Spencer Wynant is a CFP® with 14 years of experience in financial advisory services. He has been with Peak Planning Group, LLC since 2017 and previously worked at Raymond James Financial Services and Aspen Wealth Management. Outside of his advisory role, he co-owns a private investment club, DASKU LLC, with college friends. Peak Planning Group, LLC serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and estates, managing approximately $710 million in assets. The firm uses a long-term, fundamentals-based investment approach focused on diversified portfolios of low-cost mutual funds, ETFs, and individual securities, offering both discretionary and non-discretionary management alongside financial planning and consulting.

Louis Patierno Jr. is a CFP® and ChFC® with 34 years of experience in financial advisory. He is currently with Peak Planning Group, LLC, where he has worked since 2017, and previously held positions at Kingswood Capital Partners, LLC and Raymond James Financial. Outside of advisory work, he is involved with Attorneyterm.com, an insurance sales business he has operated since 2011. Peak Planning Group, LLC provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and estates. The firm manages approximately $710 million using a primarily long-term, fundamentals-based approach with diversified portfolios of mutual funds, ETFs, and individual securities.