As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.

Edward Evanouskas is a financial advisor at Elm Tree Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Elm Tree Capital Management and Key Corp. since 2010. Elm Tree Capital Management is a boutique discretionary investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, corporations, and private investment funds. The firm focuses on income generation and capital preservation through a buy-and-hold strategy centered on dividend-paying equities, fixed-income securities, ETFs, and mutual funds, supported by fundamental and proprietary credit analysis.

Henry Tebben is a CFA® charterholder with 20 years of experience in the financial industry. He is the sole advisor at Veritas, a firm he has been associated with since 2015, and has also worked with Princor and Principal Life since 2004. Veritas is a boutique, fee-only registered investment adviser that primarily serves qualified retirement plans for corporations, not-for-profits, foundations, trusts, and municipalities, as well as individual clients. The firm employs a risk-aware, long-term investment approach emphasizing asset allocation, diversification, and a combination of active and passive strategies, and it offers services ranging from plan design to ongoing monitoring and manager oversight.

Gw King is the principal of King Retirement Solutions, LLC, an independent advisory firm based in North Port, Florida. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to founding King Retirement Solutions in 2018, he worked at Brokers Financial and Brokers International Financial Services, LLC, and has operated as a sole proprietor since 1989. Outside of financial advising, he currently operates Dancing Moon Travel, a travel agency. King Retirement Solutions primarily serves individual clients as well as business and high-net-worth clients, offering financial planning, insurance reviews, and life-insurance analyses. The firm arranges asset management through third-party managers and operates mainly on a non-discretionary basis, monitoring manager performance and utilizing fundamental, technical, and cyclical analysis.

Jeffrey Keister is a financial advisor at JK PWA LLC in Englewood, FL, holding the ChFC® designation and Series 66 license with 20 years of industry experience. He previously worked at LPL Financial from 2010 to 2019 before continuing his practice at JK PWA LLC. JK PWA LLC provides fee-based investment advisory and portfolio management services to individual and high-net-worth clients, employing a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis. The firm primarily operates on a non-discretionary basis, managing approximately $13.2 million in client assets without exercising trading authority.

Christopher Kehoe is a CFA® charterholder with four years of industry experience. He is currently with R.W. Rogé & Company, Inc. and has prior experience at Masonry Capital Management, Value Advisors LLC, and Berens Capital Management LLC. R.W. Rogé & Company, Inc. is a fee-only wealth management firm serving individuals, small businesses, pension and profit-sharing plans, foundations, and institutional clients. The firm employs a value-oriented investment approach combining strategic asset allocation with bottom-up equity selection through its proprietary ResearchEdge due-diligence process.

David Hogan is a financial advisor at LCI Advisors with 26 years of industry experience. He has been with Lewis & Clark Advisors since 2005. He holds Series 63 and Series 65 designations. LCI Advisors is a state-registered investment adviser managing approximately $57.8 million for about 50 clients, primarily individuals, trusts, and qualified plans. The firm employs a disciplined, value-based investment process and offers a range of strategies including discretionary and non-discretionary portfolio management, options writing, and customized managed accounts.

Jeffrey Tamas is a financial advisor with Ideal Retirement Solutions and holds a Series 65 designation. He has 10 years of industry experience and has worked with firms including MWA Financial Services and Modern Woodmen. In addition to his advisory role, he is also an insurance agent, selling annuities and life insurance products. Ideal Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management, fee-based annuity programs, and estate planning coordination through the Wealth.com platform. The firm employs both technical analysis and a mix of long- and short-term trading strategies, utilizing a range of investment vehicles including mutual funds, equities, fixed income, and insurance products.

Daniel Mc Daniel is a financial advisor at Landing Financial Group, Inc. with two years of industry experience. He holds a Series 65 credential and has been involved with Landing Insurance Group LLC as an insurance agent since 2011. Landing Financial Group provides discretionary and non-discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals and businesses. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to build portfolios aligned with client goals, time horizons, and risk tolerance.

Corey Cyr is a financial advisor with Ideal Retirement Solutions in Port Charlotte, FL, holding a Series 65 designation and seven years of industry experience. He has previously worked at MWA Financial Services, Inc. and Modern Woodmen of America, and is also registered with Alphastar Capital Management, where he transacts in alternative products. Cyr divides his time between investment advisory and insurance sales, spending a significant portion of his workweek on insurance-based products. Ideal Retirement Solutions provides investment advisory services to individual and high-net-worth clients, offering discretionary portfolio management, fee-based annuity programs, estate planning coordination through the Wealth.com platform, and optional subscription services. The firm integrates technical analysis and a range of investment vehicles while operating as both an advisory and insurance agency.

