Kimberly Ann Houston

Sara Frazier is a CFP® and holds a Series 65 license, currently serving as an advisor at Arrowroot Family Office, LLC. She has six years of prior experience at another financial services firm. Arrowroot Family Office provides investment advisory and financial planning services to a diverse range of clients, including individuals, families, trusts, charitable organizations, and corporations. The firm emphasizes customized asset allocation using advanced analytics and offers both discretionary and non-discretionary asset management, incorporating ETFs, mutual funds, and individual securities as directed by clients.

I work with individuals, families, and small business owners who want clarity and confidence around their financial decisions, not just investment performance. I focus on understanding what matters most to each client and building practical strategies around investing, planning, and risk management that adapts as life changes, supported by a team at Oppenheimer with expertise across financial planning, investment strategy, and ongoing guidance. I believe that achieving financial goals is built through organization, clear communication, and long-term relationships grounded in trust. My goal is to be a reliable resource clients can count on, backed by the depth of capabilities of Oppenheimer. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with multiple investment strategies tailored to client objectives.

Louis Bader is a CFP®-credentialed financial advisor with 18 years of industry experience, currently serving at J.P. Morgan Securities. He has worked at J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Amanda Nowinski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has held roles at Christian Financial Credit Union and CUSO Financial Services, LP over the past decade. Outside of her advisory work, she serves as a notary and performs financial institution duties at Christian Financial Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

Daniel Shub is a financial advisor at Octo Capital, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been managing Octo Capital since 2015. In addition to his advisory role, he is the managing member of Shub & Company LLC, a life and health insurance agency, and Gold Star Insurance Group LLC, a property and casualty insurance agency. Octo Capital provides investment advisory, portfolio management, financial planning, and consulting services to individuals, families, retirement plans, trusts, foundations, and charitable organizations. The firm’s investment approach is long-term and based on Modern Portfolio Theory, utilizing diversified allocations primarily through mutual funds and ETFs, with discretionary portfolio management and regular monitoring.