Modern Wealth Management, LLC

Jason Gordo is a financial advisor at Modern Wealth Management, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at United Capital Financial Advisers, LLC for eight years. Outside of his advisory role, he manages several real estate holding companies based in Monterey, California. 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 approach supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan support.

Jeffrey Ernest is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Modern Wealth Management, LLC and has previously worked at Mutual Securities, Inc., National Planning Corporation, and Barber Financial Group. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, charitable organizations, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers services ranging from discretionary investment management to tax and estate planning through affiliated entities.

Martin James is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at World Equity Group for 14 years and has operated his own CPA firm, Martin E. James CPA, P.C., since 1997. Outside of his advisory role, he is a certified fly casting instructor and serves as secretary for the Heartland Fly Fishing Festival, Inc. 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 approach supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

David Turley is a financial advisor at Modern Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked previously at Summit Global Investments and Galloway Asset Management LLC. In addition to advising, he prepares tax returns for individuals and businesses through his separate tax preparation business, DT Financial LLC. Modern Wealth Management serves a diverse client base including individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm offers integrated investment advisory and financial planning services supported by a centralized portfolio management model and specialized plan services.

Lawrence Schechter is a financial advisor at Modern Wealth Management, LLC with 22 years of industry experience. He holds the Series 65 and Series 66 designations. His prior work includes roles at M. S. HOWELLS & CO., Planned Asset Management, and Independent Financial Group. 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 supported by an Investment Committee and offers services such as discretionary investment management, tax and estate planning, and insurance solutions through affiliated entities.

Joshua Diekmann is a CFP® and holds a Series 65 license with six years of industry experience. He is currently an advisor at Modern Wealth Management, LLC, where he has worked since 2023. Prior to this, he spent five years with Barber Financial Group. Modern Wealth Management, LLC provides investment advisory and integrated planning services to a diverse range of clients, including individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

Hayden Pudenz is a Series 65 licensed financial advisor with three years of industry experience. He is currently affiliated with Modern Wealth Management, LLC and Barber Financial Group, serving as an investment adviser representative at the latter. His prior roles include positions at the University of Missouri - Kansas City and Golf Galaxy. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers services ranging from discretionary investment management to tax and estate planning through affiliated entities.

Zachary Swaffer is a CFP® with seven years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Trilogy Financial and Chemical Financial Corporation. Outside of his advisory work, he operates a home-based business on Etsy. LPL Financial serves a diverse client base ranging from individual investors to institutions, offering a variety of advisory and brokerage services supported by an in-house research team and a broad range of investment solutions.

Stephen Howles is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently an Executive Financial Advisor at Modern Wealth Management, LLC and has worked at firms including LPL Financial and Beltz, Ianni & Associates. Outside of his advisory role, he is a partner in BIA Consulting, LLC, a business entity unrelated to investment activities. Modern Wealth Management, LLC provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm utilizes a centralized portfolio management model supported by an Investment Committee and offers a range of services such as discretionary investment management, modular financial planning, tax and estate-planning assistance, and insurance solutions through affiliated entities.

Jeremiah Johnson is a financial advisor at Modern Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments and Midwest Financial. Outside of advising, he is involved in farming as an owner/operator and serves as secretary of HAGGAI LODGE 369, as well as vice president of Lil Wildcat Education, a local daycare and education board. 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 supported by an Investment Committee and offers services ranging from discretionary management to tax and estate planning, with a focus on incorporating third-party managers and risk-modeling tools.

Preston Pugmire is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He currently works at Modern Wealth Management, LLC and previously held a position at Arista Wealth Management. Before entering the financial advisory field, he spent two years as a missionary and five years involved with Vantage Marketing. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers a broad range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Thomas Brown is a CFP® with 20 years of industry experience, currently serving as an advisor at Modern Wealth Management, LLC since 2024. He previously worked at Petso Financial Consultants LLC for 15 years and Mutual Securities, Inc. for one year. Outside of advising, he owns Marathon Tax, LLC, a tax preparation business based in Boise, ID. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, and charitable organizations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers specialized services such as ERISA plan management and estate-planning assistance.

Trevor Klugh is a financial advisor at Modern Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Petso Financial Consultants LLC, Clearwater Analytics, and Gesa Credit Union, among other organizations. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a broad range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

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.

Drew Sprugel is a CFP® and Series 65-registered advisor with Modern Wealth Management, LLC, based in Lees Summit, MO. He has two years of industry experience and has been with Modern Wealth Management since 2023. Outside of his advisory role, he holds a passive shareholder interest in a holding company that owns a small local bank in Nebraska, a position inherited from family. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.