Advisor Community - joinvanderbilt.com

Matthew Holibaugh, CFP®

Founding Partner & Independent Financial Advisor

Infinite Investment Strategies

Vanderbilt is happy to announce one of the newest additions to our growing firm, financial professional Matthew Holibaugh, CFP®! Matthew is a Certified Financial Planner™, Founding Partner, and Independent Financial Advisor at Infinite Investment Strategies. With over 17 years of expertise in wealth and asset management, Matthew provides a wide array of services, including wealth management, income strategies, protection strategies, investment planning, retirement solutions, and tax-minimization strategies. His comprehensive approach to investment management and financial planning ensures that clients receive personalized advice designed to optimize their financial health throughout all stages of life.

Valerie Red-Horse Mohl

CEO & Founder

Red-Horse Financial Group, Inc.

Vanderbilt is happy to announce one of the newest additions to our growing firm, financial professional Valerie Red-Horse Mohl! Valerie joins us from Sunnyvale, CA. Valerie Red-Horse Mohl has over 25 years of in-depth experience as a securities principal and is the CEO and founder of Red-Horse Financial Group, Inc. In her career, she has served as a financial advisor, asset manager, and investment banker having raised, structured, and managed over $4 billion in capital.

Greg Demirjian

Sr. Wealth Manager

Vanderbilt is happy to announce one of the newest additions to our growing firm, Sr. Wealth Manager, Greg Demirjian! Greg joins us from Encino, CA. Greg is a financial professional with 24 years of experience in the banking, securities and financial planning industries. Over that time, he worked with corporations, business owners, executives and high net worth clients who recognize the importance of comprehensive wealth management.

Eric Bilitz

Financial Professional

Vanderbilt is happy to announce one of the newest additions to our growing firm, Financial Professional, Eric T. Bilitz! Eric joins us from Indianapolis, IN. Eric is the President of Endeavor Financial Group and has been a financial professional for 33 years. The practice also has another fully licensed advisor, Mike Gonzales, who works out of Las Vegas. Eric's practice focuses on individual investors as well as small businesses. He feels, in a lot of cases, that income is more important than assets in retirement and that for some taxes will be their highest expense. He looks to provide his clients with options for all tools available to them in order to increase their annual income and/or reduce their market risk.

Ken Arellano

Financial Advisor

Retirement Optimization Group

Vanderbilt is happy to welcome one of our newest Financial Professionals, Ken Arellano of Retirement Optimization Group, and his team. Ken Arellano is a dedicated financial services professional, with over 29 years of experience, committed to the success of each and every one of his clients. He attended SUNY Brockport and obtained his Bachelor's Degree in Finance. He became interested in financial services starting with the 1987 Crash, after which he developed a passion for helping people avoid the pain & financial loss that event caused.

Chris Farmer

Founder & Independent Practitioner

Fortress Wealth Solutions

Vanderbilt is happy to announce one of the newest additions to our growing firm, Financial Professional, Chris Farmer! Chris joins us from Columbus, OH. Chris serves as the Founder & Independent Practitioner of Fortress Wealth Solutions and has been in the financial services industry for 22 years. He specializes in delivering holistic and customized solutions to high-net-worth individuals and families.

Richard DeBono

Sr. Wealth Manager

Vanderbilt is happy to announce one of the newest additions to our growing firm, Sr. Wealth Manager, Richard DeBono! Richard joins us from Granite Bay, CA. Richard has 28 years in the financial services industry. He started out in the financial services industry back in 1996, working mostly within the Energy Complex

Tammy J. Simpson

President

Trilogy Financial Service Co.

Vanderbilt is happy to welcome one of our newest Financial Professionals, Tammy J. Simpson. Tammy joins us from Snow Hill, MD. Tammy is the President of Trilogy Financial Service Co. and has been in the financial services industry for 26 years. She started in the business as an assistant to her mother, being brought up in the financial services industry. She values the relationships she has with her clients, some of which go back thirty years.

Eric Goodman, CFP®

Financial Advisor

Vanderbilt is happy to welcome one of our newest Financial Professionals, Eric Goodman, CFP®. Eric joins us from West Babylon, NY. Eric is a Certified Financial Planner™ and has been in the financial services industry for over 11 years. He helps Accounting Professionals and Retirees work toward financial independence by preparing and managing financial plans aimed at building efficient investment portfolios using the WBC process.

