Alexander Stuver is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 designation and seven years of industry experience. His previous roles include positions at LPL Financial, FocalPoint Wealth Management, and Brady Corporation. Outside of his advisory work, he has worked as a delivery driver for DoorDash. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary software and quantitative metrics, offering both passive and active investment strategies alongside dynamic rebalancing.

Kristen Shepherd is a financial advisor at Wealthcare Advisory Partners LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked with 1st Global Advisors, Inc and Beacon Wealth Management, LLC. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines a goals-based, client-centered planning process with an evidence-based investment framework, utilizing proprietary quantitative measures alongside fundamental and technical analysis to construct long-term portfolios.

Christopher Becks is a financial advisor at Wealthcare Advisory Partners LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services Advisors, Inc. for eight years. Becks is also the owner of Strategic Financial Consultants, Inc., a support company based in Orlando, FL. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets with a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that includes behavioral economics and quantitative analysis.

Jana Lockhart is a financial advisor with Wealthcare Advisory Partners LLC in Chico, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. She previously worked at Crown Capital Securities, LP and NorCal Financial. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment framework to construct long-term portfolios that include a range of investment options and access to alternative investments.

Craig Fishel is a financial advisor at Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Horace Mann Investors, Edward Jones, Guardian Life, Consolidated Planning, and Prudential Financial Planning Services. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

Daniel Ascani is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes roles at LPL Financial and Independent Financial Partners. Outside of his advisory work, he is involved in a ride-share business supporting his stepson’s operations. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that incorporates patented software and behavioral economics, utilizing both quantitative metrics and fundamental analysis to guide portfolio management and financial planning.

Cindy Day is a financial advisor with Wealthcare Advisory Partners LLC in Houston, TX, holding a Series 66 designation and 16 years of industry experience. Her prior work includes roles at LPL Financial, 1ST Global Advisors, and Kenneth Day CPA. She also owns a bookkeeping business. Wealthcare Advisory Partners manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, and businesses with wealth management, financial planning, and access to alternative investments. The firm employs a goals-based planning process supported by proprietary software and an evidence-based investment framework.

William Corr is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at Cadaret, Grant & Co., Inc. and M.S. Howells & Co. Outside of investment advising, he is involved in life insurance and fixed annuity sales. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary tools and quantitative measures to construct long-term oriented portfolios that include a range of investment options and access to private placements.

Jimmy Fish is a financial advisor with Wealthcare Advisory Partners LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Aegis Wealth Management, NYLIFE Securities, Prudential, Puritan Financial Group, JP Morgan Chase, and Bank of America. In addition to his advisory work, he is appointed with outside carriers to broker non-registered insurance products. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based financial advising discipline supported by proprietary software and a behavioral economics framework, employing both passive and active investment strategies along with dynamic rebalancing.

Joyce Pereira is a Series 65 licensed advisor with 16 years of industry experience. She has worked at Wealthcare Advisory Partners LLC since 2022 and previously spent 14 years at Sommers Financial Management. Currently, she is dually registered with both firms on a transitional basis. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary software and incorporates both passive and active investment strategies alongside dynamic rebalancing when appropriate.

Martin Minder is a CFP® and ChFC® with 27 years of experience in the financial services industry. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2018, and has also been associated with LPL Financial since 2012. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based, client-centered planning approach with an evidence-based investment framework, utilizing proprietary quantitative measures and offering access to alternative and private placement investments.

Jonathan Owenby is a financial advisor at Wealthcare Advisory Partners LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wealthcare Advisory Partners since 2015, also affiliated with LPL Financial since 2013. Outside of his advisory work, he is involved with several business entities related to investment and insurance services. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based advising approach that incorporates patented Wealthcare software and behavioral economics, utilizing both passive and active investment strategies alongside quantitative metrics and fundamental analysis.

Frederick Crowley Jr. is a CFP® professional with 37 years of industry experience, currently serving as an advisor at Wealthcare Advisory Partners LLC. He previously led Crowley Wealth Management, Inc. for 44 years. Outside of his financial advisory work, he owns and operates The Crowley Law Firm, LLC, specializing in estate planning and administration. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, utilizing a goals-based, client-centered planning process combined with an evidence-based investment framework that incorporates behavioral economics and proprietary quantitative measures.

Alison Pettine Wyshock is a financial advisor with Wealthcare Advisory Partners LLC, holding the ChFC® designation and Series 63 license, with 14 years of industry experience. She has been with Wealthcare Advisory Partners since 2018 and also has a background with LPL Financial dating back to 2016. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates proprietary Wealthcare software and behavioral economics, utilizing both passive and active investment strategies alongside dynamic rebalancing when appropriate.

Tucker Davis is a financial advisor at Wealthcare Advisory Partners LLC in Marietta, GA. He holds a Series 65 designation and has experience in both the financial services and mortgage industries, including prior roles at LPL Financial, Raymond James & Associates, and Movement Mortgage. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates patented Wealthcare software and behavioral economics, utilizing both passive and active investment strategies alongside proprietary quantitative metrics.

Feleatha Hyde is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Wealthcare Advisory Partners since 2015 and is also affiliated with LPL Financial. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics and quantitative measures.

Andrew Gauldin is a financial advisor at Wealthcare Advisory Partners LLC in Winchester, VA, holding a Series 66 designation with nine years of industry experience. His prior firms include Morgan Stanley, Kalos Capital, Inc., and Clark & Associates Incorporated. He is also active as an insurance agent with Creekside Insurance Advisors. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising discipline that integrates proprietary software and behavioral economics, utilizing both passive and active investment strategies alongside dynamic portfolio management.

Tori Coy is a financial advisor at Wealthcare Advisory Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Wealthcare, she worked at Columbia County for six years and Ticor Title for four years. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm’s investment approach combines a goals-based financial advising discipline with proprietary quantitative metrics, integrating both passive and active management strategies alongside behavioral economics.

Chad Williams is a financial advisor with Wealthcare Advisory Partners LLC in Marietta, GA, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at LPL Financial and Invest Financial Corporation. Outside of his advisory work, he owns a venue that hosts weddings and social events. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by patented technology and behavioral economics, offering both passive and active investment strategies alongside comprehensive portfolio and retirement plan management.

Karen Koenig is a financial advisor with Wealthcare Advisory Partners LLC and holds a Series 66 designation. She has 11 years of industry experience, including prior roles at Union Capital Company and Edward Jones. Outside of advisory work, she provides business valuation services, is a licensed insurance agent, performs strategic planning and performance analysis for a governmental authority, and serves on the board of the Non-Commissioned Officers Academy Graduate Association, where she develops a graduate magazine. She also offers wills and estate planning services. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based advising process that combines proprietary software and behavioral economics with evidence-based quantitative metrics and implements both passive and active investment strategies.