MMA Asset Management LLC

Marshal Champlin is a Series 66-licensed financial advisor with MMA Asset Management LLC, based in San Diego, CA, and has two years of industry experience. Prior to joining MMA Asset Management, he worked at Marsh McLennan Agency, MMA Securities LLC, and Edward Jones. His background includes non-investment business activities supporting MMA’s insurance services. 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 diverse investment approach that includes fundamental, technical, and charting analysis, using a range of securities and third-party models, and benefits from its affiliation with Marsh & McLennan Agency and related entities.

Juan Arbelaez Calad is a financial advisor with MMA Asset Management LLC, holding a Series 66 designation and six years of industry experience. His career includes roles at Merrill, Wells Fargo Clearing Services, and Wells Fargo Bank prior to joining MMA Asset Management and MMA Securities in 2026. 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 integrates third-party models and platforms within both discretionary and non-discretionary mandates.

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.

Kevin Bowler is a financial advisor at MMA Asset Management LLC in San Diego, CA, with 18 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at MMA Asset Management since 2026, with prior roles at MMA Securities, Marsh & McLennan Agency, SagePoint Financial, Barney and Barney, Mass Mutual Investors Services, and Ameriprise. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, including high-net-worth clients, retirement plans, corporations, foundations, endowments, and charities. The firm uses a range of investment strategies including equities, fixed income, mutual funds, and ETFs, supported by fundamental, technical, and charting analysis, along with third-party model and manager programs.

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.

Derrick Holmlund is a CFP® with 14 years of industry experience, currently serving at MMA Asset Management LLC. He has worked at MMA Securities LLC and MMA Agency since 2017, and previously spent a year at LPL Financial, LLC. He is involved in non-investment activities supporting insurance services within 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, endowments, and charities. The firm employs a range of investment strategies and utilizes affiliated resources across its organizational network.

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.

Andrew Bray is a financial advisor with MMA Asset Management LLC in Greensboro, NC, holding a Series 66 designation and 18 years of industry experience. He previously worked at LPL Financial, LLC for 13 years and currently conducts non-investment related activities for Marsh McLennan Agency, an affiliate of MMA Securities LLC. 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 retirement plans, corporations, foundations, endowments, and charities. The firm uses a range of investment strategies and third-party manager programs while leveraging its affiliation with Marsh & McLennan Agency to offer comprehensive resources and referral support.

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.