David Barta is a financial advisor at Nectarine with the CFP® and CFA® designations and four years of industry experience. His prior work includes roles at HireArt Inc, Xylo AI Corp, Origin Financial, Earnin, and PAAMCO Prisma. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through advisor representatives chosen via the firm's website. The firm emphasizes long-term asset allocation with low-cost, index-based mutual funds and ETFs and offers a proprietary financial-aggregation app, operating on a fee-for-service planning model without managing client investment portfolios.

Arik Peterson is a CFP® professional with 18 years of experience in the financial industry. He is currently with Nectarine and previously worked at Principal Global Investors and Principal Funds Distributor, Inc. Outside of his advisory work, he is the CEO and founder of Dads Are LLC, a T-shirt and merchandise company. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through advisor representatives selected via the firm’s website. The firm emphasizes long-term asset allocation using low-cost, index-based mutual funds and ETFs, offering advice without managing client investment portfolios or accepting custody.

Linda Grizely is a CFP® professional with four years of industry experience, currently serving as an advisor at Nectarine. Her background includes roles at firms such as Fidelity Investments, Sageview Advisory Group, and Cetera Advisor Networks. She is also involved in public speaking and writing through her business, Linda Grizely Ventures, LLC, and is the managing member of Mindset & Money, LLC, which focuses on mindset coaching. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through advisor representatives selected via the firm’s website. The firm emphasizes long-term asset allocation using low-cost, index-based funds and delivers advice on a fee-for-service basis without managing client portfolios or monitoring accounts after recommendations.

I created Madi Manages Money using what I’ve learned working as an investment analyst and financial planner over the past decade. I’m proud to hold both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. Unlike most money experts and #finfluencers you find on TikTok, I’ve made investment decisions with billions of dollars at my day job. Everything changed when I gave birth to my daughter. Like you, I wanted to provide for her in every sense of the word, including financially. It occurred to me that other moms feeling the same drive could use help acting on it because it seems the parenting books forgot the chapter on what to do with your money. Let me help you lead your family to financial success. - Madi What you can expect from me: 1. Simplicity: I believe the financial industry overcomplicates matters; simple yet effective strategies can result in substantial progress. 2. Integrity: Pursuing designations like CFA & CFP shows my commitment to high professional standards. 3. Accountability: I expect clients to take action on my recommendations for financial success. 4. Authenticity: Being my true self empowers others, especially younger women seeking advice.

James Mwombela is a CFP® with nine years of industry experience, currently serving as an advisor at Nectarine. His prior roles include positions at SLP Wealth, Mwombela Financial Planning, LLC, and several other financial firms. Outside of traditional advisory work, he provides student loan planning and financial coaching through separate ventures. Nectarine serves individual and high-net-worth clients by offering consultative financial planning through a network of advisor representatives. The firm emphasizes long-term asset allocation using low-cost, index-based funds and delivers advice on a fee-for-service basis without managing client investment portfolios.

With more than 15 years of experience in the wealth management industry, Carla founded Ametrine Wealth with the vision of helping people–particularly women–take control of their financial futures. She prides herself on creating a compassionate, trusting environment for clients and removing the barriers that keep people from setting and achieving their financial goals. Carla’s clients value her financial planning insight, ability to break down complex topics, attention to detail, and approachable demeanor. Originally from Massachusetts, Carla initially envisioned a career in science. She graduated magna cum laude from Washington and Lee University and received a Masters in chemistry from Northwestern University. However, long hours in the lab made her realize her preference for engaging with people over compounds, and she decided to put her analytical skills to use in the financial sector. Carla holds an MBA in Finance and General Management from the University of Chicago Booth School of Business and is a Certified Financial Planner Practitioner(TM). Carla lives in Lake Orion with her husband, Jarod, and her two greatest accomplishments, daughters Brinley and Chloe.

I’m Devin Watts, founder of Fallbrook Fi, a financial planning firm based in Clovis, California. I help professionals and growing families navigate life’s big transitions with clarity, confidence, and a financial plan they can trust. Many of my clients are in their 30s, 40s, or 50s, earning good money, but feeling disorganized or unsure if they’re on the right path. They’re often juggling careers, raising kids, managing debt, or preparing for big milestones. They want to do the right thing but don’t have the time or tools to make sense of everything on their own. That’s where I come in. I provide holistic financial planning and investment management that’s tailored to your life, your values, and your goals. My approach is collaborative, personal, and judgment-free. Whether we’re reviewing your insurance, building your investment strategy, planning for taxes, or aligning your finances with your future, we’ll do it together, one step at a time. I’ve been working in financial services since 2016, but I started Fallbrook Fi to create a firm that puts relationships and real-life context first. No jargon. No pressure. Just thoughtful planning that helps you feel more organized and in control. Outside of work, I’m a husband, dad, triathlete, and lover of the outdoors. If you're looking for a down-to-earth advisor who will help you align your money with what matters most, I’d love to connect.

Darci Zaunmiller is a CFP® professional based at Nectarine with 18 years of industry experience. Her prior roles include positions at Merrill and Ellevest. She is also involved in divorce planning through her business, Decisions in Divorce, where she provides consultation on financial statement analysis related to divorce. Nectarine serves individual and high-net-worth clients by offering consultative financial planning through advisor representatives selected via the firm’s website. The firm emphasizes long-term asset allocation with low-cost, index-based funds and provides advice without managing client portfolios or accepting custody.