Peter G. Hawkins, CFP®

Registered Investment Advisor

Vanderbilt is happy to welcome one of our newest Financial Advisors, Tammy Taylor. Tammy joins us from Woodland Hills, CA. Vanderbilt is happy to welcome one of our newest Financial Professionals, Peter G. Hawkins, CFP™. Peter is joining us from Darien, CT. Peter has 40 years of experience in financial services. He specializes in investments, business strategies, financial planning, and working with high-networth clients, using his knowledge and skills to help his clients with all aspects of their financial planning and creating long-lasting relationships with each and every one of them. Elan has 20 years of experience in financial services and is the CEO and founder of Impact Leadership Network, Inc. He is a licensed financial advisor, speaker, and mentor. He has been teaching individuals, families, and business owners about how money works.

Robert E. Drum

Registered Representative

Integrity West

Vanderbilt is happy to welcome one of our newest Financial Professionals, Robert E. Drum. Bob is joining us from Encino, CA. Bob has 33 years of experience in financial services. Specializing in retirement planning and business development strategies, he focuses on implementing efficient and innovative ways of increasing people’s investment performance and retirement income, while also reducing their tax exposure.

Deanna O’Neal, AFC®

Financial Advisor/Investment Advisor Representative

Impact Leadership Network

Vanderbilt is happy to welcome one of our newest Financial Professionals, Deanna O'Neal, AFC®. Deanna is joining us from Silverdale, WA. Deanna is an Accredited Financial Counselor® and has been in the financial services industry for over 20 years. She earned her bachelor’s degree in Accounting, Finance, and Business Management from the University of North Carolina at Wilmington. After graduation, she started as a commodities trader working with energy futures on the NYMEX. A few years later, she transitioned to the non-profit realm running a field office in Japan providing U.S. military members and their families with financial literacy education and financial assistance.

Leah Siegel

Senior Partner

Impact Leadership Network

Vanderbilt is happy to welcome one of our newest Financial Professionals, Leah Siegel. Leah is joining us from Woodland Hills, CA. She has 11 years of experience in financial services. Her passion is helping families reach their financial goals and protect their assets along the way. Additionally, she is a mentor to other financial professionals in the industry, so they too can design a life they love and deserve!

Tammy Taylor

Financial Advisor

Impact Leadership Network

Vanderbilt is happy to welcome one of our newest Financial Advisors, Tammy Taylor. Tammy joins us from Woodland Hills, CA. Tammy has 7 years of experience in financial services. In her business, she seeks to help educate individuals from all walks of life about financial matters of impact while providing modern resources and updates to financial professionals. She believes many people may have goals and aspirations to become financially independent and is committed to helping her clients do just that.

Elan N. Michael

CEO & Founder

Impact Leadership Network

Vanderbilt is happy to announce one of the newest additions to the firm, Financial Professional, Elan N. Michael! He is joining us from Calabasas, CA. Elan has 20 years of experience in financial services and is the CEO and founder of Impact Leadership Network, Inc. He is a licensed financial advisor, speaker, and mentor. He has been teaching individuals, families, and business owners about how money works.

Ryan L. Bodin, CKA®, AAMS®, CPFA®

Owner

Total Benefits Solutions Inc.

Vanderbilt is happy to announce one of our newest additions, Financial Advisor, Ryan L. Bodin, CKA®, AAMS®, CPFA®! Ryan is joining us from Wayzata, MN. Ryan has 23 years of experience in financial services. He carries his Series 4, 7, 31 & 66 licenses. Additionally, he is a Certified Kingdom Advisor®, Accredited Asset Management SpecialistSM and a Certified Plan Fiduciary Advisor. The Owner of Total Benefits Solutions Inc., where he specializes in helping families and individuals understand their money situations and accomplish their goals. This includes Retirement, college, personal estate, and wealth transfer planning. He also focuses on business insurance, employee retention, and succession planning.

