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.

Melissa Seamon is a CFP® professional with 15 years of industry experience. She is currently with Modern Wealth Management, LLC and has a longstanding tenure at Gardey Financial Advisors LLC. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers services such as discretionary investment management, modular financial planning, tax planning, estate-planning assistance, and insurance solutions.