Meet Our Team
Leadership
Harry Carroll, AIF®
Partner, Financial Planner
Harry helps executives, 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 the Accredited Investment Fiduciary® designation, and holds his Series 7 and Series 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® AIF®
Partner, Financial Advisor
Brent has earned the Chartered Retirement Plans Specialist® and Accredited Investment Fiduciary® designations. He is a member of the National Association of Plan Advisors (NAPA) and Association for Corporate Growth (ACG). 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, Top 100 Retirement Plan Advisors Under 40 by NAPA, Top Retirement Plan Adviser by PLANADVISER and is frequently invited to speak at industry conferences such as PLANSPONSOR, SPARK Institute, and SHRM. He is also a graduate of the University of Delaware with his Series 7, 63, and 66 securities licenses.
2024 Top Retirement Plan Advisors Under 40 list published on 11/14/2023 by the National Association of Plan Advisors (NAPA), is based on annual nominations provided by NAPA broker-dealer/investment adviser members for the period covering 01/01/2024-12/31/2024. Nominees must be retirement plan advisors with their own book of business. Award determinations are based on the experience, practice size and composition, awards and recognition, and industry contributions. The award is not an endorsement or indicative of the future performance of the financial adviser. MML Investors Services, LLC., a MassMutual subsidiary, is a NAPA member firm and pays an annual fee to maintain its membership. MassMutual is not involved in the final selection process. A fee was not paid for consideration. For additional information, please visit www.napa-net.org. 2024 Top Retirement Plan Advisers award was issued by PlanAdviser on 03/14/2024 for the period covering 03/14/2024-03/13/2025. Winners are selected based solely on self-reported quantitative data about an adviser’s practice, including amount of plan assets, number of plans, and percentage of business coming from defined benefit, 403(b), nonqualified plans and other plan types. The award is not an endorsement or indicative of future performance of the financial adviser. A fee was not paid for consideration. For more information, visit www.planadviser.com.
Adam Johnstone, CFP® NQPA™
Partner, Financial Planner
A graduate of Towson University in Baltimore, MD, Adam’s primary focus is comprehensive financial planning for executives and families. 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 create and implement executive benefit plans and financial wellness programs for the team’s corporate clients. He has earned the Certified Financial Planner™ and the Nonqualified Plan Advisor™ designations, and also holds his Series 7 and Series 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.