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Aaron Combs 1800x800 1 1

Aaron Combs

CFP®
Wealth Manager, Principal
Charlotte, NC
Modera Wealth Atlanta Aaron Mellman

Aaron Mellman

CFP®
Financial Advisor
Atlanta, GA
Alishia DuBois Headshot 1800 by 800

Alishia DuBois

CFP®
Financial Advisor
McLean, VA
Modera Wealth Boston Andrew Walker

Andrew Walker

CFP®
Senior Financial Advisor
Boston, MA
Anna Bruder 1800x800 2

Anna Bruder

CFP®, FPQP®
Financial Advisor
Asheville, NC
Ashley Gragtmans 1800x800 1

Ashley Gragtmans

BFA™, CFP®, CSRIC®
Wealth Manager, Principal
Asheville, NC
Modera Wealth Atlanta Barry Kaplan

Barry Kaplan

DDS, CFP®
Wealth Manager, Principal
Atlanta, GA
Betsy Cunagin 1800x800 1 scaled 1

Betsy Cunagin

CFP®, CRPC®
Wealth Manager, Principal
Asheville, NC
Bill Houck Headshot 1800x800 1 scaled 1

Bill Houck

CFP®, ChFC®
Wealth Manager, Principal
Westwood, NJ
Bill Hufnell Headshot 1800x800 1 scaled 1

Bill Hufnell

CFP®, CPA
Wealth Manager, Principal
Annapolis, MD, Stevensville, MD
BIlly Hufnell Headshot 1800x800 1 scaled 1

Billy Hufnell

CFP®, CPWA®
Wealth Manager, Principal
Annapolis, MD, Stevensville, MD
Brett Caldwell 1800x800 1

Brett Caldwell

CFP®, CPA
Wealth Manager, Principal
Inverness, FL
Brian Hjalmarson Headshot 1800x800 M1688264xAA722 scaled 1

Brian Hjalmarson

CFP®
Senior Financial Advisor
Asheville, NC, Tryon, NC
Modera Wealth New Jersey Brian Schiess

Brian K. Schiess

CFP®, EA
Wealth Manager, Principal
Westwood, NJ
Caitlin Heery Headshot 1800x800 M1538928xAA722 1

Caitlin Heery

CFP®
Senior Financial Advisor, Principal
Wayne, PA
Chad Foster 1800x800 1 scaled 1

Chad Foster

CFP®, ChFEBC℠, CDFA®
Wealth Manager, Principal
Asheville, NC
Modera-Wealth-Boston-Christopher-Cory-White-1800px

Christopher “Cory” White

CFP®
Wealth Manager, Principal
Boston, MA
Dan Crimmins Headshot 1800 by 800

Dan Crimmins

MBA
Wealth Manager, Principal
Westwood, NJ
Dan Ebinger Headshot 1800x800 1 scaled 1

Dan Ebinger

CFP®, CFA®, CPWA®
Wealth Manager, Principal
Annapolis, MD, Stevensville, MD
Modera-Wealth-Boston-Dina-Magretskaia-1800px

Dina Megretskaia

CFP®, EA, JD
Wealth Manager, Principal
Boston, MA
Doug Bazley 1800x800 1 scaled 1

Doug Bazley

CFP®, CPA, CRPC®
Senior Financial Advisor, Principal
Asheville, NC
Ed Baldrige 1800x800 1 1

Edwin R. Baldrige III

CFP®
Wealth Manager, Principal
Lehigh Valley, PA
Elizabeth Brozena Preferred Headshot 1800 by 800 M1485008xAA722 1

Elizabeth Brozena

CFP®
Senior Financial Advisor
New York City, NY
Eric Sneider 1800x800 1

Eric Sneider

CFP®, CFA®
Wealth Manager, Principal
Westwood, MA
Erica Yount 2025 Headshot 1800 scaled e1765315898459

Erica Yount

CFA®, CFP®
Wealth Manager, Principal
Charlotte, NC
Modera-Wealth-Florida-Greg-Wheeler-1800px

Greg Wheeler

CFP®
Senior Financial Advisor
Inverness, FL
Greg James 1800x800 1 1

Gregory James

CFP®
Wealth Manager, Principal
Charlotte, NC
Modera-Wealth-Atlanta-Jacob-Burleson-1800px

Jacob Burleson

CFP®
Financial Advisor
Atlanta, GA
Modera-Wealth-Boston-Jeanne-Bernardin-1800px

Jeanne Bernardin

CFP®
Wealth Manager, Principal
Boston, MA
John Ceparano 2025 Headshot 1800 scaled e1768321334623

John Ceparano

CPA/PFS, CFP®, M.TAX
Wealth Manager, Principal
Inverness, FL
Modera-Wealth-Charlotte-Jonie-Parks-1800px

Jonie Parks

CFP®
Wealth Manager, Principal
Charlotte, NC
Jordan Rubin 1800 by 800 headshot M1432195xAA722 1

