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FOR IMMEDIATE RELEASE

For additional information, contact: Matthew B. Dupon, CFP®, AIF® CEO, Wealth Manager The Bridgeway Group 626-460-0400 matthew@thebridgewaygroup.com www.thebridgewaygroup.com

Theresa Mahoney Promoted from Wealth Management Director to Financial Advisor

(April 16, 2015) The Bridgeway Group, a leading wealth management firm in the San Gabriel Valley, is pleased to announce the promotion of Theresa Mahoney from Wealth Management Director to Financial Advisor. The Bridgeway Group prides itself in recruiting individuals with a high degree of integrity and developing outstanding talent. A clear example of this is Theresa’s advancement to the role of Financial Advisor. Theresa’s path to advisor includes her participation in the Advisor Intensive Mentor Program run by Commonwealth Financial Network, which is designed to develop a hand-selected group of 11 associate advisors over a 12 month period under the mentorship of highly successful senior financial advisors, including Matthew Dupon, CEO of The Bridgeway Group. Participation in this program provides Theresa a unique

opportunity to gain insight and knowledge from successful advisors while continuing to develop competencies that lead to rewarding relationships with her clients. Theresa joined the firm in 2008 and was instantly inspired by the significant impact that advisors make in the lives of their clients. Over the past 7 years, she has cultivated deep relationships with clients through our consultative wealth management process, which is based on listening to clients’ needs and devising strategies to help them make informed decisions to maximize the probability of attaining what is most important to them. “I have greatly enjoyed learning from industry leaders and working closely with exceptional clients for many years. I am thrilled to have the privilege of helping my own group of clients achieve their most important financial goals.” As a Financial Advisor, Theresa will be responsible for asset allocation and risk management strategies on portfolios, as well as creating and implementing financial plans. “Theresa has been a huge asset to me and to our clients for more than 7 years,” says Matthew Dupon. “Her integrity and passion for helping people is what convinced me to bring her on board and I am confident that Theresa’s hard work and extensive talents

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are a strong foundation for her bright future with The Bridgeway Group.” Sean Montgomery, CFO of The Bridgeway Group, adds “Theresa has excelled in a number of key roles over the years and I look forward to integrating and leveraging her skills in our practice.” Theresa holds the Series 6, 7, 63 and 66 securities registrations through Commonwealth Financial Network, which demonstrate her continuous pursuit of knowledge to better serve our clients. As a Financial Advisor, Theresa is an active contributor in The Bridgeway Group’s mission, which is to liberate successful people and families from the day to day worries of managing and monitoring their assets, which allows clients to focus on what is most important. The Bridgeway Group uses a collaborative process to create customized financial plans designed to bridge the gap between preserving wealth and preparing for the future. Prior to her employment with The Bridgeway Group, Theresa worked as an Accounting and Human Resources Manager in the hospitality industry. Theresa holds a Bachelors degree from Arizona State University and is currently enrolled in the CERTIFIED FINANCIAL PLANNER™ program through UCLA. Theresa and her husband reside in Sierra Madre with their two dogs. She is an avid football fan of the USC Trojans and the youngest of 8 children, making her a proud aunt to 17 nieces and nephews.

The Financial Professional of The Bridgeway Group are registered representatives and investment adviser representatives with/and offer securities and advisor services through Commonwealth Financial Network, Member FINRA/SIPC, a

Registered Investment Adviser.