Modera Advisors Recognized as Rising Industry Talent

Modera is proud to announce that Victoria Tejeda, CFP, EA and Kelly Guadagnino, CPA, CFP have each been recognized by Financial Planning Magazine as 2026 Rising Stars.

The recognition identifies emerging professionals who present value to their clients, firms and the advisory industry. Each year Financial Planning recognizes individuals who have worked in the advisory career for fewer than 10 years, yet their achievements and leadership have championed the industry’s best practices. Modera is the only firm that has more than a single advisor recognized as a Rising Star in this year’s cohort of 10 advisors.

“We’re proud of these talented professionals and this honor reflects not only their hard work and dedication to this industry, but also the positive impact they are making for our clients, colleagues, and communities,” said Tom Orecchio, CEO, Modera Wealth Management. “They represent the future of Modera, and we’re excited to see all they will continue to accomplish.”

Tejeda is a wealth manager and principal in Modera’s Boston office, specializing in supporting HNW executives, among other clients. She helps clients through her stewardship in navigating financial complexities and long-term financial achievement.

Guadagnino is a senior financial advisor located in Modera’s Charlotte office. She works with professionals across industries who are looking to achieve their financial goals while navigating demanding careers. Her work empowers clients to make informed financial decisions so they can enjoy their present success and help ensure future security.

View the full Financial Planning list here.

Modera Wealth Management, LLC is an SEC-registered investment adviser which does not imply any level of skill or training. For additional information see the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Investments are not suitable for everyone, and any information provided should not be considered a recommendation. This award was given on September 14, 2026 and the period of nomination to which the award relates was April 7-June 30, 2026. The third party that created the rating is Financial Planning. Please see HERE for the complete methodology regarding this award.

If you are unable to access the methodology, please call 201-768-4600 or email Marketing@moderawealth.com and Modera will provide a copy for you at your request so that you can make a determination regarding the credibility of the source.

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Modera Wealth Management, LLC (Modera) is an SEC-registered investment adviser. SEC registration does not imply any level of skill or training. For information pertaining to our registration status, the fees we charge including how we are compensated and by whom, additional costs that may be incurred, our conflicts of interest, any disclosed disciplinary events of the Firm or its personnel, and the types of services we offer, please contact us directly or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov) to obtain a copy of our disclosure statement, Form ADV Part 2A, and ADV Part 3/Form CRS. In addition, our Privacy Notice outlines how we handle your non-public personal information. Please read these documents carefully before you make a decision to hire Modera, invest or send money.

This material is limited to the dissemination of general information about Modera’s investment advisory and financial planning services that is not suitable for everyone. Nothing herein should be interpreted or construed as investment advice nor as legal, tax or accounting advice nor as personalized financial planning, tax planning or wealth management advice. For legal, tax and accounting-related matters, we recommend you seek the advice of a qualified attorney or accountant. This material is not a substitute for personalized investment or financial planning from Modera. There is no guarantee that the views and opinions expressed herein will come to pass, and the information herein should not be considered a solicitation to engage in a particular investment or financial planning strategy. The statements and opinions expressed in this material are relevant as of the date of publication and are subject to change without notice based on changes in the law and other conditions.

Investing in the markets involves gains and losses and may not be suitable for all investors. Information herein is subject to change without notice and should not be considered a solicitation to buy or sell any security or to engage in a particular investment or financial planning strategy. Individual client asset allocations and investment strategies differ based on varying degrees of diversification and other factors. Diversification does not guarantee a profit or guarantee against a loss.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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