Philip Smith is a CFP®, ChFC®, and Series 66-registered financial advisor with 25 years of industry experience. He is currently with Salient Wealth Planning and previously spent 18 years at Ameriprise Financial Services, Inc. Smith also assists clients with term, long-term care, and disability insurance in a limited capacity. Salient Wealth Planning is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages roughly $239 million across about 193 client relationships using a long-term, fundamental-analysis approach with diversified portfolios of low-cost mutual funds, ETFs, and selected individual securities.

Richard Vertucci Jr. is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Salient Wealth Planning, where he has worked since 2023, following a nine-year tenure at Ameriprise Financial Services. Prior to his financial advisory career, he was involved with Lakeside Tavern & Marina for four years. Salient Wealth Planning is an SEC-registered firm that provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses a long-term, fundamental approach to construct diversified portfolios, combining low-cost mutual funds and ETFs with 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 previously worked at Ameriprise Financial Services, Inc. for 13 years. Salient Wealth Planning is an SEC-registered firm providing discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, fundamental analysis approach and manages diversified portfolios primarily using low-cost mutual funds and ETFs.