Scott Long is a financial advisor at Ideal Retirement Solutions with three years of industry experience. He holds a Series 65 designation and has previously worked at MWA Financial Services Inc and Modern Woodmen of America. Outside of advising, he is a licensed insurance agent with Ideal Retirement Solutions. Ideal Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management, fee-based annuity programs, and estate-document planning coordination via the Wealth.com platform. The firm employs technical analysis and a range of investment vehicles while integrating affiliated tax services and insurance offerings into its advisory model.

Steven Burks is a financial advisor with Amerigo Asset Management Corporation in Port Charlotte, FL. He holds Series 63 and Series 65 designations and has 38 years of industry experience. Since 2010, he has been associated with Channel Trend Asset Management Corporation. Amerigo Asset Management Corporation is a fee-based investment adviser serving primarily individual clients and pension and retirement plan trustees. The firm employs a model-driven investment approach focused on technical and graphical analysis, using individual equities and ETFs across various allocation strategies.

Joshua Duncan is a Certified Financial Planner™ (CFP®) with 12 years of industry experience. He has worked at Edward Jones for five years before joining F5 Financial Planning, L.L.C. in 2018, where he currently serves as an advisor. F5 Financial Planning, L.L.C. is a NAPFA-approved, fee-only firm serving corporate executives, entrepreneurs, and families with comprehensive financial planning and portfolio management. The firm emphasizes long-term, fundamental analysis and risk-managed portfolios, and also provides virtual CFO services to businesses alongside its planning offerings.

Christian Sahlmann is a financial advisor with Ideal Retirement Solutions in Port Charlotte, FL. He holds Series 65 and Series 66 licenses and has five years of industry experience, including prior roles at Fisher Investments, Bank OZK, and Merrill. He is also a licensed insurance agent with Ideal Retirement Solutions. Ideal Retirement Solutions provides investment advisory services to individual and high-net-worth clients, offering discretionary portfolio management, fee-based annuity programs, and estate planning coordination through the Wealth.com platform. The firm utilizes a combination of technical analysis and a range of investment types, including mutual funds, fixed income, and private placements, delivered through a third-party platform with discretionary trading authority.

Valerie Wagner is a financial advisor at Schorn Wealth with four years of industry experience. She holds a Series 65 designation and has operated Valerie Wagner & Associates since 2004. In addition to her advisory role, she is the owner and president of Strategic Tax & Accounting Solutions, Inc., a tax consulting firm. Schorn Wealth serves individual and high-net-worth clients, as well as trusts, estates, corporations, and small businesses, offering financial planning, consultation, and discretionary wealth management. The firm uses proprietary portfolio models and combines fundamental and technical analysis to manage client assets, primarily on a discretionary basis.

Jason Venditti is a financial advisor at Stirlingshire Investments with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Hazard & Siegel Advisory Services, MML Investors Services, and Massachusetts Mutual Life Insurance. Outside of financial advising, he owns and operates a fishing charter business, CustomDeluxe Sportfishing LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a diverse investment approach combining quantitative, fundamental, technical analysis, and modern portfolio theory, offering access to a broad range of investment types and model strategies through its proprietary AIM marketplace.

Tyler Amendola is a financial advisor at Coquina Private Wealth Advisors with a Series 65 designation and approximately one year of industry experience. His background includes roles at Amendola Financial Group and Coquina Private Wealth LLC, as well as time spent as a full-time student. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages roughly $392 million on a discretionary basis and offers retirement-plan consulting, building portfolios tailored to client-specific policies using both fundamental and technical analysis.

Adam Carter is a financial advisor with WealthPLAN Partners in Venice, FL, holding a Series 66 designation and 19 years of industry experience. He has been associated with Osaic Wealth, Inc. and its affiliated entities for much of his career and operates as a sole proprietor. Outside of advisory work, he engages in public speaking on basic financial health topics such as budgeting and debt repayment. WealthPLAN Partners is a multi-team registered investment adviser with 24 advisors managing approximately $1.27 billion in assets. The firm serves individuals, including high-net-worth clients, as well as foundations, non-profit, and pension plan sponsors, offering comprehensive financial planning, discretionary investment management, and retirement-plan consulting with an investment approach focused on strategy diversification.

Stephen Cook is a financial advisor with Coquina Private Wealth Advisors in Port Charlotte, FL, holding a Series 63 designation and bringing 48 years of industry experience. His prior roles include positions at Williams Financial Services, Inc. and Raymond James Financial Services, where he worked for over three decades. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million in discretionary assets and offers retirement-plan consulting, utilizing both fundamental and technical analysis to build individualized portfolios aligned with client-specific goals.

Austin Lowder is a financial advisor at Markowski Investments with one year of industry experience. He holds a Series 65 designation and has a diverse work history including roles in education and community organizations such as Florida Soccer Referees and Gasparilla Tennis Club. Markowski Investments provides personal financial planning and discretionary portfolio management to a wide range of clients including individuals, families, and charitable organizations. The firm employs a multi-asset strategic allocation approach that incorporates technical, fundamental, and cyclical analysis, balancing long-term positions with tactical adjustments.