Douglas Zidel is the sole advisor at Zidel Financial Inc. in Breckenridge, CO, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has been associated with LaSalle St Securities for 25 years. Zidel Financial, Inc. provides financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm applies Modern Portfolio Theory using fundamental and technical analysis to manage diversified long-term investment portfolios.

Stephen Gladstone is the principal of Gladstone Financial LLC in Breckenridge, CO, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gladstone Financial since 2013. Outside of his advisory work, Gladstone is also a professional musician. Gladstone Financial provides ongoing asset management and financial consulting primarily on a non-discretionary basis to individuals, high-net-worth clients, trusts, estates, and business entities, employing a blend of charting, technical, fundamental, and cyclical investment methods.

David Keller is the sole advisor at Covered Call LLC in Silverthorne, Colorado, holding a Series 65 designation with 11 years of industry experience. He has managed Covered Call LLC since 2014. Keller’s prior professional experience includes work in Japan and Hong Kong. Covered Call LLC provides discretionary portfolio management primarily for individual investors, using a range of options-based strategies alongside fixed income and diversified mutual funds and ETFs. The firm is notable for its active use of derivatives in separately managed accounts and serves a significant non-U.S. client base with tailored investment approaches.

Andria Pyn is the principal advisor of PYN Wealth Management LLC in Breckenridge, Colorado, holding a Series 65 designation with eight years of industry experience. She previously worked at Zidel Financial, Inc. for seven years before founding her current firm. Outside of financial advising, she works as a bartender in the hospitality industry. PYN Wealth Management LLC offers financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a Modern Portfolio Theory approach, tailoring asset allocation to each client’s specific circumstances and accepting discretionary authority while allowing for written investment restrictions.

Sean Butson is a CFA® charterholder with 19 years of industry experience. He has been the principal of DC Capital Management, LLC since 2011. DC Capital Management provides discretionary portfolio management and fee-based financial planning to individuals and various institutional clients. The firm utilizes a blend of charting, fundamental, technical, and cyclical analysis and offers proprietary model portfolios tailored to different risk profiles, operating as a solo practice with centralized decision-making.

Edward Lara is a CFP® professional with over 54 years of industry experience. He is currently with Pierce Wealth Partners, Inc., where he has worked since 2021, and previously operated his own firm, Lara, May & Associates, LLC, for 11 years. Outside of his advisory work, he serves on the investment committee for the National Repertory Orchestra, reviewing investment recommendations for its endowments. Pierce Wealth Partners provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and businesses. The firm offers tailored portfolio management and written financial plans, combining active and passive investment strategies, and operates proprietary wrap fee programs through its affiliation with a woman-owned, WBE-certified broker-dealer.

Carly Nixon is a CFP® professional with three years of experience at Capital Consulting & Asset Management. She has a background in education, having taught English as a second language to Spanish-speaking students as a part-time professor at Colorado Mountain College since 2014. Prior to joining the firm, she worked at the College for Financial Planning and Early Childhood Options. Capital Consulting & Asset Management serves individual and institutional clients, offering financial planning, portfolio management, and qualified plan consulting. The firm uses diversified, asset-allocation-based model portfolios and provides access to third-party managers for larger accounts, combining model-driven management with broad investment options.

Terrence Cunningham is a financial advisor at Scala Capital LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CMG Capital Management Group, Inc. and Integral Wealth Securities LLC. Outside of his advisory role, he is involved in business development and commercial lending with Clarion Street Advisors. Scala Capital serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary and non-discretionary portfolio management through model portfolios and incorporates technical, fundamental, and cyclical analysis alongside various trading strategies.

Lindsey Owen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC. Her prior experience includes roles at Bank of America, Merrill Lynch, Charles Schwab, Fidelity, and Jackson National Life. Outside of her advisory work, she manages a real estate investment LLC focused on rental properties. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm combines macroeconomic analysis with fundamental, quantitative, and qualitative research to manage customized private accounts, model separate-account, and ETF strategies.

