Elijah Wagner is a Series 65 licensed advisor at Greenstone Wealth Management with one year of industry experience. Prior to his advisory role, he worked in various positions including at Olive Garden and All State AG Parts. The firm serves individual and high-net-worth clients with portfolio management, financial planning, and tax preparation, emphasizing passive portfolio construction using low-cost index funds alongside technology-driven model portfolios and integrated tax services.

Julianna Burkholder is a financial advisor at Greenstone Wealth Management with a Series 65 credential. She has one year of industry experience and previously worked with the Forest City Chamber of Commerce and Bear Creek Golf Course. Greenstone Wealth Management serves individual clients, including high-net-worth households, offering investment management, financial planning, and tax-preparation services. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, supplemented by automated and third-party portfolio solutions.

Taylor Wilson is a CFP® and holds a Series 66 license with eight years of experience in financial advising. He has worked at Greenstone Wealth Management since 2019 and previously held positions at Edward Jones and Wells Fargo. Greenstone Wealth Management serves individual clients, including high-net-worth households, offering investment management, financial planning, and tax-preparation services. The firm combines low-cost, passive portfolio strategies with automated and AI-driven models, providing discretionary and non-discretionary management along with access to third-party money managers.

Levi Rogeness is a financial advisor at Greenstone Wealth Management in Forest City, IA, holding a Series 65 designation with three years of industry experience. His work history includes multiple roles at Winnebago Industries and Kingland Systems. Greenstone Wealth Management serves individual and high-net-worth clients, offering investment management, financial planning, and tax-preparation services. The firm combines Modern Portfolio Theory–based passive allocations with AI-driven and third-party manager solutions to construct client portfolios.