MMA Asset Management LLC

Paul Liebezeit is a CFP® with 31 years of experience in the financial services industry. He is currently with MMA Asset Management LLC and has held roles at Marsh & McLennan Agency LLC, MMA Securities LLC, Purshe Kaplan Sterling Investments, and Centurion Group, LLC. Outside of his advisory work, he serves as co-chairman of the investment committee and is a trustee board member at the Academy of Notre Dame, overseeing the management and strategy of the school's endowment. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, retirement plans, corporations, foundations, endowments, and charities. The firm employs a range of analysis techniques and utilizes both proprietary and third-party investment programs, supported by affiliated broker-dealers and investment advisers within the Marsh & McLennan Agency group.

Eugene Weber Jr. is a financial advisor at MMA Asset Management LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Centurion Asset Management. In addition to his advisory role, he conducts non-investment related business activities supporting insurance services for Marsh & McLennan Agency LLC, an affiliate of MMA Securities LLC. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, retirement plans, corporations, foundations, endowments, and charities. The firm employs a multi-faceted investment approach utilizing equities, fixed income, mutual funds, ETFs, and third-party manager programs, supported by its affiliation with Marsh & McLennan Agency and related entities.

Michael Hagelgans is a financial advisor with MMA Asset Management LLC in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Marsh & McLennan Agency LLC since 2019 and previously at Purshe Kaplan Sterling Investments and The Centurion Group, LLC. Outside of his advisory role, he serves as treasurer for the Southern Shore Human Resource Management Association and as a board member for the Ventnor NJ School Board. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, employer-sponsored retirement plans, corporations, foundations, endowments, and charities. The firm employs fundamental, technical, and charting analysis across various asset classes and leverages affiliated resources within the Marsh & McLennan Agency group.

Nathaniel Eichert is a CFA® charterholder with eight years of industry experience. He is currently with MMA Asset Management LLC and Marsh & McLennan Agency LLC, having previously worked at SEI Investments Distribution Co., SEI, Lincoln Financial Network Corporation, and The Vanguard Group. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, employer-sponsored retirement plans, corporations, foundations, endowments, and charities. The firm utilizes a variety of investment approaches and accesses affiliated resources through its ownership by Marsh & McLennan Agency LLC.

Kathleen Kelly is an investment adviser representative with MMA Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her previous roles include positions at LPL Financial LLC and Marsh McLennan Agency. She serves as Chairman of the Board of Trustees and Chair of the Endowment Committee at Winston Salem State University and is active on the boards of United Way Greater Greensboro and the Greensboro Science Center. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, retirement plans, corporations, foundations, endowments, and charities. The firm employs a range of investment strategies and leverages affiliated resources within the Marsh & McLennan Agency group to support its clients.

Bradley Pike is a CFA® charterholder and holds a Series 66 license, with 13 years of industry experience. He currently serves as a portfolio manager at MMA Asset Management LLC and has previously worked at The Centurion Group and Citrin Cooperman Wealth Management LP. Outside of advising, he is a member of Fowler Equities, LLC and 22 South Haddon LLC, both commercial real estate entities in Haddonfield, NJ. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, employer-sponsored retirement plans, corporations, foundations, endowments, and charities. The firm employs a range of investment strategies including fundamental and technical analysis and offers access to third-party manager programs through its affiliation with Marsh & McLennan Agency LLC.

Melaina Melcher is a financial advisor with MMA Asset Management LLC and holds a Series 65 designation. She has recent experience at Edward Jones and joined MMA Asset Management in 2025. Outside of her advisory role, she operates an online fashion resale business. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, employer-sponsored retirement plans, corporations, foundations, endowments, and charities. The firm employs a range of investment strategies and leverages affiliated resources within the Marsh & McLennan Agency group to support client service and program access.

