Yardley, PA Office

Roman Chiokadze is a financial advisor with Ventura Wealth Management, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. Ventura Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a model portfolio and asset-allocation approach that integrates fundamental, quantitative, and technical analysis alongside risk control and macroeconomic evaluation.

Morgan Downs is a financial advisor with Ventura Wealth Management in Yardley, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has previously worked at PNC Bank and American Portfolios Financial Services, Inc. Downs is actively involved with the Lower Bucks Chamber of Commerce, serving as Co-Chair of the Young Professional Committee. Ventura Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs model-based investment strategies focused on asset allocation and risk control, using a combination of fundamental, quantitative, and technical analysis.

Lucas Morreale is a financial advisor at Ventura Wealth Management with five years of industry experience. He holds a Series 66 designation. His work history includes roles at Ameriprise, American Portfolios Financial Services Inc., and experience in public service with the United States Senate and House of Representatives. Ventura Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a model-based investment approach combining fundamental, quantitative, and technical analysis with a focus on asset allocation and risk control.

Roger Klein is a financial advisor with Ventura Wealth Management, holding 14 years of industry experience. He previously worked at Timing Strategies Corporation for 40 years before joining Ventura Wealth Management in 2021. Ventura Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a model-based investment approach combining fundamental, quantitative, and technical analysis, emphasizing asset allocation and risk control.

Thomas Cahill is a financial advisor at Ventura Wealth Management with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ventura Wealth Management since 2010, as well as at Osaic Wealth, Inc. and American Portfolios Financial Services, Inc. Cahill is affiliated with professional organizations such as the CFA Institute and the New York Society of Securities Analysts, though he holds no active responsibilities with them. Ventura Wealth Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a model portfolio and asset-allocation framework that integrates fundamental, quantitative, and technical analysis alongside risk control and macroeconomic assessment.

William Purdy is a CFP® professional with 10 years of industry experience. He is currently with Ventura Wealth Management, where he has worked since 2015, and previously worked at American Portfolios Financial Services, Inc. and OSAIC. Purdy also serves as a registered representative with American Portfolios for 1-2 hours per week. Ventura Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm utilizes a range of model portfolios and combines fundamental, quantitative, and technical analysis with a focus on asset allocation and risk control.

Daniel Mcelwee is a CFP® professional with 18 years of industry experience, currently serving as Executive Vice President at Ventura Wealth Management. He has been with Ventura since 2010 and previously worked at American Portfolios Financial Services, Inc. from 2010 to 2024. Outside of his advisory role, he is active in nonprofit organizations, including serving as President of the Point Pleasant Beach Public Education Foundation and Treasurer of the MorDance Ballet company, and he also works as a freelance writer on non-financial topics. Ventura Wealth Management provides financial planning and discretionary portfolio management to a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a model-based investment approach combining fundamental, quantitative, and technical analysis with a focus on asset allocation and risk control.