Meet the Private Advisor Group Advisor Council.
Strategic Wealth Manager - Greene Wealth Management
Ener Almanza is a strategic wealth manager with Greene Wealth Management and previously served as their Branch Operations Manager.
Ener has held positions at Enlace NPO, an international non-profit organization, as a project manager and at Starbucks Coffee Company. At Starbucks, he oversaw the successful repositioning of debilitated retail outlet stores into highly profitable and welcoming community hubs.
Ener holds a Series 7 registrations held through LPL Financial and Series 66 registrations held through LPL Financial and Private Advisor Group.
Ener has a Bachelor of Science from the University of California, Los Angeles. He and his wife Jackie reside in Williamston, Michigan, and have two beautiful daughters, Zoe and Harmony. Ener enjoys cycling, home-brewing craft beer, and working on their greenhouses and gardens.
BS from University of California, Los Angeles
Partner - Broadway Graham Wealth Partners
Zach Bromley is a partner at Broadway Graham Wealth Partners. Zach takes pride in guiding clients through the twists and turns of the ever-evolving stock market and financial world — and towards their aspirations.
He is an active member of his community and aspires to leave a positive impact. He serves as board president for Habitat for Humanity in Springfield and as a board member of Sangamon CEO, a program that helps create entrepreneurial opportunities for high schoolers. Additionally, Zach regularly volunteers at Westside Christian Church. He is also a member of the American Business Club and the Flying 20 Club.
Zach graduated with a bachelor’s degree in business from the University of Evansville and holds FINRA Series 7 and 66 securities licenses and his health and life insurance designations. Outside of work, Zach enjoys traveling with his wife, Erin, and their children, Cal and Sloan. He coaches Cal’s basketball team and loves various outdoor activities, including skiing and boating.
BS in Business from the University of Evansville
Partner - Main Street Wealth Management
James Dy is partner at Main Street Wealth Management, LLC., a boutique wealth management firm based out of Bedminster, NJ. With over 20 years of experience, he specializes in working with successful physicians, retirees, executives and business owners, in the key areas of estate conservation, investment management, business succession and executive compensation. Utilizing a unique process, James works in conjunction with his clients’ advisors to implement strategies that help them work toward their objectives in the most tax-efficient and cost-effective manner.
He holds the following professional designations: Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Certified Investment Management Analyst (CIMA®), Accredited Investment Fiduciary (AIF®), Accredited Asset Management Specialist (AAMS®) and Accredited Wealth Management Advisor (AWMA®).
James graduated with a bachelor’s degree in finance and management with a minor in engineering, from the New Jersey Institute of Technology.
Currently, James resides in Berkeley Heights, NJ with his wife, Johanna, and sons, Christian, Jacob and Joshua.
BS in Finance and Management from New Jersey Institute of Technology
Founder - Sofia Financial
Stephanie McCullough is founder of Sofia Financial, a 10-year-old financial planning practice focused on empowering women. She also serves as President of American Financial Management Group, an investment management firm started by her father in 1988. Stephanie’s passion is helping women make wise financial decisions, address their areas of money stress, and free up their time and mental energy to spend on the things that are truly important. She holds a strong belief that everyone, regardless of income level, deserves quality, objective advice and excellent service from caring professionals who really listen and are motivated solely by their clients’ success.
Before transitioning into financial services, Stephanie held a wide variety of positions, including working at the U.S. Department of Commerce in Washington, DC; teaching people more than twice her age how to confidently handle a sailboat at the Annapolis Sailing School; and organizing stimulating educational events for high school students at the World Affairs Council of Philadelphia.
She earned a Master of Arts in International Economics from the Johns Hopkins School of Advanced International Studies and a Bachelor of Arts from Duke University. Stephanie is married and has two kids in college.
BA from Duke University
Owner - WP Financial
Bill Rabbitt is the owner of WP Financial. He has been in the financial services industry for almost 30 years and is a Certified Financial Planner (CFP®). Prior to his current role, he jumped out of perfectly good airplanes as a member of the 82nd Airborne Division.
Bill began his financial services career at Cigna Financial Advisors and learned about financial planning by taking part in Cigna’s now-legendary advisor training program. He became a manager and, ultimately, the Regional CEO as the company transitioned to Lincoln Financial under the name Sagemark Consulting.
Seeking a change and a desire to grow his personal business, Bill co-founded Private Capital Group, LLC in 2003. After 17 years as a Managing Member at Private Capital Group, Bill shifted focus to his mission in founding WP Financial, LLC.
Bill has a bachelor’s degree in engineering from U.S Military Academy, West Point. He has been active in the local community as a volunteer youth and high school lacrosse coach for over 20 years. In addition, he has served as the President of the Hartford Estate and Business Planning Council.
He’s an advocate for Habitat for Humanity and enjoys annual builds alongside his clients. Whenever time permits, you might find Bill and Kim, along with their very active dogs, hiking the trails of New England.
BS in Engineering from U.S Military Academy, West Point
Founder and Financial Advisor - Wilkinson Wealth Management
Susan Wilkinson is the founder of and a financial advisor for Wilkinson Wealth Management, LLC. Susan has been in the investment industry for over 25 years and is passionate about providing financial advice to families and local businesses.
Susan is a Certified Financial Planner® and is a Certified Divorce Financial Analyst (CDFA). She graduated with a Master of Business Administration in management from Webster University and holds FINRA Series 7, 9/10, 63 and 65. She is a founding member of the Charlottesville Wounded Warrior 5K run and is a member of the following: Women United of the United Way of Charlottesville, VA; Central Virginia Estate Planning Council, University of Virginia’s Financial Advisory Counsel, Investment & Wealth Institute, Certified Financial Professional Board (CFPB), Registered Player Financial Advisor, National Football League Players Association (NFLPA), and Financial Planning Association (FPA).
She enjoys hiking, gardening, and spending time with her husband, Terry, children, and twin granddaughters.
BA from University of Mary Washington