Steve Rumsey is a financial advisor with Optimus Advisory Group in Dickson, TN, holding a Series 63 designation and 17 years of industry experience. He has been with Optimus Advisory Group since 2008. Outside of his advisory role, he is involved in the sale of life, fixed and term, health, and fixed annuities through various insurance companies. Optimus Advisory Group serves individuals, families, trusts, pension and profit-sharing plans, and other business entities with financial planning and investment management. The firm uses a combination of strategic asset allocation, market analysis, and proprietary algorithms to manage tactical ETF and mutual fund portfolios and also offers model portfolio services and investment signals to other advisors.

Nicholas Bautista is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Clearview Wealth Management since 2018 and previously worked at Bare Financial and Commonwealth Financial Network. Bautista is also the founder and CEO of a nonprofit organization that promotes free play soccer for adolescents. Clearview Wealth Management serves individual clients, trustees, and retirement plan sponsors by providing financial planning, investment management, and retirement plan consulting. The firm uses a variety of investment vehicles and analysis tools to tailor plans and portfolios, and also offers tax preparation services exclusively to its clients.

Jessica Roks is a CFP® certificant with 14 years of industry experience currently advising clients at JDM Financial Group LLC. She has previously worked at Empirical Wealth Management, Creative Planning, Tippett Moorhead & Haden, and M Holdings Securities, Inc. JDM Financial Group primarily serves high-net-worth individuals, corporations, and other financial institutions by offering discretionary portfolio management, financial planning, and consulting services. The firm emphasizes an asset-allocation approach using mutual funds and ETFs and integrates fundamental and behavioral finance analyses in its market evaluations.

Colette Sadlier is a financial advisor at Advanced Financial Strategies Inc. with a Series 65 designation and one year of industry experience. Her background includes roles in media and education at organizations such as CNBC, CBS News, and Pepperdine University. Advanced Financial Strategies Inc. serves highly compensated executives, affluent business owners, high-net-worth individuals and families, trusts, estates, and qualifying retirement plans. The firm focuses on strategic asset allocation combining passive exposures with active management and tactical adjustments, offering comprehensive financial planning, discretionary asset management, estate and business planning, and risk management services.

Robert Hicks is a financial advisor with Osage Pacific Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Osage Pacific Advisors since 2017 and is also the managing member of Alternative Asset Group LLC, a non-investment-related business. Osage Pacific Advisors provides investment management and financial planning services to individuals, trusts, estates, retirement plan participants, businesses, and private funds. The firm’s approach emphasizes overall asset allocation before individual security selection, using a mix of fundamental, cyclical, charting, and technical analysis, and generally favors longer-term holdings while employing options and other strategies when appropriate.

Jay Alexander is a financial advisor at Greystone Wealth Management LLC with seven years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at AE Wealth Management LLC, Stronghold Capital Partners LLC, and Charles Schwab & Co., Inc. Alexander is also an owner and insurance agent involved in annuities sales through Greystone Wealth Advisors LLC. Greystone Wealth Management LLC is an independent, fee-based registered investment adviser serving individuals and families near or in retirement, along with trusts, small businesses, and estates. The firm provides discretionary asset management and comprehensive financial planning, focusing on retirement income, tax-efficient distributions, and Social Security optimization through a coordinated retirement planning framework.

Kevin Winters is a CFP® with 26 years of industry experience. He is currently a financial advisor at Flatrock Wealth Partners LLC, where he has worked since 2022. His prior roles include positions at PIMCO Investments LLC and AllianceBernstein L.P. Winters also serves as a consultant to PIMCO and is a co-general partner in a private real estate LLC. Flatrock Wealth Partners provides discretionary wealth management and financial planning to individuals, high-net-worth households, trusts, estates, foundations, and select businesses. The firm manages approximately $417.6 million in assets across 73 client relationships, focusing on customized long-term portfolios using ETFs, mutual funds, individual equities, and other investment vehicles.

Paul Matthews II is a financial advisor with RPM Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with RPM since 2012 and also serves as president of 504 Imports & Distribution, a business importing primarily wine for wholesale and retail sales. RPM Capital Management specializes in discretionary portfolio management with a focus on high-yield tax-exempt municipal bonds and selective dividend-paying equities. The firm serves primarily individuals, affiliated trusts, foundations, and family offices, emphasizing bond origination, underwriting, and ongoing monitoring alongside a selective equity sleeve.

Michael Boulos is a financial advisor at Stewardship Wealth Management Solutions with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. for 18 years and Purshe Kaplan Sterling Investments for three years. He is also president of TME Financial, a holding company. Stewardship Wealth Management Solutions provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm uses a multi-method analytical approach to portfolio management, including fundamental, qualitative, quantitative, sector, and technical analysis, and offers services ranging from asset management to retirement plan consulting.

Christiane Tomasi is a CFP® professional with 29 years of experience in the financial industry. She is the founder of CS Tomasi Wealth Management and has worked at LPL Financial since 2010. In addition to her advisory work, she owns and operates a tax preparation service. CS Tomasi Wealth Management provides discretionary wealth management, comprehensive financial planning, and negotiable tax preparation services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach combines fundamental analysis with a rotational timing technique and ongoing portfolio supervision, managing approximately $110 million in assets across about 84 clients.

Christy Schlegel is a financial advisor at Stewardship Wealth Management Solutions with a Series 65 credential and four years at the firm. Her prior work includes roles at New Life Preschool, Buffalo Exchange, and Julie Borba. Stewardship Wealth Management Solutions provides asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm uses a combination of fundamental, qualitative, quantitative, and technical analysis with various asset allocation strategies, offering both discretionary and non-discretionary management.