Derrick Holmlund is a CFP® with 14 years of industry experience, currently serving as an advisor at MMA Asset Management LLC. He has worked with MMA Securities LLC and MMA Agency since 2017 and was previously with LPL Financial, LLC. Holmlund is also involved in non-investment activities supporting insurance services at Marsh & McLennan Agency LLC. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to a diverse client base, including individuals, retirement plans, corporations, and nonprofits. The firm employs a range of investment strategies and utilizes both proprietary and third-party programs, supported by its affiliation with Marsh & McLennan Agency LLC and related entities.

James Hageney Sr. is a financial advisor at MMA Asset Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Purshe Kaplan Sterling Investments and Centurion Asset Management. In addition to his advisory role, he provides support for health and benefits services through MMA Agency. MMA Asset Management LLC offers discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, retirement plans, corporations, foundations, and charities. The firm employs a range of investment strategies and uses affiliated resources to support client service and program access.

Patrick Reisinger is a financial advisor with MMA Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with MMA Agency and MMA Securities since 2019, and previously with Purshe Kaplan Sterling Investments and The Centurion Group. Outside of investment advisory, he spends significant time supporting health and benefits services for MMA Agency. MMA Asset Management LLC offers discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, retirement plans, corporations, foundations, and charities. The firm employs a range of investment strategies including fundamental and technical analysis, and leverages affiliated resources from its parent company Marsh & McLennan Agency LLC to support its client services.

Andrew Bray is a financial advisor with MMA Asset Management LLC in Greensboro, NC, holding a Series 66 designation and 18 years of industry experience. He previously worked at LPL Financial, LLC for 13 years and currently conducts non-investment related activities for Marsh McLennan Agency, an affiliate of MMA Securities LLC. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, including high-net-worth clients, as well as retirement plans, corporations, foundations, endowments, and charities. The firm uses a range of investment strategies and third-party manager programs while leveraging its affiliation with Marsh & McLennan Agency to offer comprehensive resources and referral support.

Samuel Haines Jr. is a financial advisor with MMA Asset Management LLC, holding a Series 66 designation and 21 years of industry experience. He has worked at MMA Securities LLC and Marsh & McLennan Agency LLC since 2019, and previously at Purshe Kaplan Sterling Investments and The Centurion Group, LLC. Outside of advisory activities, he spends significant time supporting health and benefits services at Marsh & McLennan Agency LLC. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to a diverse client base including individuals, retirement plans, corporations, and nonprofit organizations. The firm employs a variety of investment strategies and leverages affiliated resources through its parent company, Marsh & McLennan Agency LLC.

Sean Bradley is a financial advisor at MMA Asset Management LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at MMA Securities LLC and Matson Driscoll & Damico LLP. MMA Asset Management LLC provides investment advisory services, financial planning, and consulting to individuals, retirement plans, corporations, foundations, and charities, using a variety of investment strategies and third-party model programs. The firm is owned by Marsh & McLennan Agency LLC and features a range of affiliated broker-dealers and investment advisers, supporting diverse client needs through discretionary and non-discretionary mandates.

Joseph Bartnicki is a financial advisor at MMA Asset Management LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Marsh & McLennan Agency LLC since 2019. His prior experience includes roles at Purshe Kaplan Sterling Investments and The Centurion Group, LLC. Bartnicki dedicates most of his time to non-investment related activities supporting health and benefits services at Marsh & McLennan Agency. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, employer-sponsored retirement plans, corporations, foundations, endowments, and charities. The firm employs a range of analytical techniques and manages client assets across multiple investment vehicles while leveraging relationships within the Marsh & McLennan Agency group.

John Thompson III is a financial advisor with MMA Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Marsh & McLennan Agency, LLC, J. Smith Lanier & Co., and FSC Securities Corporation. He also serves as a Senior Vice President at Marsh McLennan Agency, focusing on employee benefits and insurance sales. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm employs a variety of investment strategies and leverages affiliated resources through its ownership by Marsh & McLennan Agency LLC.