Timothy Boleman is a financial advisor at Financial Potential Wealth Management with a Series 65 credential and one year of industry experience. His prior roles include positions at World Investment Advisors and The 410 Bridge, as well as an eight-year tenure at Mission: Hope. Financial Potential Wealth Management provides advisory services to individuals, high-net-worth clients, and charitable organizations. The firm offers discretionary portfolio management, one-time financial planning, and consulting on succession, philanthropic strategy, and business exit planning, employing a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory.

Kyle Bochat is a financial advisor at Financial Potential Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including World Investment Advisors, IFG Advisory & LPL Financial, and Wells Fargo. In addition to his advisory role, he is president of K Brothers Development, LLC, a spec house construction business. Financial Potential Wealth Management provides advisory services to individuals, high-net-worth clients, and charitable organizations, focusing on discretionary portfolio management, financial planning, and consulting on succession, philanthropic strategy, and business exit planning. The firm uses a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to manage client portfolios.