William Neubauer is a CFP® professional with 23 years of industry experience. He has served as the sole advisor at Comprehensive Money Management Services LLC since 2002. Comprehensive Money Management Services LLC provides personalized financial planning and supervisory investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a fee-only structure and utilizes a scenario-based asset allocation approach grounded in Modern Portfolio Theory to manage portfolios under client-specific Investment Policy Statements.

Diane Macphee is a CFP® professional with 13 years of industry experience. She is the sole advisor at Comprehensive Money Management Services LLC, where she has worked since 2016, and she also operates DMAC Consulting Services LLC. Comprehensive Money Management Services LLC provides personalized financial planning and supervisory investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm follows a fee-only model and employs a scenario-based asset allocation approach grounded in Modern Portfolio Theory, managing over $200 million under its sole principal.