Paul Liebezeit is a CFP® with 31 years of experience in the financial services industry. He is currently with MMA Asset Management LLC and has held roles at Marsh & McLennan Agency LLC, MMA Securities LLC, Purshe Kaplan Sterling Investments, and Centurion Group, LLC. Outside of his advisory work, he serves as co-chairman of the investment committee and is a trustee board member at the Academy of Notre Dame, overseeing the management and strategy of the school's endowment. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, retirement plans, corporations, foundations, endowments, and charities. The firm employs a range of analysis techniques and utilizes both proprietary and third-party investment programs, supported by affiliated broker-dealers and investment advisers within the Marsh & McLennan Agency group.

Eugene Weber Jr. is a financial advisor at MMA Asset Management LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Centurion Asset Management. In addition to his advisory role, he conducts non-investment related business activities supporting insurance services for Marsh & McLennan Agency LLC, an affiliate of MMA Securities LLC. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, retirement plans, corporations, foundations, endowments, and charities. The firm employs a multi-faceted investment approach utilizing equities, fixed income, mutual funds, ETFs, and third-party manager programs, supported by its affiliation with Marsh & McLennan Agency and related entities.

Michael Hagelgans is a financial advisor with MMA Asset Management LLC in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Marsh & McLennan Agency LLC since 2019 and previously at Purshe Kaplan Sterling Investments and The Centurion Group, LLC. Outside of his advisory role, he serves as treasurer for the Southern Shore Human Resource Management Association and as a board member for the Ventnor NJ School Board. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, employer-sponsored retirement plans, corporations, foundations, endowments, and charities. The firm employs fundamental, technical, and charting analysis across various asset classes and leverages affiliated resources within the Marsh & McLennan Agency group.

Nathaniel Eichert is a CFA® charterholder with eight years of industry experience. He is currently affiliated with MMA Asset Management LLC and Marsh & McLennan Agency LLC. Prior to joining MMA, he worked at SEI Investments Distribution Co. and Lincoln Financial Network Corporation. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, employer-sponsored retirement plans, corporations, foundations, endowments, and charities. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, and utilizes affiliated resources within the Marsh & McLennan Agency group.

Kathleen Kelly is an investment adviser representative with MMA Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her previous roles include positions at LPL Financial LLC and Marsh McLennan Agency. She serves as Chairman of the Board of Trustees and Chair of the Endowment Committee at Winston Salem State University and is active on the boards of United Way Greater Greensboro and the Greensboro Science Center. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, retirement plans, corporations, foundations, endowments, and charities. The firm employs a range of investment strategies and leverages affiliated resources within the Marsh & McLennan Agency group to support its clients.

Bradley Pike is a CFA® charterholder with 13 years of experience in the financial services industry. He is a portfolio manager at MMA Asset Management LLC and has worked at MMA Securities LLC and MMA Agency since 2019, following three years at The Centurion Group. Outside of his advisory role, he is one of four members of Fowler Equities, LLC, a commercial real estate firm in Haddonfield, NJ. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals—including high-net-worth clients—as well as employer-sponsored retirement plans, corporations, foundations, endowments, and charities. The firm combines multiple investment approaches and benefits from its ownership by Marsh & McLennan Agency LLC and affiliated resources.

Melaina Melcher is a Series 65-credentialed advisor at MMA Asset Management LLC with one year of industry experience. Prior to joining MMA, she worked at Edward Jones for four years and held various roles including at Syracuse University. In addition to her advisory work, Melcher operates an online fashion resale business outside of trading hours. MMA Asset Management LLC provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm uses a combination of fundamental and technical analysis across various asset classes and maintains affiliations with Marsh & McLennan Agency and related entities.

James Hageney Sr. is a financial advisor at MMA Asset Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Purshe Kaplan Sterling Investments and Centurion Asset Management. In addition to his advisory role, he provides support for health and benefits services through MMA Agency. MMA Asset Management LLC offers discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, retirement plans, corporations, foundations, and charities. The firm employs a range of investment strategies and uses affiliated resources to support client service and program access.

