Shelley Murasko is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Wealthrise Financial Planning, LLC since 2016. She holds the Series 66 designation and practices in Carlsbad, CA. Wealthrise Financial Planning serves individual investors, including high-net-worth clients, with a focus on working with women addressing financial empowerment, longevity, and long-term care planning. The firm employs an evidence-based, tax-aware investment approach using primarily passively managed funds with factor-aware tilts, combining behavioral finance insights with disciplined portfolio construction and ongoing financial planning.

Kelly Doyle is a financial advisor at Wealthrise Financial Planning, LLC with two years of industry experience. Prior to joining Wealthrise, she worked for nearly two decades at Rick Engineering Company and spent a year as a homemaker. She holds a Series 65 designation. Wealthrise Financial Planning serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs an evidence-based, tax-aware investment approach that emphasizes low-cost, broadly diversified passive funds and disciplined asset allocation, integrating behavioral considerations into portfolio construction.