Sean Moore is a CFP® professional with eight years of industry experience. He is currently a co-owner and Director of Operations at Moore Wealth, where he has worked since 2023. Prior to this, Moore served at Commonwealth Financial Network for six years and was a member of the United States Army from 2011 to 2017. Moore Wealth serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and discretionary asset management. The firm manages approximately $156.9 million in assets and employs a mix of firm-managed and third-party model portfolios supported by Commonwealth’s platforms.

Shabri Moore is a CFP® with 29 years of experience in the financial services industry. She is a managing partner at Moore Wealth, where she has worked since 2023. Prior to that, she spent over a decade at Commonwealth Financial Network. Moore Wealth serves individual and high-net-worth clients, pension plans, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and discretionary asset management through a combination of firm-managed and third-party portfolio strategies.

Erik Moore is a financial advisor at Moore Wealth in Frederick, MD, holding a Series 66 designation with nine years of industry experience. He previously worked at Commonwealth Financial Network and D.B. Root & Co. Outside his advisory role, he is a co-owner and Director of Investment Strategy at Moore Wealth, LLC. Moore Wealth serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and discretionary asset management through firm-managed accounts and Commonwealth-sponsored programs. The firm uses a combination of proprietary and third-party portfolio strategies and emphasizes client education through periodic publications and workshops.