mark Forktus is a financial advisor with Cordatus Wealth Management LLC and holds Series 63 and Series 65 credentials. He has 37 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Cordatus Wealth Management LLC serves individuals, trusts, charitable organizations, and businesses by providing wealth planning, asset management, retirement plan consulting, and executive services. The firm emphasizes discretionary account management built on financial planning and offers proprietary investment programs that use fundamental and trend analysis alongside risk mitigation strategies.