Zachary Grimes is a financial advisor at Lifeworks Advisors, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Kingswood Capital Partners, Texas Capital Bank Private Wealth Advisors, and Kestra Financial. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management services. The firm utilizes both planning-based and risk-based investment approaches, incorporates quantitative and fundamental analysis, and offers integrated tax and accounting capabilities through affiliated entities.

Michael Demkiw is a Series 65-licensed financial advisor with four years of industry experience. He is currently with Lifeworks Advisors, LLC and previously worked at Third Tier Wealth Management LLC. He is also involved with Third Tier Advisors as an insurance agent, spending part of his time in fixed insurance sales. Lifeworks Advisors serves a diverse client base, including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, retirement plan advisory, and portfolio management services. The firm employs both planning-based and risk-based investment approaches, using a range of model strategies supported by quantitative and fundamental analysis, while integrating tax and accounting capabilities through affiliated entities.

Christopher Patterson is a financial advisor at Lifeworks Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Innovative Wealth Strategies, LLC, St. Johns Wealth Advisors, LLC, The Patterson CPA Group, Inc., and Wells Fargo Clearing. Lifeworks Advisors serves individuals, charitable organizations, trusts and estates, retirement plans, and businesses with wealth management, financial planning, retirement plan advisory, and portfolio management services. The firm employs both planning-based and traditional risk-based investment approaches, integrating tax and accounting capabilities through affiliated entities and utilizing a proprietary client portal to support coordination of planning, tax, and reporting.

Christopher Bowman is a CFP® professional with 13 years of industry experience, currently serving at Lifeworks Advisors, LLC since 2023. His prior experience includes roles at LPL Financial, LLC, J.P. Morgan Chase, Bank, N.A., JPMORGAN Securities, LLC, and USANA Health Sciences. Outside of his advisory work, he serves as Treasurer for the Douglas Elementary Parent Teacher Organization. Lifeworks Advisors, LLC serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers comprehensive wealth management, financial planning, retirement plan advisory, and portfolio management, utilizing both planning-based and risk-based investment approaches that incorporate quantitative and fundamental analysis along with a variety of model strategies.

Christian Smissen is a CFP® and CFA® charterholder with four years of industry experience. He currently works at Lifeworks Advisors, LLC and previously held positions at Bauman Advisory Group, Arista Wealth Management, and Charles Schwab in various capacities. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, retirement plan advisory, and portfolio management, employing both planning-based and risk-based investment approaches that include factor-based equity, ETF models, and hedged strategies.

Leyton Bohren is a Series 65-licensed financial advisor with Lifeworks Advisors, LLC, bringing one year of industry experience. Prior to joining Lifeworks Advisors, he held accounting roles at Green Dot Bank while completing his education and work history spanning from 2014. Outside of advisory work, he is employed as a staff accountant at Green Dot Bank. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses with wealth management, financial planning, and portfolio management services. The firm uses both planning-based and risk-based investment approaches, integrates tax and accounting capabilities, and employs quantitative and fundamental analysis supported by artificial-intelligence tools.

Mark Hemenway is a CFP® with five years of industry experience, currently serving as a financial advisor at Lifeworks Advisors, LLC. His prior experience includes roles at Bankers Life Advisory Services and Benevento Companies. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses with wealth management, financial planning, and portfolio management services. The firm utilizes both planning-based and risk-based investment approaches, integrates tax and accounting capabilities, and employs a multi-advisor platform managing approximately $1 billion in assets.

Alexandra Kennedy is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Lifeworks Advisors, LLC since 2026, following positions at Rockefeller Capital Management and First Republic Investment Management. Lifeworks Advisors serves a diverse client base, including high-net-worth individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, and portfolio management services. The firm employs both planning-based and risk-based investment approaches, utilizing a mix of model strategies, quantitative and fundamental analysis, rebalancing, and tax-aware portfolio decisions, supported by proprietary technology and integrated tax and insurance capabilities.

James Smith is a Series 65-licensed advisor with Lifeworks Advisors, LLC in Grand Rapids, MI, where he has worked since 2026. Prior to joining Lifeworks, he was employed at Consumers Credit Union and spent seven years with University Christian Outreach. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers wealth management, financial planning, retirement plan advisory, and portfolio management through a combination of planning-based and risk-based investment approaches, integrating tax and accounting services to support coordinated financial solutions.