Sharon Abbey is a financial advisor with XML Financial Group, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with XML Financial, LLC since 2019 and has been associated with XML Securities, LLC since 2008. Outside of her advisory role, she is a half shareholder and signor in Abbey Excavating, a residence-based business owned by her spouse. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to a diverse retail client base including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and utilizes a blend of fundamental and technical analysis alongside third-party managers and an internal Investment Committee to tailor portfolios to client needs.

Ann Sandquist is a financial advisor with Arax Advisory Partners and holds Series 63 and Series 66 licenses. She has 28 years of industry experience, including positions at Charles Schwab and Kingswood Capital Partners. Outside of her advisory work, she serves as the Mayor of Silverthorne, Colorado. Arax Advisory Partners is a multi-team wealth manager that oversees approximately $26.5 billion in assets and serves individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation, and is noted for its performance-based fee arrangements and active insurance brokerage activities.

Steve’s introduction to financial planning came at a difficult time. A death in the family led to a number of unresolved financial issues. He volunteered to try and untangle what turned out to be a complex situation, drawing on his background as an attorney and a long-held interest in finance. He didn’t know what to expect, but what he found was unexpected: While managing his family’s situation, he also learned how to act as a financial steward—and about the importance of an evidence-based approach to investing. That experience led Steve to a realization: He wanted to help others pursue their own financial success—and help them avoid the kinds of financial challenges that can occur without a proper plan in place. Steve became a Certified Financial Planner (CFP) in 2003 and since then has worked to help people build sustainable plans to pursue their financial goals. Steve has worked with professionals, families, and business owners to plan successfully for their future for more than two decades. For over 25 years, he has served as a board member of numerous non-profits. In addition to his financial planning expertise, Steve has accumulated extensive experience that enriches his financial services, including: Practicing as an attorney focusing on business and commercial matters, estate planning, succession planning and probate Starting, operating and selling his own businesses Acting as a professional fiduciary including asset management and disposition, portfolio management, accounting and tax preparation. By helping to educate you on your financial options and how they relate to your financial lifestyle, Steve designed RightPath™ Investments & Financial Planning to put you in control. He also places a strong emphasis on on-going expert advice, guidance and review. That way, both you and RightPath understand your continuing—and changing—needs. Steve also believes that, over time, that “educate and review” approach helps you to gain confidence in your decision-making and trust in RightPath’s services. He looks forward to helping you with your wealth management needs. Education: BA in economics, Franklin & Marshall College in Lancaster, Pennsylvania; JD, University of Maine School of Law. Professional designations: Certified Financial Planner (CFP). Steve has held NASD Series 6 and 63 licenses and is a member of the Bars of Maine, Massachusetts, and Colorado. CFP® and CERTIFIED FINANCIAL PLANNER® and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Read Steven's blog here: https://www.rightpathinvestments.com/news-resources/blog/

Kelly Stecklein is a CFP® professional with 23 years of experience in the financial services industry. She has worked at multiple firms including Advisory Solutions Group, CS Planning Corp., and Cetera Advisor Networks. Outside of advising, Stecklein is involved in health coaching as a Certified Integrative Nutrition Health Coach, serves on the Frisco Sanitation Board and Colorado Secure Savings board, and teaches yoga. Advisory Solutions Group, where Stecklein is affiliated, serves retail clients with financial planning, consulting, and portfolio management, and provides back-office services to other RIAs. The firm employs a diversified portfolio approach combining quantitative, momentum, and fundamental analysis, and supports RIAs with model portfolios, detailed reporting, and management of held-away retirement assets.

Megan Nuttelman is a CFP® professional at Mission Wealth Management, LP with one year of industry experience. She has previously worked at RightPath Investments & Financial Planning, Inc. and was employed by The Summit Foundation. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm offers wealth management, financial planning, and personalized portfolio management through tiered service models, employing customized, long-term investment strategies across a broad range of assets.