Diana Louie is a financial advisor with Nectarine in Santa Clara, CA. She holds Series 63 and Series 65 licenses and joined Nectarine in 2026 after a 10-year career at Google. Nectarine serves individual and high-net-worth clients through consultative financial planning engagements and offers a proprietary financial-aggregation app. The firm focuses on long-term asset allocation using low-cost, index-based funds and provides advice on topics such as cash flow, retirement planning, insurance, debt reduction, and estate planning without managing client portfolios or custody.

I became a financial planner because of the lack of financial literacy in my community and I wanted to help change that. With over 13 years of industry experience, I specialize in helping Gen X, Millennial and Gen Z adults with their money. I support people as they navigate their financial decisions, offering guidance that’s rooted in empathy and simplicity. When I'm not working with clients, I'm at home with my wife, daughter, and two rescue dogs. I'm passionate about DIY projects—home improvement, woodworking, crafting cocktails, and modifying cars. Currently, I'm swapping the engine in a 1985 Pontiac Firebird, the car I drove in high school.

Kathleen Boyd is a CFP® professional with four years of industry experience currently serving as an advisor at Nectarine. She is the founder and principal consultant of Student Loan Savvy, where she provides educational and consultative services related to student loan repayment and borrower decision-making. Her prior experience includes roles at SLP Wealth and the XY Planning Network. Nectarine serves individual and high-net-worth clients, offering consultative financial planning through selected advisor representatives. The firm focuses on long-term asset allocation using low-cost, index-based funds and provides advice on cash flow, retirement planning, insurance, debt reduction, and estate planning without managing client investment portfolios.

I started in this industry in 2008. I'm so grateful to have experience supporting clients through the great recession. It taught me the value of a disciplined investment approach, using empirical data and math to manage portfolios and remove the emotions that cause us to make poor investment decisions. My framework for advice is goals focused. We figure out how you want to use your money during your lifetime, then work backwards to arrive at the best financial decisions to support your goals. This is our guiding light. I'm passionate about financial education and empowering clients to understand the "why" behind the "what to do". My personal journey includes: - Joining a fintech startup as the 4th employee, where I learned to pivot and adapt quickly. - Working with high-earning professionals, which taught me advanced tax-planning strategies. - Teaching financial education webinars, where I honed the ability to simplify complex concepts. I provide a white-glove service to support every financial decision and bring peace of mind. Every day, I’m grateful to serve people.

Melody Brady is a Certified Financial Planner® with 15 years of industry experience. She is currently affiliated with Nectarine and has previously worked at firms including CUSO Financial Services and Charles Schwab. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through advisor representatives selected via its website. The firm emphasizes long-term asset allocation with low-cost, index-based funds and delivers advice on a fee-for-service basis without managing client portfolios or accepting custody.

Lillian Irion is a CFP® with five years of industry experience, currently serving as an advisor at Nectarine. She previously worked at firms including Brighton Jones LLC and Baird. Outside of her advisory role, Irion is the CEO and founder of Daring Greatly Wealth, a financial coaching and life planning business. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through advisor representatives selected via the firm’s website. The firm emphasizes long-term asset allocation using low-cost, index-based funds and offers a proprietary financial-aggregation app but does not manage client investment portfolios or accept custody.

Live and Give Financial was started with a vision of increasing access to quality, unbiased advice for families who have not yet accumulated a lot of wealth. Our focus on flat-fee, advice-only planning puts the power back in your hands to learn money management strategies for your own situation. We will empower you to make decisions that will be meaningful for your family. We'll work together on a comprehensive financial plan over the course of 4-6 months. Utilizing research-backed tools we'll have in-depth conversations about your passions and dreams for the future to uncover the goals that are most meaningful to you. From there we'll visit all aspects of your financial picture to set you on the path to holistic wellbeing. Reach out to schedule a conversation about your goals. If I'm not the right fit for your pain points I'll help you find the service that is - which is my ultimate duty as a fiduciary advisor. I look forward to connecting!

Adam Coleman is a financial advisor at Nectarine with two years of industry experience. He holds a Series 65 designation and has previously worked at SmartPath Financial Education and Core Planning. Outside of his advisory role, he is involved as a mortgage loan originator at Loan Pronto and provides remote financial coaching through SmartPath Financial Education. Nectarine serves individual and high-net-worth clients by offering consultative financial planning through selected advisor representatives. The firm emphasizes long-term asset allocation using low-cost, index-based funds and provides services on a fee-for-service basis without managing client investment portfolios.

Nicholas Kyburz is a Series 65-licensed advisor at Nectarine with one year of industry experience. His prior work includes roles at IBM and Abound Wealth Management. Nectarine serves individual and high-net-worth clients through consultative financial planning, offering services such as one-hour consultations, multi-week plans, and ongoing arrangements. The firm emphasizes long-term asset allocation using low-cost, index-based funds and ETFs and provides a proprietary financial-aggregation app, operating on a fee-for-service model without managing client investment portfolios.

Derek Merkler is a CFP® with nine years of industry experience, currently serving as an advisor at Nectarine. His prior work history includes roles at Trophy Point Financial Planning, LLC, XYPN Invest, Greenheck Group, Borg Warner, Parsonex Advisory Services, Inc., and eight years in the U.S. Army. Outside of financial advising, he manages a thoroughbred horse breeding and racing operation through Trophy Point Thoroughbreds, LLC. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through a fee-for-service model. The firm emphasizes long-term asset allocation using low-cost, index-based funds and offers a proprietary financial-aggregation app, with advice focused on planning topics rather than portfolio management.