Timothy Feeney

Hi, I’m Kristy – the financial planner for female entrepreneurs and entrepreneurial couples. I believe that money is a tool that can help you bring your visions to life, create choices and opportunities, and provide security and peace of mind. You’re out there making it happen, and your business is growing! You're doing a great job earning and you have more cash than you know what to do with. You're ready to maximize the money you're earning and you need help managing and multiplying it. It's time to put that money to work and use it to build wealth! I'm that financial partner that can help you get your finances together, create a holistic plan for your business and personal finances, and feel confident that you’re making the right decisions. All while feeling like you’re sitting down with a friend who gets you and is holding space for you without judgment. I would love to connect with you and hear about your journey through life, entrepreneurship, and with your finances. Email: hello@onroutefinancial.com if you have any questions, and you can schedule a complimentary intro call to learn more.

Meet Sean Lovison, the founder of Purpose Built Financial Services, LLC, your trusted advisor for achieving financial independence. Based in Moorestown, NJ, but serving clients virtually across the U.S., Sean specializes in guiding professionals with equity compensation and solo entrepreneurs. With a transparent, fee-only, flat-rate structure and a fiduciary commitment to unbiased advice, Sean prioritizes your financial well-being. His comprehensive services, including tax preparation and wealth management, are designed to organize, grow, and protect your assets, all with the goal of helping you live a more purposeful life. Take the first step toward financial freedom by contacting Sean today.

My name is Rob Stromberg. I’m a CFP® and the founder of Mountain River Financial. I provide fiduciary and fee-only advice, investment management, and financial planning to six-figure earners in their 30s and 40s. I focus on helping clients make wise and purposeful decisions with their money so they can live a rewarding life today while building wealth for a successful tomorrow. With insight gained from my time working at an institutional wealth management firm in Connecticut where I consulted with other independent advisory firms to help them build better portfolios for their clients and more efficient overall advisory practices, I got my CFP® certification and founded Mountain River Financial so that I could begin working directly with my core client market of high-income earners under 50. I’m an active member of NAPFA and the XY planning network and am a frequent contributor to publications including The Wall Street Journal, US News & World Report, The Washington Post, Investment News, CNN Business, Nerdwallet and Yahoo! Finance, among others. Above all else, I’m committed to being the best husband and dad I can be. When I’m not manning the helm at Mountain River, you’ll find me enjoying quality time with my wife Kara, son Noah, daughter Addison, and our dog Autumn. We love spending time at the shore, generally enjoying the outdoors, and hanging together with our large extended family around the mid Atlantic.

Hi, I’m Andrew! I founded Wrought Financial Planning to help entrepreneurs and self-employed professionals forge their path to financial freedom. We help our clients manage their cashflow, reduce their taxes, and grow their wealth. I’ve been interested in history, finance, and psychology since I was a kid growing up in Ocean City, New Jersey. After graduating from The College of New Jersey with honors, I began my financial services career in the alternative investment industry (private equity, hedge funds, commercial real estate and other fancy investments) first with Merrill Lynch Alternative Investments in Princeton, New York, and Boston and then with FS Investments based in Philadelphia. I grew tired of getting on airplanes for work and being away from my family so with the entrepreneurial spirit calling me I began my wealth management practice at Merrill Lynch and then I founded the independent and fee-only firm Wrought Financial Planning. I am married to my beautiful and patient wife and together we reside in Haddonfield, NJ with our two young daughters and Labrador Retriever. We enjoy traveling and sharing new experiences with my girls and being involved with their sports teams and activities. I am the Vice President and soon to be President of the Rotary Club of Haddonfield where we provide grants and scholarships to deserving organizations and underprivileged students. With whatever free time is left to me I love to read, listen to podcasts, and stay active by jogging with my dog and squeezing in a round of golf when possible.

I’m Matthew Reakus, a Christian, father of three, husband to an amazing wife, and a dedicated financial planner passionate about helping families thrive financially. As the owner of Sound Wealth, I work with individuals, families, and business owners to simplify their financial lives, all through the lens of biblical stewardship. I teach biblical financial courses, guiding others on how to manage their resources wisely while honoring their faith. I also find joy in coaching my kids’ sports and staying active in my community. At Sound Wealth, we focus on providing comprehensive financial planning, investment management, and tax preparation services. Our financial planning goes beyond the basics, incorporating long-term strategies that align with personal and Kingdom goals. Through biblically responsible investing, we help clients grow their wealth while ensuring their investments reflect their values. Our tax services are proactive, offering year-round planning to minimize liabilities while maximizing the potential for giving and legacy-building. In all our services, from business consulting to retirement planning, we aim to deliver clarity, confidence, and financial freedom, allowing our clients to invest in what truly matters. Whether you're seeking to plan for the future, grow your investments, or simplify your finances, we’re here to guide you every step of the way. Let's make your financial journey not just successful, but purposeful.

Michael Fehrenback is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1999 and joined Merrill in 2017 after experience at Smith Barney and Morgan Stanley. Michael serves a multi-generational client base that includes active and retired executives at power and public companies, attorneys, and others residing in more than a dozen states. Michael focuses on building strong relationships with clients, emphasizing frequent communication to understand their long-term goals, financial concerns, and preferences. He specializes in areas such as executive compensation, family wealth management, legacy planning, liquidity management, tax minimization, and retirement income. His approach includes developing customized strategies that enhance both assets and liabilities, coordinating with clients’ CPAs and attorneys on tax and wealth transfer matters, and incorporating Merrill’s research and vetted investment managers into portfolio construction. Michael holds a Bachelor of Science degree in Economics from Rutgers University and has earned the Personal Investment Advisor (PIA) designation. Outside of work, he spends time with his wife, Renee, and their three children, and enjoys golfing, reading, running, traveling, and watching movies.