Maximillian Morgan is a financial advisor with LookAhead Wealth LLC, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has worked at Titus Financial, Inc. and Investment Design Management. Outside of finance, Morgan is involved in the management and bookkeeping of Luxe Atelier, a luxury skincare spa in Lake Oswego, Oregon, in which he holds a beneficial ownership interest. LookAhead Wealth LLC is a fee-only investment adviser serving retail and institutional clients with discretionary portfolio management. The firm manages approximately $45 million in assets and offers customized strategies combining low-cost passive exposures with targeted active management, along with retirement planning and tax-aware oversight.

Elijah Lyons is a CFP® with two years of industry experience, currently serving as the sole advisor at Lookahead Wealth LLC. He previously worked at Southern Capital Advisors, LLC for three years and has held roles at Freed-Hardeman University and Apologetics Press Inc. outside the financial sector. Lookahead Wealth LLC is a fee-only investment adviser providing discretionary portfolio management and financial planning services to both retail and institutional clients. The firm emphasizes customized investment strategies that combine low-cost passive exposures with manager-focused active approaches, applying quantitative and qualitative analysis over multiple time horizons.