Millennium Planning Group, LLC

Matthew Rubush is a financial advisor at Millennium Planning Group, LLC with three years of industry experience. He holds a Series 65 designation and has prior experience as a CPA, including roles at Stephens & Nashland CPAs and his own CPA practice. Outside of advising, he is president of Old House Bookkeeping & Tax, LLC, where he prepares tax returns and provides bookkeeping services for small businesses. Millennium Planning Group offers investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm manages portfolios using a variety of analysis methods and trading strategies, often on a discretionary basis, and incorporates third-party managers through an institutional platform.

Michael Whitman is a CFP® professional with 16 years of industry experience, currently serving at Millennium Planning Group, LLC. He previously worked at Lincoln Financial Securities and Millennium Insurance, LLC. Outside of his advisory work, he serves as Treasurer for the Pittsboro Elementary School PTA, where he develops financial procedures and manages PTA funds. Millennium Planning Group provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, managing accounts primarily on a discretionary basis and utilizing both in-house and third-party strategies.

Dana Gower is a financial advisor with Millennium Planning Group, LLC, holding Series 65 and Series 66 credentials and over 21 years of industry experience. Prior to joining Millennium Planning Group in 2023, he has spent significant time as a self-employed consultant and has worked with Chariot HR Consultants and Olympia Advisors. In addition to his advisory role, Gower provides non-investment counsel, education, and speaking engagements on topics such as careers, ethics, digital assets, and AI, and is an author of published works including *Careering* and *Boomernomics*. Millennium Planning Group offers investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm manages portfolios using a variety of analytical methods and trading strategies, employs third-party managers, and provides coordinated tax and accounting advice through an affiliated bookkeeping and tax practice.