Dr. Nicole B. Simpson, CFP®

Founder & CEO

Harvest Wealth

Vanderbilt is happy to announce the addition of one of our newest Financial Professionals, Dr. Nicole B. Simpson, CFP®. She is joining us from Piscataway, NJ. Nicole has 32 years of experience in financial services. She carries her Series 7, 63 & 65 licenses, as well as her Life & Health Insurance licenses, and is a Certified Financial Planner™. In 2007, Nicole founded and now serves as CEO of Harvest Wealth, a financial investment firm specializing in legacy planning, clergy compensation, and solo practitioner advising.

Steven W. Loerke

Founder & President

Redwood Advisory Group

Vanderbilt is happy to welcome one of our newest Financial Professionals, Steven W. Loerke. Steven is joining us from Redwood City, CA. Steven has 23 years of experience in financial services. He is the Founder and President of Redwood Advisory Group. Steven provides financial planning and investment advisory services to a select group of executives, entrepreneurs, and other successful individuals and families.

Jackie E. Cisco

Licensed Assistant and Tax Practitioner

Williams Capital Corporation

Vanderbilt is happy to welcome one of our newest Financial Advisors, Jackie E. Cisco! Jackie is joining us from Elmira, NY. Jackie has 5 years of experience in financial services. She carries her Series 7 & 63 licenses, is a licensed insurance agent for Life, Accident, and Health insurance, and is a Commissioned Notary Public and registered tax preparer. She is currently a Licensed Assistant and Tax Practitioner at Williams Capital Corporation, a firm that seeks to integrate the disciplines of tax, investments, and insurance into a comprehensive plan designed to meet the needs of individuals, families, and small businesses.

Lynn C. Williams, Esq., CFP®

Investment Advisor Representative, Registered Principal and Tax Counselor & Preparer

Williams Capital Corp

Vanderbilt is happy to announce the addition of one of our newest Financial Professionals, Lynn C. Williams, Esq., CFP®! Lynn is joining us from Elmira, NY. Lynn has 33 years of experience in financial services. She carries her Series 7, 24 & 63 licenses and is a Certified Financial Planner™. In Addition to those licenses, she is also a licensed insurance agent for Life, Disability & Long-Term Care Insurances in NY and PA. She is the Owner of Williams Capital Corporation, a firm that seeks to integrate the disciplines of tax, investments, and insurance into a comprehensive plan designed to meet the needs of individuals, families, and small businesses.

Frankie R. Brin, MBA, ChFC®

President

Brin Financial

Vanderbilt is happy to announce one of the newest additions to our growing firm, Financial Professional, Frankie R. Brin, MBA, ChFC®! Frankie is joining us from Fruitland Park, FL. Frankie has 27 years of experience in financial services. He carries his Series 6, 7 & 63 licenses while also being a Chartered Financial Consultant. He is the President of Brin Financial, specializing in working with retirees or those close to retirement, and to a lesser extent, small businesses. Frankie chooses to work with retirees because "it feels so much more personable and enjoyable."

Samantha Lompado

President

Scopo Capital Planning

Vanderbilt is happy to announce one of the newest additions to our growing firm, Financial Professional, Samantha J. Lompado! Samantha is joining us from Pennington, NJ. Samantha has 12 years of experience in financial services. She is the President of Scopo Capital, specializing in working with individuals and business owners to mitigate risk and efficiently accumulate wealth with a comprehensive financial strategy. Samantha has 12 years of experience in financial services. She carries her Series 6, 63, 65, Life Insurance, and DI licenses. She is the President of Scopo Capital, specializing in working with individuals and business owners to mitigate risk and efficiently accumulate wealth with a comprehensive financial strategy.

Kevin M. Murphy

Sr. Investment Professional

Vanderbilt is happy to announce our newest Sr. Investment Professional, Kevin M. Murphy! Kevin will be working out of our Woodbury, NY office. Kevin has 40 years of experience in financial services. He carries his Series 7, 55, 63 & 65 licenses. He is committed to helping families with investments, taxes, estate planning, college savings accounts, insurance, and retirement.

Ken P. Hewitt

Owner

Hewitt Planning Services

Vanderbilt is happy to announce our newest Financial Professional, Ken P. Hewitt, of Hewitt Planning Services! Ken is joining us from El Paso, TX. Ken has 42 years of experience in financial services. He carries his Series 7 & 66 licenses and his license for life insurance. He is the Owner of Hewitt Planning Services and is committed to building wealth and preserving assets for clients while offering personalized services that are focused on the client's needs, wants, and long-term goals.

