Sharon Lear is a CFP® and holds a Series 65 license with 13 years of experience in the financial industry. She has been with Guideway Financial, LLC since 2013. She also provides advice on various insurance products, although she does not sell insurance. Guideway Financial is a fee-only firm serving individuals and families, including high-net-worth clients, offering comprehensive financial planning and portfolio management. The firm employs an evidence-based investment approach using diversified, low-cost funds and emphasizes client education through newsletters, seminars, and workshops.

James Lear is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Guideway Financial, LLC since 2013. He is also the managing member and software developer for Guideway Financial Sciences, LLC, where he develops financial planning software. Guideway Financial, LLC is a fee-only advisory firm offering comprehensive financial planning and portfolio management to individuals, families, and retirement plan sponsors. The firm employs an evidence-based investment approach focused on diversified, low-cost funds, systematic rebalancing, and portfolio optimization, providing both discretionary and non-discretionary services.