Thomas Herin is a financial advisor at Lifeworks Advisors, LLC with Series 65 credentials and two years of experience in the industry. Prior to joining Lifeworks Advisors, he worked at Corewell Health for eight years and at Amway Hotel Corporation for six years. Lifeworks Advisors serves a diverse client base, including individuals, charitable organizations, trusts and estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, retirement plan advisory, and portfolio management, utilizing a blend of planning-based and risk-based investment approaches supported by quantitative and fundamental analysis.

Eric Olivero is a CFP® practitioner with eight years of industry experience, currently serving at Lifeworks Advisors, LLC since 2018. Prior to joining Lifeworks, he worked for University Christian Outreach for four years. Lifeworks Advisors serves a diverse client base, including high-net-worth individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, and portfolio management, utilizing both planning-based and risk-based investment approaches with a combination of low-cost funds, individual securities, and third-party managers.

Travis Buck is a financial advisor at Lifeworks Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Vincere Wealth Management, LLC and Charles Schwab. Outside of his advisory role, he is a partner at Vincere Tax, LLC, where he prepares tax returns, trains employees on complex tax structures, and provides ongoing tax advice to clients and businesses. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts and estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, and portfolio management, using both planning-based and risk-based investment approaches with a range of model strategies combining low-cost funds, individual securities, and third-party managers. Lifeworks is noted for integrating tax and accounting services through an owned tax subsidiary and maintaining proprietary client technology, supporting coordinated planning, tax, and reporting.

David Zoller is a financial advisor with Lifeworks Advisors, LLC in Elmhurst, IL, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at LaSalle St. Investment Advisors, LLC and LaSalle St. Securities, LLC, and has been involved with Streamline Financial Services and his own tax preparation and CPA practice, Zoller, Swanson and Company, since 2009. Outside of advisory work, he maintains a financial services blog, produces educational retirement content on YouTube, and serves on the board of a nonprofit organization. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management. The firm combines planning-based and risk-based investment approaches, employs model strategies using low-cost funds and third-party managers, and integrates tax and accounting services through affiliated entities to support coordinated financial planning.

Isaac Pineda is a financial advisor at Lifeworks Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities, Centaurus Financial, and LPL Financial. Outside of advising, he consults on tax and exit planning through Innovation Consulting, LLC and is a licensed insurance agent. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, retirement plan advisory, and portfolio management, utilizing a planning-based or risk-based investment approach supported by quantitative and fundamental analysis, tax-aware strategies, and proprietary technology integrations.

Joseph Petrelli is a financial advisor at Lifeworks Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and The Brian Petrelli Team. Outside of advising, he holds a licensed assistant role with Ascent Realty Group. Lifeworks Advisors serves individuals, charitable organizations, trusts and estates, retirement plans, and businesses with wealth management, financial planning, and portfolio management services. The firm uses a combination of planning-based and risk-based investment approaches, employs quantitative and fundamental analysis, and integrates tax and accounting services through affiliated entities.

Alex Mathe Cathala is a financial advisor at Lifeworks Advisors, LLC with five years of industry experience. He holds the Series 65 designation and has previously worked at Aimvest Technologies Inc, Massachusetts Institute of Technology, Morgan Stanley, Rothschild, and HEC Paris. Lifeworks Advisors serves individuals, charitable organizations, trusts and estates, retirement plans, and businesses by providing wealth management, financial planning, retirement plan advisory, and portfolio management services. The firm utilizes a planning-based or risk-based investment approach supported by quantitative and fundamental analysis, and it integrates tax and accounting capabilities alongside technology to coordinate planning, tax, and reporting.

Matthew Mullowney is a financial advisor at Lifeworks Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Financial Advocates Investment Management, LPL Financial, Woodbury Financial Services, and Wells Fargo Clearing. Lifeworks Advisors serves a diverse clientele, including individuals, high-net-worth clients, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, retirement plan advisory, and portfolio management using both planning-based and risk-based investment approaches supported by quantitative and fundamental analysis.

Trevor Herin is a financial advisor with Lifeworks Advisors, LLC in Grand Rapids, MI, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at several firms including Northwestern Mutual and Mass Mutual before joining Lifeworks Advisors in 2017. Lifeworks Advisors serves a diverse client base, including high-net-worth individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers wealth management, financial planning, retirement plan advisory, and portfolio management services using a combination of planning-based and risk-based investment approaches, supported by quantitative and fundamental analysis and proprietary technology.

