Sharp Financial

Katherine Morosani is a CFP® and ChFC® with 10 years of industry experience. She currently works at Sharp Financial and has prior experience at Edward Jones and other financial firms. Outside of advising, she operates KM Consulting, through which she delivers speeches related to her Doctoral Studies on Organizational Leadership. Sharp Financial provides investment advisory and financial planning services to a diverse client base, including individuals, high net worth clients, trusts, estates, retirement plans, corporations, other advisers, and family offices. The firm employs a tactical, risk-based investment approach that integrates proprietary strategies with third-party quantitative analysis and daily market data.

Stephan Colglazier is a CFA® charterholder with 10 years of industry experience. He has worked at Sharp Wealth Advisory LLC since 2022 and previously spent seven years at Regions Financial Corporation. He is based in Fernandina Beach, FL. Sharp Financial provides investment advisory and financial planning services to a diverse client base, including individuals, high net worth clients, trusts, estates, retirement plans, corporations, other advisers, and family offices. The firm employs a tactical, risk-based investment approach that integrates proprietary strategies with third-party quantitative analysis and dynamic reallocations to address changing market conditions.

Kelly Pickering is a financial advisor at Sharp Financial with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including J. Alden Associates, CapFinancial Partners LLC, and Raymond James Financial Services. Sharp Financial provides investment advisory and financial planning services to a diverse client base, including individuals, high net worth clients, trusts, estates, retirement plans, corporations, other investment advisers, and family offices. The firm employs a tactical, risk-based investment approach that integrates proprietary strategies with third-party quantitative analysis and daily market data, offering dynamic portfolio management tailored to client objectives.

Tasha Miles is a financial advisor at Sharp Financial with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and J Alden Associates. Outside of her advisory role, she is an independent real estate agent assisting buyers and sellers in residential and commercial transactions. Sharp Financial provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, retirement plans, corporations, other advisers, and family offices. The firm employs a tactical, risk-based investment approach that integrates proprietary strategies with third-party quantitative analysis and daily market data.

Michael Sharp is a financial advisor with Sharp Financial in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Ba Securities, Purshe Kaplan Sterling Investments, and H.D. Vest Investment Services. Outside of advisory work, he is involved as an officer in a local AAU basketball team. Sharp Financial provides investment advisory and financial planning services to a diverse clientele, including individuals, high net worth clients, trusts, estates, retirement plans, corporations, other advisers, and family offices. The firm employs a tactical, risk-based investment approach that combines proprietary strategies with third-party quantitative analysis and daily market data, offering discretionary management, comprehensive wealth planning, and retirement plan advisory services.

Edward Rimbenieks is a financial advisor at Sharp Financial with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including J Alden Associates, Purshe Kaplan Sterling Investments, and The Vanguard Group. Rimbenieks is involved in wealth planning and client relationship management through Sharp Wealth Advisory, a related business activity. Sharp Financial provides investment advisory and financial planning services to a diverse client base, including individuals, high net worth clients, trusts, estates, retirement plans, corporations, other advisers, and family offices. The firm employs a tactical, risk-based investment approach that integrates proprietary strategies with third-party quantitative analysis and adapts allocations based on market conditions.