Sara Stanich

Richard Mordesovich is a financial advisor at Sonoma Private Wealth LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Baker Avenue Asset Management and Silicon Private Wealth LLC. He is involved with a donor advised fund, the Mordesovich-Chase Family Charitable Gift Fund. Sonoma Private Wealth serves individual clients, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, family office, and pension consulting services. The firm uses a tailored investment approach incorporating asset allocation, fundamental analysis, modern portfolio theory, and sustainability-focused analysis from The HIP Investor.

Thomas Treadwell is a financial advisor at Brennan Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Brennan Capital Management since 2023. Prior to his advisory role, he was employed at Smugglers' Notch Resort and studied at The University of Vermont. Brennan Capital Management provides discretionary portfolio management and financial planning services to individuals, corporations, and charitable organizations. The firm emphasizes passive management and Modern Portfolio Theory, using index funds and ETFs, while incorporating fundamental analysis and third-party managers.

Rebecca Incledon is a CFP® and Series 65-licensed financial advisor with two years of industry experience. She is currently with Cultivating Wealth, where she has worked since 2022, following a one-year tenure at Hemington Wealth Management and several years at the AIDS Foundation of Chicago. Cultivating Wealth serves individual and high-net-worth clients as well as business owners, offering discretionary investment management alongside financial planning and consulting. The firm employs a strategic asset-allocation framework with tactical adjustments and provides specialized services such as divorce financial planning and small-business financial consulting.

Hana Walton is a financial advisor at Cultivating Wealth in Montauk, NY, holding a Series 65 credential with one year of industry experience. Prior to joining Cultivating Wealth, she worked in the education sector at Scarsdale Union Free School District and Monroe-Woodbury Central School District. Cultivating Wealth is a six-advisor team serving individual and high-net-worth clients as well as business owners, offering discretionary investment management along with financial planning and consulting. The firm uses a strategic asset-allocation framework enhanced by tactical considerations and provides specialized services such as divorce financial planning and small-business financial consulting.

Caroline Young is a financial advisor at Cultivating Wealth with two years of industry experience. She holds a Series 65 designation and previously worked at SHoP Architects PC for eight years before entering the financial advisory field. Cultivating Wealth serves individual and high-net-worth clients as well as business owners, providing discretionary investment management alongside financial planning and consulting. The firm’s six-advisor team manages approximately $166.6 million across about 172 client relationships and offers specialized services including divorce financial planning and small-business financial consulting.