Compass Financial Management LLC

Robert Zoda is a CFP® with 29 years of industry experience and is currently an advisor at Compass Financial Management LLC. His previous roles include positions at Zoda Financial, LLC, Purshe Kaplan Sterling Investments, Momentum Independent Network Inc., Cetera Investment Services LLC, and VOYA Financial Advisors, Inc. Outside of his advisory work, he serves as a general partner of a family limited partnership involved in real estate investments. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes and offers both third-party and internally managed model portfolios.

Wendell Stewart III is a financial advisor with Compass Financial Management LLC in Windham, NH, holding a Series 63 license and over 34 years of industry experience. He previously worked at Executive Financial Services, Inc. for 37 years. Stewart is also engaged in limited insurance sales as a sole proprietor, focusing on financial planning-related insurance products. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million across a team of 37 advisors and employs a range of investment strategies, including both internally managed model portfolios and third-party managers.

Joseph Dise is a financial advisor with Compass Financial Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Compass Financial Management since 2020, Dise Wealth Management Incorporated from 2007 to 2020, Wells Fargo Clearing from 2003 to 2007, and Prudential Equity Group, LLC from 2000 to 2003. Compass Financial Management LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million through a multi-advisor team, using a mix of equities, fixed income, mutual funds, ETFs, and both fundamental and technical analysis to support various investment strategies.

Christa Irwin is a financial advisor at Compass Financial Management LLC with two years of industry experience. She holds the Series 65 designation and has worked in roles including independent insurance agent and positions at firms such as RPI and Greene Point Partners. Outside of her advisory work, she has experience as a triathlete and homemaker. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm uses a combination of investment strategies including equities, fixed income, mutual funds, ETFs, and employs fundamental, technical, and cyclical analysis.

Daniel Pecoraro is a financial advisor at Compass Financial Management LLC with 27 years of industry experience. He holds Series 63 and Series 66 designations. Pecoraro has worked at multiple firms including Prudential Insurance Company of America and MML Investors Services, LLC. He is co-owner of Pecoraro Fisher and Partners Wealth Group Insurance Agency, which provides holistic insurance solutions. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education through a multi-advisor team managing approximately $894 million in assets. The firm employs a variety of investment strategies including equities, fixed income, mutual funds, ETFs, and uses both internal and third-party portfolio management.

Peter Aiksnoras is a financial advisor with Compass Financial Management LLC in Oxford, CT, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His previous roles include positions at Securities America, Inc. and Questar Capital Corporation. Outside of his advisory work, he serves as treasurer for the Naugatuck Fish and Game Club and the Oxford Housing Authority, is a member of the Board of Governors for the Miamogue Yacht Club, and volunteers as a financial educator focusing on retirement planning and social security. Compass Financial Management serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, utilizing a multi-disciplinary investment approach across various asset classes with ongoing portfolio monitoring.

John Daniels is a financial advisor at Compass Financial Management LLC in Sarasota, FL, holding Series 63 and Series 65 licenses with nine years of industry experience. He also operates John Daniels CPA, LLC, a tax preparation and CPA service he has owned since 2006. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a variety of investment strategies including equities, fixed income, mutual funds, ETFs, and both internally managed and third-party portfolios.

Jeffrey Burgess is a financial advisor at Compass Financial Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise for 17 years and Burgess Wealth Advisory for 10 years, where he served as president and owner. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis and offers both internally managed model portfolios and third-party manager solutions.

Geoffrey Garfield is a financial advisor with Compass Financial Management LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at American Leak Detection, Succession Matching, and Altium Wealth Management LLC. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a variety of investment strategies, including equities, fixed income, mutual funds, ETFs, and uses both third-party managers and internally managed model portfolios.

Bradley Allan is a financial advisor at Compass Financial Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Allan Agency and Family First Life among other firms. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million across a multi-advisor team and employs a range of analytical methods and both internally managed and third-party model portfolios.

Cooper Carrier is a financial advisor with Compass Financial Management LLC in Knoxville, TN. He holds a Series 65 designation and has three years of industry experience. Prior to joining Compass, he worked at Carrier CPA + FIS and held positions at Roane State Community College and Haffs High School. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million across a multi-advisor team and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and internally managed model portfolios.

Nathan Wilson is a financial advisor at Compass Financial Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Guidespring Wealth Strategies LLC and UBS Financial Services. Outside of his advisory role, he is the content host of Independence Money Show, LLC, a subscription-based educational service. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million and employs a range of investment approaches including individual equities, fixed income, and model portfolios.

Justin Kelly is a financial advisor at Compass Financial Management LLC in St. Petersburg, FL, holding a Series 66 license with one year of industry experience. He previously worked at Equitable Advisors, LLC and has additional professional experience with Northrop Grumman Corporation, the Defense Intelligence Agency, and Patriot Group International. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a multi-advisor team approach and uses a variety of investment strategies including equities, fixed income, mutual funds, ETFs, and both fundamental and technical analysis.

Mark Fleming is a CFP® with eight years of industry experience, currently serving as a financial advisor at Compass Financial Management LLC. His prior roles include positions at Paradigm Wealth Management, Sentinus, LLC, and Topel Formon LLC. He holds limited partnership interests in real estate developments inherited from his family. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis across various asset classes.

Riley Hagan is a financial advisor at Compass Financial Management LLC in Sarasota, FL, holding a Series 65 credential with one year of industry experience. Prior to joining Compass, he worked at Clientswood LTD and has a background that includes roles outside finance, such as in fine dining at Wolfgang Puck Fine Dining. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm manages roughly $894 million across a multi-advisor team and employs a variety of investment strategies, including the use of individual equities, fixed income, mutual funds, ETFs, and both fundamental and technical analysis.