Kenneth G. Tavernier

President

Tavernier Wealth Management

Vanderbilt is happy to announce our newest Financial Professional, Kenneth G. Tavernier! Ken is joining us from San Jose, CA. Ken has 20 years of experience in financial services and holds his Series 7 and 63 licenses. As the President of Tavernier Wealth Management, he specializes in financial planning for individuals and families.

Jennefer Walsh, CFP®

President & Owner

Walsh Financial Solutions

Vanderbilt is happy to announce a recent addition, a Financial Professional and a new member of our Leadership & Advisory Council, Jennefer Walsh, CFPⓇ! Jennefer is joining us from Arvada, CO. Jennefer has 19 years of experience in financial services. She is licensed as a Certified Financial Planner™ and carries her Series 7 & 66 licenses. As the President and Owner of Walsh Financial Solutions, she is committed to serving the financial needs of individuals and families.

Stephen D. Vallender, CFP®

Co-Owner

National One Advisors

Vanderbilt is happy to announce one of our newest Registered Representatives, Stephen D. Vallender, CFP®! Steve is joining us from Henderson, NV. Steve has 18 years of experience in financial services and holds his Series 7 and 66 licenses, and is a Certified Financial Planner™. As the Co-Owner of National One Advisors, he specializes in tax preparation & planning, asset management& protection, estate planning, and charitable giving.

Scott R. Mrozek

Co-Owner

National One Advisors

Vanderbilt is happy to announce one of our newest Financial Professionals, Scott R. Mrozek, of National One Advisors! Scott is joining us from Henderson, NV. Scott has over 31 years of experience in financial services and has his Series 6, 7, 22, 63, 65 & insurance licenses. He is the Co-Owner of National One Advisors, specializing in asset management & protection, tax preparation & planning, estate planning, charitable giving, and portfolio design.

Joshua J. Hattig CFP®

President

Hattig Financial Company

Vanderbilt is happy to announce our newest Financial Professional, Joshua J. Hattig CFP®! Josh is joining us from Longmont, CO. Josh has 25 years of experience in financial services. He is licensed as a Certified Financial Planner™ and holds his Series 6, 7, and 63 licenses. As the President of Hattig Financial Company, his business specializes in comprehensive retirement income planning and wealth management, social security maximization, and tax efficiencies for individuals and families, ages 40 and older, with 500k+ investable assets.

Trevor R. Randall CFP®, MSPFP, RICP®

President & CEO

Randall Wealth Management

Vanderbilt is happy to announce our newest Financial Professional, Trevor R. Randall CFP®, MSPFP, RICP®, of Randall Wealth Group! Trevor is joining us from Long Beach, CA. Trevor has 10 years of experience in financial services. He is licensed as a Certified Financial Planner™ and carries the Retirement Income Certified Professional® designation. He is the President and CEO of Randall Wealth Management Group, specializing in creating personalized retirement income plans for individuals close to or in retirement

Andrea Steiner

Founder & Managing Director

Sequoia Wealth + Risk Management

Vanderbilt is happy to announce our newest Financial Professional, Andrea Steiner! Andrea is joining us from Incline Village, NV. Andrea has over 20 years of experience and holds the FINRA Series 7 and 66 licenses. She also holds her Life/Health and Annuities licenses. She is the Founder and Managing Director of Sequoia Wealth + Risk Management which specializes in wealth and risk management for individuals, families, businesses, non-profits, and foundations.

Jeffrey J. Brown, CFP®

Behavioral Financial Advisor™

Brown Advisory Group

Vanderbilt is happy to announce our newest Financial Professional, Jeffrey J. Brown, AIF®, BFA™, CLU®, ChFC®, CFP®, of Brown Advisory Group, LLC! Jeff is joining us from East Providence, RI. He is a CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary™, and has taught Financial Planning at Bryant University's Executive Development Center. Additionally, Jeff has over 33 years of experience, has been the owner of an Investment Advisory firm for more than 15 years, and has more than 25 years of experience operating an OSJ as a Registered Principal. He was most recently with Triad Advisors. He has his Series 7, 24, and 65 licenses and specializes in personal coaching and behavioral finance.

