James Moore is a CFP® professional with 14 years of industry experience, currently serving at Campbell Financial Partners, LLC. His prior work includes roles at Private Capital Management, Inc., Emergent Investor Services, LLC, and Dale K. Ehrhart, Inc. Moore holds Series 63 and Series 65 licenses and is based in Bradenton, FL. Campbell Financial Partners is a fee-only registered investment adviser providing financial planning and discretionary investment management to individuals, trusts, and small businesses. The firm emphasizes conservative fundamental analysis and tax-aware, broadly diversified portfolios primarily using no-load or low-cost mutual funds and ETFs, managing accounts on a discretionary basis with regular portfolio reviews and rebalancing.

Kathleen Campbell is a Series 65-licensed financial advisor with 19 years of industry experience. She has been with Campbell Financial Partners, LLC since 2006. The firm provides fee-only financial planning and discretionary investment management to individuals, trusts, and small business clients, serving both high-net-worth and non-HNW households. Campbell Financial Partners emphasizes conservative fundamental analysis and tax-aware, broadly diversified portfolios primarily constructed with no-load or low-cost mutual funds and ETFs.