Caleb White is a CFP® and ChFC® with ten years of industry experience, currently serving at Provision Wealth Management, Inc. since 2025. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2019 to 2025. Outside of his advisory role, Caleb is co-owner of Rchivos.com LLC, a non-financial services business. Provision Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, offering discretionary portfolio management and consulting engagements tailored to client objectives and risk tolerance. The firm combines investment management with project-based and hourly planning, managing approximately $56.5 million across about 135 client relationships in a small supported team environment.

Jared Brogden is a CFP® and ChFC® with 19 years of industry experience. He is currently with Provision Wealth Management, Inc., where he has worked since 2017. Prior to that, he spent over a decade at Northwestern Mutual in various roles. Outside of his advisory work, he is a co-owner and partner of a real estate investment and renovation business. Provision Wealth Management is a team-based registered investment adviser serving primarily individual and high-net-worth clients. The firm provides discretionary and non-discretionary managed account services along with financial planning, tailoring advice to client objectives and risk tolerance through multiple investment strategies.

William Dowdy is a CFP® and ChFC® with 27 years of experience in financial services. He has worked at Northwestern Mutual in various capacities from 1999 to 2017 before joining Provision Wealth Management, Inc. in 2017. Provision Wealth Management is a team-based registered investment adviser serving primarily individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed account services alongside financial planning and consulting, tailoring advice to client objectives and risk tolerance through a range of investment strategies.

Bryan Wylie is a CFP® with 11 years of industry experience, currently serving at Provision Wealth Management, Inc. He has previously worked at Northwestern Mutual and Triangle Wealth Advisors. Bryan is also licensed as an insurance agent and engages in the sale of various insurance products. Provision Wealth Management serves individual and high-net-worth clients with investment advisory and financial planning services, offering discretionary portfolio management and consulting-style engagements tailored to client objectives and risk tolerance. The firm combines investment management with project-based and hourly planning work and maintains a small supported team of three advisors.