Oleg Zviagin is a financial advisor with Elevate Planners, an independent SEC-registered firm, and holds a Series 65 credential. He has four years of industry experience, with prior roles at Proxy Wealth Advisors, Proxy International, Proxy Freedom, CAPTRUST, FCE Group, and Circle Advisors. In addition to his advisory work, he is a licensed insurance agent. Elevate Planners provides comprehensive financial planning and portfolio management for individuals, small businesses, and corporate retirement clients. The firm employs a combination of active management and Modern Portfolio Theory-based allocation, tailoring portfolios to clients’ specific needs and offering discretionary management through sub-advisers when appropriate.

Lukas De Witt is the sole advisor at Elevate Planners, an independent SEC-registered firm, with four years of industry experience. He holds a Series 65 designation and has worked at Proxy Wealth Advisors LLC since 2020. Outside of financial advising, De Witt is a licensed real estate sales person assisting clients with home purchases and sales through Mont Sky Real Estate. Elevate Planners provides comprehensive financial planning and portfolio management for individuals, small businesses, and corporate retirement clients. The firm combines active management with Modern Portfolio Theory-based allocation and offers a wrap fee program, pension consulting, and retirement plan services under ERISA arrangements.