Brad Chumley is Managing Director, Wealth Manager and Partner at Steward Partners in March of 2023. Brad set in motion the many steps that, over time, have led to what is today's Prosper Wealth Advisors at Steward Partners (previously known as Prosper Mullins Private Wealth). After years working at Cambridge and Smith Barney, Brad decided there had to be more to being an Investment Consultant than the wire-house had to offer. He found the missing piece in becoming “independent”. Along with his wife, Michelle, and their three daughters (Madeline, Audrey, and Mollie), they have journeyed down this path together. It is that feeling of family that helps set Prosper Wealth Advisors at Steward Partners apart.

Besides “being glued to the stock market”, Brad enjoys golfing, coaching the TSHA Storm Varsity Girl’s Soccer team, cooking (and eating), hard cider, and playing video games with his kids. He and Michelle call Dallas their home and if you know Brad, he is Texan to the core! Brad is active both in his community as well as in men’s ministry. He recently stepped out of the post of Chairman of Bethlehem Place after three years of service. Bethlehem Place is a food pantry serving north Collin County, providing nutritional and hygienic services to those in need. He co-founded “Band of Brothers”, a men’s ministry dedicated to helping men of all ages to become better husbands, better fathers, and -most importantly- better Christians. In 2012 Brad created “Hot Rods and Hot Dogs”, a classic car show to help bring awareness to those being served at Bethlehem Place.

Ali Mandalinci is a dedicated wealth management professional at Steward Partners , where he serves as a dedicated Wealth Manager. His career began in 1993 at Merrill Lynch while earning his degree at the University of Vermont, building a solid foundation for his success. In 1996, he joined Smith Barney as a Second Vice President of Investments, honing his skills in managing complex portfolios. Today, Ali oversees assets for a diverse clientele, including individuals, families, and mid-sized organizations. His Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute® underscores his commitment to delivering tailored, sophisticated financial strategies.

In 2022, Ali relocated to The Woodlands, Texas, where he lives with his wife, two children, their golden retriever, and their German shepherd. He cherishes creating lasting memories with his family and staying engaged in their community. A passionate community member, Ali serves on the boards of local charities and participates in social service initiatives. His love for basketball shines through as a coach , where he enjoys mentoring young athletes and fostering teamwork. Ali’s blend of professional excellence and personal warmth reflects his balanced approach to life, prioritizing career success alongside meaningful connections and community impact.

Ali’s knowledge and extensive experience has earned him notable recognition in the financial services industry. On February 14, 2025, he was named to InvestmentNews’ 2025 Top Financial Advisors in the USA List, an honor celebrating his dedication, growth, and exceptional client service, based on data from August 2023 to August 2024. This accolade highlights his significant impact as a wealth management professional. Additionally, Ali’s affiliation with Steward Partners connects him to a firm recognized on prestigious lists, such as Forbes Best-in-State Wealth Advisors (2019–2023) and Barron’s Top 100 RIA Firms (2020–2023), reflecting the high caliber of professionals within the organization. For further details on his achievements, resources like Steward Partners’ records or industry publications may offer additional insights.

Angela Gordon is a Vice President, Senior Wealth Associate and Partner at Steward Partners. Angela joined the financial industry in 2005 when she co-founded an employee benefits company that specialized in small group insurance. In her desire to do comprehensive planning she obtained both her Series 7 and Series 66 licenses becoming a Financial Advisor. She continues to work closely with small business owner's advising them on company benefits as well as their personal portfolios and retirement plans. She enjoys educating women on the topic of finance and continues to host various educational events on Women & Wealth.

Angela and her husband Joe have 4 boys and spend most of their free time watching high school sporting events. She enjoys travelling with her family, sporting events, college football, wine, hiking and tennis.

Jeffrey Bopp is a Vice President, Wealth Manager and Partner at Steward Partners. Jeff and Prosper Wealth Advisors joined Steward Partners in March of 2023. Prior to becoming a Partner, Jeffrey joined Prosper Mullins Private Wealth Management in 2014, bringing management experience and knowledge from both small and large business operations. While each can be rewarding in their own ways, Jeffrey prefers the intimacy, responsibility, and camaraderie of smaller businesses. He has always had an affinity for process automation, data analysis, and problem-solving – as well as working and teaming with others.

Jeffrey earned an Engineering degree in Computer Science from the University of Texas at Arlington in 1997. He also met his future wife Marlene there while taking a post-graduate business class. They married in 2014 and are “living happily ever after”!

Jeffrey is the youngest of three siblings. His family moved every few years, across multiple states, until eventually rooting in Texas in 1982. This instilled a love for travel and exploring which remains insatiable. In early 2000, Jeffrey had the amazing experience of travelling to Muscat, Oman, for a few months on business. After coming back to the US, he was offered, and accepted, a permanent position there supporting the entire Middle East region. After spending three years being based in Oman, Jeffrey was courted by another company and subsequently moved to Dubai to help establish and operate another regional office. In 2006, he came back to the US to spend more time with family and friends.

Aside from travel, Jeffrey enjoys many simple pleasures in life, including a hard day of quality work with Brad, hosting parties with Marlene, family walks with their Catahoula Leopard dog Grace, spending time at the beach or in the pool, and riding his Triumph motorcycle.

In January of 2021, Marshall joined the financial industry as an intern for Prosper Wealth Advisors. Through that experience he grew a passion for the business, client relationships, and the industry. Marshall obtained his Series 65 license and was offered a full-time position as an administrative representative where he enjoys the personal and intimate aspect of client communications, problem solving, and team management.

Born and raised in Seattle Washington, Marshall is from a household of seven with four younger sisters. This instilled the importance of community and family.

Marshall and his Wife Audrey married in 2022 and are happy to call Dallas Texas home.

Marshall enjoys, golfing, playing guitar, watching sports, and traveling with his family.

Tamara joined Steward Partners in May of 2017. Prior to that she worked at UBS, Smith Barney and A.G. Edwards. She and Ali have worked together for more than eighteen years.

Tamara has her series 7 and 63 licenses

As empty nesters, Tamara and her husband recently relocated from Massachusetts to Florida. However, she intends to spend summers at her family summer cottage in New Hampshire.

Tamara enjoys biking and swimming and cannot wait to plan her next vacation.