Lindsay Stuart is a CFP® professional affiliated with EquityFTW, bringing 12 years of industry experience. Her prior roles include positions at Mercer Advisors, Moss Adams Wealth Advisors, and Charles Schwab. EquityFTW is a fee-only advisory firm serving individuals, high-net-worth clients, corporations, and other businesses with advice-only financial planning. The firm provides written deliverables, educational seminars, and structured client service calendars, focusing on integrated planning and equity compensation analysis without managing or custodying client accounts.

Charles Stermetz is a CFP® with seven years of industry experience, currently serving as an advisor at EquityFTW. His prior work includes roles at Moss Adams, Blue Barn Wealth, Utah Valley University, and Northwestern Mutual. Equity For The Win is a fee-only advisory firm that provides advice-only financial planning to individuals, high-net-worth clients, corporations, and other businesses. The firm emphasizes a comprehensive planning process integrating various financial aspects and delivers written plans, educational seminars, and structured client reviews without managing client assets directly.