Riversedge Advisors

Katherine Davis is a financial advisor at RiversEdge Advisors with nine years of industry experience. She holds the Series 65 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and RBC Capital Markets. RiversEdge Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm utilizes a strategic asset-allocation framework grounded in modern portfolio theory, managing portfolios primarily with ETFs and other securities to serve approximately 359 client relationships with around $708 million in assets under management.

Lauren Mance is a CFA® charterholder affiliated with RiversEdge Advisors in Wilmington, DE. She has experience at RiversEdge Advisors, Great Gray Trust Company, Wilmington Trust, and PNC, with a total industry tenure beginning in 2015. RiversEdge Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset-allocation approach grounded in modern portfolio theory, primarily using ETFs and supplemented by other securities to manage approximately $708 million in assets across 359 client relationships.

Jarrett Morris is a CFP® and ChFC® with 19 years of experience in financial advisory services. He is a partner at RiversEdge Business Solutions dba RiversEdge Tax & Advisory since 2024 and has worked with RiversEdge Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. since 2018. Jarrett co-founded RiversEdge Advisors and serves as its Chief Compliance Officer. RiversEdge Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a strategic asset-allocation framework grounded in modern portfolio theory, primarily implementing portfolios with ETFs and supplemented by other securities, and is affiliated with an accounting and tax affiliate to offer additional client services.

Bryan Dalesandro is a financial advisor at RiversEdge Advisors with 14 years of industry experience. He holds the CFP® and ChFC® designations and is an Adjunct Professor at The American College of Financial Services. His prior experience includes nine years with Concentus Wealth Advisors. RiversEdge Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset-allocation approach grounded in modern portfolio theory, managing portfolios primarily with ETFs and supplemented by other securities.

Steven Hutchison is a Series 65-licensed financial advisor with RiversEdge Advisors in Wilmington, DE, and has three years of industry experience. Prior to joining RiversEdge Advisors, he spent 11 years with The Siegfried Group. He is also a partner at RiversEdge Business Services, a public accounting firm affiliated with his advisory practice. RiversEdge Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset-allocation approach grounded in modern portfolio theory, utilizing ETFs, mutual funds, individual equities, and fixed income to manage approximately $708 million in assets across 359 client relationships.

Jaime Cutter is a financial advisor at RiversEdge Advisors with four years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for seven years and Discover Financial Services for two years. RiversEdge Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset-allocation approach grounded in modern portfolio theory, primarily using ETFs alongside mutual funds, individual equities, and fixed income.

Khristopher Torres is a financial advisor at RiversEdge Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Titleist Asset Management, AllianceBernstein Investments, and USAA Financial Advisors. RiversEdge Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth households, families, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset-allocation approach grounded in modern portfolio theory, using primarily ETFs alongside other investment vehicles, and manages approximately $708 million across about 359 client relationships.

Brian Carney is a CFP® and ChFC® with 24 years of experience in financial advising. He is a partner at RiversEdge Advisors and RiversEdge Tax & Advisory, where he has worked since 2018 and 2024, respectively. Prior to joining RiversEdge, Carney held roles at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of advising, he is involved in independent insurance agency work and owns a rental property. RiversEdge Advisors serves individuals, high-net-worth households, families, trusts, estates, businesses, and retirement plans, managing approximately $708 million in assets across about 359 client relationships. The firm utilizes a strategic asset-allocation approach based on modern portfolio theory, employing ETFs alongside mutual funds, equities, and fixed income, and offers both discretionary and non-discretionary portfolio management.

Erin Eliason is a financial advisor at RiversEdge Advisors with 11 years of industry experience. She holds a Series 65 credential and has previously worked at M HOLDINGS SECURITIES, Inc. and Newton One Advisors. Eliason has been with RiversEdge Advisors since 2020. RiversEdge Advisors provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth households, families, trusts, estates, businesses, and retirement plans. The firm employs a modern portfolio theory approach with strategic asset allocation, primarily using ETFs alongside mutual funds, individual equities, and fixed income.

Kay Kidwell is a CFP® with 17 years of experience in the financial services industry. She is currently an advisor at RiversEdge Advisors, where she has worked since 2025. Prior to joining RiversEdge, she held roles at Fidelity Investments and The Haverford Trust Company. RiversEdge Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a strategic asset-allocation approach grounded in modern portfolio theory, primarily employing ETFs alongside mutual funds, equities, and fixed income.

Mark Eggleston is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently with RiversEdge Advisors, where he has worked since 2024, following a tenure at myCIO Wealth Partners, LLC. His background also includes roles at JP Morgan Bank and the University of Delaware. RiversEdge Advisors provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth households, families, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset-allocation approach grounded in modern portfolio theory, utilizing ETFs, mutual funds, individual equities, and fixed income to manage approximately $708 million in assets across 359 client relationships.