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.