HFM Investment Advisors, LLC

Brett Herron is a financial advisor at HFM Investment Advisors, LLC with a Series 65 credential and four years of industry experience. His prior work includes roles at Ohio State University, Northpoint Bank, and in education at Williamstown High School and Middle School. HFM Investment Advisors serves individuals, business owners, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of service models tailored to client needs and frequently employs third-party subadvisors and technology platforms for investment implementation and account management.

Catherine Allen Carlozo is a Certified Financial Planner® with over 31 years of industry experience. She is currently with HFM Investment Advisors, LLC, where she has worked since 2018. Her prior experience includes roles at M Financial Planning Services, Inc and LPL Financial LLC. HFM Investment Advisors serves individual clients, business owners, and employer-sponsored retirement plans by providing discretionary portfolio management, comprehensive financial planning, and fiduciary services. The firm employs multiple service models tailored to client needs and utilizes third-party subadvisors and technology platforms for investment implementation and account management.

Jason Gabrieli is a CFP® and Series 66-licensed financial advisor with HFM Investment Advisors, LLC, where he has worked since 2014. He has 14 years of industry experience and is also the owner of Events By GM, LLC, a DJ services business. HFM Investment Advisors serves individuals, business owners, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and retirement consulting. The firm employs a range of service models and utilizes third-party platforms and subadvisors to implement and manage client portfolios.

Joseph Gaspari is a financial advisor with HFM Investment Advisors, LLC, holding a Series 65 designation and three years of industry experience. He has been with HFM since 2021 and previously worked as self-employed and at JetSki AC. HFM Investment Advisors serves individuals, business owners, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes multiple service models to tailor client engagement and leverages third-party platforms and subadvisors for investment implementation and account management.

Andrew Barnhardt is a CFP® professional with four years of industry experience, currently serving as an advisor at HFM Investment Advisors, LLC. Prior to joining HFM, he held roles at Morgan Stanley and LPL Financial and worked at Chick-fil-A. HFM Investment Advisors serves individuals, business owners, and retirement plans with discretionary portfolio management, financial planning, and retirement consulting, utilizing a range of service models that scale from modular planning to integrated wealth management. The firm incorporates third-party subadvisors and technology platforms to manage portfolios and employer-sponsored accounts.

Michael Pallozzi is an investment advisor representative with HFM Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with HFM and its predecessor entities since 2004. Outside of advisory services, he is also licensed as an insurance agent and engages in insurance product sales. HFM Investment Advisors serves individuals, business owners, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a tiered service model and partners with third-party subadvisors and technology platforms to manage client portfolios.

Tyler Reedman is a financial advisor at HFM Investment Advisors, LLC with a Series 65 credential and four years of industry experience. His prior work includes roles at BNP Paribas, PGIM Investments, IA Capital Group, and twelve years with the Williamstown School District. HFM Investment Advisors serves individuals, business owners, and employer-sponsored retirement plans by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs multiple service models that range from modular planning to integrated wealth management and utilizes third-party subadvisors and technology platforms for investment implementation.