Hermitage Wealth

Ryan Bernstine is a financial advisor at Hermitage Wealth with a Series 66 designation and two years of industry experience. He has been with Hermitage Wealth Management since 2025 and also works as an insurance broker. Outside of his advisory role, he is a tennis teaching professional at Hermitage Country Club, where he conducts group clinics and private lessons. Hermitage Wealth provides investment advisory, retirement plan consulting, and financial planning services to plan sponsors, corporations, and individual clients. The firm focuses on selecting and monitoring third-party money managers and offers both discretionary and non-discretionary portfolio management as well as fixed-fee or hourly financial planning.

John Cory Hoffer is a financial advisor at Hermitage Wealth with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Hermitage Wealth in 2025, he was associated with OSAIC for 19 years. Hermitage Wealth provides investment advisory, retirement plan consulting, and financial planning services to plan sponsors, corporations, and individual clients. The firm focuses on selecting and monitoring third-party money managers and offers both discretionary and non-discretionary portfolio management along with stand-alone financial planning and ERISA fiduciary services.

Elizabeth Mosier is a financial advisor at Hermitage Wealth with five years of industry experience. She holds the Series 66 designation and has worked at Hermitage Wealth Management since 2025. Prior to this, she was associated with OSAIC for eight years. Hermitage Wealth provides investment advisory, retirement plan consulting, and financial planning services to plan sponsors, corporations, and individual clients. The firm focuses on selecting and monitoring third-party money managers and offers discretionary and non-discretionary portfolio management along with pension consulting and hourly financial planning engagements.

Russell Munn is a CFP® professional with seven years of industry experience, currently serving as an advisor at Hermitage Wealth. His prior roles include positions at Royal Alliance Associates and OSAIC. He is the sole owner of MUNN-CRAFTON, LLC, which manages his disability and health insurance activities. Hermitage Wealth provides investment advisory, retirement plan consulting, and financial planning services to corporations, plan sponsors, and individual clients. The firm emphasizes due diligence on third-party money managers and offers both discretionary and non-discretionary portfolio management alongside retirement plan consulting services.

Christopher Cosby is a CFP® with 14 years of experience in the financial services industry. He is currently with Hermitage Wealth and has held roles at Strategic Design Group and OSAIC. Outside of his advisory work, he serves as Vice President of Strategic Design Group, a non-investment related LLC. Hermitage Wealth provides investment advisory, retirement plan consulting, and financial planning services to plan sponsors, corporations, and individuals. The firm emphasizes selecting and monitoring third-party money managers and offers discretionary and non-discretionary portfolio management alongside retirement plan consulting and fixed-fee financial planning.