David Feldstein

As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.

Edward Evanouskas is a financial advisor at Elm Tree Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Elm Tree Capital Management and Key Corp. since 2010. Elm Tree Capital Management is a boutique discretionary investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, corporations, and private investment funds. The firm focuses on income generation and capital preservation through a buy-and-hold strategy centered on dividend-paying equities, fixed-income securities, ETFs, and mutual funds, supported by fundamental and proprietary credit analysis.

Henry Tebben is a CFA® charterholder with 20 years of experience in the financial industry. He is the sole advisor at Veritas, a firm he has been associated with since 2015, and has also worked with Princor and Principal Life since 2004. Veritas is a boutique, fee-only registered investment adviser that primarily serves qualified retirement plans for corporations, not-for-profits, foundations, trusts, and municipalities, as well as individual clients. The firm employs a risk-aware, long-term investment approach emphasizing asset allocation, diversification, and a combination of active and passive strategies, and it offers services ranging from plan design to ongoing monitoring and manager oversight.

Jeffrey Keister is a financial advisor at JK PWA LLC in Englewood, FL, holding the ChFC® designation and Series 66 license with 20 years of industry experience. He previously worked at LPL Financial from 2010 to 2019 before continuing his practice at JK PWA LLC. JK PWA LLC provides fee-based investment advisory and portfolio management services to individual and high-net-worth clients, employing a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis. The firm primarily operates on a non-discretionary basis, managing approximately $13.2 million in client assets without exercising trading authority.

Christopher Kehoe is a CFA® charterholder with four years of industry experience. He is currently with R.W. Rogé & Company, Inc. and has prior experience at Masonry Capital Management, Value Advisors LLC, and Berens Capital Management LLC. R.W. Rogé & Company, Inc. is a fee-only wealth management firm serving individuals, small businesses, pension and profit-sharing plans, foundations, and institutional clients. The firm employs a value-oriented investment approach combining strategic asset allocation with bottom-up equity selection through its proprietary ResearchEdge due-diligence process.

David Hogan is a financial advisor at LCI Advisors with 26 years of industry experience. He has been with Lewis & Clark Advisors since 2005. He holds Series 63 and Series 65 designations. LCI Advisors is a state-registered investment adviser managing approximately $57.8 million for about 50 clients, primarily individuals, trusts, and qualified plans. The firm employs a disciplined, value-based investment process and offers a range of strategies including discretionary and non-discretionary portfolio management, options writing, and customized managed accounts.