Christopher R. Sharry CFP®, Esq.

Co-Founder & Owner

Visper Wealth

Vanderbilt is happy to announce our newest Financial Professional, Christopher R. Sharry CFP®, Esq. of Visper Wealth! Chris is joining us from Worcester, MA. Chris is a CERTIFIED FINANCIAL PLANNER™ with 7 years of experience in financial services and 18 years as an estate planning attorney. He was most recently with The Patriot Financial Group. He has his Series 65 license and his Juris Doctorate. He is the co-founder and owner of Visper Wealth Management, specializing in special needs planning and wealth planning.

David J. Guy Jr.

Registered Representative

Vanderbilt is happy to announce our newest Financial Advisor, David J. Guy Jr.! David is joining us from Cape May, New Jersey. David has 22 years of experience and was previously with Securities America as a Registered Representative. He has his Series 7 and 63 licenses. He specializes in retirement planning, college education, wealth transfer, and personal investing.

Keith Murray

President

Murray Insurance

Vanderbilt is happy to announce our newest Financial Professional, Keith Murray! Keith is joining us from Annapolis, MD. Keith has 43 years of experience and was previously with Gradient Securities. He has his Series 6 and 63 licenses. He is the President of Murray Insurance, specializing in life insurance, annuities, and mutual funds.

Brian P. Burns

Financial Advisor

Vanderbilt is happy to announce our newest Financial Professional Brian Burns! Brian is joining us from Tecumseh, MI. Brian has 25 years of experience and was previously with Sigma Financial Corporation as a Registered Rep. He has his Series 7 and 63 licenses as well as his Life, Accident and Health PC.

Eric Hu

President

Gryphon Asset Management

Vanderbilt is happy to announce our newest Financial Professional, Eric Hu! Eric is joining us from Bridgewater, NJ. Eric has 25 years’ experience and was previously with Sigma Financial. He has his Series 7, 24, 63 and 65 licenses. He is the President of Gryphon Asset Management, specializing in retirement planning, 401k rollovers, and wealth planning & preservation.

Walter McKinney

President & CEO

McKinney Group Wealth

Vanderbilt is happy to announce our newest Financial Professional, Walter McKinney! Walter is joining us from Bridgeton, MO. Walter has 20 years of experience and was previously with A.G Edwards & Sons Inc which was acquired by Wells Fargo. He has his Series 7 and 63 licenses. He is the President and CEO of McKinney Group Wealth. Walter was previously in the Marines as well.

Scott Kadish, CFP®, CSRIC®

Greenvest

Vanderbilt is happy to announce our newest Financial Professional, Scott Kadish, CFP® of Greenvest™! Scott is joining us from Westborough, MA. Scott has 15 years of experience and was previously with Merrill Lynch, Pierce Fenner & Smith Inc. as a Financial Solutions Advisor. He has his Series 7, 63, and 66 licenses as well as being a Certified Financial Planner™ and a Certified SRI Counselor™.

Sandra Hay Magdaleno, CFP®

President, CEO & Financial Advisor

Legacy Solutions Wealth Management

Vanderbilt is happy to announce our newest Sr. Financial Advisor, Sandra Hay Magdaleno. Sandra is joining us from Portland, Oregon! Sandra has over 30 years of experience in the financial services industry. Her previous firm was Cetera Advisors LLC., and she joined Vanderbilt because she was looking for an ESG/SRI-focused firm. She has her FINRA Series 7, 63, and 65 licenses.

George Assad

Financial Professional

Vanderbilt Financial Group is proud to welcome George Assad! George is located in Methuen, Massachusetts, and has 40+ years of experience. George has his Series 1 and Series 63 license. He works 100% on brokerage accounts and his interests are in value stocks, especially smaller capitalization, and science stocks with a focus on biotechnology.

Michael J. Bora

Founder, Registered Representative & Insurance Professional

Michael J. Bora & Associates

Vanderbilt Financial Group is proud to welcome, Michael Bora, joining us from our newest location, Chicago! Michael has over 35 years of experience in the Financial Services industry. In 2014, he started his own firm and brought on his daughter Shannon Bora-Cooper as a Registered Admin and Operations/Client Relations Specialist. As the firm continues to grow, Michael’s son Lewis has also become a part of the back-office team.

