Chad Valchar is a Financial Consultant who works with clients to address complex financial goals, including risk management and investing strategies spanning short- to long-term horizons. He partners with both individuals and businesses to support their financial objectives at various stages of life. He has professional experience as a Financial Advisor at Edward Jones from 2019 to 2024. Chad holds a California Insurance License and is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of his professional work, Chad has interests in comedy, cooking and baking, food, golf, motorcycles, and pets.

Kevin Campbell is a CFP® with 12 years of experience in financial advisory services. He is currently the sole advisor at R.I.T. Wealth Advisors and has previously worked with McIlrath & Eck, LLC dba Periscope Wealth Advisors and Northwestern Mutual in various capacities. R.I.T. Wealth Advisors provides fee-based financial planning and discretionary investment management for individuals, including high-net-worth clients, and business entities. The firm focuses on building diversified, low-cost, tax-efficient portfolios with a long-term buy-and-hold strategy, complemented by holistic financial planning and advice on retirement plan rollovers and held-away assets.