CFP®-certified advisors focused on caretaker in the US

When Britta decided to work in the field of personal finance, she researched the best way to enter the profession without compromising her ideals. She realized that the best way forward would be to become a Certified Financial Planner (CFP®) and practice in a fiduciary, fee-only, and holistic capacity. A naturally frugal person, Britta enjoys working with clients to prioritize their goals and find ways to use their resources to create a fulfilling life. Money may not always buy happiness, but carefully and deliberately prioritizing your dreams can build sustainable joy. Britta enjoys working with clients interested in growing and sustaining their wealth as a means to achieving their ideal life, whether that involves traveling to exotic locations or making a difference in their communities. As a Chartered Special Needs Consultant (ChSNC®), Britta is equipped for the unique financial challenges of those with disabilities and their families. Britta has been quoted in the Wall Street Journal, Financial Advisor Magazine, and Kiplinger's Personal Finance. She has also been interviewed in the Autism Dad and Wealthy Mom MD podcasts. Britta and her husband Craig live in Brooklyn Heights, Ohio, where they enjoy playing board games and spending time with their dogs, Wombat and Kookaburra.

Perry Hepworth is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2013, holding various positions including Vice President and Branch Leader from 2019 to 2025, Assistant Branch Manager from 2018 to 2019, Branch Service Manager from 2015 to 2018, and General Management Apprentice from 2013 to 2015. His extensive experience within Fidelity has provided him with a broad understanding of financial services and client management. With 12 years in the financial services industry, Perry focuses on meaningful financial planning that begins with listening to clients to understand their stories, values, and visions. His approach emphasizes trust, transparency, and guiding clients through every stage of their financial journey. Perry aims to build lasting partnerships with clients based on mutual understanding and personal connection. Outside of his professional work, Perry's personal interests include fitness, military service, parenthood, pets, and traveling.

Kathleen Redford is a financial advisor at Edward Jones in Farmville, VA, holding a Series 66 designation. She has one year of industry experience and previously worked at the Fuqua School, Pediatric Therapies, Inc., Allied Instructional Services, Inc., and The Woodland. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

For years Quentara was the unexpected primary caregiver for her father who was diagnosed with Alzheimers. During his transition she continued to work, buy a house, get married, and start a family. She founded Powwow with the intent of helping other families prioritize their goals that are often neglected due to the in-the-moment demands of kids and aging parents. Powwow is fee-for-service, meaning a family's net worth, relationships, goals, and concerns are discussed and illustrated without the need to invest assets or purchase product. If you have questions related to every day goals, elder care transition, and kids you've come to the right place. Quentara has been featured in numerous publications, including NerdWallet, CBS MoneyWatch, and Financial Planning Magazine. She has also been invited to present on financial planning and elder care topics throughout Massachusetts. Follow her on social media and reach out to schedule a free consultation.

Megan Kopka is passionate about helping women—especially caregivers and widows—find financial security and the freedom to live fulfilling lives through intentional life planning and investing. Drawing from her diverse experiences as a former math teacher, wife, mom, widow, solo parent, caregiver, medical advocate, business owner, and feminist, Megan offers unique insights on integrating money with life values. Megan is both a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Registered Life Planner (RLP®), blending her personal, professional, and altruistic missions to serve clients meaningfully. She specializes in working with widows and caregivers, providing holistic financial guidance to help them navigate life transitions confidently. About Kopka Financial, LLC. Kopka Financial, LLC is a fiduciary-focused financial planning and investment management firm dedicated to meeting each client’s unique needs with integrity and transparency. As a Registered Investment Advisory (RIA) firm, Kopka Financial operates with your best interests as the top priority, ensuring every decision aligns with your goals, values, and financial well-being. Our mission is to guide you to your financial aspirations while easing your peace of mind. We simplify complex processes by assisting you with cumbersome paperwork and educating you in a way that eliminates industry jargon. The nuances, rules, and account types are explained based on how they fit your specific needs, risk tolerance, tax structure, and earning capabilities. At Kopka Financial, we strive to allocate your resources efficiently so you can confidently pursue your dreams. Working with Kopka Financial begins with a comprehensive financial plan. This plan serves as the foundation for understanding your goals, savings, and spending habits. We aim to ensure your money provides a lifestyle that fulfills you and aligns with what matters most to you. Planning gives us a framework for ongoing investment management, allowing us to adapt as your life and market conditions evolve. Kopka Financial takes a holistic approach to financial planning, helping you confidently navigate life’s transitions. By integrating personalized strategies into every plan, we work to grow and preserve your resources while advising you on using your cash flow to achieve your life goals. Our commitment to personalized service helps ensure clients feel empowered, informed, and secure in their financial future.

Sarah Currier Barrella is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at TD Bank and Citizens Securities, Inc. Barrella holds Series 63 and Series 65 licenses. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary portfolio management and ongoing suitability reviews.

Elanna Gould is a CFP® professional with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior work includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center. She also maintains an independent insurance agency representing various insurance companies. Cambridge Investment Research Advisors serves a diverse clientele including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and access to third-party sub-advisers through multiple account platforms.

Ethan Siekkinen is a financial advisor with Plante Moran Financial Advisors, holding a Series 65 designation and beginning his advisory career in 2023. Prior to joining the firm, he worked at J Wilson Wealth Management and has experience outside finance with Rizzo Lawn Care. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, manager selection, and uses a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.

Thomas Mcintire is a CFP® with 33 years of experience in the financial services industry, currently affiliated with Raymond James Financial in Irving, TX. His prior roles include positions at Cadent Capital, LLC, Insurance Planners & Advisors Group, and The Guardian Life Insurance Company. He serves as a board member and finance committee member for the Dallas Rotary Club Foundation, overseeing investments and supporting the foundation’s philanthropic efforts. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipalities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client collaboration and supported by extensive research and asset-allocation analysis.

Jace Hart is a CFP® professional with eight years of industry experience, currently serving as an advisor at Leo Wealth, LLC since 2023. His prior roles include positions at LPL Financial LLC and Fidelity Brokerage Services LLC. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, utilizing sub-advisors and third-party managers to implement specialized strategies.