Jun Bo Shim is a CFP® professional at Modera Wealth Management, LLC with five years of industry experience. Prior to joining Modera, he worked at Ausdal Financial Partners, Fidelity Investments, and Willis Towers Watson, among others. Outside of his advisory role, he is the owner of JBTLA, LLC, a tax preparation and accounting business serving small businesses. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers and selective investment options.

Christopher White is a CFP® professional with 13 years of industry experience, currently serving at Modera Wealth Management, LLC since 2014. Based in Boston, MA, he is part of a firm with 113 advisors. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory and supplements core strategies with independent managers, private placements, and optional ESG integration.

Malinda Dornan is a financial advisor at Modera Wealth Management, LLC in Charlotte, NC, with five years of industry experience. She holds the Series 66 designation and previously worked at Thrivent Financial and Novant Health. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation based on Modern Portfolio Theory with in-house accounting and tax capabilities, supporting a wide range of client needs through an integrated advisory and accounting service model.

Brian Schiess is a CFP® professional with 10 years of experience in financial advising. He has been with Modera Wealth Management, LLC since 2014. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers services ranging from wealth management and portfolio management to retirement plan consulting and tax-related services.

Douglas Bazley is a CFP® professional with 22 years of industry experience, currently serving at Modera Wealth Management, LLC. His prior roles include positions at Prudential Insurance Company of America and Diversified Investors Securities Corp. Outside of his advisory work, he is involved in real estate development as a landlord in Asheville, NC. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, offering a range of wealth management and financial planning services, including tax preparation and trustee roles for select clients.

Tyler Suing is a financial advisor at Modera Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Parsec Financial Management and several other firms. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers a range of services such as wealth management, portfolio management, retirement plan consulting, and tax planning.

Christina Mc Cullough is a financial advisor at Modera Wealth Management, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Independence Advisors, LLC for 11 years before joining Modera in 2021. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers a range of services including wealth management, portfolio management, retirement plan consulting, financial planning, tax services, and trust-related services.

Joshua Marans is a financial advisor at Modera Wealth Management, LLC in New York, NY, holding a Series 65 designation. He joined Modera in 2026 and previously worked in retail and apparel companies including PVH and The Gap. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm emphasizes diversified asset allocation and combines investment management with in-house accounting, tax services, and business coaching.

Thomas Ausfahl is a CFP® with 15 years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2022. He previously worked at Greystone Wealth Advisors LLC for 11 years. Ausfahl holds leadership roles as Secretary and Membership Director for the Financial Planning Association’s Greater Hudson Valley Chapter. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios with options for independent managers, private placements, and ESG integration.

Peter Somich II is a CFP®, CFA®, and Series 65 credentialed advisor at Modera Wealth Management, LLC with 11 years of industry experience. He has worked at Modera Wealth Management since 2014. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach is allocation-driven and based on Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies such as independent managers and ESG integration to align with client objectives and risk tolerance.

Michael Starkel is a CFA® charterholder affiliated with Modera Wealth Management, LLC, where he has worked since 2023. He has two years of industry experience and previously worked at Parsec Financial Management, Inc. and Edward Jones. Prior to his financial advisory career, Starkel served four years with the West Bloomfield Fire Department. Modera Wealth Management, LLC offers wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation rooted in Modern Portfolio Theory with in-house accounting and tax services, supporting approximately $17.7 billion in assets under management.

Boone Butler is a financial advisor at Modera Wealth Management, LLC in Asheville, NC. He holds a Series 65 designation and joined Modera in 2025. Prior to his advisory role, Boone was a student at Brigham University Idaho for four years and has experience as a self-employed full-time student and other roles. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines investment management with in-house accounting, tax services, and business coaching.

Robert Dowling Jr. is a CFP® professional with 20 years of industry experience, currently serving at Modera Wealth Management, LLC since 2011. He holds Series 63 and Series 65 licenses and is based in Westwood, NJ. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, using diversified portfolios supplemented by independent managers, private-placement opportunities, and optional ESG integration.

Henry Hagedorn IV is a financial advisor at Modera Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Messiah University and LifeGuide Financial Advisors. Outside of financial services, he has experience working in the food service and recreation sectors. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors by providing wealth management, portfolio management, retirement plan consulting, and financial planning. The firm combines diversified investment strategies based on Modern Portfolio Theory with an in-house accounting and tax service capability, supporting a range of clients including high-net-worth individuals and businesses.

Mindy Neira is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2018. Prior to joining Modera, she worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and offering services such as wealth management, retirement plan consulting, tax planning, and trust-related services.

Brian Hjalmarson is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC in Asheville, NC. His prior roles include positions at Empower Advisory Group, Personal Capital Advisors Corporation, Merrill, Bank of America, and Charles Schwab. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach is allocation-driven and based on Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, private-placement opportunities, and optional ESG integration.

Chad Foster is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. He previously worked at Parsec Financial Management Inc. for nine years before joining Modera. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory and offers a range of services including wealth management, retirement plan consulting, tax preparation, and trust-related services.

Gregory Wheeler is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2022. He previously worked at Texas Yale Capital Corp from 2015 to 2022. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies such as independent managers and optional ESG integration.

Isabel Pereira is a financial advisor at Modera Wealth Management, LLC with two years of industry experience. She previously worked at Baird for two years and Morgan Stanley for ten years. Isabel holds the Series 66 designation and is based in Asheville, NC. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, estates, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual debt securities, and selected equities tailored to client objectives and risk tolerance.

Aaron Mellman is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2020. His prior roles include positions at Ameriprise Financial Services, Inc, Macy’s, AXA Advisors LLC, and Indigo Payments. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers a range of services such as wealth management, retirement plan consulting, financial planning, and tax-related services.