Jonathan Heagle is a CFP®, CFA® credentialed advisor with eight years of industry experience. He is a managing partner at MV Properties 1, LLC and has worked at Mountain Vista Wealth Management since 2017. Prior to that, he was employed at RBC Barbados Trading Bank from 2015 to 2017. Mountain Vista Wealth Management is a fee-only advisory firm serving primarily individual and high-net-worth clients, along with some employer-sponsored retirement plans. The firm offers comprehensive financial planning and portfolio management using both active and passive strategies, and provides educational seminars and employee benefit plan advisory services.

Michael Riolo is a financial advisor at Mountain Vista Wealth Management with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Sovereign Financial Group, Inc. and Raymond James Financial Services before joining Mountain Vista Wealth Management in 2018. In addition to his advisory role, he is the Owner and Principal Attorney of The Riolo Law Firm PLLC and President of Total Wealth Advisory Group LLC. Mountain Vista Wealth Management is a fee-only advisory firm serving primarily individual and high-net-worth clients, as well as employer-sponsored retirement plans. The firm offers portfolio management and comprehensive financial planning, utilizing a combination of active and passive strategies guided by fundamental, technical, and cyclical analysis.