Flat-fee advisors focused on newlywed/engaged in the US

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 five years of industry experience. She previously worked at Edward Jones for six years and spent nineteen years in behavioral healthcare providers. Amy serves on the board of directors for Centerstone of Florida, where she participates in CEO evaluation and strategic planning. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Chia Hsin Chen is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings extensive experience in managing assets for high net worth individuals, families, and institutions, with a focus on areas such as college education planning, liquidity management, managing new wealth, tax minimization, and retirement income. Chia Hsin holds a Bachelor's degree from National Taiwan University and a Master's degree from Boston University. She works particularly with newly arrived residents from the Asia Pacific region, including China, Taiwan, Singapore, and Hong Kong, providing tailored financial plans that address their unique cultural and financial concerns in the US market. Chia Hsin is a Personal Investment Advisor (PIA) and is fully fluent in Mandarin. Outside of her professional role, Chia Hsin enjoys interior decorating, traveling, swimming, and spending time with her family.

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.

Wesley Pool is a financial advisor with Wells Fargo Clearing in Fort Worth, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at JPMorgan Securities LLC for seven years and has entrepreneurial experience with #TagMeBro LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s advisory process includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Hassan Al Kadhimi is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at J.P. Morgan Securities, JP Morgan Chase Bank, and TD Bank. He is also involved with NIHFCU Wealth Advisors, a DBA for his LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of delivery options supported by an in-house research team, combining large-scale advisory operations with a broad range of financial products.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Amanda is also involved with Lucky Duck, a separate business activity. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supported by research and planning tools, and serves both retail and institutional clients with a range of advisory programs.