Samrang Vattana Hai

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Mike is a financial advisor at Legacy Financial Advisors with twenty-three years of industry experience. He holds Qualified 401(k) Administrator® (QKA®) and Certified Plan Fiduciary Advisor® (CPFA®) designations from the American Society of Pension Professionals and Actuaries (ASPPA) and the National Association of Plan Advisors (NAPA) respectively. He has a Series 65 credential and has prior experience at Eisneramper Wealth Management Corporate Benefits LLC, Prosperity - An EisnerAmper Company, and Future Plan By Ascensus. Outside of finance, he owns and operates a comic book business, writing, drawing, producing self-published comics, and managing online sales and show appearances. Legacy Financial Advisors serves individuals, families, trusts, retirement plan sponsors, and business entities with financial planning, investment management, retirement plan advisory, and business consulting. The firm employs a disciplined, goals-based investment process using strategic asset allocation, diversification, and regular portfolio evaluations, with a focus on retirement plan fiduciary services and business consulting.

Daryan Lenz is a CFP®-designated financial advisor with 15 years of industry experience. He is the sole advisor at Lenz Integrity Financial, an independent firm he has been affiliated with since 2016. Lenz Integrity Financial serves individual, high-net-worth, and charitable organization clients, offering discretionary portfolio management and standalone financial planning. The firm’s investment approach combines modern portfolio theory with other strategies such as technical analysis, model allocations, and option strategies, typically using exchange-traded funds and model portfolios.

James Funck is a financial advisor at Baltimore Avenue Investments, LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Baltimore Avenue Investments since 2012 following a decade at Investors Security Co Inc. Baltimore Avenue Investments serves individual and high-net-worth clients by providing discretionary portfolio management along with software-based financial planning. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to implement investment strategies that may include higher-risk tools such as margin, short sales, and options writing, with client accounts reviewed quarterly.

Diepriye Briggs is a financial advisor at Gramel Capital Management LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Gramel Capital since 2008, following previous roles at Ameriprise Financial Services and OGR Investment & Trust Co Ltd. Briggs also serves as a director of a Nigerian investment adviser. Gramel Capital Management serves individual investors, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing financial planning and discretionary portfolio management. The firm employs a generally conservative investment strategy based on fundamental security analysis, tailored to each client’s financial situation and risk tolerance.

Thomas Reilly is a financial advisor at Pine Tree Financial Services, Inc. He holds Series 63 and Series 65 designations and has three years of industry experience. He has been associated with Pine Tree Financial Services, Inc. since 1982. Pine Tree Financial Services, Inc. is an independent registered investment adviser that manages balanced equity and fixed-income portfolios for individuals and small businesses. The firm emphasizes investing in companies with durable revenue streams and growing profitability, manages all accounts on a non-discretionary basis, and serves a client base that includes significant non-U.S. exposure.