Maximilian Mann is a CFP® and holds a Series 66 license with eight years of industry experience. He is affiliated with Professional Financial Advisors Inc and has previously worked at Independent Financial Group, LLC and NPB Financial Group, LLC. Outside of financial advising, Mann is active in voiceover acting and reading for various roles. Professional Financial Advisors, Inc. serves individual clients including high-net-worth individuals and business owners, providing comprehensive financial planning, retirement, estate, and tax-focused analyses alongside portfolio asset management. The firm’s investment approach is conservative and allocation-driven, emphasizing client-directed, non-discretionary management and integrating tax and accounting expertise into its advisory services.

Keythe Ward Aguilar is a CFP® professional with 26 years of experience in the financial industry. He has been with ProCore Advisors, LLC since 2017 and previously worked for Partnervest Advisory Services LLC from 2009 to 2017. He holds Series 63 and Series 65 licenses and is involved part-time in non-variable insurance activities with various healthcare providers. ProCore Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm combines a retail-focused automated advisory platform with access to alternative investments and employs multiple analytical approaches to tailor client portfolios.

Kyle Soucy is a CFP® with nine years of industry experience and serves as the sole owner, managing member, and chief compliance officer of Onitus Capital, LLC. He has held roles at multiple firms including Paulson Investment Company, Northern Lights Distributors, and Symmetry Partners. Outside of his advisory work, Mr. Soucy is a co-executive producer at Kharisma Entertainment, where he sources movie projects and performs small acting roles. Onitus Capital serves individual and high-net-worth clients, as well as trusts, retirement plans, and small businesses, managing approximately $9.6 million for around 50 clients. The firm offers discretionary and non-discretionary asset management, financial planning, and retirement plan consulting, employing a range of asset allocation strategies and monitoring third-party managers to align with client objectives.

Osvaldo Arambulo is a financial professional with the Series 66 designation and two years of industry experience. He is currently affiliated with CM First Capital Corp. in Huntington Beach, CA, having held previous roles at Cetera Advisors and Vector Office Solutions. Outside of finance, his work history includes roles in health research and education. CM First Capital Corp. provides investment advisory services to individuals, plans, trusts, and organizations. The firm emphasizes tailored portfolio management with a focus on closed-end funds, employing both fundamental and technical analysis along with various trading strategies to meet client objectives.

Vinh Tran is a financial advisor at KYUR, Inc. in Newport Beach, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at KYUR since 2016 and has been affiliated with Pinehill Capital LLC since 2009. Outside of his advisory role, he is involved in research consulting. KYUR provides discretionary portfolio management and subadvisory services primarily to individual investors. The firm utilizes a blend of fundamental analysis, modern portfolio theory, behavioral finance, and quantitative methods, employing proprietary algorithms to tailor portfolios to client risk profiles.

William Godines Castro is a CFP® with six years of industry experience, currently serving at Castle Capital Management in Irvine, CA. His prior roles include positions at Ameritas Investment Corporation, Park Avenue Securities, Guardian Life Insurance Company, Thrivent, Symmetry, and New York Life. He is also involved in consulting through Castle Consulting and Strategy LLC. Castle Capital Management provides portfolio management and financial planning for individuals, trusts, estates, corporations, and retirement plans. The firm employs third-party strategies and combines fundamental analysis with modern portfolio theory to create tailored client allocations, managing a discretionary asset base while integrating insurance services through affiliated agencies.

Sage Vincent is a CFP® with one year of industry experience, currently serving at PortSalus Wealth Management in Mission Viejo, CA. Prior to his current role, he worked at Snowflakes Embryo Adoption for three years and has a background that includes education and nonprofit involvement. PortSalus Wealth Management serves individual clients, including high-net-worth households, and select pension and profit-sharing plans, offering investment management and financial planning on a fee-only basis. The firm employs a portfolio construction approach based on modern portfolio theory, combining active and passive strategies with various analytical methods, and supports client “held-away” accounts through Pontera Solutions, Inc.

Craig Sweeney is a financial advisor with LBG Advisor and holds Series 63 and Series 65 licenses. He has eight years of industry experience and has been with LBG Advisor since 2015. In addition to his advisory role, he is the owner and consultant of Resource Planning Management and Insurance Services, a business focused on estate planning, nursing home planning, and long-term care program education. LBG Advisor provides investment advisory and financial and estate planning services to individuals, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm manages most client assets on a non-discretionary basis and employs a combined top-down and bottom-up investment approach using mutual funds, ETFs, equities, fixed income, and occasionally options and other instruments.

Most of my clients have already done the hard part. They’ve built successful careers or businesses and created meaningful wealth through years of focus and discipline. But once the dust settles, a new question usually comes up: how do we protect what we’ve built and make sure it truly supports our family, both now and in the future? That’s where my work begins. I help families bring order, strategy, and intention to their financial lives. It’s not just about investments or markets; it’s about aligning wealth with purpose. The goal is to simplify complexity, preserve what matters, and give clients the confidence that everything is working together in the right direction. At marrick wealth, we lead with tax strategy because that’s where so much long-term value is created. Every dollar saved in taxes is another dollar that can compound, buy freedom, or fund your family’s next chapter. Whether it’s structuring a liquidity event, managing concentrated stock, or coordinating gifting and estate plans, we focus on the after-tax outcome that helps you keep more of what you’ve earned. Our clients typically have between $2 million and $20 million in investable assets and value a relationship that feels more like a partnership than a transaction. We collaborate closely with their accountants, attorneys, and other advisors to make sure every piece of their financial life fits together. I co-founded marrick wealth to build something different: a boutique practice grounded in transparency, tax-smart strategy, and meaningful relationships. To me, wealth isn’t about accumulating more; it’s about creating options, protecting your time, and making sure the people and experiences that matter most always come first. That’s what our firm is about, for your family and for mine.