Krist Hammargren

Luis Whu is the sole advisor at Lulla Wealth Financial, an independent firm, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation and Bankers Life. Outside of advising, he is a licensed insurance agent offering various insurance products. Lulla Wealth Financial provides personalized wealth management and financial planning services to individuals and families, including high-net-worth clients. The firm operates on a fee-only, non-discretionary model, recommending investment programs and third-party managers while clients retain final investment decisions.

Tasha Shaheen is a financial advisor at Tactical Financial Planning Inc in Malabar, FL, holding a Series 65 designation with no prior advisory industry experience. She has worked in government contracting roles, including as an Estimating Manager at BSNC Government Services. Outside of financial advising, she serves as Vice President of byDesign Graphics and Marketing Inc, a design services company. Tactical Financial Planning Inc offers holistic financial planning and investment advisory services to individuals, families, and businesses. The firm emphasizes passive, long-term investment strategies using no-load index mutual funds, ETFs, and U.S. government securities, with tailored portfolio design based on clients’ tax situations, risk tolerance, and goals.

Trent Leyda is a financial advisor with Spirepoint Private Client, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley in various capacities from 2009 to 2023 before joining Spirepoint Private Client in 2023. Leyda is also a licensed insurance agent servicing clients on insurance policies. Spirepoint Private Client, LLC serves individuals, families, trusts, institutions, and retirement plans with discretionary investment management, financial planning, and consulting. The firm employs a multi-faceted investment process combining fundamental, technical, and relative-strength analysis with portfolio construction tools, offering both active and passive strategies tailored to client profiles.

Anthony Dzielski is a CFP® with 19 years of experience in financial planning and wealth management. He is currently with Treasure Coast Financial Planning, Inc. in Vero Beach, FL, where he has worked since 2013. Treasure Coast Financial Planning, Inc. provides comprehensive wealth management and financial planning services to individuals, charitable organizations, and business entities. The firm emphasizes a strategic allocation process with broad diversification and low-cost investments, integrating tax preparation and expertise into its advisory platform.

Guy Bassini is a CFP® professional with 31 years of industry experience. He has been with Treasure Coast Financial Planning, Inc. since 1996. The firm serves individuals, including high-net-worth clients, as well as charitable organizations and donor-advised funds, providing comprehensive wealth management and financial planning. Their investment approach emphasizes broad diversification with low-cost core positions and integrates financial planning and tax considerations into portfolio decisions.

Courtenay Satterwhite is a financial advisor at Spirepoint Private Client, LLC with 13 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 12 years. Outside of her advisory work, she is involved in health coaching as an independent contractor with OPTAVIA. Spirepoint Private Client, LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm manages approximately $1.44 billion using a mix of active and passive strategies and operates a wrap fee program consolidating transaction, custody, and reporting services.