Robert Heintz is a CFA® charterholder with 10 years of industry experience. He has worked at Planning Associates Wealth Management since 2020 and previously was self-employed for eight years, with earlier experience at Avalon Investment & Advisory. Planning Associates Wealth Management is a small, supported advisory firm serving primarily individual and high-net-worth clients. The firm manages portfolios using a variety of securities and analytic methods, offers both discretionary and non-discretionary asset management, comprehensive financial planning, and retirement plan consulting.

Ralph Freibert III is a CFP® professional with 35 years of industry experience, currently serving at Planning Associates Wealth Management, LLC since 2019. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. Outside of his advisory role, he is a Captain/Pilot and Assistant Training and Development Officer with the Louisiana Wing, Billy Mitchell Squadron of the Civil Air Patrol and serves as CFO for FlexLife Wellness, LLC, a practitioner assisted stretching franchise. Planning Associates Wealth Management is a small firm with two advisors managing approximately $72.3 million for around 84 individual and high-net-worth clients. The firm provides discretionary and non-discretionary asset management, comprehensive portfolio management, standalone financial planning, and employer retirement plan consulting, employing a diverse analytic approach and a disciplined fixed-income strategy.