Stephanie Smith Tremoulis is a CFP® professional with 17 years of industry experience. She has been with TFO Wealth Partners since 2014 and previously worked at One To One, LLC from 2017 to 2019. TFO Wealth Partners is a multi-team registered investment adviser managing approximately $5.66 billion, offering discretionary and non-discretionary investment management, family office and Family CFO services, retirement plan consulting, and third-party manager consulting for high-net-worth individuals, family offices, trusts, charitable organizations, and businesses. The firm employs a long-term, allocation-driven investment approach based on Modern Portfolio Theory, utilizing mutual funds and ETFs with systematic rebalancing and tax-aware strategies.

Melanie Hitchen is a financial advisor at TFO Wealth Partners with 11 years of industry experience. She holds a Series 65 license and has worked at TFO Wealth Partners since 2013, with prior experience at Digital Insurance, LLC and Snellings Walters. Outside of her advisory role, she owns and operates Lockes Mill Farm, an equestrian farm, and serves as an owner and board member of Blue Ridge Capital Group, a medical management company. TFO Wealth Partners manages approximately $4.85 billion in assets for a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, and corporate clients. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, with additional third-party managers for fixed income mandates.