These advisors sign an agreement with our firm and are approved for use of the materials and tools on this site. Network Members pay IFA a monthly fee and/or invest their clients assets at IFA. Other advisors are prohibited from using any of the copyrighted materials on IFA sites, including, but not limited to: investor education, risk capacity survey, and investment policy development tools. IFA neither endorses nor recommends Network Members individually or as a group and does not endorse or recommend any particular Network Member’s investment strategy. IFA recommends strongly that investors do due diligence on any particular investment manager they consider hiring, regardless whether that manager is IFA, an IFA Network Member, or any other advisor.

Network Members

First Wave Financial

FirstWave Financial is a fee-only financial planning and investment advisory firm with over 20 years experience working with high net worth individuals, families and businesses in tax, financial independence and estate planning.

FirstWave Financial develops and implements planning strategies for affluent individuals and provides them with the confidence to create the great financial future they desire. FirstWave Financial also develops and implements customized retirement planning strategies for entrepreneurs by simplifying and improving the performance of their retirement plans.

DiNuzzo Index Advisors, Inc.

P.J. DiNuzzo - CPA/PFS, NAPFA-RFA, MBA, MSTx

President/Founder, Chief Investment Officer

Founded in 1989 by P.J. DiNuzzo, DiNuzzo Index Advisors, Inc. is an SEC-Registered Advisory firm managing approximately $200 million. We have five advisors (P.J. DiNuzzo, Senior Advisor; Mark DiNuzzo, Senior Advisor; Carl Hartman, Senior Advisor; Patsy Esposito, Junior Advisor; and Mike DiNuzzo, Associate Advisor) and eight team members serving our family of clients. Please visit our website at www.DiNuzzo.com to learn more regarding our organization

DiNuzzo Index Advisors, Inc. was approved as one of the first 100 Advisors in the United States with Dimensional Fund Advisors (DFA) starting in the early 1990’s and also was accepted as one of the earlier members of NAPFA Fee-Only Advisors. P.J. DiNuzzo is rated by the Paladin Registry as a 5-Star Advisor scoring in the top 1% of all advisors in America. DiNuzzo Index Advisors, Inc. has numerously been ranked as one of the top 500 firms in the country, by various national publications and trade magazines.

DiNuzzo Index Advisors, Inc. has been interviewed, quoted, or written financial articles for; TV/Radio/Magazines/Newspapers: Oprah and Friends XM Radio, CNBC Power Lunch, The Street.com, KDKA – TV2, The Wall Street Journal, Financial Times, Investment News, Yahoo! Finance, Kiplinger’s Personal Finance, Business Week, Smart Money, Morningstar, and Dow Jones Market Watch.

DiNuzzo Index Advisors, Inc.’s, investment philosophy has been based on years of research emanating primarily from University of Chicago Graduate School and DFA-Dimensional Fund Advisors and the study of the technical underpinnings of financial models – Efficient-Market Theory, Modern Portfolio Theory, Capital Asset Pricing Model, Cost of Capital, Five-Factor Model Theory and Indexes/Passive Asset Classes. DIA’s unique skill is our ability to marry our understanding of highly complex market theories with a passionate and sincere concern for the individuals, families, and companies which we serve.

Email: [email protected]

Toll free phone number: 1-877-728-6564

Website: www.dinuzzo.com

Aligned Wealth

Matt Ludmer

President, Aligned Wealth

Matt began his career in Morgan Stanley's Individual Investor Services Department in 1984 after graduating from the University of Chicago's Booth Graduate School of Business. He was chosen to be one of the five starting members of Morgan Stanley’s first high net worth training program. The department, then 30 individuals, is now over 17,000 today. He spent the next 14 years advising significantly wealthy families on restricted stock, asset allocation, risk management, and portfolio strategies. Matt joined Donaldson Lufkin and Jenrette in 1997 providing his counsel and wealth management services to clients as well as other financial consultants at DLJ. There he became the firm’s top producing financial advisor and led a 13 person wealth management team. He was hired into Smith Barney by Sandy Weil in 2002. Years later, Morgan Stanley bought Smith Barney and soon after Matt left to create Aligned Wealth pursuing his career's vision of a better wealth management offering.

