Stephanie Bailey is a CFP® and holds a Series 65 license, with five years of experience in financial advising. She has worked at Mercer Global Advisors since 2026 and previously spent six years with NorthAvenue, LLC. Her background also includes roles at educational institutions and in nonprofit settings. NorthAvenue LLC serves individual investors and trusts, including high-net-worth clients, offering comprehensive financial planning and investment management through both inclusive and shorter-term engagements. The firm employs a fiduciary approach, utilizing a combination of fundamental and behavioral analysis within an asset-allocation framework based on Modern Portfolio Theory.

Kristen Moosmiller is a CFP® with 13 years of industry experience. She has worked at NorthAvenue LLC since 2018 and joined Mercer Global Advisors Inc. in 2026. Her prior experience includes roles at Partnership Financial LLC and PDS Planning Inc. NorthAvenue serves individual investors and trusts, including high-net-worth clients, by providing comprehensive financial planning and investment management through fee-only, fixed-fee engagements. The firm’s investment approach relies on fundamental and behavioral analysis within a Modern Portfolio Theory framework and may include discretionary strategy implementation through an independent manager while maintaining fiduciary oversight.

Emily Paulus is a financial advisor at NorthAvenue LLC in Columbus, OH, holding a Series 65 designation with three years of industry experience. Her prior roles include positions at FirstCapUS and Dawson, among others. NorthAvenue serves individual investors and trusts, including high-net-worth clients, offering comprehensive financial planning and investment management through fiduciary, fee-only engagements that combine fundamental and behavioral analysis with asset allocation based on Modern Portfolio Theory.