Kevin Moody is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and nine years of industry experience. His career includes roles at Bank of America, Merrill Lynch, EagleStone Wealth Advisors, and Emerson Equity LLC. Outside of his advisory work, he is a registered representative at Emerson Equity and a fixed insurance agent in Rockville, Maryland. Onyx Bridge Wealth Group serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients with discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs a research-driven investment process utilizing third-party and internal portfolio models, offering tailored accounts with continuous monitoring and periodic rebalancing.

Matthew McCarter is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His previous roles include positions at Regal Investment Advisors, Regulus Financial Group, and Farmers Financial Solutions. Outside of advising, he is involved in college planning services as COO and owner of College Planning Network and Elite Collegiate Planning. Onyx Bridge Wealth Group advises individuals, trusts and estates, pension plans, and corporate clients with a focus on tailored asset management, financial planning, and retirement plan consulting. The firm employs a research-driven investment process utilizing both third-party analysis and proprietary models, and it offers a diverse range of investment options including ETFs, structured products, and specialized tax-managed strategies.

Marshall Gilman is a ChFC® credentialed financial advisor with 29 years of industry experience. He is currently with Onyx Bridge Wealth Group LLC and has previously worked at Purshe Kaplan Sterling Investments, Foresight Wealth Management, and SSN Advisory, Inc. Outside of his advisory role, Gilman is involved in fixed insurance sales and business reorganization consulting. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities by providing asset management, financial planning, and retirement plan consulting. The firm utilizes third-party research and a multi-faceted investment approach, offering tailored portfolio management and ongoing reviews aligned with clients’ goals and risk tolerances.

Paul Maynor is a financial advisor with Onyx Bridge Wealth Group LLC in Dover, DE, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Onyx Bridge in 2021, he worked at Ameriprise Financial Services for seven years. He is also involved in independent insurance brokering, including fixed annuities with multiple carriers. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities by offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies using third-party research and provides tailored portfolio management with ongoing reviews and rebalancing.

Daniel Reeves is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Eaglestone Wealth Advisors and Emerson Equity LLC. Outside of advisory work, he has been involved with the Bethesda Soccer Club and the University of Maryland Men’s Soccer Camp. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses third-party research and diversified investment strategies, with regular portfolio reviews tailored to clients’ goals and risk tolerances.

Jeremy Schlanger is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and totaling nine years of industry experience. His prior work includes roles at Sagepoint Financial, Inc. and Aurelia Weems, CPA. Outside of advisory work, he serves as an adjunct professor at Lonestar College System and owns Schlanger Capital Management LLC. Onyx Bridge Wealth Group serves individuals, trusts and estates, pension and profit-sharing plans, and corporate clients with a range of services including discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses a combination of third-party research and internally developed portfolio models, offering tailored investment solutions that may include ETFs, structured products, alternative investments, and specialized tax-management techniques.

Joseph Madio is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., Private Client Services, and Purshe Kaplan Sterling Investments. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation driven strategies across ETFs, mutual funds, and alternative investments, with ongoing portfolio reviews tailored to clients’ goals and risk tolerances.

David Ringler is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Bank of America, N.A., and Merrill. He serves as president of 100 Donors Inc., a registered nonprofit organization. Onyx Bridge Wealth Group advises individuals, trusts, estates, pension and profit-sharing plans, and corporate clients through asset management, financial planning, retirement plan consulting, and trust establishment. The firm utilizes third-party research and proprietary portfolio models, managing diversified investment strategies tailored to client objectives and risk tolerance.

Raymond Wilson is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Onyx Bridge, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of advisory work, he operates an independent insurance business focusing on individual life, property and casualty, long-term care, and fixed annuities. Onyx Bridge Wealth Group provides advisory services to individuals, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm employs a research-driven investment process with customized portfolios that include ETFs, structured products, alternative investments, and tax-management strategies, supported by affiliated tax and retirement service firms.

Jason Savey is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Private Client Services, Ameriprise Financial Services, and Oppenheimer & Co. Outside of advisory work, he is also involved in the sales of fixed and traditional insurance products. Onyx Bridge Wealth Group serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, utilizing third-party research and a range of investment vehicles to tailor services to clients’ goals and risk tolerances.

Stephanie Poche is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She previously worked at Foresters Equity Services, Inc. for 14 years and Elite Investment Team, LLC for two years before joining Onyx Bridge Wealth Group. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies using third-party research and provides tailored portfolio management with ongoing reviews.

Richard Leimgruber is a financial advisor at Onyx Bridge Wealth Group LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Purshe Kaplan Sterling Investments, Feghan and Associates, and Ameriprise Financial Services. He also hosts a finance and investment education podcast called Enrich Your Life. Onyx Bridge Wealth Group serves individuals, trusts and estates, pension and profit-sharing plans, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and trust establishment services, using both third-party research and internally developed portfolio models tailored to client objectives and risk tolerance.

