Pivotal Supervision Team

Monte Ferguson has more than 30 years of diverse, highly successful leadership and business experience as both a military officer and corporate executive. Monte attended Virginia Military Institute, where he graduated with honors. He entered the U.S. Army Aviation branch in 1987 and is a combat veteran of Operation Desert Storm. Monte’s military career culminated as a Maintenance Test Pilot and Company Commander.

After serving as a financial advisor at the start of his career, Monte was promoted to Branch Manager. This leadership position focused on the servicing of advisors and their clients with markets in several states. Subsequently, he moved to a corporate position in Fort Worth, Texas, to serve as Director of Leadership and Advisor Development. Monte’s position was in direct support of a Senior Vice President and Division Director as well as the Director of Field Operations. Ultimately, he assumed a position as the Director of Business Development and successfully stood up the department prior to moving on to his next opportunity at Pivotal Financial Advisors LLC.

Parker Consaul is a partner with Pivotal Financial Advisors LLC, providing Office of Supervisory Jurisdiction (OSJ) supervision through Cambridge to more than 250 independent financial advisors. Parker’s 24 years of industry experience support independent advisors in financial planning, brokerage, insurance, and investment advisory activities.

Parker is a Chartered Financial Analyst^® (CFA^®). He holds the life and health insurance license and FINRA Series 6, 7, 24, 63, and 65 licenses. He is a member of National Association of Insurance and Financial Advisors (NAIFA), the Financial Planning Association (FPA), the CFA Institute, and the Financial Services Institute.

Parker honorably served his country in the United States Navy where he retired in 1994 after 25 years with the rank of Captain. He was privileged to serve as Commanding Officer of the nuclear-powered submarines USS Cincinnati (SSN 693) and USS Michigan (SSBN 727). Parker graduated from the United States Naval Academy with a bachelor’s degree. He also earned a master’s degree in Nuclear Science and Engineering from The Catholic University of America in Washington, D.C.

Brian Siems has over 15 years of leadership, business, and service experience both as a member of the financial service community and a PGA Class A professional. He graduated from Ferris State University with a bachelor’s degree in Marketing. While attending FSU, Brian also completed the PGA of Americas Professional Golf Management curriculum.

Beginning as a Cambridge home office employee, Brian has held several leadership roles within the Transition, Advocacy, and Supervision department. He held the role as Senior Director, Advocacy and Supervision prior to joining the Pivotal team. Through these roles, his goal was maintaining a focus on providing financial professionals with exceptional service and finding the right solution to meet their practice objectives. Brian currently holds FINRA series 4, 7, 24, 52, 53 and 66 licenses.

Fred Orr has been in the financial industry since 1983, joining the Pivotal team in 2008. He holds a bachelor’s degree in engineering from the United States Military Academy at West Point as well as a master’s degree in systems management from the University of Southern California. Fred is a Certified Financial Planner™ professional, and holds FINRA Series 6, 63, and 65 licenses. He is a former member of the Financial Planning Association, and past president of a local chapter.

Fred spends as much free time as he can with his grandchildren. He lives in Florida where he enjoys the warm weather and water that keep him active outside. Fred is a member of the American Legion and also likes to travel.

Deborah VanderJagt grew up in Ann Arbor, Michigan, and currently lives on the coast of Lake Michigan, where she raised her family. She has worked in the financial industry for 28 years and began her career in a bank’s brokerage department before spending 20 years as a financial advisor. Deb now serves as a registered principal focusing on trade review for the Pivotal team. She holds a degree in business from Davenport University as well as FINRA Series 7, 24, 63, and 65 licenses.

Writing has always been one of Deb’s passions and she enjoys sitting on the beach with a journal and pen in hand. Her first book, The Cranbrook Chronicles: a boomer kid’s story, is a historical memoir. Deb is currently working on her second novel, a historical fiction story based in the 1930s. She also loves gardening and exercise.

