Sovereign Financial Group, Inc.

Caryn Smith is a CFP® with seven years of industry experience, currently serving as an advisor at Sovereign Financial Group, Inc. She previously worked at Mercer Global Advisors Inc., Rowland Carmichael Advisors Inc., and Northern Trust Company. Outside of financial advising, she was involved with Red Rock Recreation LLC for seven years. Sovereign Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm emphasizes long-term investment strategies using low-cost mutual funds and ETFs, while also incorporating tactical reallocations and alternative investments through independent managers and proprietary funds.

Joseph Bedford is a financial advisor at Sovereign Financial Group, Inc. in Knoxville, TN. He holds a Series 65 designation and has experience in tax accounting and advisory services through his roles at Your Back Office Accounting and Strategic Resource Alliance. Prior to his current advisory role, he worked at Intuit Inc. and Pellissippi State Community College. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, employing a diversified investment approach that includes mutual funds, ETFs, individual securities, and alternative strategies.

Rosemary Taverna is a financial advisor at Sovereign Financial Group, Inc. with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sovereign Financial Group since 2020, following a 20-year tenure at CommonWealth Financial Network. She also operates The Taverna Group, where she provides fixed annuity and property casualty insurance sales, and serves as a notary public. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, and consulting services. The firm emphasizes long-term investment strategies using diversified mutual funds and ETFs, supplemented by individual securities and independent managers, and provides access to alternative investment strategies through its Align Alternative Access Fund.

David Primozich is a CFP® and ChFC® with 28 years of experience in financial advisory. He has been with Sovereign Financial Group, Inc. since 2020 and also serves in principal and registered representative roles at Stone Arch Wealth Advisors, LLC and Purshe Kaplan Sterling Investments. His background includes over a decade at Egido Financial Group, LLC and CommonWealth Financial Network. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, retirement advisory, and cash-management solutions. The firm utilizes low-cost, diversified mutual funds and ETFs, along with individual securities and independent managers, emphasizing long-term strategies with tactical rebalancing and access to alternative investments through its Align Alternative Access Fund.

Prather Hill is a financial advisor with Sovereign Financial Group, Inc., holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Sovereign Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm employs a long-term investment approach using low-cost, diversified mutual funds and ETFs, complemented by individual securities and tactical strategies, and offers a range of portfolio management, financial planning, and cash-management solutions.

Myles Boege is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Sovereign Financial Group, Inc. since 2022. He previously worked at Park Avenue Securities LLC and Guardian Life Insurance Co. of America from 2016 to 2022. Outside of his advisory role, he is involved in insurance sales through Innovative Underwriters Inc. and Mass Mutual. Sovereign Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, and consulting services, emphasizing low-cost, diversified investments and long-term strategies with flexibility for tactical adjustments.

John Buoni is a financial advisor at Sovereign Financial Group, Inc. in Wilmington, Delaware, holding the ChFC® designation and Series 66 license with 28 years of industry experience. He previously worked at Janney Montgomery Scott LLC for 17 years before joining Sovereign Financial Group in 2023. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, retirement plan advisory, and cash-management solutions. The firm employs a long-term investment approach using diversified mutual funds and ETFs, complemented by tactical reallocations and independent managers, and operates the Align Alternative Access Fund for alternative strategies.

Charles Failla is a CFP® professional with 30 years of experience in the financial services industry. He is affiliated with Sovereign Financial Group, Inc. and has held roles at Raymond James Financial Services Advisors, Inc., among other firms. Outside of his advisory work, he is involved in real estate ownership and management through several entities in Stamford, CT. Sovereign Financial Group serves a diverse client base including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, retirement advisory, and cash-management solutions. The firm employs a long-term investment approach with diversified mutual funds and ETFs, supplemented by individual securities and alternative strategies through independent managers and its Align Alternative Access Fund.

Barton Young is a financial advisor with Sovereign Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at Raymond James Financial Services and operating his own firm, Barton Young & Associates. He is also the owner of B Young Enterprises, LLC, a support company. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, and retirement plan advisory services, focusing on diversified, low-cost investments with tactical reallocations and periodic rebalancing.

David Wren is a CFP® professional with 40 years of experience in the financial services industry. He is currently with Sovereign Financial Group, Inc., where he has worked since 2021. His prior experience includes roles at Raymond James Financial Services Advisors Inc. and New York Long Term Care Brokers, Ltd. Outside of his advisory work, he is the owner of High Rock Holdings, LLC, a support company for his office. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, employing a long-term investment approach with diversified mutual funds and ETFs alongside tactical reallocations and use of independent managers.

Steven Massey is a financial advisor with Sovereign Financial Group, Inc. He holds a Series 63 designation and has 42 years of industry experience. His prior work includes roles at Raymond James Financial Services Advisors, Inc. and his own Massey Financial Services. Massey is a member of the West Rock Ridge Advisory Council, where he assists with property review for state acquisitions in Connecticut. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, emphasizing long-term strategies with diversified investments and tactical reallocations.

Robert Chedester is a financial advisor with Sovereign Financial Group, Inc. He holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Credentialed Wealth Advisors, LLC and Edward Jones. He is also licensed as an insurance agent, selling life insurance and fixed annuity products. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, with an investment approach that emphasizes low-cost, diversified mutual funds and ETFs alongside individual securities and alternative strategies.

Daniel Pascone is a financial advisor at Sovereign Financial Group, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC, Woodbury Financial Services, Transamerica Financial Advisors, Strategic Financial Solutions, and Prudential Annuities Distributors. Pascone is also a licensed insurance agent. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, utilizing diversified mutual funds, ETFs, individual securities, and unaffiliated independent managers, with an emphasis on long-term strategies and tactical adjustments.

Patricia Ludgate is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Sovereign Financial Group, Inc. since 2020. She previously worked at LPL Financial LLC for 11 years and Financial Planning Advisors, Inc. for 29 years. In addition to her advisory role, she is licensed to sell non-variable insurance products, including term life, disability, and long-term care insurance. Sovereign Financial Group serves a diverse client base including individuals, trusts, estates, and businesses, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach using diversified mutual funds and ETFs, supplemented by individual securities and independent managers, and provides access to alternative strategies through its Align Alternative Access Fund.

Matthew Foederer is a financial advisor at Sovereign Financial Group, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at LPL Financial LLC, Hilltop Wealth Advisors, Credit Suisse, and IHS Markit. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, retirement plan advisory, and cash-management solutions. The firm typically constructs portfolios using low-cost, diversified mutual funds and ETFs, with tactical reallocations and periodic rebalancing, and also utilizes independent managers and alternative investment strategies.