Jaden Blansett is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Root Financial Partners with two years of industry experience. Prior to joining Root Financial Partners, he worked at Pandowealth, LLC and Powercat Financial. He has also gained experience outside finance, including roles in banking and construction early in his career. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies using index funds and ETFs, with portfolios tailored to client objectives and risk tolerance, and offers educational programming and paid online academies separate from advisory services.

James Conole is a CFP® with 13 years of experience in the financial services industry. He has worked at Root Financial Partners since 2017 and previously held roles at Purshe Kaplan Sterling Investments and Seaside Wealth Management. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies and provides educational programs and online academies for financial education.

Erika Lopez is a financial advisor at Root Financial Partners with two years of industry experience. She holds a Series 65 designation and has previously worked at Reyes Financial Architecture and McAdam Financial. Outside of finance, she has experience working with several local businesses in the hospitality and craft sectors. Root Financial Partners provides investment management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, trusts, estates, and small businesses. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and also offers educational programs and online academies separate from its advisory services.

Zacariah Fustgaard is a financial advisor at Root Financial Partners with two years of industry experience. He holds the Series 66 designation and has previously worked at Commonwealth Financial Network, Longwave Financial, and several other firms. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan relationships. The firm employs a diversified, passive investment approach using index funds and ETFs, with tailored portfolios that may include specialized strategies for clients with complex needs.