Jordan Rubin

CFA®, CFP®
Senior Financial Advisor
McLean, VA
judson meinhart 1800x800 1

Judson Meinhart

CFP®, BFA™, CTS
Director of Financial Planning, Wealth Manager & Principal
Winston-Salem, NC
Karl Graf 1800x800 1

Karl Graf

CFP®, CPA/PFS
Wealth Manager, Principal
Charlotte, NC
Kelly Porter Headshot 1800 by 800 M1491658xAA722 1

Kelly Guadagnino

CPA, CFP®
Senior Financial Advisor
Boston, MA
Modera-Wealth-New-Jersey-Kelly-Henning-1800px

Kelly Henning

CFP®, MSFS
Wealth Manager, Principal
Westwood, NJ
Modera-Wealth-Atlanta-Liz-Kishel-1800px

Liz Kishel

CFP®, CDFA®
Financial Advisor
Atlanta, GA
Modera-Wealth-Philadelphia-Mark-Gernerd-1800px

Mark Gernerd

M.B.A., J.D., CFP®
Wealth Manager, Principal
Wayne, PA
Modera-Wealth-Atlanta-Mark-Willoughby-1800px

Mark Willoughby

CFA, CFP®, ACA
Wealth Manager, Principal
Atlanta, GA
Melissa Boyer Headshot 2025 1800 scaled e1743536728712

Melissa Boyer

CFP®, RICP®
Wealth Manager, Principal
Charlotte, NC
Modera-Wealth-New-Jersey-Michael-Gibney-1800px

Michael Gibney

CFP®, CAP®, AIF®
Wealth Manager, Principal
New York City, NY, Westwood, NJ
Michael Insogna 1800x800 1 1

Michael Insogna

CFP®, MBA
Wealth Manager, Principal
Lehigh Valley, PA
Michael Ziemer 1800x800 1 1

Michael J. Ziemer

CFP®
Wealth Manager, Principal
Charlotte, NC
Modera-Wealth-New-Jersey-Mindy-Neira-1800px

Mindy Neira

CFP®, ChSNC®
Wealth Manager, Principal
New Providence, NJ, Westwood, NJ
Molly Rimes 1800x800 1

Molly Rimes

CFP®
Financial Advisor
New York City, NY
Neal Nolan 1800x800 1 scaled 1

Neal Nolan

CFP®, CPFA, AIF®
Director of Business Retirement Services, Wealth Manager & Principal
Asheville, NC
modera photo coming soon wide

Neil Mahoney

CFP®
Wealth Manager
Nicole Cannone Wegman Westwood NJ 1800x800 M1580157xAA722 scaled 1

Nicole Wegman

CFP®
Wealth Manager, Principal
New Providence, NJ
Modera-Wealth-Patrick-Runyen-Philadelphia-1800px

Patrick D. Runyen

CPA/PFS, CFP®
Director of Organic Growth, Wealth Manager, Principal
Wayne, PA
Modera-Wealth-New-Jersey-Peter-McKenna-1800px

Peter McKenna

CFP®, MBA
Wealth Manager, Principal
Westwood, NJ
Rob Dowling Headshot 1800x800 1 scaled 1

Robert Dowling

CFP®
Wealth Manager, Principal
Westwood, NJ
Roger James 1800x800 1

Roger A. James, Jr.

CTFA™, J.D.
Wealth Manager, Principal
Asheville, NC
Modera-Wealth-Atlanta-Ryan-Pope-1800px

Ryan Pope

CFP®, CEPA®
Wealth Manager, Principal
Atlanta, GA
Scott Kittrell 1800x800 1

Scott Kittrell

CFP®, CDFA®, FPQP®
Senior Financial Advisor, Principal
Southern Pines, NC
Shane Pouliot Headshot 2025 1800 scaled e1743603634163

Shane Pouliot

CFA®, CFP®
Senior Financial Advisor, Principal
Charlotte, NC
Solon Vlasto McLean VA 1800x800

Solon Vlasto

CFP®
Wealth Manager, Principal
McLean, VA
Stephanie Spies Headshot 1800x800 M1688328xAA722 scaled 1

Stephanie Spies

CFP®, EA
Senior Financial Advisor, Principal
New Providence, NJ, Westwood, NJ
Modera-Wealth-Philadelphia-Stephen-Haney-1800px

Stephen Haney

CFA®, CAIA
Wealth Manager, Principal
Wayne, PA
Tom Ausfahl 1800x800 1

Thomas Ausfahl

CFP®
Wealth Manager, Principal
New York City, NY
Tim Koehl 1800 by 1800 Headshot

Tim Koehl

CFP®, AAMS®
Wealth Manager, Principal
McLean, VA
Travis Boyer 1800x800 1

Travis Boyer

CFA®, CFP®
Wealth Manager, Principal
Asheville, NC
Victoria Consoles Headshot 1800 by 800 M1491692xAA722 1

Victoria Tejeda

CFP®, EA
Wealth Manager, Principal
Boston, MA

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