Curtis Sheldon is a CFP® with 15 years of industry experience and has been the sole advisor at C.L. Sheldon & Company, LLC since 2009. He holds a Series 65 license and operates out of Fairfax Station, VA. C.L. Sheldon & Company provides financial planning and investment advisory services primarily to individual and high net worth clients. The firm focuses on a non-discretionary advisory model, emphasizing asset allocation across mutual funds, ETFs, fixed-income securities, and cash positions, while offering bundled wealth management, financial coaching, and tax-preparation services.

Tonia Peasley is a financial advisor at C.L. Sheldon & Company, LLC with a ChFC® designation and seven years of industry experience. Her prior roles include positions at Drucker Wealth and Zeiders Enterprise. C.L. Sheldon & Company is a small, fee-only advisory firm serving individual and high-net-worth clients with services such as bundled financial planning, wealth management, and financial coaching. The firm focuses on asset-allocation-driven portfolios primarily composed of mutual funds, ETFs, and individual fixed-income securities, providing ongoing monitoring and rebalancing on a non-discretionary basis.

Tyler West is a CFP® professional with one year of industry experience, currently serving at C.L. Sheldon & Company, LLC. His prior roles include positions at Your Money Line and Upward Bound, as well as experience with Broome County Government and the United States Army Reserves. C.L. Sheldon & Company is a small, fee-only advisory firm focusing on individual and high-net-worth clients. The firm offers bundled financial planning, wealth management, standalone consulting, and financial coaching, with an emphasis on asset-allocation-driven portfolios managed on a non-discretionary basis.