Jennifer Harper is a CFP® and Series 66-licensed advisor with 18 years of industry experience. She has been with Bridge Financial Planning, LLC since 2015 and previously worked at Common Cents Financial Literacy and the University of Tennessee at Chattanooga. Bridge Financial Planning serves individuals, charitable organizations, corporations, and business owners by providing investment management alongside comprehensive and project-based financial planning. The firm offers tailored discretionary portfolios with ongoing monitoring and incorporates educational seminars and business-focused planning services.

Justin Mccurdy is a CFP® with eight years of industry experience and holds a Series 66 license. He has worked at Bridge Financial Planning, LLC since 2022 and previously spent four years with HighTower Securities, LLC and HighTower Advisors LLC. His background also includes roles at the ND Deloitte Center for Ethical Leadership and Riverbend Cancer Services. Bridge Financial Planning serves individual clients, including high-net-worth households, as well as charitable organizations, corporations, and employer plan sponsors. The firm provides discretionary portfolio management and comprehensive financial planning, developing tailored investment policies and utilizing independent sub-advisers and AI tools in its processes.