Michael Forney is a CFP® and Series 65-licensed advisor with four years of industry experience. He is currently with Lifeworks Advisors, LLC and has worked at multiple financial firms including Ameriprise Financial Services and Newfront Retirement Services. Forney’s background includes roles in both financial planning and advisory services. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses with wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs planning-based and risk-based investment processes utilizing a range of models that combine low-cost funds, individual securities, options, and third-party managers, supported by tax and accounting capabilities and proprietary technology.

Robert Sweas is a CFP® professional with 17 years of industry experience. He is currently with Lifeworks Advisors, LLC and has previously worked at Arete Wealth Advisors, Ausdal Financial Partners, and operated his own firm, Sweas Financial Services, LLC. Outside of advising, he performs independent auditing services without compensation and is involved in life, health, and accident insurance sales on a commission basis. Lifeworks Advisors serves individuals, charitable organizations, trusts, retirement plans, and businesses with wealth management, financial planning, and portfolio management. The firm uses both planning-based and risk-based investment approaches, incorporates quantitative and fundamental analysis, and offers integrated tax and insurance services through affiliated entities.

Marcus Griffin II is a CFA® charterholder with 19 years of industry experience. He is currently with Lifeworks Advisors, LLC and has previously worked at Narrow Gate Wealth Management, Mariner Independent, Crawford Investment Counsel, Glenmore Advisors, and GFO Advisory Services. Griffin is also a principal at Narrow Gate Wealth Management, where he offers investment advisory services through the Mariner Platform Solutions. Lifeworks Advisors serves a broad range of clients including individuals, charitable organizations, trusts and estates, retirement plans, and businesses. The firm employs a planning-based or traditional risk-based investment approach, utilizing model strategies that combine low-cost funds, individual securities, options, and third-party managers, and integrates tax and accounting capabilities alongside proprietary client technology.

Kathleen Chou is a financial advisor at Lifeworks Advisors, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Bright Advisers, LLC since 2010, serving as Operations Director. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management. The firm employs a planning-based or risk-based investment approach using model strategies that include factor-based equity, ETFs, and hedged models, and integrates tax and accounting services alongside insurance offerings through affiliated entities.

Kevin Luu is a financial advisor with Lifeworks Advisors, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Lifeworks Advisors since 2023, previously serving at Bright Advisers and Pih Investments. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management through a mix of planning-based and risk-based investment approaches. The firm integrates tax and accounting services and uses a proprietary client portal and advanced analytic tools to support its advisory process.

Aaron Williams is a financial advisor with Lifeworks Advisors, LLC in Austin, TX. He holds a Series 65 designation and has 11 years of industry experience, including 11 years at Brookstone Wealth Advisors, LLC prior to joining Lifeworks in 2026. He is also a licensed insurance agent engaged in insurance sales and implementation outside of trading hours. Lifeworks Advisors serves individuals, charitable organizations, trusts and estates, retirement plans, and businesses with wealth management, financial planning, retirement plan advisory, and portfolio management services. The firm employs both planning-based and risk-based investment approaches, using a combination of model strategies, fundamental and quantitative analysis, and tax-aware portfolio management, supported by integrated tax and insurance services and proprietary client technology.

Derek Ghia is a CFP® and Series 66-licensed advisor with 17 years of industry experience. He currently works at Lifeworks Advisors, LLC and has previously held roles at Greensview Wealth Management, United Advisors Services, and Morningstar Investment Services. Additionally, he is licensed as an insurance producer, providing fixed insurance consultation and sales. Lifeworks Advisors serves a wide range of clients, including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory, utilizing both planning-based and risk-based investment approaches that combine model strategies, low-cost funds, individual securities, options, and third-party managers.

Frank Ohara is an Investment Advisor Representative with Lifeworks Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. Prior to joining Lifeworks Advisors in 2023, he worked at Purshe Kaplan Sterling Investments, Inc. and Verisign among other firms. Mr. Ohara is also dually registered with Kristine A. Boelte & Associates, LLC. Lifeworks Advisors serves a broad client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering discretionary and non-discretionary wealth management and financial planning. The firm employs a planning-based or risk-based investment approach with model strategies combining low-cost funds, individual securities, and third-party managers, supported by integrated tax, accounting, and insurance services.