Patrick Reisinger is a financial advisor with MMA Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with MMA Agency and MMA Securities since 2019, and previously with Purshe Kaplan Sterling Investments and The Centurion Group. Outside of investment advisory, he spends significant time supporting health and benefits services for MMA Agency. MMA Asset Management LLC offers discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, retirement plans, corporations, foundations, and charities. The firm employs a range of investment strategies including fundamental and technical analysis, and leverages affiliated resources from its parent company Marsh & McLennan Agency LLC to support its client services.

Samuel Haines Jr. is a financial advisor with MMA Asset Management LLC, holding a Series 66 designation and 21 years of industry experience. He has worked at MMA Securities LLC and Marsh & McLennan Agency LLC since 2019, and previously at Purshe Kaplan Sterling Investments and The Centurion Group, LLC. Outside of advisory activities, he spends significant time supporting health and benefits services at Marsh & McLennan Agency LLC. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to a diverse client base including individuals, retirement plans, corporations, and nonprofit organizations. The firm employs a variety of investment strategies and leverages affiliated resources through its parent company, Marsh & McLennan Agency LLC.

Sean Bradley is a financial advisor at MMA Asset Management LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at MMA Securities LLC and Matson Driscoll & Damico LLP. MMA Asset Management LLC provides investment advisory services, financial planning, and consulting to individuals, retirement plans, corporations, foundations, and charities, using a variety of investment strategies and third-party model programs. The firm is owned by Marsh & McLennan Agency LLC and features a range of affiliated broker-dealers and investment advisers, supporting diverse client needs through discretionary and non-discretionary mandates.

Joseph Bartnicki is a financial advisor with MMA Asset Management LLC in Conshohocken, PA, holding Series 63 and Series 66 licenses and having 31 years of industry experience. He has worked at Marsh & McLennan Agency LLC since 2019 and has prior experience at Purshe Kaplan Sterling Investments and The Centurion Group, LLC. Outside of his financial advisory role, Bartnicki dedicates most of his time to supporting health and benefits services at Marsh & McLennan Agency LLC. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, employer-sponsored retirement plans, corporations, foundations, and charities. The firm employs a variety of investment approaches, including fundamental, technical, and charting analysis, and utilizes affiliated resources within the Marsh & McLennan group to offer access to multiple advisory programs and referral networks.

Kevin Broderick is a financial advisor with MMA Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Centurion Asset Management. In addition to investment advisory services, he spends part of his time supporting health and benefits services at MMA Agency, an affiliate of MMA Securities LLC. MMA Asset Management LLC offers discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, retirement plans, corporations, and nonprofit organizations. The firm employs a diverse investment approach combining fundamental, technical, and charting analysis, and uses both proprietary and third-party models within a framework supported by affiliated broker-dealers and investment advisers.

George Hoyle is a financial advisor with MMA Asset Management LLC in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at LPL Financial and Marsh McLennan Agency. Outside of his advisory work, he serves as a trustee for the University of North Carolina at Greensboro and holds board roles with several nonprofit organizations in Greensboro, including the Police Foundation, Sports Foundation, and United Way’s Tocqueville Society. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, retirement plans, corporations, foundations, endowments, and charities. The firm employs a variety of investment strategies, including fundamental and technical analysis, and leverages affiliated resources through its ownership by Marsh & McLennan Agency.

Kyle Purcell is a CFP® with 12 years of industry experience, currently serving as an advisor at MMA Asset Management LLC. He has held roles at MMA Securities, Marsh McLennan Agency, Mutual of America Securities Corp., and Mutual of America Life Co. since 2013. MMA Asset Management LLC offers discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, employer-sponsored retirement plans, corporations, foundations, endowments, and charities. The firm employs a range of asset allocations and analysis techniques, including fundamental and technical approaches, and utilizes third-party model and manager programs alongside affiliated organizational resources.