Aleda Kresge is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Western Wealth Management since 2016 and has a long tenure at LPL Financial dating back to 2003. Outside of her advisory roles, she has worked as a ski instructor. Western Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, offering comprehensive portfolio management, financial planning, and access to a broad range of investment strategies and programs.

Karen Roth is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 18 years of experience in the financial services industry. She is a managing partner and co-owner of Apogee Wealth Advisors LLC and has been affiliated with Commonwealth Financial Network since 2020. Prior to that, she worked at Cambridge Investment Research, Inc. and its affiliated advisor entity from 2013 to 2020. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, technology, investment management, compliance, and practice-management support, allowing advisors discretion to construct client portfolios and access various managed model portfolios and program structures.

Ryan Barber is a financial advisor with &PARTNERS, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He worked at Edward Jones for 20 years before joining &PARTNERS in 2024. Outside of advising, he is the owner of EB Dwellings LLC, a business that manages a second home rental. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA consulting, and investment banking, utilizing both proprietary and third-party portfolio management strategies with fundamental, technical, and quantitative analysis.

Shamya Ullah is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 18 years of industry experience. Prior to joining NewEdge Advisors, Ullah held roles at City National Bank, RBC Capital Markets, and Morgan Stanley. Outside of advisory work, Ullah serves on the boards of One Community, a media and entertainment company, and Families in Schools, a nonprofit focused on educational support, and is a member of the Board of Councilors at the USC Rossier School of Education. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services and employs multiple program structures combined with centralized due diligence and technology tools to support advisors and clients.

Amanda Falkum is a CFP® with 22 years of experience in the financial industry. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC. Her background includes roles at Foreside Financial Services, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework and offers a range of services including portfolio management, financial counseling, and fiduciary consulting.

Andrew Alvine is a financial advisor with Raymond James & Associates in Silverthorne, Colorado, holding a Series 66 credential and nine years of industry experience. His prior roles include five years at Edward Jones and seven years at Alvine Engineering. Outside of advisory work, he is employed part-time as a greeter at Vail Resorts. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipalities. The firm emphasizes tailored financial planning and consulting with a range of portfolio management styles, supported by firm research and affiliated sub-advisers.

Julia Karasik is a financial advisor with Morgan Stanley, holding the Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she works as a seasonal ski instructor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Robin Drabant is a CFP® professional with 16 years of industry experience, currently serving clients at Edward Jones since 2013. Based in Breckenridge, CO, Drabant has held leadership roles in the Breckenridge Mountain Rotary Club, including past president. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large national network of advisors and offices.

Tammie Schroeder is a CFP® certificant with 20 years of experience in the financial industry. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mason Burnside is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. His career includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as prior positions outside the financial industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and employs multi-asset model portfolios supported by extensive research and due diligence.

Joseph Murto is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 66 credential and has worked at Ameriprise Financial Services, Inc. for 16 years before joining Cetera. Outside of his advisory role, he owns Alpine Wealth Management, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

David Greenman is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market models to tailor strategies to clients' goals.

Chad Robinson is a financial advisor with LPL Financial in Frisco, CO, holding the Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he serves on the finance committee of Team Summit, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and offering access to research, model portfolios, and various investment strategies.

Richard Lopez is a financial advisor with Charles Schwab holding a Series 66 designation and is based in Frisco, CO. His prior experience includes roles at JP Morgan Chase, First Republic Bank, and Charles Schwab Bank. Before transitioning into financial services, he worked in the hospitality industry and in community services. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Richard Rohr is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves as a trustee for the Clementine Lockwood Peterson Foundation, assisting in the oversight of the foundation’s investment portfolio. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a comprehensive platform that includes proprietary research and capital markets services.

Bridget Hattingh is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2012, with a brief period at Keystone Neighbourhood Co. from 2013 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates a nationwide network of over 23,700 financial advisors.

