Leading Edge Financial Planning LLC

Bailey Alleman is a Series 65-licensed financial advisor with one year of industry experience. They currently work at Leading Edge Financial Planning LLC and have prior experience at Joyce and Company, Kimley-Horn, Forvis, and CliftonLarsonAllen. Leading Edge Financial Planning LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm offers discretionary portfolio management combined with financial planning and consulting, emphasizing strategic asset allocation, diversification, and a long-term approach primarily using low-cost mutual funds and ETFs.

Nolan Clark is a CFP® professional with three years of experience at Leading Edge Financial Planning LLC and prior roles at Baird and Align Wealth Management. He has additional work history including involvement with the Western Kentucky University Alumni Association and YMCA. Leading Edge Financial Planning LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $522 million in assets across about 302 clients, employing a team of nine advisors and emphasizing a long-term investment approach focused on diversification and strategic asset allocation using primarily low-cost mutual funds and ETFs.

Andrew Christopher is a CFP®, CFA®, and Series 65 designated advisor with five years of industry experience. He has worked at Leading Edge Financial Planning LLC since 2023 and has prior experience with Dowling & Yahnke Wealth Advisors and PricewaterhouseCoopers. Outside of financial advising, he serves as a Lieutenant Commander in the United States Navy Reserves, works as an F-35 instructor pilot for Lockheed Martin, and has been a career coach and faculty advisor at Georgetown University. Leading Edge Financial Planning LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm emphasizes strategic asset allocation and diversification using low-cost mutual funds and ETFs, offers discretionary portfolio management, and operates as a team of nine advisors across multiple offices.

Zack Payne is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at Leading Edge Financial Planning LLC, where he has been an advisor since 2026. Prior to this, he worked at Cerity Partners, LLC, ARGI Investments Services, LLC, and has experience from non-financial roles, including two years at Que Buenos and four years at Western Kentucky University. Leading Edge Financial Planning LLC serves individuals, high net worth clients, trusts, estates, and businesses by providing wealth management, discretionary portfolio management, and financial planning services. The firm focuses on strategic asset allocation, diversification, and a long-term investment approach using primarily low-cost mutual funds and ETFs.

Kevin Gormley is a CFP® professional with 15 years of experience, currently serving as an advisor at Leading Edge Financial Planning LLC. He has worked with Leading Edge Financial Planning since 2015 and is also the managing member and owner of Leading Edge Tax Planning, LLC, a tax planning and preparation firm. Prior to this, he spent nine years at Accounting Consultants, Inc. Leading Edge Financial Planning LLC offers wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm emphasizes strategic asset allocation, diversification, and long-term investing, utilizing a mix of low-cost mutual funds, ETFs, and other investment vehicles while providing discretionary portfolio management and continuous account reviews.

Charles Mattingly is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Leading Edge Financial Planning LLC since 2015. He has a longstanding career as a pilot with Southwest Airlines, beginning in 2007, which he continues alongside his advisory work. Mattingly also owns Leading Edge Tax Planning LLC, a tax and accounting services business. Leading Edge Financial Planning LLC is a team of nine advisors providing wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm emphasizes strategic asset allocation and a long-term investment approach using mostly low-cost mutual funds and ETFs, alongside discretionary portfolio management and financial consulting.

Jonathan Schultz is a registered financial advisor with Leading Edge Financial Planning LLC in Raleigh, NC. He holds a Series 65 designation and has one year of industry experience. Prior to joining Leading Edge, he held roles at Flexjet, Jet It, Dynamic Aviation, and Willow Valley Communities. Leading Edge Financial Planning LLC serves individuals, high net worth clients, trusts, estates, and businesses with wealth management and financial planning. The firm employs a team-based approach that emphasizes strategic asset allocation, diversification, and long-term investing using primarily low-cost mutual funds and ETFs, alongside discretionary portfolio management.

Jason Reagan is a CFP® and Series 66-registered advisor at Leading Edge Financial Planning LLC with eight years of industry experience. He has worked at Leading Edge since 2019 and previously served nine years with the Arizona Air National Guard. Outside of financial advising, he is a pilot for NetJets Aviation, a role he has held for over 19 years. Leading Edge Financial Planning LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $522 million in assets using a long-term, diversified investment approach focused on low-cost mutual funds and ETFs, supported by discretionary portfolio management and regular account reviews.

Elizabeth Wheeler is a financial advisor with Leading Edge Financial Planning LLC in Knoxville, TN. She holds a Series 65 designation and has been with Leading Edge since 2021. Prior to her current role, she spent 11 years with University Surgeons Associates. Leading Edge Financial Planning LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm employs a strategic, long-term investment approach focused on asset allocation and diversification, primarily using low-cost mutual funds and ETFs, while supplementing portfolios with individual securities and independent managers when appropriate.

Mark Covell is a financial advisor with Leading Edge Financial Planning LLC in Asheville, NC, holding a Series 65 credential and five years of industry experience. He has been with Leading Edge Financial Planning since 2020 and also works as an airline pilot for American Airlines. Leading Edge Financial Planning LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm offers discretionary portfolio management alongside financial planning, emphasizing strategic asset allocation, diversification, and a long-term investment approach.