Evan Evans is a financial advisor at Onyx Bridge Wealth Group LLC with eight years of industry experience. He holds a ChFC® designation and Series 63 license. His prior experience includes roles at Northwestern Mutual, Provenance Capital, and Mass Mutual Investors Services. Onyx Bridge Wealth Group serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients with asset management, financial planning, retirement plan consulting, and trust establishment services. The firm uses a combination of third-party research and proprietary portfolio models, offering customized investment solutions that include ETFs, structured products, alternative investments, and specialized tax-management strategies.

Cynthia Elaine Schlanger is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at SAGEPOINT FINANCIAL, Harman Wealth Management, and Save Advisers LLC. She also operates Schlanger Consulting LLC, providing business development and compliance consulting outside of investment services. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies across ETFs, mutual funds, and alternative investments, with ongoing portfolio reviews tailored to clients’ goals and risk tolerances.

Nancy Tolli is a financial advisor at Onyx Bridge Wealth Group LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fidelity Brokerage Services LLC and Morgan Stanley. Onyx Bridge Wealth Group serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing third-party research and diversified investment strategies tailored to client goals and risk tolerances.

Nicholas Sutro is a Series 66-licensed financial advisor with 21 years of industry experience. He is currently with Onyx Bridge Wealth Group LLC and has previously worked at Morgan Stanley in various roles from 2005 to 2022. In addition to his advisory work, he serves as a trustee managing an investment account for a family member. Onyx Bridge Wealth Group advises individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, retirement plan consulting, and trust services. The firm employs a research-driven investment approach using both third-party and internal portfolio models, with portfolios tailored to client objectives and risk tolerance.

Jared Cohen is a financial advisor at Onyx Bridge Wealth Group LLC with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and Private Client Services. Cohen is also the owner and manager of Onyx Bridge Tax Group, a tax and accounting firm. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, and retirement plan consulting. The firm uses third-party research and a range of investment strategies, providing tailored portfolio management and ongoing account reviews.

Jay Freeberg is a CFP® professional with over 30 years of industry experience. He currently works at Onyx Bridge Wealth Group LLC and has held prior roles at firms including Katalyst Securities LLC and Bristol Financial Services, Inc. In addition to his advisory work, he provides accounting and tax services through Onyx Financial Services and serves as a fractional CFO for Oncology Ventures. Onyx Bridge Wealth Group advises high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and corporate clients. The firm uses a combination of third-party research and internal portfolio models to create tailored investment solutions that include ETFs, alternative investments, and specialized tax-management strategies.

Alan Tocman is a financial advisor with Onyx Bridge Wealth Group LLC in Tarrytown, NY, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Private Client Services, and Ameriprise Financial Services. He is also licensed as an agent for fixed/traditional insurance products. Onyx Bridge Wealth Group advises individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, retirement plan consulting, and trust services. The firm uses third-party research and proprietary portfolio models, with a focus on customized portfolios and integrated services through affiliated tax and retirement groups.

Matthew Mc Carter is a financial advisor with Onyx Bridge Wealth Group LLC and holds a Series 65 designation. He has been with Onyx Bridge Wealth Group since 2025, with prior experience in various roles outside the financial industry, including working at Game 7 Baseball Inc and DoorDash. Onyx Bridge Wealth Group advises individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, offering services such as asset management, financial and retirement plan consulting, donor-advised fund advice, and trust establishment assistance. The firm utilizes third-party research and internally developed portfolio models and is notable for its coordinated service offerings with affiliated tax and retirement plan businesses.

Daniel O'Shea is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Ameriprise Financial Services, and Wells Fargo Advisors. Outside of his advisory work, he serves as president of the Ardsley Engine Company, a volunteer fire department. Onyx Bridge Wealth Group serves individuals, trusts, pension plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses third-party research and implements asset-allocation strategies across various investment vehicles, with ongoing portfolio reviews tailored to clients’ goals and risk tolerances.

Tarun Mehta is a financial advisor with Onyx Bridge Wealth Group LLC in Rockville, MD. He holds Series 65 and Series 66 licenses and has three years of industry experience. Prior to joining Onyx Bridge Wealth Group in 2025, he worked at EagleStone Wealth Advisors, Inc. for 13 years. Mehta serves as President and Chief Compliance Officer of EagleStone Tax & Wealth Advisors, an investment management and tax services firm transitioning its client relationships to Onyx Bridge Wealth Group. Onyx Bridge Wealth Group advises individuals, trusts and estates, pension and profit-sharing plans, and corporate clients through a range of services including discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and trust establishment. The firm utilizes a combination of third-party research and internal portfolio models, offering tailored portfolios that include ETFs, structured products, alternative investments, and tax-management strategies.