Michael De Rosa Jr. is a financial advisor at Hartwell & Company with Series 63 and 65 licenses and two years of industry experience. His prior work includes roles at INX International and LPL Financial LLC, as well as periods dedicated to full-time education. Hartwell Wealth Management LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs a diversified investment approach that incorporates cyclical, fundamental, quantitative, and technical analysis, typically focusing on ETF-based portfolios with both long- and short-term trading strategies.

Ryan Hartwell is a CFP® and holds a Series 66 license, with six years of industry experience. He is currently associated with Hartwell & Company, where he has worked since 2019, and has prior experience with firms including LPL Financial LLC and USA Financial Securities. Outside of his advisory role, he is involved in an affiliated accounting and tax preparation practice. Hartwell Wealth Management LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs a disciplined investment process that integrates cyclical, fundamental, quantitative, and technical analysis, typically utilizing ETF-based portfolios across multiple asset classes.

James Hartwell is a CFP® with 20 years of experience in the financial services industry. He is the principal of Hartwell & Company, where he has worked since 1989, and has held roles at USA Financial Securities and LPL Financial. Hartwell also oversees Hartwell Financial LLC, an accounting and tax preparation business. Hartwell Wealth Management provides portfolio management and financial planning primarily for individual investors, retirement plans, and business entities. The firm follows a fiduciary standard, employs a range of investment strategies including ETFs and mutual funds, and operates as a small, three-advisor firm with affiliated accounting and payroll services.