Onyx Bridge Wealth Group LLC

Kevin Moody is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, JP Morgan Chase, and EagleStone Wealth Advisors. Moody also serves as a registered representative for Emerson Equity and is a licensed agent for fixed/traditional insurance products. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, retirement plan consulting, and donor-advised fund advice. The firm utilizes third-party research and a range of investment vehicles, providing tailored portfolio management with ongoing account reviews.

Brandon Place is a financial advisor at Onyx Bridge Wealth Group LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill Lynch. Outside of his advisory role, he is involved in business development for Mem on a part-time basis. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities by providing asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies using third-party research and offers tailored portfolio management through in-house models, sub-advisers, and managed-account services.

Matthew Mccarter is a financial advisor at Onyx Bridge Wealth Group LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Regal Investment Advisors, Regulus Financial Group, LLC, and Farmers Financial Solutions. Outside of his advisory role, he is the COO and owner of two college planning service businesses. Onyx Bridge Wealth Group serves individuals, trusts, pension plans, and corporate entities, providing discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm utilizes third-party research and asset-allocation strategies across various investment vehicles, offering tailored services with ongoing portfolio reviews.

Marshall Gilman is a ChFC® credentialed financial advisor with 29 years of industry experience. He is currently with Onyx Bridge Wealth Group LLC and has previously worked at Purshe Kaplan Sterling Investments, Foresight Wealth Management, and SSN Advisory, Inc. Outside of his advisory role, Gilman is involved in fixed insurance sales and business reorganization consulting. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities by providing asset management, financial planning, and retirement plan consulting. The firm utilizes third-party research and a multi-faceted investment approach, offering tailored portfolio management and ongoing reviews aligned with clients’ goals and risk tolerances.

Paul Maynor is a financial advisor with Onyx Bridge Wealth Group LLC in Dover, DE, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Onyx Bridge in 2021, he worked at Ameriprise Financial Services for seven years. He is also involved in independent insurance brokering, including fixed annuities with multiple carriers. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities by offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies using third-party research and provides tailored portfolio management with ongoing reviews and rebalancing.

Daniel Reeves is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Eaglestone Wealth Advisors and Emerson Equity LLC. Outside of advisory work, he has been involved with the Bethesda Soccer Club and the University of Maryland Men’s Soccer Camp. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses third-party research and diversified investment strategies, with regular portfolio reviews tailored to clients’ goals and risk tolerances.

Jeremy Schlanger is a financial advisor with Onyx Bridge Wealth Group LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining Onyx Bridge in 2022, he worked at Sagepoint Financial, Inc. and has experience in both financial and non-financial roles. Outside of advising, he is an adjunct professor at Lonestar College System and owns Schlanger Capital Management LLC. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies using third-party research and provides tailored portfolio management with ongoing reviews.

Joseph Madio is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., Private Client Services, and Purshe Kaplan Sterling Investments. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation driven strategies across ETFs, mutual funds, and alternative investments, with ongoing portfolio reviews tailored to clients’ goals and risk tolerances.

David Ringler is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Bank of America, Merrill Lynch, and Morgan Stanley. He serves as President of 100 Donors Inc, a registered 501(c)(3) nonprofit organization. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, retirement plan consulting, and donor-advised fund advice. The firm employs an asset-allocation driven approach utilizing third-party research and various investment platforms, with ongoing portfolio reviews tailored to clients’ goals and risk tolerances.

Raymond Wilson is a financial advisor with Onyx Bridge Wealth Group LLC in Conshohocken, PA. He holds a Series 66 designation and has three years of industry experience. Prior to joining Onyx Bridge Wealth Group, he worked at MML Investors Services, LLC and MassMutual Life Insurance Company. Outside of his advisory role, he is also an insurance agent, providing sales and services related to individual life, property and casualty, long-term care, and fixed annuities. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation driven strategies across various investment vehicles and maintains a related-business structure that includes tax and retirement plan services.

Jason Savey is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Private Client Services, Ameriprise Financial Services, and Oppenheimer & Co. Outside of advisory work, he is also involved in the sales of fixed and traditional insurance products. Onyx Bridge Wealth Group serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, utilizing third-party research and a range of investment vehicles to tailor services to clients’ goals and risk tolerances.

Stephanie Poche is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She previously worked at Foresters Equity Services, Inc. for 14 years and Elite Investment Team, LLC for two years before joining Onyx Bridge Wealth Group. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies using third-party research and provides tailored portfolio management with ongoing reviews.

Richard Leimgruber is a financial advisor with Onyx Bridge Wealth Group LLC in Tarrytown, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc., Feghan and Associates, and Purshe Kaplan Sterling Investments. He also hosts the "Enrich Your Life" podcast, which provides general education on investments and finance. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities by offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation driven strategies using third-party research and regularly reviews client accounts to tailor services to their goals and risk tolerances.

Evan Evans is a financial advisor at Onyx Bridge Wealth Group LLC with eight years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Onyx Bridge Wealth Group in 2024, Evan worked at several firms including Northwestern Mutual Wealth Management Company and Provenance Capital. Outside of finance, he has experience with Shirk Lacrosse Camp and Schorn Construction. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, providing asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies using third-party research and offers customized portfolio management with ongoing account reviews.

Cynthia Elaine Schlanger is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at SAGEPOINT FINANCIAL, Harman Wealth Management, and Save Advisers LLC. She also operates Schlanger Consulting LLC, providing business development and compliance consulting outside of investment services. Onyx Bridge Wealth Group serves individuals, trusts, pension and profit-sharing plans, and corporate entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies across ETFs, mutual funds, and alternative investments, with ongoing portfolio reviews tailored to clients’ goals and risk tolerances.