Barbara Hollis is a financial advisor at Holistic Planners with 25 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at firms including Archer Investment Corporation, Thrivent Investment Management, National Planning Corporation, and Ameriprise. Outside of her advisory role, she owns and consults for Hollis & Shingler Financial Coaching Essentials, where she is also involved in life insurance sales and tax preparation. Holistic Planners Network, LLC is a small advisory firm serving individual clients, including both high-net-worth and non-high-net-worth households. The firm offers discretionary and non-discretionary asset management, financial planning, and consulting, with investment strategies tailored to client goals and risk tolerance.

Demetrius Felder is a financial advisor with Holistic Planners who holds Series 63, 65, and 66 licenses and has 21 years of industry experience. He is the founder and CEO of Life Is Great Enterprises, LLC, a business involved in stationery goods, training services, publishing, and speaking engagements. Felder has been associated with Holistic Planners Network, Keystone/MySecure Advantage/CLC, and The Felder Group over the course of his career. Holistic Planners Network, LLC serves individual clients, including both high-net-worth and non-high-net-worth households, managing approximately $15 million across about 64 client relationships. The firm provides customized asset management and financial planning services with investment strategies ranging from long-term buy-and-hold to shorter-term trading, supplemented by educational programs and employer-focused financial wellness initiatives.