Meridian, ID N Lakes Place Office

Kaden Mc Carney is a financial advisor at Next Level Wealth Planning, LLC with a Series 65 designation and one year of industry experience. Prior to joining Next Level Wealth Planning, he worked at the State of Idaho and spent ten years at Sager CPA & Advisors. Next Level Wealth Planning serves individuals and high-net-worth clients, providing ongoing portfolio management, financial planning, and consulting services. The firm uses a combination of fundamental, quantitative, and technical analysis within a modern portfolio theory framework and manages accounts on a discretionary basis.

Jacob McCarney is a CFP® with 22 years of industry experience, currently serving at Next Level Wealth Planning, LLC since 2023. He previously worked at Raymond James Financial for 16 years and has operated McCarney Financial Group, LLC since 2007. Outside of advising, he is a partner in 3 & 3 Property, LLC, a real estate brokerage business. Next Level Wealth Planning, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, using a variety of analysis methods and investment strategies. The firm manages both discretionary and non-discretionary accounts and maintains consulting relationships with broker/dealers to serve their customers.

Chad Majors is a financial advisor at Next Level Wealth Planning, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Raymond James Financial Services, Inc. from 2005 to 2023, alongside his ongoing role at Majors Financial Group since 2005. Outside of advising, he owns and manages a property rental business operating daily rentals through platforms such as VRBO and Airbnb. Next Level Wealth Planning serves individuals and high-net-worth clients, providing portfolio management, financial planning, and consulting services. The firm combines fundamental, quantitative, and technical analysis within a modern portfolio theory framework and offers discretionary account management along with broker-dealer consulting arrangements.

Brandon Richins is a CFP® professional with six years of experience at Millington & Company PLLC and prior experience at Deloitte Tax LLP. He is currently associated with Next Level Wealth Planning, LLC in Meridian, ID. Next Level Wealth Planning, LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients, along with investment consulting for broker/dealer customers. The firm employs a variety of analytical methods and offers a range of investment strategies, managing both discretionary and non-discretionary accounts.