Philip Telpner is an investment advisor representative with Lifeworks Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Breakout Private Wealth LLC, JPMorgan Chase & Co., and Morgan Stanley. Outside of advisory services, he is involved in insurance sales, dedicating approximately 10% of his time to this activity. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses with wealth management, financial planning, and portfolio management services. The firm employs a planning-based or risk-based investment approach, utilizing model strategies that combine low-cost funds, individual securities, options, and third-party managers, supported by quantitative and fundamental analysis and AI decision tools.

Elliot Borge is a financial advisor at Lifeworks Advisors, LLC in Toledo, OH, holding CFP® and ChFC® designations along with a Series 66 license. He has seven years of industry experience, including prior roles at Northwestern Mutual and First Trust Advisors. Borge is also a licensed insurance agent engaged in insurance sales and implementation. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers wealth management, financial planning, retirement plan advisory, and portfolio management using a combination of planning-based and risk-based investment approaches, supported by integrated tax and insurance services.

Ian Wardle is a financial advisor at Lifeworks Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual firms and McIlrath & Eck, LLC. Outside of advisory services, he also operates as an independent insurance agent, focusing on life, health, and variable insurance products. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm employs a planning-based or traditional risk-based investment approach using model strategies that blend low-cost funds, individual securities, options, and third-party managers, supported by proprietary technology and integrated tax and insurance services.

Christopher Gervat is a financial advisor at Lifeworks Advisors, LLC in Grand Rapids, MI, holding a Series 66 designation with nine years of industry experience. His prior experience includes three years with Baird and five years with True Lacrosse LLC. He is also an independent insurance agent. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, and portfolio management through discretionary and non-discretionary services. The firm employs both planning-based and risk-based investment approaches, integrating tax and accounting capabilities and maintaining an affiliated insurance business within a multi-advisor platform managing approximately $1 billion in assets.

Alexander Chang is a ChFC® credentialed financial advisor at Lifeworks Advisors, LLC with six years of industry experience. He previously worked at Northwestern Mutual for seven years before joining Lifeworks Advisors. Outside of his advisory role, he is involved with Cuppa SF and 365 Night Market. Lifeworks Advisors serves a diverse client base, including individuals, charitable organizations, and businesses, offering wealth management, financial planning, and retirement plan advisory through a multi-advisor platform with integrated tax, accounting, and insurance capabilities.

Ronald Bullis is a financial advisor at Lifeworks Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms including Northwestern Mutual and Mass Mutual. Outside of his advisory role, he serves as a board member for the Ella Bullis Foundation, which supports families affected by premature birth, and he volunteers as treasurer for the Traffic Squad Fund with the Kent County Sheriff Department. Lifeworks Advisors serves a diverse client base with comprehensive wealth management, financial planning, and retirement advisory services, employing both planning-based and risk-based investment approaches and offering integrated tax and insurance services through affiliated entities.

Isaiah Peterson is a financial advisor at Lifeworks Advisors, LLC in Grand Rapids, MI, holding a Series 65 credential with two years of industry experience. Prior to joining Lifeworks Advisors, he worked in various roles including four years at Grand Valley State University and three years at Burgess Concrete. Lifeworks Advisors serves individuals, charitable organizations, trusts and estates, retirement plans, and businesses with wealth management, financial planning, retirement plan advisory, and portfolio management. The firm utilizes both planning-based and traditional risk-based investment approaches, combining low-cost funds, individual securities, options, and third-party managers, supported by quantitative and fundamental analysis and artificial intelligence tools.

Eric Restrepo is a financial advisor at Lifeworks Advisors, LLC with five years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Northwestern Mutual Wealth Management Company as well as other firms. Outside of advising, he owns and operates Mountain Goat Strategies, providing consulting services to business owners and privately held companies. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, and businesses, offering discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory. The firm uses both planning-based and risk-based investment approaches, integrating model strategies with tax-aware portfolio management, and supports coordinated tax and planning services through affiliated entities.

Levene Le Blanc Mc Lean is a Series 66 licensed advisor at Lifeworks Advisors, LLC with six years of industry experience. His prior roles include positions at Signature Estate & Investment Advisors LLC and Morgan Stanley. He has also been involved with Polish Your Business, LLC. Lifeworks Advisors serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management. The firm employs both planning-based and risk-based investment approaches, combining quantitative and fundamental analysis with a range of model strategies, and integrates tax and accounting services through affiliated entities.

