Wendy Rowley is a CFP® with 30 years of industry experience. She is currently with Rowley Financial, where she has worked since 2023, and previously held roles at Markle Financial LLC and Cambridge Investment Research Advisors Inc. Outside of financial advising, she has ownership interests in real estate entities. Rowley Financial provides advisory services to individual investors, including high-net-worth and non-high-net-worth clients, as well as sponsors of pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using multiple analytical methods to tailor investment programs across a broad range of asset classes.

Richard Rowley is a financial advisor with Rowley Financial, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has served in various roles since 2013, including vice president at Rowley & Associates, Inc., and has worked at Markle Financial LLC and Cambridge Investment Research, Inc. Outside of advisory services, he is also a licensed insurance agent specializing in life and disability insurance. Rowley Financial provides advisory services to individual investors, including both high-net-worth and non-high-net-worth clients, as well as sponsors of pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, tailoring investment strategies across multiple asset classes and employing various analytical methods.