Ian Donovan is a financial advisor at Edward Jones in Frisco, Colorado, holding a Series 66 credential and with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Power Motive Corporation and spent seven years in media with Summit Daily News/Colorado Mountain News Media. He serves on the boards of the Summit County Builders Association and the Breckenridge Fly Fishing Film Tour. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Daniel Franco is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and 10 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services to provide a broad range of financial solutions.

David Sherlock is a financial advisor with LPL Financial in Frisco, CO, holding Series 63 and Series 65 licenses and 27 years of industry experience. Prior to joining LPL Financial in 2020, he worked for 11 years at Wells Fargo Advisors Financial Network LLC. He also manages a business entity for tax and investment purposes, Divide Asset Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Thomas Francomano is a Senior Financial Advisor and partner advisor with The Lake Norman Group at Merrill Lynch Wealth Management in Huntersville, North Carolina. He works with individuals, families, and business owners to accumulate and preserve wealth, helping them reach their short- and long-term financial goals through personalized wealth management strategies. TJ joined The Lake Norman Group of Merrill Lynch Wealth Management in 2018 as a Financial Advisor in Boulder, Colorado, shortly after earning his Bachelor's Degree from Colorado State University. He returned to the Charlotte, North Carolina area in 2020 and focuses on understanding clients' needs and goals to establish customized strategies that consider risk tolerance and changing market conditions. He provides ongoing reviews and recommendations to assist clients in tracking their progress. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). TJ is involved in his community in Denver, North Carolina, coaching youth lacrosse for local organizations and volunteering as a mentor with the Big Brother Big Sister program. He is also affiliated with the Lake Norman Chamber of Commerce and engaged with the Lake Norman Outlaw Lacrosse.

Patrick Glackin is a financial advisor at Edward Jones in Silverthorne, Colorado, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Vail Resorts and Gain Capital Group. He was a minority owner of a manufacturing and extraction business, Glextra Industries LLC, which has not been active since 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Karen Terrell is a financial advisor at Cetera with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Cetera and its related entities since 2016. In addition to her advisory work, she is licensed to sell life, health, annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform featuring both affiliated and third-party managers.

Catherine Hatfield is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. Her prior work includes roles at Cohere Beauty, Breckenridge Brewery, and Blue Sage Spa, among others. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is notable for its use of algorithmic methods and AI in portfolio management.

Kelly Garoutte is a financial advisor at Edward Jones in Breckenridge, Colorado, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, Kelly worked in the hospitality sector, including roles at Blue at the Riverwalk and Deschutes Brewery. Outside of advisory work, Kelly is involved in event venue and catering services in Breckenridge. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Toril Mc Guigan is a Series 66 licensed financial advisor at Wells Fargo Advisors with four years of industry experience. She previously worked at Edward Jones for four years and Bank of The West for five years. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and client summary letters.

Ona Crow is a financial advisor at Edward Jones in Fallston, MD, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at OMNI Institute and EarthLinks, Inc. Outside of her advisory role, she co-facilitates a monthly mindfulness and wellness event called "Nourish & Connect" through SoulLift. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients, offering advisory programs with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors.

Susanne Livesay is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Wealth Management since 2012, including her current role at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs with a focus on tailored financial planning supported by proprietary tools and market modeling techniques.

Neil Kellen is a financial advisor with Cetera holding a Series 66 license and one year of industry experience. He has worked in fitness-related roles for several years, including positions as a personal trainer and area sales manager in fitness coaching. Outside of his advisory work, he is involved as a financial professional with Alpine Wealth Management and active in fitness coaching and training businesses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and affiliations.

Jordan Mitchell is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. He has been with Thrivent since 2018. Outside of advisory work, he is the Chief Financial Officer and owner of Cosmic Honey, a mobile catering business where he provides consultation on marketing, accounting, finance, and relationship management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm provides holistic, goal-based financial analyses and written recommendations without managing client portfolios directly, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Eric Williams is a CFP® professional with 42 years of industry experience, currently serving at Wells Fargo Advisors since 2015. He owns and operates Williams Financial LLC, a financial practice based in Anderson, IN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored client recommendations.