Lucas Zaba is a financial advisor at Goal Quest Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Camelback Resort and was a student for ten years. Goal Quest Advisors is an independent, fee-only registered investment adviser managing approximately $109 million for around 45 clients, including individuals, high-net-worth families, trusts, non-profit organizations, privately owned businesses, and ERISA pension/profit-sharing plans. The firm emphasizes disciplined asset allocation and broad diversification, integrating financial planning with portfolio management and offering pension consulting services.

Erik Evans is a CFP® and holds a Series 65 license with 15 years of experience in the financial industry. He is the sole advisor at Goal Quest Advisors, LLC, where he has worked since 2011. GoalQuest Advisors is a fee-only registered investment adviser managing approximately $109 million for around 45 clients, including individuals, families, trusts, non-profits, privately owned businesses, and ERISA pension/profit-sharing plans. The firm combines comprehensive financial planning with discretionary investment management, emphasizing disciplined asset allocation, broad diversification, and a mix of active and passive strategies.