Matt lives in Katonah, New York with his wife Michele. They have three daughters Margo 25, Dana 24 and Grace 20. He has served on the board of the Healthcare Chaplaincy and was a member of the Jewish institute for Pastoral care. Matt worked with the Walt Frazier Youth Foundation placing at risk teens in corporate internships. He currently serves on the board of the AHRC Foundation and is on the executive committee of his temple.

Gregory Keady

Executive Director & Principal Adviser

Greg is an Executive Director of APW Partners Pty Limited and Principal Adviser to clients with significant complexity in family and financial structures.

APW Partners dates its origins to 1989 in the Sydney office and 2006 in Melbourne, delivering tailored investment and wealth management solutions to private clients within a flexible strategic planning model. This model takes a comprehensive and (often a multi-generational) approach to planning and investment portfolio construction. It also establishes a process that enables families to integrate the contributions of their existing professional advisers including the disciplines of tax, estate planning, insurance, private enterprise and other important non-financial contributors such as philanthropy and life-style services.

Solicitors

Broadhurst Financial Adivsors, Inc.

Jeffrey B. Broadhurst, MBA, CFA, CFP

President, Broadhurst Financial Advisors

Located near Philadelphia , Broadhurst Financial Advisors is an independent, fee-only investment advisor offering comprehensive financial, tax and investment solution to individuals and charitable institutions. Prior to starting BFA, Mr. Broadhurst worked at Standard & Poor's rating agency in New York City and evaluated fund managers. Previously, he was on Wall Street with the investment bank Dresdner Kleinwort Wasserstein in debt capital markets. Mr. Broadhurst holds the Chartered Financial Analyst designation, is a Certified Financial Planner, an MBA in Finance from Case Western Reserve University and a B.Sc. in Engineering from the Queen's University ( Canada ). Broadhurst Financial is a member of NAPFA , the CFA Institute and the Financial Planning Association. Please contact us at (866) 404 – 8022 or (215) 325 – 1595 or by email at [email protected]

To see a 4-minute video, click on: Video Brochure

Email: [email protected]

Broadhurst Financial Advisors, Inc.
1911 West Point Pike, Suite 301
P.O. Box 301
West Point, PA 19486-0301 USA
(866) 404 – 8022 or (215) 325 – 1595

Complete information is available at: www.BroadhurstFinancial.com

Irontree Wealth Management

Established in August 2013, Irontree Wealth Management is a registered investment advisory practice dedicated to the purpose of improving the economies of my friends, family, colleagues and community. Independence provides for the closest advisor-client relationship with the fewest conflicts or contradictions. At Irontree, we are free to offer candid advice, free to offer unbiased opinions, and free to offer exemplary service.

It is my singular hope that you find in your own life's pursuits a happiness equal to that which I've found within the wonderful field of economics.

- Nickolas Simoneau
President, Advisor
Irontree Wealth Management

Nick has nearly 15 years experience assisting clients in a variety of roles within the realm of financial services. Adept at eliminating the unneeded, Nick lays bare the complicated mantras of the investment world to reveal the beautiful simplicity inherit in the markets. He is located in the heart of America, just an hour south of Chicago. When not working, he is happily raising his five boys Jude, Rush, Penn, Gabe & Cree alongside his wife Samantha.

Email: [email protected]

Phone: 815.348.7802

Learn more at www.irontreeindex.com

Index Fund Advisors Solicitors & Network Members

Network Members

First Wave Financial

DiNuzzo Index Advisors, Inc.

Aligned Wealth

Gregory Keady

Solicitors

Broadhurst Financial Adivsors, Inc.

Irontree Wealth Management

Ken Ransford