Shawn Brunner is a CFP® professional with seven years of industry experience. He has worked at Coastal Wealth Advisors, LLC since 2021 and previously spent six years at Precision Financial Services. Coastal Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, business owners, qualified retirement plans, and other organizations. The firm employs a strategic asset-allocation, core-and-satellite approach that integrates both passive and active investment strategies, and it offers specialized business-owner services alongside individual financial planning.

Justin Follmer is a Certified Financial Planner® at Coastal Wealth Advisors, LLC in Nashville, TN, with 17 years of industry experience. He has previously worked at Lowcountry Investment Advisors, Precision Financial Services, LPL Financial, Maryland Financial Group, and Equitable Advisors. Outside of financial advising, he is a co-owner of BellaBrucke, LLC, a real estate holding company. Coastal Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, business owners, and qualified retirement plans. The firm employs a strategic asset-allocation approach with a mix of passive and active investments and integrates business-owner services such as business planning, cost segregation, valuation, and succession planning alongside individual financial planning.