William Kaeli Jr. is a financial advisor at Northstar Asset Management Company, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at PNC Bank and PNC Investments. Kaeli has been with the Northstar team since 2021. NorthStar Asset Management Company provides investment management and ERISA fiduciary services to individuals, high-net-worth clients, businesses, charitable organizations, and retirement plans. The firm employs a growth-biased investment strategy based on fundamental analysis and asset allocation, managing approximately $660 million with a compact advisory team.

John Carson is a financial advisor at NorthStar Asset Management Company, LLC with 18 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at firms including Glenmede Trust Company, Oppenheimer, and Merrill. Since 2024, he has also served as an Independent Director for the Federated Hermes Premier Municipal Income Board, overseeing mutual fund activities. NorthStar Asset Management Company provides investment management and ERISA fiduciary services to individuals, high-net-worth clients, businesses, and charitable organizations. The firm follows a growth-biased investment approach focused on fundamental analysis and asset allocation, managing approximately $660 million with a compact advisory team.