Tanya Nichols is a CFP® professional with 23 years of experience in the financial services industry. She is currently with Retire Agile, operating under Align Financial, and has previously worked at Raymond James Financial Services Advisors Inc. and Ascential Wealth Advisors. Outside of her advisory role, she owns Limitless Adviser Coaching, where she consults for other financial advisors. Retire Agile provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis within a primarily long-term buy-and-hold strategy, incorporates AI-assisted tools reviewed by professionals, and offers additional educational resources alongside its advisory services.

Troy Katterheinrich is a financial advisor at Retire Agile with six years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Agile Retirement Management, Merit Financial Group, and LPL Financial. Outside of advising, he is a commissioned notary in the state of Florida. Retire Agile provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis within a primarily long-term buy-and-hold approach, incorporating AI-assisted tools that are reviewed by professionals.

Roger Whitney is a CFP® with 35 years of industry experience, currently serving at Align Financial, LLC, operating as Retire Agile. His prior roles include six years at Strategic Financial Concepts and five years at Fwpam. Whitney is also the owner of RP Whitney LLC, which produces educational content under the Retirement Answer Man® and Rock Retirement Club brands. Align Financial provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs a mix of fundamental, technical, and cyclical analysis within a primarily long-term buy-and-hold framework, incorporating AI-assisted tools reviewed by professionals and offering services including portfolio management and standalone financial plans.

Scott Sanborn is a financial advisor with Retire Agile and holds a Series 65 designation. He has four years of industry experience, including roles at Strategic Financial Concepts and Lone Star Analysis, as well as a 30-year career in the United States Military. He is based in Mercer, Wisconsin. Retire Agile, operating in some markets under Align Financial, provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis within a primarily long-term buy-and-hold strategy, incorporating AI-assisted tools reviewed by professionals, and offers additional educational resources through a podcast and membership program.