George Harris is a CFP® professional with 32 years of industry experience. He currently serves at Bentham Wealth Advisors and previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Bentham Wealth Advisors serves individuals, families, including high-net-worth clients, and employer-sponsored benefit plans. The firm employs a goal- and risk-based asset allocation approach grounded in Modern Portfolio Theory, focusing on low-cost funds, periodic rebalancing, and incorporates technical and cyclical analysis in its investment process.

Steven Witter is a CFP® professional with 19 years of industry experience. He is currently an advisor at Bentham Wealth Advisors, having previously worked at Lincoln Investment and Legend Equities Corporation. Outside of his advisory role, he owns Student Loan Steve, a student loan planning firm serving students, parents, and employers. Bentham Wealth Advisors serves individuals, families, and employer-sponsored benefit plans, managing $110.1 million in discretionary assets across 218 client accounts. The firm’s investment approach emphasizes goal- and risk-based asset allocation using Modern Portfolio Theory, low-cost funds, and periodic rebalancing, with additional use of technical and cyclical analysis.