Jeremiah Winters is a CFP® professional with 22 years of experience in financial advisory services. He is currently with Founders Grove Wealth Partners, LLC and has previously worked at Salomon and Ludwin, LLC, Wells Fargo Advisors Financial Network LLC, Wells Fargo Clearing, and Equitable Advisors. Winters is also an investor in Caravel Concepts, LLC, a fintech firm specializing in financial planning and asset allocation software. Founders Grove Wealth Partners provides wealth management, financial planning, and discretionary investment management to high-net-worth individuals, trusts, retirement plans, and business entities. The firm uses a combination of fundamental and technical analysis, Modern Portfolio Theory, and both passive and active asset-allocation strategies to create and manage individualized portfolios.

Catherine Atwood is a CFP® with 15 years of industry experience, currently serving as an advisor at Founders Grove Wealth Partners, LLC. Her prior roles include positions at Salomon and Ludwin, LLC, Wells Fargo Clearing, Alps Distributors, Inc., and Riverfront Investment Group. Founders Grove Wealth Partners provides wealth management, financial planning, and discretionary portfolio management to individuals, trusts, retirement plans, and business entities. The firm employs a combination of passive and active strategies along with fundamental, technical, and quantitative analysis, utilizing both independent managers and Dynasty’s platform capabilities.