Jacob Hill

James Hargrave is a CFP® with five years of industry experience, currently serving as the sole advisor at Pillar Financial Planning. His prior roles include positions at LearnLux, My Financial Coach, Northwestern Mutual, Learnvest, and The Vanguard Group. In addition to his advisory work, he provides financial coaching focused on employee financial wellness through LearnLux. Pillar Financial Planning is a fee-only, state-registered investment adviser that offers investment management and financial planning services primarily to individuals and small businesses, specializing in young physicians and business owners. The firm employs a long-term, passive investment approach based on Modern Portfolio Theory and provides both discretionary portfolio management and flexible planning options.

Lisa Clements is a financial advisor at Clear Springs Wealth with a Series 65 designation and three years of industry experience. Before founding Clear Springs Wealth, she worked at Facebook and pursued entrepreneurial ventures under the name With Lisa. Clear Springs Wealth is an independent, fee-only advisory firm serving individual clients across the emerging affluent to high-net-worth spectrum. The firm offers discretionary investment management and ongoing financial planning, using a primarily passive, asset-allocation approach grounded in Modern Portfolio Theory.

Elliot Omanson is a financial advisor at Sphinx Investments LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at OWLFI RIA LLC, Motiv8 Investments LLC, and USA Financial Securities. Outside of his advisory role, he is a co-owner of a property and casualty insurance agency in Lenexa, KS. Sphinx Investments LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, corporations, and an interval closed-end investment company. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach and serves clients through customized investment strategies and documented Investment Policy Statements.

Erica Rice is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and Mariner Wealth Advisors. In addition to her advisory role, she writes and publishes a bi-monthly health-focused newsletter called Root & Rise. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individual, corporate, charitable, and RIA clients. The firm employs a diversified investment approach using proprietary ETF-based models, third-party managers, and option strategies, supported by quantitative and fundamental analysis.

Saul Rico is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gwfs Equities, Inc. since 2016, following a brief tenure at Central National Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Brandon Burdick is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and over five years of experience in the financial services industry. His career includes roles at Northwestern Mutual Investment Services LLC and Empower Financial Services, preceded by an 18-year tenure at Walgreens. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and clients’ savings rates in its planning approach and serves a large participant base relative to its advisor headcount.