James Franklin is a CFP® with five years of industry experience currently serving as a financial advisor at Asset One Wealth Management, LLC. He previously worked at LPL Financial LLC and E*Trade Securities LLC among other roles. Outside of financial advisory, he has held positions at Utah Valley University and was involved with The Color Run event. Asset One Wealth Management is an SEC-registered advisory firm that provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm offers a customized, long-term investment approach and family-office style coordination for clients with at least $2 million in assets under management.

James Ferrin is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Asset One Wealth Management, LLC, where he has worked since 2025. His prior experience includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Shilanski & Associates, Inc., Ferrin Capital, and Triad Advisors Inc. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, pension plans, and charitable organizations. The firm offers customized portfolios based on clients’ risk profiles and objectives, using a mix of individual securities, ETFs, mutual funds, and selected Independent Managers.