Compass Financial Management LLC

Robert Zoda is a CFP® with 28 years of industry experience, currently serving as an advisor at Compass Financial Management LLC. He previously worked at Purshe Kaplan Sterling Investments and has operated his own firm, Zoda Financial, LLC, since 2013. Outside of his advisory role, he is a general partner in a family limited partnership focused on real estate investments. Compass Financial Management serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting through a multi-team staff of 27 advisors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement both long- and short-term investment strategies.

J'neanne Theus is a financial advisor with Theus Wealth Advisors in Sunbury, OH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She founded Marathon Financial Group, LLC, doing business as Theus Wealth Management, where she serves as CEO and focuses on comprehensive financial planning. Additionally, she works as a Chartered Federal Employee Benefits Consultant, designing benefit packages for federal and military employees. Theus Wealth Advisors provides personalized financial planning and consulting services to both non-high-net-worth and high-net-worth clients. The firm assists clients in selecting and monitoring third-party asset managers, employing fundamental, technical, and cyclical methods in their planning and analysis.

Wendell Stewart is a financial advisor with Compass Financial Management LLC, holding a Series 63 designation and bringing 34 years of industry experience. He has worked at Executive Financial Services, Inc. since 1988. Stewart also engages in limited insurance sales as a sole proprietor, conducting these activities alongside his financial planning services. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis, managing approximately $519 million in discretionary assets across a team of 27 advisors.

Joseph Dise is a financial advisor at Compass Financial Management LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Compass since 2020. He also founded and continues to operate Dise Wealth Management Incorporated, established in 2007. Compass Financial Management serves individual and high-net-worth clients, along with pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, employing a multi-disciplinary investment approach that includes fundamental, technical, charting, and cyclical analysis across various asset classes.

Christa Irwin is a financial advisor with Brookstone Wealth Advisors, LLC, holding a Series 65 designation and one year of industry experience. Her prior roles include work at RPI and Advisory Alpha, LLC, as well as independent insurance agent positions. Outside of financial services, she has experience as a triathlete. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles for retirement plans, trusts, and other institutional clients. The firm uses a mix of active and passive strategies within model portfolios and offers discretionary management with access to sub-advisors and third-party managers.

Peter Aiksnoras is a financial advisor with Compass Financial Management LLC in Oxford, CT, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His previous roles include positions at Securities America, Inc. and Questar Capital Corporation. Outside of his advisory work, he serves as treasurer for the Naugatuck Fish and Game Club and the Oxford Housing Authority, is a member of the Board of Governors for the Miamogue Yacht Club, and volunteers as a financial educator focusing on retirement planning and social security. Compass Financial Management serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, utilizing a multi-disciplinary investment approach across various asset classes with ongoing portfolio monitoring.

John Daniels is a financial advisor with Compass Financial Management LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He is also the owner of John Daniels CPA, LLC, where he provides tax preparation and related services. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, offering discretionary portfolio management and retirement plan consulting. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis across various asset classes.

Jeffrey Burgess is a financial advisor at Compass Financial Management LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously operated Burgess Wealth Advisory for 10 years. Outside of advising, he is the president and owner of J M Burgess Corp., which does business as Burgess Wealth Advisory. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm manages approximately $519 million in discretionary assets with a multi-team staff of 27 advisors and employs a combined fundamental, technical, charting, and cyclical investment approach.

Geoffrey Garfield is a financial advisor with Compass Financial Management LLC in Darien, CT, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Altium Wealth Management LLC and Succession Matching. Geoffrey currently also works with American Leak Detection. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, offering discretionary portfolio management alongside retirement plan consulting and participant education. The firm employs a multi-team approach with 27 advisors managing approximately $519 million in discretionary assets.

Bradley Allan is a financial advisor with Compass Financial Management LLC in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has prior experience with The Allan Agency and Family First Life. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm manages approximately $519 million in discretionary assets and employs a multi-team approach combining fundamental, technical, charting, and cyclical analysis to implement both long- and short-term investment strategies.

Cooper Carrier is a financial advisor with Compass Financial Management LLC in Knoxville, TN. He holds a Series 65 designation and has experience working at Carrier CPA + FIS since 2023, as well as prior roles at Roane State Community College and Haffs High School. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, using a multi-strategy investment process that includes fundamental, technical, charting, and cyclical analysis across various asset classes.

Nathan Wilson is a financial advisor with Compass Financial Management LLC in Bellevue, CO, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has held roles at Simply Profitable Financial Programs LLC, Fighting For Main Street Consulting LLC, and Guidespring Wealth Strategies LLC. Outside of his advisory work, he is a content host for Independence Money Show, LLC, a subscription-based educational service. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, and estates, offering discretionary portfolio management and retirement plan consulting. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis across various asset classes.

Justin Kelly is a financial advisor at Compass Financial Management LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC, Northrop Grumman Corporation, the Defense Intelligence Agency, and Patriot Group International. Compass Financial Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and non-discretionary retirement plan consulting, utilizing a multi-disciplinary investment approach across various asset classes.

Mark Fleming is a CFP® with eight years of industry experience, currently serving as a financial advisor at Compass Financial Management LLC. His prior roles include positions at Paradigm Wealth Management, Sentinus, LLC, and Topel Formon LLC. He holds limited partnership interests in real estate developments inherited from his family. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis across various asset classes.

Riley Hagan is a financial advisor at Compass Financial Management LLC in Sarasota, FL, holding a Series 65 designation with roughly one year of experience in financial advising. His work background includes roles at Clientswood LTD and several non-financial positions, including Wolfgang Puck Fine Dining. Compass Financial Management is an SEC-registered advisory serving individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $894 million in discretionary assets through a multi-advisor team, offering diversified portfolio construction with fundamental, technical, charting, and cyclical analysis, alongside ongoing portfolio monitoring and allocation adjustments.