CFP®-certified financial advisors working with newlyweds and engaged couples

Leslie Goodwin is a Series 66-licensed financial advisor with Edward Jones, based in Junction City, KS, and has two years of industry experience. Prior to joining Edward Jones in 2023, Goodwin worked at Redfish LLC and Junction City Enterprises Inc. Goodwin is involved in local community organizations as a board member of the Junction City Noon Kiwanis, Greater Geary Community Foundation, Geary Community Schools Foundation, and Manhattan Area Technical College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Cynthia Flannigan is a CFP® professional with seven years of industry experience. She has worked at MainStreet Financial Planning, Inc. since 2018 and previously spent six years at Evercore Wealth Management. MainStreet Financial Planning serves individuals, couples, families, business owners, and non-profit organizations, offering fee-only financial planning and investment consultation. The firm emphasizes a long-term, low-cost, passive investment approach focused on asset allocation and tax efficiency, providing non-discretionary advice through structured planning packages and educational resources.

My Financial Background: I am a CFA® Charterholder and CFP® Professional. For over a decade I served in various roles at Morgan Stanley and BNP Paribas in the New York metro area before relocating to Charlotte, North Carolina in 2021 where I was most recently a Vice President at Bank of America. Why I founded PB Wealth: I started PB Wealth to make a real impact in people’s lives, specifically focusing on professionals and families who may have some time before they retire, but they are in their peak decision-making years and need someone that truly invests in and empowers them. Starting my own RIA has given me the flexibility and independence I need to serve clients in their best interest, without compromise. My Mission: I believe a financial advisor should meet you where you are, whether you’re just starting out or whether you’re in your peak earning years, it should not matter. My mission is to help you build a life that is truly meaningful to you and that starts with getting to know who you are and what matters most to you.

Amy Wrightson is a financial advisor at Ameriprise with six years of industry experience. She previously worked at Edward Jones for six years and spent nearly two decades in behavioral healthcare. Wrightson serves on the Board of Directors for Centerstone of Florida, where she participates in CEO appointment and organizational governance. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Chia Hsin Chen is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in working with newly resident clients from the Asia Pacific region, including China, Taiwan, Singapore, and Hong Kong. Chen brings to her role extensive knowledge of the financial concerns these clients face in the US market, assisting them in customizing family financial plans upon their arrival in the United States. With over 17 years of experience managing assets for high net worth individuals, families, and institutions, Chen focuses on areas such as college education planning, liquidity management, managing new wealth, tax minimization, and retirement income. She holds a bachelor's degree from National Taiwan University and a master's degree from Boston University. Additionally, she is designated as a Personal Investment Advisor (PIA). Outside of her professional responsibilities, Chen enjoys interior decorating, spending time with her family, swimming, and traveling.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.