William Smith is a CFP® professional with two years of industry experience, currently serving at Wealthway Financial Advisors. He has worked at Wealthway Financial Advisors since 2020, with interim roles at LUX Wealth Planning and Henderson Financial Group. Wealthway Financial Advisors provides comprehensive financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and select corporate and retirement plan clients. The firm employs a manager-of-managers approach based on Modern Portfolio Theory, constructing diversified portfolios with a focus on long-term holdings and quarterly reviews.

Kevin Zywna is a CFP® and holds a Series 65 license with 28 years of industry experience. He has been with Wealthway Financial Advisors since 2007. Wealthway Financial Advisors provides comprehensive financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and select corporate and retirement plan clients. The firm employs a manager-of-managers approach using asset-allocation optimization tools to construct diversified portfolios focused on long-term holdings and periodic rebalancing.