Independent advisors focused on caring for aging parents in the US

Tracey Hayes is a ChFC® and Series 66 licensed financial advisor with 14 years of industry experience. She has been with Edward Jones in Albemarle, NC since 2011. 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.

Hunter Conley is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he partners with clients to understand their financial priorities and develop strategies that address short-, mid-, and long-term goals. He provides guidance on investing, retirement planning, and saving for unexpected expenses, and coordinates access to Bank of America specialists for services including banking, credit, home financing, and small business solutions. With a focus on managing complex and competing financial demands, Hunter works one-on-one with clients to define their goals and tailor portfolio strategies accordingly. He offers ongoing advice and adapts financial plans as clients’ situations evolve. His expertise includes investment advisory services, retirement planning, and wealth management strategies. Hunter holds a bachelor's degree from the University of North Carolina System. He has earned several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA).

Sami Aslam is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to helping them achieve those objectives. Sami provides ongoing advice and adjusts investment plans as clients’ situations evolve. He holds the Personal Investment Advisor (PIA) designation and has completed an Associate's Degree at Nassau Community College. Sami is fluent in English and Urdu. His professional focus includes assisting clients with managing competing financial priorities such as buying a home, saving for college, caring for elderly parents, and preparing for healthcare needs. Sami emphasizes personalized, one-on-one collaboration to create strategies aligned with what matters most to each client and their family.

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.

Luke Scott is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their individual financial goals and develop tailored strategies to pursue those goals across short-, mid-, and long-term time horizons. Luke specializes in helping clients navigate complex financial priorities, including investing, retirement planning, and managing competing demands such as home buying, college savings, elder care, and healthcare preparation. He provides ongoing advice and portfolio management, adapting strategies as clients’ needs evolve. He also coordinates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Luke holds a Bachelor's Degree from Ohio State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His approach centers on uncovering what matters most to clients and their families to create effective financial strategies.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a financial advisor at Waverly Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at 9258 Wealth Management for five years and Teradata Corp for eleven years. In addition to her advisory role, she serves as assistant director of tax planning at 9258 Tax and Planning. Waverly Advisors, LLC is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, employing a combination of centralized and customized investment strategies across traditional and alternative asset classes.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Safeguard Investment Advisory Group, LLC, holding a Series 65 credential and 15 years of industry experience. He has worked with Safeguard since 2020 and previously held roles at LifePro Asset Management, LLC, Martin and Associates Insurance Services, Inc., and Martin Wealth Management, LLC. Hart is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education (NACFF), providing unbiased fiduciary financial education. Safeguard Investment Advisory Group, LLC serves individual, high-net-worth, institutional, and business clients, offering discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm employs a fundamental-analysis investment process with a preferred horizon of two to ten years and manages over $600 million across approximately 1,800 client relationships.

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.