Ellis Investment Partners, LLC

Ross Muldoon is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ellis Investment Partners, LLC. He has been with Ellis Investment Partners since 2013. In addition to his advisory role, Muldoon is a licensed insurance agent in Pennsylvania and New Jersey, specializing in life and annuities. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework with an emphasis on diversification and tax-aware management, offering a range of investment options and specialized ERISA retirement plan services.

Daniel Kelley is a financial advisor with Ellis Investment Partners, LLC in Berwyn, PA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Ellis Investment Partners since 2012. In addition to his advisory role, he acts as an agent for several insurance companies, selling long-term care, life, and health insurance products. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework and offers a full suite of ERISA retirement plan services, including fiduciary roles and participant education.

Evan Avgerinos is a financial advisor with Ellis Investment Partners, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Ellis Investment Partners since 2012 and also serves as president of Valley Forge Consulting Group, Inc., an insurance sales business. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework and emphasizes diversification and tax-aware management, with a range of investment options and specialized ERISA retirement plan services.

Jonathan Smith is a CFP® professional with 20 years of industry experience. He is affiliated with Ellis Investment Partners, LLC and also operates Wealth Planning Solutions, LLC, where he sells insurance and annuity products. Smith has worked at Ellis Investment Partners since 2012 and at Wealth Planning Solutions since 2014. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework and emphasizes diversification and tax-aware management, offering a range of investment options and specialized ERISA retirement plan services.

Christian Grude is a financial advisor with Ellis Investment Partners, LLC, holding a ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including prior roles at Cambridge Investment Research advisors, Inc. and Cambridge Investment Research. Outside of his advisory work, he is a principal at Key Financial Corp, LLC. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts with portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework tailored to client risk tolerance and objectives, and offers a full suite of ERISA retirement plan services including fiduciary support and participant education.

Alexis Barnhart is a financial advisor at Ellis Investment Partners, LLC, holding a Series 65 license with no prior industry experience. Outside of advisory work, Alexis has worked as a delivery driver for DoorDash and a shopper for Instacart. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework and emphasizes diversification and tax-aware management.

Robin Sun is a Series 65 licensed financial advisor with 13 years of industry experience, currently with Ellis Investment Partners, LLC since 2012. She serves as a board member of the United Chinese American Association. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts with discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services, using a dynamic asset-allocation framework tailored to clients’ risk tolerance and objectives.

Joseph Mcginley is a financial advisor at Ellis Investment Partners, LLC with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Mcginley serves on the boards of the SAG-AFTRA San Francisco-Northern California labor union and the Hunters Point Biomonitoring Foundation. Ellis Investment Partners provides portfolio management, financial planning, consulting, and retirement plan advisory services to individuals, trusts, small businesses, and institutional accounts. The firm employs a dynamic asset-allocation framework tailored to clients’ risk tolerance and objectives, emphasizing diversification and tax-aware management.

Woodward Odiorne is a financial advisor at Ellis Investment Partners, LLC with 24 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Ellis Investment Partners in 2012, he has been associated with National Life Insurance Co. and National Life of Vermont since 1981. Odiorne is also involved in insurance and annuity sales and servicing through Providence Hill Planning, Inc. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, offering portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework tailored to client risk tolerance and objectives, emphasizing diversification and tax-aware management.

Nicholas Sun is a financial advisor at Ellis Investment Partners, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Ellis Investment Partners since 2013, following a two-year tenure at Wegmans. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework tailored to clients’ risk tolerance and objectives, with an emphasis on diversification and tax-aware management.

David Sun is a CFA® charterholder with 24 years of industry experience, currently serving as an advisor at Ellis Investment Partners, LLC since 2012. He holds Series 63 and Series 65 licenses. Ellis Investment Partners provides portfolio management, financial planning, consulting, and retirement plan advisory services to individuals, trusts, small businesses, and institutional accounts. The firm employs a dynamic asset-allocation framework and emphasizes diversification and tax-aware management, offering a range of investment options and specialized ERISA retirement plan services.

Jennifer Garrett is a CFA® charterholder with 31 years of experience in the financial industry. She has been with Ellis Investment Partners, LLC since 2013. Outside of her advisory role, she serves as chair of the investment committee for the BARC Foundation, a nonprofit supporting people with disabilities. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework tailored to client objectives and risk tolerance, with an emphasis on diversification and tax-aware management.

Derek Lemke is a CFP® with 22 years of industry experience, currently serving at Ellis Investment Partners, LLC. He has worked at Ellis since 2015 and has also been a pilot for American Airlines and Piedmont Airlines. In addition to his advisory role, he is a licensed agent selling life, health, disability, long-term care, and annuity insurance products. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional clients with portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes dynamic asset allocation, diversification, and tax-aware management, offering a range of investment options and specialized ERISA retirement plan services.

Andrew Schaffer is a CFP® with 10 years of industry experience. He has worked at Ellis Investment Partners, LLC since 2021 and previously spent six years at The Vanguard Group, Inc. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, offering portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework and emphasizes diversification and tax-aware management, providing a range of investment options including mutual funds, ETFs, stocks, bonds, and options.

Samuel Carpin is a financial advisor with Ellis Investment Partners, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Ellis Investment Partners since 2013 and previously at Comprehensive Asset Management & Servicing and APW Capital, Inc. Outside of his advisory role, he is an insurance agent with The Carpin Group, where he is involved in sales and maintenance of insurance policies. Ellis Investment Partners serves individuals, trusts, small businesses, and institutional accounts, providing discretionary and non-discretionary portfolio management, financial planning, consulting, and retirement plan advisory services. The firm employs a dynamic asset-allocation framework tailored to client risk tolerance and objectives, emphasizing diversification and tax-aware management.