Brian Much is a financial advisor at Stonehaven Wealth & Tax Solutions with 19 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to joining Stonehaven Wealth & Tax Solutions in 2024, he worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 15 years. Outside of his advisory role, Much serves as CEO of Stonehaven Financial Services, LLC, which provides tax preparation and accounting services. Stonehaven Wealth & Tax Solutions offers discretionary investment management, financial planning, and retirement-account advice to individuals, high-net-worth clients, trusts, and estates. The firm combines fundamental and quantitative analysis to build model portfolios and integrates tax-aware decisions into its fiduciary retirement-account advice.

Scott Hackl is a financial advisor at Stonehaven Wealth & Tax Solutions with five years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors. Hackl serves on the boards of the Evangelical Catholic and the Stephen and Laurel Brown Foundation. Stonehaven Wealth & Tax Solutions is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes a long-term investment approach using model portfolios composed primarily of ETFs, mutual funds, and individual equities, while also offering affiliated tax and accounting services.