Reed Wheless

Brian Marshburn is a CFP® professional with 21 years of industry experience. He is the sole advisor at Brevity & Associates, an independent firm he has been with since 2013. His prior experience includes roles at Anthem Wealth Management and Abiding Wealth Advisors, as well as operating Marshburn Properties, LLC. Marshburn also works as an independent insurance agent. Brevity & Associates serves individuals, businesses, trusts, foundations, and charitable organizations by providing discretionary portfolio management and standalone financial planning across retirement, estate, tax, education, and insurance areas. The firm emphasizes equity-focused allocations using mutual funds, ETFs, stocks, and bonds within a buy-and-hold framework, and occasionally employs options, REITs, and private placements to enhance diversification.

Lucid Wealth Planning ("LWP") was founded to improve the lives of others by helping clients make better-informed financial decisions in both their daily lives and long-term plans. We believe our impact provides added security, confidence, and overall joy in the lives of our clients. Given our focus on clients that strive to improve the world around them, such as Health Care Professionals and Academic professors, we anticipate the ripple effect of betterment to be limitless. Education: B.S.B. degree in Finance Certified Financial Planner™ (CFP®), and Chartered Retirement Planning Counselor (CRPC®), and Certified Student Loan Professional (CSLP®), and Behavioral Financial Advisor (BFA®) Experience: The completion of over 800 comprehensive financial plans for individuals and families since joining the industry in 2006. This includes specialized areas such as student loan analysis, estate planning, tax planning, portfolio management, and cash flow strategizing (to name a few). As a financial planner, my main goal is to help you make well-informed decisions on all financial matters, not just what investments are right for you. I'll always listen to your concerns, devise the best strategy, and treat your financial goals with the same care and interest I devote to my own. I look forward to being your trusted advisor and expert resource as you build a secure, and confident financial life.

Cody Peck is a financial advisor at Limber Capital LLC in Wake Forest, NC, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Ankura and Bloomberg. Limber Capital LLC offers discretionary portfolio management to individual investors, focusing on equities, fixed-income securities, ETFs, and short-term cash instruments. The firm employs a value-oriented investment approach and incorporates long-term equity options (LEAPS) in client portfolios, operating as a solo practitioner with full discretionary authority while executing trades within each client’s individual brokerage account.

Matthew Sweeney is a CFA® charterholder and the sole advisor at Molokai Investments. He has held roles at Thales Management Inc, Radeas LLC, Luma Capital LLC, and Stetson University, with a combined professional history dating back to 2015. Molokai Investments is an investment management firm providing portfolio and private fund management along with financial planning and individual consultation services to pooled vehicles, institutional, and organizational investors. The firm employs a bottom-up, fundamental-analysis approach focused on total return through concentrated equity positions and long-term holdings, and it uses detailed valuation procedures and offers performance-based compensation for certain funds.

Sivakumar Sitaraman is a financial advisor at Trillium Square Advisors LLC with Series 63 and Series 65 licenses. He has three years of industry experience, including his current role following prior employment at Pruco Securities LLC and Verizon Communications. He has also been enrolled in graduate studies. Trillium Square Advisors serves individuals, small businesses, retirement plans, and institutional clients by providing financial planning, portfolio management, retirement-plan advisory, corporate cash management, and consulting services. The firm employs a blend of active, quantitative, and traditional investment approaches, incorporating algorithmic models and multiple portfolio construction techniques.

Sean Hilliard is a CFP® professional with eight years of experience in financial advisory roles. He is currently with Rivertree Wealth and has previously worked at firms including Empower Financial Services, Personal Capital Advisors Corporation, and Fidelity. Rivertree Wealth LLC, founded in 2024, provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a passive investment approach based on Modern Portfolio Theory, using diversified, risk-based allocations across mutual funds, ETFs, stocks, and bonds.