Christina Kramlich is a CFP® professional with 14 years of industry experience. She is currently with Cantata Wealth Management, LLC and has held prior roles at Chicory Wealth, Parkside Advisors LLC, and Social Finance Inc (SoFi). Cantata Wealth Management provides personalized financial planning and discretionary investment management to individuals, foundations, and small businesses, using firm-developed model portfolios along with tax-aware strategies and outsourced portfolio management. The firm serves a higher-minimum, asset-based client segment and incorporates artificial intelligence in its investment research and client operations.

Kevin Barry is a CFP® and CFA® with six years of experience in financial advisory. He is currently with Cantata Wealth Management, LLC in Raleigh, NC, where he has worked since 2024. His prior experience includes roles at Captrust Financial Advisors and Third Law Capital Management. Cantata Wealth Management provides personalized financial planning and discretionary investment management to individuals, foundations, and small businesses. The firm uses firm-developed model portfolios, tax-aware strategies, and incorporates artificial intelligence in investment research and client operations.