Jason Gordo is a financial advisor at Modern Wealth Management, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at United Capital Financial Advisers, LLC for eight years. Outside of his advisory role, he manages several real estate holding companies based in Monterey, California. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan support.

Jeffrey Ernest is a financial advisor at Modern Wealth Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Modern Wealth Management since 2023, following prior roles at Mutual Securities, Inc. and Barber Financial Group. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related services supported by a centralized Investment Committee and a mix of model portfolios and third-party managers.

Martin James is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at World Equity Group for 14 years and has operated his own CPA firm, Martin E. James CPA, P.C., since 1997. Outside of his advisory role, he is a certified fly casting instructor and serves as secretary for the Heartland Fly Fishing Festival, Inc. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

Joel Palatnik is a financial advisor with Modern Wealth Management, LLC, holding a Series 66 credential and over 24 years of industry experience. He has worked at LWM Advisory Services, LLC and LPL Financial prior to joining Modern Wealth Management. Palatnik also provides investment advisory services through Legacy Retirement Plan Advisors, an independent registered investment advisor. Modern Wealth Management is a multi-team SEC-registered firm managing approximately $10.9 billion in assets for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized investment committee and a blend of model portfolios, third-party managers, and strategic allocation methods to serve its diverse client base.

David Turley is a financial advisor at Modern Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Summit Global Investments and Galloway Asset Management LLC. In addition to his advisory work, he is self-employed in tax preparation through DT Financial LLC. Modern Wealth Management, LLC is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related services supported by a centralized investment committee and specialized divisions.

Lawrence Schechter is a financial advisor at Modern Wealth Management, LLC with 22 years of industry experience. He holds Series 66 and Series 65 credentials and has previously worked at M. S. Howells & Co., Planned Asset Management, and Independent Financial Group. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related tax, estate, and insurance services.

Joshua Diekmann is a CFP® and holds a Series 65 license with six years of industry experience. He is currently an advisor at Modern Wealth Management, LLC, where he has worked since 2023. Prior to this, he spent five years with Barber Financial Group. Modern Wealth Management, LLC provides investment advisory and integrated planning services to a diverse range of clients, including individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

Joel Forsyth is a financial advisor at Modern Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mutual of America Securities LLC, Mutual of America Life Insurance Company, and Bank of America. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser that manages approximately $10.9 billion in assets through about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a combination of model portfolios and third-party managers.

Hayden Pudenz is a financial advisor at Modern Wealth Management, LLC with four years of industry experience. He holds the Series 65 designation and has previously worked with Barber Financial Group and the University of Missouri - Kansas City. Outside of his advisory role, he is an investment adviser representative at Barber Financial Group, working over 40 hours weekly. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and modular services supported by a centralized Investment Committee and a diverse range of strategies and tools.

Zachary Swaffer is a CFP® professional at Modern Wealth Management, LLC with eight years of industry experience. He previously held roles at LPL Financial LLC, Brown and Company, Trilogy Financial, Trilogy Capital, Chemical Financial Corporation, and Mission Management. Outside of his advisory work, he operates a small home-based Etsy business. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by centralized investment oversight and a variety of specialized service offerings.

Grant Andrews is a CFP® and Series 66-licensed advisor with three years of industry experience. He has worked at Modern Wealth Management, LLC since 2026 and previously held roles at LPL Financial and Mutual Securities, Inc. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management alongside financial planning and modular services.

Stephen Howles is a CFP® professional with 12 years of industry experience. He is currently an executive financial advisor at Modern Wealth Management, LLC and previously worked at LPL Financial and Beltz, Ianni & Associates. Outside of his advisory role, he is a partner in BIA Consulting, LLC, a business entity unrelated to investment activities. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans through discretionary and non-discretionary investment management, financial planning, and modular services.

Jeremiah Johnson is a financial advisor at Modern Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments and Midwest Financial. Outside of advising, he is involved in farming as an owner/operator and serves as secretary of HAGGAI LODGE 369, as well as vice president of Lil Wildcat Education, a local daycare and education board. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers services ranging from discretionary management to tax and estate planning, with a focus on incorporating third-party managers and risk-modeling tools.

Preston Pugmire is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He currently works at Modern Wealth Management, LLC and previously held a position at Arista Wealth Management. Before entering the financial advisory field, he spent two years as a missionary and five years involved with Vantage Marketing. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers a broad range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Joel Pyun is a CFP® certificant affiliated with Modern Wealth Management, LLC in Denver, CO, with two years of industry experience. Before joining Modern Wealth Management in 2026, he worked for Fidelity Investments from 2023 to 2026. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Thomas Brown is a CFP® with 20 years of industry experience, currently serving as an advisor at Modern Wealth Management, LLC since 2024. He previously worked at Petso Financial Consultants LLC for 15 years and Mutual Securities, Inc. for one year. Outside of advising, he owns Marathon Tax, LLC, a tax preparation business based in Boise, ID. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, and charitable organizations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers specialized services such as ERISA plan management and estate-planning assistance.

Trevor Klugh is a financial advisor at Modern Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Petso Financial Consultants LLC and Clearwater Analytics. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of investment tools.

Jonathan Gardey is a CFP® and CFA® with 15 years of industry experience. He is currently affiliated with Modern Wealth Management, LLC and has been involved with Gardey Financial Advisors LLC and Harrow Holding Group LLC since 2000. Outside of his advisory roles, he serves as Chairman of the Investment Committee for Covenant Health Care, overseeing the hospital’s insurance reserves, endowment, and pension funds. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management model and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan support.

Drew Sprugel is a CFP® and Series 65-registered advisor with Modern Wealth Management, LLC, based in Lees Summit, MO. He has two years of industry experience and has been with Modern Wealth Management since 2023. Outside of his advisory role, he holds a passive shareholder interest in a holding company that owns a small local bank in Nebraska, a position inherited from family. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

Nathan Fiser is a CFP® professional with 22 years of industry experience, currently affiliated with Modern Wealth Management, LLC. He previously worked at Cetera Advisors LLC for 11 years. Outside of his advisory role, he serves as a board member of the International Essential Tremor Foundation and is an insurance agent selling life, disability, and long-term care insurance. Modern Wealth Management, LLC provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, tax and estate planning, and insurance solutions.