Dwight Galda is the founder and principal of Crescent Wealth Counsel. He has been in the investment and counseling industry for more than 30 years, and holds designations as a Chartered Financial Consultant^® (ChFC^®), Chartered Life Underwriter^® (CLU^®), and Accredited Estate Planner^® (AEP^®), as well as numerous FINRA securities licenses. He has advanced degrees in business, economics, public affairs, and is a graduate of IBM’s Systems Science Institute.

Dwight is an Adjunct Professor of Systems Science at a local university where he teaches courses in strategy, complexity science, forecasting, leadership, innovation, and creativity. He is a member of the Central Arizona Estate Planning Council and Chartered Financial Analyst Institute and has held past board positions with both organizations. Previously, he served for more than 10 years as an arbitrator with the National Association of Securities Dealers Board of Arbitration, and is a retired Senior Regular Army Officer.

Growing up in a military family, Chuck Wade lived in Texas, Oklahoma, and Germany. He graduated from Oklahoma State University in 1978 with a bachelor’s degree in journalism and was commissioned a 2nd Lieutenant in the US Army Field Artillery serving in Germany; Fort Sill, Oklahoma; and Fort Knox, Kentucky in various command and staff positions.

While serving his last assignment as a Public Affairs Officer at Fort Knox, he was recruited by Fred Orr to join USPA & IRA (now First Command Financial Services). Upon completion of his active duty in 1990, he began his career as a registered rep and agent in Indianapolis, Indiana (most notable among his client base was Monte Ferguson). Chuck then accepted a position at the First Command home office working for Parker Consaul as an investment analyst, where he reunited with Fred and Monte. He left First Command in 2010 to work at Fidelity Investments, before joining Pivotal Financial Advisors in 2013. Chuck holds FINRA Series 6, 7, 24, 63, and 65 licenses.

Roger has over twenty years of experience in the Financial Securities Industry since graduating from Western Michigan University with a BBA in Finance. Roger makes it his mission to create lasting relationships and deliver superior customer service.

Roger lives in Portage, Michigan and enjoys spending time with family on Gourdneck Lake fishing and boating.  He likes to spend time on fitness and enjoys cycling on warmer Michigan days. He can also be found reading a good history book.

Rob O’Hanlon is a seasoned insurance and financial services executive with over 40 years of leadership experience across sales, compliance, and operations. As Vice President at Relation Insurance Inc., he leads acquisition integration, technology streamlining, and retention strategy—bringing client retention back above 90% during intense market shifts.

Previously, he owned and led O’Hanlon Insurance and Financial Services, where he implemented a “concierge-style” client approach and developed innovative agent training programs that blended P&C and financial services.

Earlier roles include Managing Director at MetLife and Prudential, where he earned multiple national awards for agency development and performance. A U.S. Marine Corps veteran, he brings integrity, discipline, and service to every endeavor.

An active community leader, he chaired the campaign to build the Carolina Field of Honor and supports youth development and veteran causes through the Boy Scouts and Marine Corps League.

William has been in the financial services industry for over 20 years and joined Equity Concepts in early 2003 to lead its wealth management team. William focuses on transferring to the team the lessons learned from his history of success in relationship management, financial planning and operations management.

William received his Bachelor of Science in business management from Ferris State University. He currently holds the following Financial Regulatory Authority (FINRA) licenses: Series 99, 24, 7, 65, 63, and 6, as well as life, health insurance and variable annuities. William is also a CERTIFIED FINANCIAL PLANNER™ practitioner.

William is very involved in the Rotary Club of Innsbrook, Virginia. He has held a variety of executive board positions at the club. He currently runs the speaker committee. In 2015, William received the club’s highest award and was voted Rotarian of the year. William is also an avid golfer. His passion for golf sparked him to start a neighborhood golf league, which has grown to over 500 members and is now an official Virginia State Golf Association eClub. Due to the growth of the league, it rebranded in 2017 as the RVA9 Golf League. William is also a VSGA committee member for Growing the Game.

William and his wife Amber have two boys, David and Max. The Saunders attend Hope Church, where William and Amber volunteer in the children’s ministries.