Hannah Moore is a CFP® with 14 years of industry experience and has been with Guiding Wealth Management, LLC since 2013. She holds a Series 66 license and owns Moore Media Consulting Group, LLC, which provides training to other financial planners. Guiding Wealth Management is a team-based advisory firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm emphasizes individualized investment policy statements and employs both fundamental and technical analysis in asset-allocation-driven portfolio construction.

Luis Razo is a financial advisor at Guiding Wealth Management, LLC in Richardson, TX, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Avant Enterprises and periods of unemployment. Guiding Wealth Management serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning services. The firm employs a combined approach of fundamental and technical analysis within a small team structure, managing approximately $59 million for a limited client base across multiple offices.

Neven Kraguljevic is a financial advisor at Guiding Wealth Management, LLC in Burlington, VT, holding a Series 65 designation with two years of industry experience. Prior to joining Guiding Wealth in 2023, he worked at Elephant Corner Financial LLC and spent nine years at Johnson & Wales University. Guiding Wealth Management is a team-based advisory firm serving individual and high-net-worth clients through discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset-allocation-driven portfolio construction and regularly reviews accounts while accommodating client-imposed investment restrictions.