Elena Grace Dunn

Robert Schumann is a CFP® professional with 24 years of industry experience. He is currently with Plan & Act, where he has worked since 2020. Prior to this, he spent two decades at Cambridge Financial Advisors, LLC. Outside of his advisory roles, Mr. Schumann owns The Bridge, LLC, a personal development and life coaching business serving individuals and executives. Plan & Act serves individual clients, living trusts, and organizations including non-profits, providing fee-only, fiduciary financial planning, investment advice, portfolio management, and coaching. The firm utilizes an economics-based financial planning framework with a focus on low-cost multifactor passive funds and non-discretionary account management.

Cameron Moore is a financial advisor at Plan & Act with a Series 65 designation and one year of industry experience. His prior work includes roles at Riverside Community Church and Lake Travis United Methodist Church, and he has been involved with The Imagery Box since 2014. Plan & Act primarily serves individual clients, living trusts, and organizations such as non-profits and institutional clients, providing fee-only, fiduciary financial planning, investment advice, portfolio management, and coaching. The firm uses an economics-based financial planning framework focused on broad, low-cost multifactor passive funds and manages accounts on a non-discretionary basis.

Christopher Tanner is a financial advisor at Plan & Act with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Cambridge Financial Advisors and Northwestern Mutual. Outside his primary role, he serves as a team advisor providing ERISA 3(38) investment manager services for small-business and non-profit qualified retirement plans. Plan & Act serves individual clients, living trusts, non-profits, and institutional clients, offering fee-only fiduciary financial planning, investment advice, portfolio management, and coaching. The firm uses an economics-based financial planning framework and focuses on broad, low-cost multifactor passive funds while managing accounts on a non-discretionary basis.

Jeffrey Tipton is a Series 65-licensed financial advisor at TLG Advisors, Inc. with one year of industry experience. Prior to joining TLG Advisors, he spent 36 years at Dwitts Inc. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services that include investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

Stephanie Rumold is a CFP® professional with 23 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. She has held various roles within Beacon Pointe and its affiliated entities since 2013, including at Beacon Pointe Wealth Advisors and Beacon Pointe Insurance Services, where she is a licensed insurance agent. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced CIO solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Bernadette Salazar is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2017, following three years at National Planning Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions through a large network of advisors.