Stacy Borek is a CFP® with 11 years of industry experience, currently with SteelPeak Wealth, LLC. Her prior roles include positions at Ridgeway & Warner, Capital B Financial Planning, Ameriprise, and independent tax accounting work. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, and family offices, offering financial planning, portfolio management, and alternative investment consulting. The firm employs proprietary and custom model portfolios and provides access to privately placed securities and alternative solutions for qualified clients.

Ethan Ashbrook is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He began his career at Fidelity Investments in 2023 and has held various roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant I. Ethan's professional focus is on supporting clients through the financial planning process, helping them feel confident in their decisions and working toward achieving their unique goals. He holds a California Insurance License which complements his role in financial consulting. Outside of his professional life, Ethan enjoys fitness, socializing with friends, playing golf, outdoor adventures, and spending time with his pets.