Steven O'mara is a Series 65-licensed financial advisor with six years of industry experience. He is the sole advisor at Brown Financial Planning LLC in Bay City, MI, and has worked concurrently at Fisher Contracting since 1996. Brown Financial Planning LLC is a fee-only registered investment adviser serving individuals, including high-net-worth households, as well as small businesses and non-profits. The firm primarily manages accounts on a non-discretionary basis, utilizing both fundamental and technical analysis across a range of investment strategies.

Nathan Brown is a CFP® and Series 65-registered financial advisor with 12 years of industry experience. He is the sole advisor at Brown Financial Planning LLC in Bay City, MI, and has previously worked at Origin Financial. Brown also has over two decades of experience in education. Brown Financial Planning LLC is a fee-only registered investment adviser serving individuals, including high-net-worth households, as well as small businesses, non-profits, and institutional clients. The firm primarily manages accounts on a non-discretionary basis and employs a range of investment strategies from passive fixed-income to active equity and options trading.