KeyVantage Wealth Advisors

Jaclyn Cornelius is a CFP® with 20 years of industry experience, currently serving at KeyVantage Wealth Advisors since 2024. She previously worked at Valley National Group for 17 years. Outside of advisory work, she is co-owner and COO of KeyVantage Services, LLC, a tax preparation and services firm. KeyVantage Wealth Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, and business entities, offering investment management and financial planning. The firm employs a multi-faceted investment approach using mutual funds, ETFs, and other securities, and is affiliated with an accounting and tax services entity.

Rodman Young is a CFP® professional at KeyVantage Wealth Advisors with 28 years of industry experience. Prior to joining KeyVantage in 2024, he worked for 16 years at Valley National Group, Inc. He is also the Co-Founder and CEO of KeyVantage Services, LLC, a tax preparation and services firm. KeyVantage Wealth Advisors serves individuals and entities, including high-net-worth clients, offering investment management, financial planning, and external manager selection. The firm uses a range of investment strategies, including funds, ETFs, and alternative instruments, guided by multiple analytical approaches and professional judgment.

Simone Sanvito is a financial advisor at KeyVantage Wealth Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Valley National Investments, Inc. and Valley National Advisers Inc. In addition to his advisory role, Sanvito provides tax preparation services through KeyVantage Services, LLC. KeyVantage Wealth Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, and business entities, offering discretionary and non-discretionary investment management and financial planning. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to develop strategic asset allocations, primarily employing registered mutual funds and ETFs while also incorporating other securities when appropriate.

Jonathan Ritter is a CFP® with six years of industry experience, currently serving as a financial advisor at KeyVantage Wealth Advisors. He previously worked at Valley National Advisers Inc., Valley National Investments, Inc., Milestone Financial, and McQueen Ball and Associates, Inc. Outside of advising, Ritter is a Senior Financial Planning Specialist providing tax preparation services through KeyVantage Services, LLC. KeyVantage Wealth Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and external money manager selection, employing a mix of fundamental, technical, cyclical, and economic analysis to guide portfolio decisions.