Jemma Financial Services

Brian Nelson is a financial advisor with Jemma Financial Services, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has held roles at Foreside Fund Services, Jemma Investment Advisors, Eulav Securities, and founded Harborside Sales Group, where he serves as president. Nelson also serves as president of Cromwell Investment Advisors and is treasurer for Total Fund Solutions. Jemma Financial Services is an SEC-registered advisory firm serving individual investors, pension and profit-sharing plans, charitable organizations, and other entities. The firm manages approximately $146 million across a five-person team and delivers investment advice primarily through model portfolios built with ETFs and mutual funds, incorporating financial planning into its portfolio management services.

William Cevallos is a CFA® charterholder with seven years of industry experience. He has been with Jemma Financial Services since 2019 and previously worked at PNC Bank for 22 years. Jemma Financial Services is an SEC-registered advisory firm that manages approximately $146 million for about 347 clients, including individual investors, pension and profit-sharing plans, and charitable organizations. The firm delivers investment advice primarily through model portfolios constructed with ETFs and mutual funds, incorporating financial planning into its portfolio management services.

Stephen Baird is a CFP® with 18 years of experience in the financial industry. He is currently with Jemma Financial Services and has held roles at firms including Foreside Fund Services, LLC and Harborside Sales Group, LLC. Outside of his advisory work, he serves on the board of the MECP2 Duplication Foundation, a public charity that supports families and furthers research. Jemma Financial Services is an SEC-registered advisory firm serving individual investors, pension and profit-sharing plans, charitable organizations, and other entities. The firm manages approximately $146 million for about 347 clients through a five-person advisory team, providing ongoing portfolio management integrated with financial planning, primarily using model portfolios built with ETFs and mutual funds tailored to client risk profiles.

Gay Wagner is a financial advisor at Jemma Financial Services with 10 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Jemma Investment Advisors in 2021, she worked at Brown Advisory from 2014 to 2021. Jemma Financial Services is an SEC-registered advisory firm serving individual investors, pension and profit-sharing plans, charitable organizations, and other entities. The firm manages approximately $146 million for about 347 clients and delivers investment advice primarily through model portfolios that range from conservative to aggressive risk profiles, incorporating financial planning services within ongoing portfolio management.

Katharine Dudley is a financial advisor at Jemma Financial Services with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Jemma Investment Advisors LLC since 2018. Prior to that, she was with Becket Hitch, LLC and J. Hillburn Consultant. Dudley also serves as operations manager at JFS Advisory. Jemma Financial Services is an SEC-registered advisory firm serving individual investors, pension and profit-sharing plans, charitable organizations, and other entities. The firm manages approximately $146 million for about 347 clients through a five-person advisory team, offering ongoing portfolio management integrated with financial planning and using model portfolios across a range of risk profiles.