MFA Wealth Advisors, LLC

Mark Kasimirsky is a financial advisor at Moralis Technologies, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moralis Technologies since 2021, as well as MFA Wealth since 2017 and MassMutual since 2014. Outside of his advisory roles, he serves as president of Back Porch Innovations, a home goods retailer. Moralis Technologies provides discretionary investment management to a diverse client base, including individuals, charitable organizations, and corporations. The firm integrates quantitative, fundamental, technical, and cyclical analysis with proprietary technology and a Faith and Finance Score to build diversified portfolios aligned with Christian and Catholic values.

Nathan Fulkman is a financial advisor at MFA Wealth Advisors, LLC in Pittsburgh, PA, with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, KeyBank, and Mass Mutual. He is also an advisor at Moralis Technologies, LLC, a related SEC-registered investment adviser. MFA Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm emphasizes fundamental analysis and customizes asset allocations across various investment vehicles, offering options such as value and faith-based/ESG-aligned strategies.

Megan Petruska is a financial advisor at MFA Wealth Advisors, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 11 years of industry experience. She has been with MFA Wealth Advisors since 2014 and currently serves as Chief Operations Officer of both Moralis Technologies, LLC and MFA Wealth Advisors. In addition, she is a partner in Watchdog Xpert, a compliance technology business. MFA Wealth Advisors provides discretionary investment management and financial planning services to individuals, high net worth clients, retirement plans, trusts, and other entities, managing approximately $602 million in client assets. The firm employs fundamental analysis and model asset allocations across various asset classes, including mutual funds, ETFs, equities, fixed income, and crypto ETFs, and offers ongoing portfolio supervision and tailored wealth management solutions.

Christopher McMahon is a financial advisor with MFA Wealth Advisors, LLC in Pittsburgh, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 21 years of industry experience and serves as president and CEO of both MFA Wealth Advisors and Moralis Technologies, LLC, an affiliated SEC-registered investment adviser. He is also an author of the book *Faithful Finances*. MFA Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, including high-net-worth clients, retirement plans, trusts, charitable organizations, and business entities. The firm uses fundamental analysis and customizes asset allocations across various investment vehicles, offering value and faith-based/ESG-aligned strategies, and incorporates cryptocurrency exposure and lending options for clients who choose those services.

Bohdan Stone is a financial advisor with MFA Wealth Advisors, LLC in Pittsburgh, PA, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. His prior work includes tenures at Morgan Stanley and Morgan Stanley Private Bank. He is also an advisor with Moralis Technologies, LLC, a related SEC-registered investment adviser. MFA Wealth Advisors offers discretionary investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs fundamental analysis to tailor asset allocations across various investment vehicles and provides options including value and faith-based/ESG-aligned strategies, with additional services such as independent manager access and donor-advised fund management.

Gregory Dukes is a financial advisor with Moralis Technologies, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at MFA Wealth Advisors, LLC since 2014 and joined Moralis Technologies in 2021. Outside of his advisory roles, he manages two online businesses, My Cookees LLC and Birthday Skirt LLC, which focus on cookie sales and online clothing retail, respectively. Moralis Technologies, LLC provides discretionary investment management to a diverse client base including individuals, charitable organizations, and corporations. The firm employs a combination of quantitative, fundamental, technical, and cyclical analysis alongside proprietary technology and a Faith and Finance Score to build diversified portfolios that incorporate values-based investment screening aligned with Christian and Catholic beliefs.

William Mc Mahon is an investment advisor at Moralis Technologies, LLC with eight years of industry experience. He previously worked at Morgan Stanley & Co. LLC and JP Morgan Chase. Mc Mahon holds Series 63 and Series 65 licenses and serves as Chief Equity Strategist at both Moralis Technologies and MFA Wealth Advisors. Moralis Technologies, LLC provides discretionary investment management to a diverse client base including individuals, charitable organizations, and corporations. The firm employs a values-based investing strategy aligned with Christian and Catholic beliefs, combining quantitative, fundamental, technical, and cyclical analysis with proprietary technology to construct diversified model portfolios.