Ivory Johnson, CFP®, ChFC

Founder

Delancey Wealth Management

Vanderbilt Financial Group is proud to welcome Ivory Johnson, CFP®, ChFC, joining us from our newest location, Washington, DC! Ivory Johnson is the Founder of Delancey Wealth Management, LLC, a financial planning firm located near the U.S. Capitol Building in Washington, DC. Ivory graduated from Penn State University with a Bachelor of Science Degree in Finance.

Gale A. Brodie, CRPC™

CEO & Wealth Advisor

Masterpiece Financial Group

Vanderbilt Financial Group is proud to welcome Gale A. Brodie, CRPC®️, a new advisor joining us from our newest location, Elk Grove, Central California! Gale comes to us with over 35 years of wealth management experience and enjoys working with people from different backgrounds and life experiences.

Matthew Flaks

Wealth Manager

Vanderbilt Financial Group is excited to welcome Matthew Flaks! Matthew is a Wealth Manager joining us as a wall street veteran specializing in helping ultra-high net worth clientele in their desire to achieve their financial goals. Matthew is joining us from LPL Financial and will be based in Lake Worth, Fl.

Laura Adams

Client Relations Manager & Financial Advisor

Hansen's Advisory Services

Vanderbilt Financial Group is excited to welcome Laura Adams! Laura is the Client Relations Manager at Hansen’s Advisory Services in Fayetteville, New York. She has 10 years of experience in client communications, administrative oversight, and advisor support.

Gayle Olivette, CPA, AIF®

Senior Financial Advisor

Hansen’s Advisory Services

Please welcome Financial Advisor Gayle Olivette to the Vanderbilt team! Gayle is a member of Hansen’s Advisory Services and also joins us from Cadaret Grant & Co. Inc. Her areas of focus include holistic financial planning, investments, insurance, and taxes. When she is not working, Gayle enjoys outdoor activities such as hiking and boating.

Our Advisor Community

Matthew Holibaugh, CFP®

Founding Partner & Independent Financial Advisor

Infinite Investment Strategies

Valerie Red-Horse Mohl

CEO & Founder

Red-Horse Financial Group, Inc.

Greg Demirjian

Sr. Wealth Manager

Eric Bilitz

Financial Professional

Ken Arellano

Financial Advisor

Retirement Optimization Group

Chris Farmer

Founder & Independent Practitioner

Fortress Wealth Solutions

Richard DeBono

Sr. Wealth Manager

Tammy J. Simpson

President

Trilogy Financial Service Co.

Eric Goodman, CFP®

Financial Advisor

Peter G. Hawkins, CFP®

Registered Investment Advisor

Robert E. Drum

Registered Representative

Integrity West

Deanna O’Neal, AFC®

Financial Advisor/Investment Advisor Representative

Impact Leadership Network

Leah Siegel

Senior Partner

Impact Leadership Network

Tammy Taylor

Financial Advisor

Impact Leadership Network

Elan N. Michael

CEO & Founder

Impact Leadership Network

Ryan L. Bodin, CKA®, AAMS®, CPFA®

Owner

Total Benefits Solutions Inc.

Dr. Nicole B. Simpson, CFP®

Founder & CEO

Harvest Wealth

Steven W. Loerke

Founder & President

Redwood Advisory Group

Jackie E. Cisco

Licensed Assistant and Tax Practitioner

Williams Capital Corporation

Lynn C. Williams, Esq., CFP®

Investment Advisor Representative, Registered Principal and Tax Counselor & Preparer

Williams Capital Corp

Frankie R. Brin, MBA, ChFC®

President

Brin Financial

Samantha Lompado

President

Scopo Capital Planning

Kevin M. Murphy

Sr. Investment Professional

David Lau

Sr. Wealth Advisor

Ken P. Hewitt

Owner

Hewitt Planning Services

Kenneth G. Tavernier

President

Tavernier Wealth Management

Jennefer Walsh, CFP®

President & Owner

Walsh Financial Solutions

Stephen D. Vallender, CFP®

Co-Owner

National One Advisors

Scott R. Mrozek

Co-Owner