Phillip Worley is a CFP® and Series 65-registered advisor with WorthWhile Wealth Council, based in Johnson City, TN, and has four years of industry experience. He has been with WorthWhile Wealth Council since 2020 and previously worked at Worthwhile Wealth. Prior to his advisory career, he was employed at East Tennessee State University for six years. WorthWhile Wealth Council serves individual clients, including high-net-worth households, retirement plan sponsors, trusts, and small foundations by providing integrated wealth management, financial planning, and discretionary portfolio management as a fee-only fiduciary. The firm uses a strategic, global multi-asset allocation approach and offers client education, behavioral-finance coaching, and impact-investment screening tools.

David Maurice is a CFP® with 33 years of industry experience, currently serving as an advisor at WorthWhile Wealth Council. He has worked at Wealthwise Inc since 2002 and at 508 Princeton Road since 2022. WorthWhile Wealth Council is a fee-only wealth management firm serving individuals, high earners, people of high net worth, foundations, and retirement plan sponsors. The firm emphasizes a strategic, globally diversified multi-asset-class investment approach primarily using mutual funds and ETFs, combined with financial planning, discretionary portfolio management, and client education.