harry carroll, AIF®

Partner, Financial Planner

Harry helps individuals, families, and businesses achieve their goals through comprehensive financial planning and wealth management strategies. In his more than 20 years of experience, he’s seen the markets change, the industry transform; and he’s evolved along with these changes. Harry has earned recognition as an Accredited Investment Fiduciary®, and holds his series 7 and 65 securities licenses. A graduate of Rutgers University, New Brunswick, Harry resides in Moorestown, NJ and coaches the high school varsity crew team. 


Brent sheppard, CRPS® RICP® AIF®

Partner, Financial Advisor

Brent has earned recognition as a Chartered Retirement Plans Specialist®, Retirement Income Certified Professional®, Accredited Investment Fiduciary® and is a member of the National Association of Plan Advisors. Brent helps companies design and manage innovative retirement benefit plans, financial wellness programs, and customized executive services. What he is most proud of is seeing his clients, their organizations, and their employees achieving their financial goals. Brent has been named Top 401 Retirement Advisor by the Financial Times and is frequently invited to speak at industry conferences such as PLANSPONSOR and SHRM. A graduate of the University of Delaware with his 7, 63, and 66 securities licenses, Brent resides in Moorestown, NJ with his wife and son. He stays active by competing in marathons and triathlons along with volunteering at local non-profit organizations.


Adam johnstone, AIF®

Financial Planner

A graduate of Towson University in Baltimore, MD, Adam’s primary focus is comprehensive financial planning. He works with clients to devise personalized financial plans that incorporate cash flow management, investments, tax strategies, retirement, protection and estate conservation strategies. In addition to Adam’s core focus, he helps service the team’s corporate retirement plan clients. He has earned recognition as an Accredited Investment Fiduciary®, and is currently working toward achieving the Certified Financial Planner (CFP®) designation. He also holds his 7 and 66 securities licenses. Adam resides in Marlton, NJ, volunteers as an assistant soccer coach at Moorestown High School and enjoys spending time with family and friends at the New Jersey shore.