Laurel Oak Wealth Management, LLC

Greg Rosen is a financial advisor at Laurel Oak Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services and Morgan Stanley. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection for individuals, institutions, trusts, and businesses. The firm employs a combination of active and passive strategies, tactical asset allocation, and independent manager oversight, managing approximately $1.34 billion across more than 4,500 accounts.

Robert Andreacchio is a CFP® professional with 28 years of industry experience. He is currently with Laurel Oak Wealth Management, LLC and Purshe Kaplan Sterling Investments, having previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. He is also involved as an owner of CHBA, LLC, a business management services entity. Laurel Oak Wealth Management offers discretionary investment management, financial planning, ERISA plan advisory and consulting, and third-party manager selection for individuals, institutions, trusts, and businesses. The firm employs a combination of strategic and tactical investment approaches, including active and passive strategies, and manages approximately $1.34 billion across more than 4,500 accounts.

Joann Morgano is a financial advisor at Laurel Oak Wealth Management, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 18 years. Outside of her advisory role, she co-hosts a financial TV show, "It's Your Money with Jo Ann and Martin," where she discusses financial topics with industry experts. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individuals, institutions, trusts, and businesses. The firm employs a combination of active and passive strategies, including tactical asset allocation and the use of independent managers, serving clients through a wrap fee program.

Gary Johnston is a financial advisor at Laurel Oak Wealth Management, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 20 years. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services for individuals, institutions, trusts, and businesses. The firm employs a mix of active and passive strategies, including tactical asset allocation and the use of independent managers, to serve a broad client base through its wrap fee program.

Jacob Hanzel is a financial advisor at Laurel Oak Wealth Management, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, LLC and Pine Valley Golf Club. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection for individuals, institutions, trusts, and businesses. The firm employs a combination of active and passive strategies, including tactical asset allocation and selective use of alternatives, and manages approximately $1.34 billion across more than 4,500 accounts.

Keith Radimer is a financial advisor at Laurel Oak Wealth Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services for 20 years before joining Laurel Oak Wealth Management and Purshe Kaplan Sterling Investments in 2025. Outside of his advisory work, he owns and manages Rad Equestrian LLC, an equestrian business. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individuals, institutions, trusts, and businesses. The firm combines strategic and tactical approaches with active and passive strategies and employs independent managers to support its portfolio management.

Justin Yakubowski is a financial advisor with Laurel Oak Wealth Management, LLC, holding a Series 65 credential and over seven years of experience in the financial services industry. His prior roles include positions at Bank of America, PNC Bank, and Wells Fargo Bank. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individuals, institutions, trusts, and businesses. The firm employs a combination of active and passive strategies, including tactical asset allocation and alternative investments, and manages approximately $1.34 billion across more than 4,500 accounts.

Louis Laselva is a financial advisor at Laurel Oak Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Outside of his advisory role, he oversees day-to-day operations of a pass-through business entity. Laurel Oak Wealth Management provides discretionary investment management, financial planning, and ERISA plan advisory services for individuals, institutions, trusts, and businesses. The firm employs a combination of active and passive strategies, including tactical asset allocation and the use of independent managers, serving clients through a wrap fee program.

Matthew Fitzgerald is a financial advisor at Laurel Oak Wealth Management, LLC in Marlton, NJ, with 29 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Ameriprise Financial Services from 2005 to 2025 before joining Laurel Oak and Purshe Kaplan Sterling Investments in 2025. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services to individuals, institutions, trusts, and businesses. The firm employs both active and passive strategies, including tactical asset allocation and alternative investments, and serves clients through a wrap fee program managing approximately $1.34 billion across more than 4,500 accounts.

Christopher Heiser is a CFP® and ChFC® with 32 years of industry experience. He is currently with Laurel Oak Wealth Management, LLC and previously worked at Ameriprise Financial Services, Inc. for 20 years. Outside of his advisory role, he assists a family member with managing a rental real estate firm. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection for individuals, institutions, trusts, and businesses. The firm employs diversified strategic and tactical approaches, combining active and passive strategies, and serves clients through its own wrap fee program.

Caroline Burke is a financial advisor at Laurel Oak Wealth Management, LLC with nine years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. Burke’s background also includes four years at The College of New Jersey. Laurel Oak Wealth Management provides discretionary investment management, financial planning, ERISA plan advisory, and consulting services for individuals, institutions, trusts, and businesses. The firm uses a combination of active and passive strategies, including Modern Portfolio Theory and tactical asset allocation, and manages approximately $1.34 billion across more than 4,500 accounts.