Brien Smith is a CFP® professional with 30 years of industry experience, currently serving as the sole advisor at Traditions Wealth Advisors, LLC. He has led Traditions Wealth Management since 2004. In addition to his advisory role, Smith owns Spirit Fiduciary Partners, managing assets for church, private, and nonprofit foundations, and Spirit Stewardship Ministries, where he provides financial stewardship education primarily through church congregations. Traditions Wealth Advisors offers personalized financial planning and wealth management services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm uses a strategic core-and-satellite asset allocation approach with a consultative, primarily non-discretionary management style, and supports client education through published materials and outreach programs.

Noel Woolverton III is a CFP® with 24 years of industry experience, currently serving at Traditions Wealth Advisors, LLC where he has worked since 2014. He also has a concurrent role with Paragon Virtues, LLC dating back to 2009. Traditions Wealth Advisors serves individual clients, including high net worth individuals, as well as trusts, estates, and small businesses, providing comprehensive financial planning, wealth management, and customized investment management. The firm emphasizes a strategic asset allocation approach using no-load institutional mutual funds and ETFs, and is noted for its educational periodicals, workshops, and affiliated entities supporting financial literacy and pro bono endowment advising.