Woodstock Wealth Management, Inc.

Marjorie Netkin is a financial advisor with Woodstock Wealth Management, Inc. She holds Series 63 and Series 65 licenses and has 39 years of industry experience. Her prior work includes roles at Woodstock Financial Group, Inc. and St Bernard Financial Services. She serves as president and majority owner of Edgewood Financial Group, which operates branch offices for her affiliated firms. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $630 million in assets and offers tailored investment strategies, including a performance-based fee program benchmarked to the SPDR S&P 500 ETF.

Daniel Mercer is a financial advisor with Woodstock Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at Woodstock Wealth Management since 2018 and previously held roles at Woodstock Financial Group and Raymond James Financial Services. Mercer is also the owner of Covenant Wealth Management, a DBA office of Woodstock Wealth Management that offers non-securities insurance. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a performance-based fee program linked to capital appreciation relative to the SPDR S&P 500 ETF.

David Hall is a financial advisor at Woodstock Wealth Management, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CitiGroup for seven years before joining Woodstock in 2020. Hall also operates as a sole proprietor selling non-securities insurance. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers to individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million in assets and offers tailored investment strategies, including a distinctive performance-based fee program tied to capital appreciation relative to the SPDR S&P 500 ETF.

Nile Steigerwald is a financial advisor at Woodstock Wealth Management, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Saint Bernard Financial Services, Inc. and Woodstock Financial Group. He is also president of CBG Financial, Inc., a non-investment related business supporting office operations. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a notable performance-based fee program.

Curtis Minks is a financial advisor at Woodstock Wealth Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Kovack Advisors and Resource Horizons Investment Advisory. Outside of his advisory role, he owns and consults for a business offering non-securities insurance. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm employs a range of investment strategies and offers both standard AUM and performance-based compensation models.

Ruth Barrios is a financial advisor with Woodstock Wealth Management, Inc. in Sun City Center, FL, holding a Series 66 license and 19 years of industry experience. She has been with Woodstock Wealth Management since 2018 and worked previously at Woodstock Financial Group. Outside of her advisory role, Barrios is involved in selling non-securities insurance and works as a realtor. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using various investment strategies and offers a performance-fee program alongside standard arrangements.

Daniel Herrema is a financial advisor with Woodstock Wealth Management, Inc. in Stuart, Florida, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Woodstock Financial Group, Inc. for 12 years before joining Woodstock Wealth Management in 2018. Outside of advising, he owns DIVERD LLC, a business offering charter services and commercial fishing. Woodstock Wealth Management, Inc. provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and features a performance-based fee program tied to capital appreciation relative to the SPDR S&P 500 ETF.

Danny Butcher is a financial advisor at Woodstock Wealth Management, Inc. in Nashville, TN, with 16 years of industry experience. He holds a Series 66 designation and has been with Woodstock Wealth Management since 2018. In addition to his advisory role, he manages DL Butcher Consulting, LLC DBA Butcher Agency, where he sells and maintains property and casualty insurance policies. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers a performance-fee program alongside traditional managed account services.

Paul Cerrato is a Series 65-licensed financial advisor with Woodstock Wealth Management, Inc. in Hingham, MA, with 18 years of industry experience. He previously worked at Woodstock Financial Group, Inc. for 10 years and IC Advisory Services, Inc. for one year. Outside of advising, he is a Senior Director at Takeda Pharmaceuticals and a managing member of Medi-Lease LLC. Woodstock Wealth Management, Inc. serves individuals, high-net-worth clients, businesses, charities, and retirement plans by providing discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs a combination of managed account programs, performance-fee arrangements, and third-party managers tailored to clients’ objectives and risk tolerance.

Dawne Ferland is a financial advisor with Woodstock Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Woodstock Wealth Management since 2018 and previously worked at Woodstock Financial Group. Outside of her advisory role, she operates branch offices for Woodstock Wealth Management and St. Bernard Financial Services and sells non-securities insurance products. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third‑party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $630 million on a discretionary basis and offers a performance-based fee program alongside managed account and planning services.

William Raike III is a financial advisor with Woodstock Wealth Management, Inc., holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously led Raike Financial Group Inc. for 24 years before joining Woodstock Wealth Management in 2018. Outside of advising, he manages a land development company that is currently inactive. Woodstock Wealth Management, Inc. provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm employs a range of investment vehicles and strategies tailored to clients’ objectives and maintains a performance-fee program alongside standard asset-based arrangements.

Christopher Tomolonis is a financial advisor at Woodstock Wealth Management, Inc. in Jersey City, NJ, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Woodstock Wealth Management since 2018, following four years at Woodstock Financial Group, Inc. Tomolonis also operates a separate advisory business focused on insurance agency services. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and features a performance-based fee program alongside other managed account offerings.

Ross Bruner is a financial advisor with Woodstock Wealth Management, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Woodstock Wealth Management since 2018 and previously spent nine years at Woodstock Financial Group, Inc. Outside of his advisory role, he operates a business selling fixed annuity products. Woodstock Wealth Management, Inc. provides discretionary portfolio management, financial planning, and access to third‑party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm employs a variety of investment strategies, including mutual funds, ETFs, fixed income, and options, and uses a performance-fee program alongside standard AUM arrangements.

Nicholas Casatelli is a financial advisor at Woodstock Wealth Management, Inc. in Houston, TX, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AWM Financial Services Inc. and AXA Advisors LLC. He also offers non-securities insurance as a sole proprietor. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm employs a range of investment strategies and a performance-based compensation model alongside standard fee arrangements.

Patrick Fitzsimmons is a financial advisor with Woodstock Wealth Management, Inc. in Cape Coral, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at IFS Advisory, LLC and International Financial Solutions, Inc. Outside of his advisory work, he contributes strategic and business advice to an internet sales company specializing in luggage and travel goods. Woodstock Wealth Management, Inc. serves individuals, businesses, charities, and retirement plans by providing financial planning, discretionary portfolio management, and access to third-party asset managers. The firm manages approximately $630 million on a discretionary basis and offers a performance-based fee program alongside managed accounts and financial planning services.