Sara Stiles is a CFP® with 17 years of experience in the financial services industry. She is currently affiliated with Rise Retirement, LLC and has held positions at Two West Capital Advisors LLC and The Leaders Group Inc. Stiles is also involved in several business ventures related to tax, accounting, insurance, and financial advisory services through her ownership and management roles in multiple RISE-affiliated firms. Rise Retirement, LLC offers discretionary and non-discretionary asset management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, and businesses. The firm employs a mix of fundamental, technical, and cyclical analysis across various investment strategies and provides unique services such as in-house pension plan administration and public educational workshops.

Grant Stiles is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Rise Retirement, LLC and has held roles at The Leaders Group, Inc. and Creative Planning. Stiles also serves as Chief Investment Officer and Chief Compliance Officer at Rise Consulting, LLC, where he develops investment models and oversees firm compliance. Rise Retirement, LLC provides discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individuals and business entities. The firm offers tailored investment programs using a combination of fundamental, technical, charting, and cyclical analysis, along with educational seminars for clients and plan participants.