Mitchell Brown is a financial advisor at Harmon Financial Advisors, Inc. with 17 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Harmon Financial Advisors since 2013. Brown is also the owner and sole proprietor of Brown CPA, PLLC, where he provides accounting, tax preparation, and financial services. Harmon Financial Advisors, Inc. offers investment advisory and 401(k) retirement plan consulting services to individuals and corporate clients, combining formal financial planning with accounting and tax services. The firm primarily uses asset allocation strategies and manages many accounts on a non-discretionary basis with support from third-party advisers.

William Harmon is a CFP® and PFS™ with 20 years of experience in financial advising. He is the principal of Harmon Financial Advisors, Inc., where he has worked since 2014, and also operates Harmon CPA, PLLC, a tax preparation and consulting firm he founded in 1997. In addition to his advisory and accounting roles, he serves as a contracted CFO for Provident Medical Solutions, Inc., a medical supply company. Harmon Financial Advisors, Inc. provides investment advisory services and 401(k) retirement plan consulting to individuals and corporate clients, focusing on asset allocation primarily through no-load mutual funds and supported by third-party research. The firm integrates traditional accounting and tax services with its advisory practice and manages most assets on a non-discretionary basis, often collaborating with recommended third-party advisers.