Philip Smith is a CFP®, ChFC®, and Series 66-registered financial advisor with 26 years of industry experience. He is currently with Salient Wealth Planning and has prior experience at Ameriprise Financial Services, Inc., where he worked for 18 years. Smith is involved in assisting clients with term, long-term care, and disability insurance in addition to his advisory role. Salient Wealth Planning is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, fundamental-analysis investment approach and manages diversified portfolios primarily using low-cost mutual funds and ETFs, complemented by individual securities and independent manager recommendations.

Richard Vertucci Jr. is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Salient Wealth Planning and previously held roles at Ameriprise Financial Services, Inc. and Savvy. Outside of finance, he was involved with Lakeside Tavern & Marina for four years. Salient Wealth Planning is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $239 million across about 193 client relationships with a focus on long-term, fundamental analysis and diversified portfolios using low-cost mutual funds, ETFs, and individual securities when appropriate.

Allison Wooton is a financial advisor at Salient Wealth Planning with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Ameriprise Financial Services and Purshe Kaplan Sterling Investments. Salient Wealth Planning is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages portfolios using a long-term, fundamental analysis approach with diversified investments including low-cost mutual funds and ETFs, and also offers comprehensive financial planning.