Everspire

Alan Faerber is a CFP® professional with 17 years of experience in the financial services industry. He currently serves as a Senior Financial Planner at TomiPlan and previously worked at Charles Schwab, TD Ameritrade Investment Management, and Scottrade. TomiPlan is a financial planning firm that guides consumers through the planning process without offering securities or financial products.

Roy Jones is a CFP® professional and MBA with a Graduate Certificate in Financial Planning. With 26 years of financial services experience, he serves as CEO of Everspire and its affiliated firms, MHL Investments, E6 Portfolios, and TomiPlan. Everspire is an SEC-registered investment adviser with more than $289 million in discretionary assets under management. The firm serves individuals, families, businesses, charitable organizations, and retirement plans through a dedicated-advisor model centered on goals- and cash-flow-based financial planning. Everspire’s investment philosophy integrates low-cost, globally diversified core portfolios, daily tax-loss harvesting capabilities, and tax-aware alternative strategies designed to support each client’s broader financial plan.

Steven Wikstrom is a financial advisor with Everspire, holding a Series 66 designation and two years of industry experience. Prior to his advisory career, he worked at Boeing for 34 years before retiring in 2021. He is also involved with TomiPlan, a financial planning company to which he refers business and receives referral fees. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning services through a dedicated advisor model and a goals-based, liability-driven approach.

Adam Lazaro is a financial advisor at Everspire with five years of industry experience. He holds a Series 66 designation and has worked with Everspire since 2021. Outside of financial advising, Lazaro is a First Officer pilot with United Airlines and participates in a referral arrangement with the financial planning company TomiPlan. Everspire provides investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs diversified portfolio strategies and integrates technology, including AI tools, while maintaining human oversight in client advice.

Jason Lindquist is a financial advisor at Everspire with 16 years of industry experience. He holds a Series 65 designation and has worked in advisory roles at Aegis Wealth Group (dba Everspire) since 2017, as well as with other firms including e6 Portfolios and MHL Investments. Outside of his advisory work, he holds a profit interest in JHL Inc., a non-investment-related entity. Everspire provides investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs diversified portfolio strategies and integrates technology, including AI tools, alongside human review, to support client-specific advice.

Nathan Rockwell is a financial advisor with Everspire, holding Series 63 and Series 65 licenses and four years of industry experience. He is also the owner of Rockwell Financial, PLLC, and serves as Tax and Valuation Principal at Carefree Professional Practice Resources, LLC, both professional CPA practices focused on tax, valuation, and consulting within the dental industry. Everspire provides investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans, implementing diversified portfolios through equities, fixed income, cash, and alternative strategies. The firm integrates technology, including AI tools with human oversight, and maintains multiple professional affiliations while addressing these through disclosure and supervision.

Devin Frampton is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Everspire. His prior experience includes roles at Keller Williams Westfield and Guerrilla Advisors, LLC. Outside of his advisory work, he is involved with Penny Lane HOA and has entrepreneurial experience through ownership of a holding company. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning services with a goals-based, liability-driven approach.

Ryan Tucker is a Series 66-licensed financial advisor with Everspire who has 13 years of industry experience. He has worked at M. H. Leblang, Inc. since 2018 and has been with Everspire since 2017, in addition to prior roles at DFPG Investments and TD Ameritrade. Outside of his advisory work, he is involved in music performance and owns a medical industry marketing brokerage that connects medical supply providers with healthcare facilities. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, employing a dedicated advisor model and a goals-based, liability-driven financial planning approach supported by an Investment Committee and quantitative and fundamental portfolio analysis.

Michael Ross is a financial advisor with Everspire in Abilene, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Titan Securities for 13 years before joining Everspire and MHL Investments in 2023. Ross is involved in a side business, Got Zoom, which provides student loan consolidation referrals and access to government programs for student loan debt reduction. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning services supported by a structured investment process and an affiliated network of related financial services.

Thomas Melburn is a financial advisor at Everspire with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Cambria Capital, OPTIONiQ, and Kingswood Wealth Advisors. In addition to his advisory role, Melburn receives referral fees from TomiPlan, a financial planning company. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning services through a dedicated advisor model and an investment process that combines quantitative and fundamental analysis.

Kevin Pett is a financial advisor at Everspire with one year of industry experience. He holds the Series 66 designation and has previously worked with MHL Investments and Synchrony Wealth Management. Outside of his advisory role, Pett refers business to TomiPlan, a financial planning company, and supports clients with insurance education and case coordination through Synchrony Wealth Management. Everspire is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, and retirement plans. The firm uses a dedicated advisor model and combines quantitative and fundamental analysis to construct portfolios primarily from mutual funds, ETFs, and individual securities.

Adam Cook is a financial advisor at Everspire with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including MHL Investments and Lionshare Financial Group. Outside of his advisory role, he is active in music as a performer and artist through his involvement with The Nogusman, LLC. Everspire provides investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers diversified portfolio management with allocations across equities, fixed income, cash, and alternative strategies, often utilizing third-party and affiliated managers along with AI-enabled tools for research and operations.

Jeremiah Hughes is a financial advisor at Everspire with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley, E*TRADE, and TD Ameritrade. He also refers business to TomiPlan, a financial planning company, receiving referral fees without providing securities or financial products there. Everspire is a wealth management firm serving individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides discretionary portfolio management, financial planning, third-party manager coordination, and retirement-plan consulting, implementing diversified portfolios with equities, fixed income, cash, and alternatives, and integrating technology including AI-enabled tools alongside human review.

Gerilyn Merrill is a financial advisor with Everspire, holding a Series 65 designation and nine years of industry experience. She has worked at Everspire since 2014, with additional experience at Delta Air Lines. Merrill receives referral fees for directing business to TomiPlan, a financial planning company. Everspire provides investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm uses diversified portfolios with equities, fixed income, cash, and alternative strategies, incorporating technology and human oversight in investment decision-making.

Benjamin Cannon is a financial advisor with Everspire, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Titan Securities for 14 years before joining Everspire and MHL Investments in 2023. Outside of his advisory roles, Cannon operates SouthTowne Enterprise, Inc., which manages business activities related to securities, life insurance, and advisory services, and he receives referral fees from TomiPlan, a financial planning company. Everspire provides investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs diversified portfolios using equities, fixed income, cash, and alternative strategies, often through third-party and affiliated managers, and integrates technology including AI-enabled tools to support research and client advice.