Cathie Arthurs is a financial advisor at Wayfinding Financial, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Financial Engines Advisors, Edelman Financial Engines, and Conover Capital Management. Arthurs has been with Wayfinding Financial since 2021. Wayfinding Financial serves individual and high-net-worth clients, as well as foundations, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan advisory services, utilizing a planning-driven consultative process combined with disciplined asset allocation and a range of investment options.

Trent O'neal is a financial advisor at Wayfinding Financial, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors Financial Network LLC and Merrill. Wayfinding Financial serves individual and high-net-worth clients, as well as foundations, trusts, estates, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan advisory and consulting services. The firm manages over $350 million in assets across about 361 accounts and utilizes a planning-driven consultative approach combined with disciplined asset allocation and a variety of investment implementation strategies.