Wellfull

Brock Hewitt is a CFP® professional at Wellfull with three years of industry experience. He has worked at multiple firms, including Bernardo Wealth Planning, Cambridge Investment Research, Cetera, and Commonwealth Financial Network. His background also includes roles outside finance, such as positions at Liberty University and Plumstead Christian School. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm uses a client-centered financial planning approach to guide investment management and offers model-based asset allocation combined with multiple analysis methods and access to private investment vehicles.

Rose Bernardo is a financial advisor with Wellfull, holding a Series 66 designation and 21 years of industry experience. She has worked at firms including Morgan Stanley Smith Barney and Purshe Kaplan Sterling Investments, and she currently serves as COO of a startup technology company, OnBord, Inc. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes comprehensive financial planning and employs model-based asset allocation across accounts, also managing pooled private investment vehicles available to qualified investors.

Matthew Haraburda is a CFA® charterholder with six years of industry experience. He currently works at Wellfull and previously held roles at Bernardo Wealth Planning, Fortress Investment Group, Radcliffe Group, and Morgan Stanley. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm emphasizes financial planning as the basis for its investment approach and manages portfolios using model-based asset allocation combined with multiple analysis methods.

Michele Hewitt is a CFP® professional with three years of industry experience, currently affiliated with Wellfull. She previously worked at Bernardo Wealth Planning, Wescott Financial Advisory Group, and Asset Planning Services. Outside of her advisory role, she owns rental properties. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes financial planning as the basis for its investment approach and manages portfolios using model-based asset allocation across multiple analysis methods.

Victoria Williams is a financial advisor at Wellfull with two years of industry experience and holds a Series 65 designation. She has worked at Bernardo Wealth Planning since 2023 and has held prior positions at Messiah University and Crocs. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services. The firm emphasizes financial planning as the foundation for its investment approach and manages portfolios using model-based asset allocation combined with multiple analysis methods.

Martha Pope is a CFP® professional with three years of industry experience, currently serving at Wellfull (Bernardo Wealth Planning, LLC). She has been with Bernardo Wealth Planning since 2019 and previously worked with the Gift of Life Donor Program. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm emphasizes financial planning as the foundation for its investment approach and manages portfolios using model-based asset allocation combined with multiple analysis methods.

Anthony Bernardo Jr Jr. is a financial advisor with Wellfull, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes roles at Bernardo Wealth Partners LLC, Purshe Kaplan Sterling Investments, and Morgan Stanley, among others. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by offering financial planning, discretionary portfolio management, and retirement plan consulting, with additional tax and accounting services through an affiliated entity. The firm manages roughly $866 million in discretionary assets and applies a model-based asset allocation approach that incorporates various analysis methods and custom strategies tailored to client needs.

Matthew Rittenhouse is a CFP® with 23 years of industry experience, currently affiliated with Wellfull. He previously worked at MML Investors Services, Inc. and Whipple & Associates / MassMutual Life Insurance Company for 13 years before joining Bernardo Wealth Planning LLC. Outside of his advisory role, he provides technical and compliance support as an independent contractor. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by offering financial planning, discretionary portfolio management, retirement plan consulting, and tax and accounting services through an affiliated entity. The firm emphasizes financial planning as the basis for its investment approach and manages portfolios using model-based asset allocation informed by multiple analysis methods.

Lisa Leatherman is a financial advisor at Wellfull with 25 years of industry experience and holds a Series 66 designation. She has worked at Bernardo Wealth Planning since 2021, and previously spent 16 years at Cetera Financial Specialists LLC and 21 years at Seitz & Leatherman LLC. In addition to her advisory role, Leatherman serves as president of DUNLAPSLK, an accounting practice. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services through an affiliated entity. The firm manages approximately $866 million in discretionary assets and emphasizes financial planning as the basis for its model-based asset allocation approach.

Lance Rosina is a financial advisor at Wellfull with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bernardo Wealth Planning LLC and Stifel Financial Corp. Rosina serves as a board member for the Fellowship of Christian Athletes, providing oversight for Bucks County FCA groups. Wellfull serves individuals, families, trusts, retirement plans, and other organizations with financial planning, discretionary portfolio management, and retirement plan consulting. The firm emphasizes financial planning as the foundation for its investment approach and manages portfolios using model-based asset allocation alongside multiple analysis methods.

Nicholas Bernardo is a CFP® professional with 19 years of industry experience, currently serving at Wellfull. His career includes roles at Morgan Stanley from 2009 to 2016 and founding Bernardo Wealth Planning in 2017. Outside of advisory work, he is involved in technology product development through a partnership with OnBord. Wellfull serves individuals, families, trusts, retirement plans, and other organizations by providing financial planning, discretionary portfolio management, retirement plan consulting, and access to tax and accounting services. The firm employs model-based asset allocation guided by comprehensive financial plans and manages approximately $866 million in discretionary assets as of the end of 2025.