Peter Uihlein is a CFP® with 15 years of industry experience and is currently an advisor at Lifeworks Advisors, LLC. His prior experience includes roles at Vincere Wealth Management, TD Ameritrade, Northwestern Mutual Investment Services, and BMO Harris Financial Advisors. He serves on the board of St. Nicholas Early Learning, a daycare organization in Indianapolis. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs both planning-based and risk-based investment approaches and integrates tax, accounting, and insurance services through affiliated entities, managing roughly $1 billion in assets across a multi-advisor platform.

Todd Smith is a CFP® and ChFC® with 22 years of experience in financial advising. He is currently with Lifeworks Advisors, LLC and has previously worked at Level 5 Financial, LLC, Advisers Investment Management, Inc., and Vanguard Advisers. Outside of his advisory role, he serves as President and CEO of Level 5 Family Office, LLC and Level 5 Growth Strategies, LLC, and is Treasurer and board member of Unity Spiritual Center of the Rockies, providing financial and business consulting. Lifeworks Advisors serves individuals, charitable organizations, trusts and estates, retirement plans, and businesses, offering discretionary and non-discretionary wealth management, financial planning, and portfolio management. The firm employs a planning-based or risk-based investment approach using model strategies that combine low-cost funds, individual securities, options, and third-party managers, supported by quantitative and fundamental analysis and third-party AI tools.

Sean Rawlings is a financial advisor at Lifeworks Advisors, LLC in Scottsdale, AZ, holding a Series 66 designation with five years of industry experience. His prior work includes roles at WealthBound Advisors, MML Investors Services, and GoldBook Financial. Lifeworks Advisors serves a diverse client base, including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, and portfolio management services. The firm utilizes both planning-based and risk-based investment approaches, employs a range of model strategies, and integrates tax and accounting capabilities alongside proprietary technology to support comprehensive client service.

Christopher Mercer is a financial advisor at Lifeworks Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab, TD Ameritrade, and Scottrade. Mercer is also a licensed insurance agent involved in insurance sales and implementation. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, and portfolio management. The firm uses both planning-based and risk-based investment approaches, incorporating model strategies with low-cost funds, individual securities, options, and third-party managers, while maintaining integrated tax and accounting capabilities through affiliated entities.

Kurt Van Dyken is a financial advisor at Lifeworks Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and Mass Mutual. Van Dyken is also involved in the sale of life and health insurance, long-term care, disability, and fixed annuities. Lifeworks Advisors serves a diverse client base, offering wealth management, financial planning, retirement advisory, and portfolio management through discretionary and non-discretionary services. The firm employs a planning-based or risk-based investment approach using a variety of model strategies, integrates tax and accounting services, and operates a proprietary client portal, supporting coordinated financial planning and reporting.

Robert Caldwell is a financial advisor at Lifeworks Advisors, LLC in Nashville, TN, holding a Series 65 credential with eight years of industry experience. He previously worked at Greensview Wealth Management and Morningstar, Inc. Caldwell is also licensed to conduct insurance sales, dedicating a small portion of his time to insurance-related research and sales. Lifeworks Advisors serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, retirement plans, and businesses. The firm employs both planning-based and traditional risk-based investment strategies, utilizes a combination of low-cost funds, individual securities, options, and third-party managers, and integrates tax and accounting capabilities within its multi-team platform.

Jeffrey Rainer is a financial advisor at Lifeworks Advisors, LLC with 27 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and 65. His prior experience includes 15 years at Northwestern Mutual in various wealth management and investment roles, as well as six years at Avaii Wealth Management. Outside of his advisory work, he provides consulting services on wealth, insurance, and tax strategies through Peak Vision Consulting LLC. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers wealth management, financial planning, retirement plan advisory, and portfolio management using both planning-based and risk-based investment approaches, supported by integrated tax, accounting, and insurance services.

Keith Severson is a financial advisor with Lifeworks Advisors, LLC in Maple Grove, MN. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Lifeworks Advisors in 2021, Severson worked at Strategic Wealth Group Registered Investment Advisor, Fiduciary Management Group, and Griffin Capital Securities. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses. The firm provides discretionary and non-discretionary wealth management, financial planning, retirement plan advisory, and portfolio management, utilizing a combination of planning-based and risk-based investment approaches supported by quantitative and fundamental analysis.