Phyllis Jean Wordhouse

Aaron Wassenaar is a Series 66-registered financial advisor with 18 years of industry experience. He has worked at multiple firms, including Merrill, Oppenheimer, and Fiduciary Financial Advisors, before founding Action Point Retirement Group LLC, where he has been the sole advisor since 2015. Action Point Retirement Group specializes in portfolio management and retirement plan advisory services for individual investors and employer-sponsored plans. The firm emphasizes a tailored asset-allocation process with both discretionary and non-discretionary management, focusing notably on institutional retirement plan consulting and client education.

Tammera Nevins is a financial advisor at Freedom Financial Consulting with two years of industry experience. She holds a Series 66 designation and has previously worked at Thrivent Investment Management and Wells Fargo Advisors. Outside of finance, she works part-time as a bartender. Freedom Financial Consulting is an independent, single-advisor firm providing portfolio management and financial planning services to individuals, high-net-worth individuals, and charitable organizations. The firm’s investment approach incorporates modern portfolio theory with technical analysis and employs a long-term trading strategy across various asset classes.

Jeffery Mccormick is a financial advisor at Zephyr Advisers with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Beck Bode, LLC and Cetera Financial Specialists LLC. Outside of his advisory role, he owns and operates a garden nursery business. Zephyr Advisers provides wealth management, portfolio management, and financial planning services to individuals, as well as advisory services to retirement plans. The firm primarily uses low-cost, diversified ETFs alongside individual stocks and bonds, and offers specialized ERISA-focused retirement plan consulting.

Maria Kuitula is a financial advisor at Wordhouse Wealth Coaching with 15 years of industry experience. She holds a Series 65 designation and has been with Wordhouse Wealth Coaching since 2012. The firm serves individual clients with ongoing wealth coaching, financial education, portfolio analyses, and coordination with third-party advisers. Wordhouse Wealth Coaching utilizes a Free Market philosophy and a proprietary FMIA/MRI process to develop globally diversified, evidence-based portfolios, operating in a co-advisory role while third-party RIAs handle investment management.

Mark Vanderpol is a CFP® and CFA® with 12 years of industry experience. He is the managing member of Vanderpol Investments L.L.C., where he has worked since 2013. Outside of his advisory role, he is also the managing member of Celestial Divide, a SaaS company focused on inheritance division assistance, and holds a health and life insurance license for advisory purposes only. VanderPol Investments L.L.C. offers investment advisory and financial planning services to individuals, corporations, charitable organizations, and pension/profit-sharing plans. The firm utilizes a range of model portfolios and a Pastor–Stambaugh framework emphasizing value-oriented, small-cap, and relatively illiquid equities, alongside tax optimization, estate, and charitable planning services.

Adam Minor is a financial advisor at RBS Wealth Management with two years of industry experience. He holds a Series 66 designation and previously worked at Benjamin F. Edwards Wealth Management and several other firms. Outside of his advisory role, he is active as a Realtor with United Realty Services. RBS Wealth Management provides personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, family offices, and qualified retirement plans. The firm employs a range of investment strategies and asset classes, combining fundamental and technical analysis to tailor portfolios to client objectives.