Monthly Recap – January 2026
February 6, 2026
January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets pos...
Jon Polizzi
Associate Advisor
CFP®
As an Associate Advisor for the Gast Freeman Troyer Racen Team, Jon enjoys developing relationships with clients and having a positive impact on their lives. He works closely with the team’s Advisors and Partners to help prepare for Client Reviews.
Jon graduated from the University of Mississippi in May of 2017, with a bachelor’s degree in Managerial Finance. Before joining Moneta in 2019, he worked at both Scottrade and TD Ameritrade as an Investor Services Representative, earning his Series 7 and 63 licenses while helping clients place trades and explaining the different order types. Jon has earned his CERTIFIED FINANCIAL PLANNER® certification to provide enhanced service to Moneta’s clients.
Outside of work, Jon loves to watch just about any sporting event. He enjoys trips to Busch Stadium and traveling back down to Ole Miss to catch an SEC football game.
- Series 7 and 63 licenses
- CERTIFIED FINANCIAL PLANNER®
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell
February 2, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...
A Silver Lining for Your January Gloom
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by Tim Side, CFA – Director of Investment Strategy A cruel taste of life in Greenland swept across muc...
Learning From a Legacy – 2026
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