Meet Our Team
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.
Jerry Gray
Financial Advisor
Jerry provides personalized financial guidance to a diverse range of clients, including individuals, executives, and families seeking private client services, as well as businesses in need of tailored corporate solutions. He prioritizes understanding his clients’ unique goals and concerns, carefully exploring all options before recommending a strategic course of action. Jerry holds Series 7 and 66 securities licenses and is a proud graduate of Pennsylvania State University. He lives in Newtown, PA, as the oldest of three siblings. In his free time, Jerry enjoys quality moments with family and friends, spending summers at the Jersey Shore, and cheering on Philadelphia’s and Penn State’s sports teams year-round.
Adam Johnstone, CFP® NQPC™
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™ designation, Nonqualified Plan Consultant™ designation, recognized as a PLANADVISER Emerging Leader, 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.
The 2024 Emerging Leaders recognition was issued by PlanAdviser on 08/19/2024 covering the prior year. The recognition is given to members of the retirement plan advisory industry whose managers and peers believe are poised to advance the profession in the future. To be considered, nominees must have worked in the retirement plan advisory industry for at least three years, but no more than 10 and must get support from their lead adviser. Nominees are asked to opt in to the awards program and complete a Q&A. Judges review the nominations and Q&As and select recipients. Self-nominations are accepted. The award is not an endorsement or indicative of future performance. A fee was not paid for consideration. For more information, visit www.planadviser.com.
Dara Harkleroad
Relationship Manager
Dara is a graduate of Rowan University with over two decades of experience in retirement plan management. She began her career at Merrill Lynch, where she progressed to Client Service Manager, gaining expertise in 401(k) operations. Later, as a Senior Retirement Analyst at NRG, Dara managed 401(k), defined benefit, and non-qualified plans, overseeing vendor relationships and collaborating with payroll and labor relations. Prior to joining Cadence Financial Management, she managed 401(k) and non-qualified plans at American Water, streamlining operations and leading employee education initiatives to enhance retirement plan participation.
Wendy Schultes
Business Manager
Wendy Schultes is the Business Manager at Cadence Financial, where she ensures efficient workflows and exceptional client service. She began her career as an internal wholesaler for Morgan Stanley, bringing a wealth of financial expertise to her current role. A proud mom of three, Wendy is also dedicated to her community. She fosters puppies through Riley Rescue, volunteers for Lasagna Love, and balances her active lifestyle with pilates, reading, and traveling.
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.