Wealth Science Advisors LLC

Connor Jones is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Wealth Science Advisors LLC since 2022 and previously held roles at Northwestern Mutual Wealth Management Co and the New York Yankees. Outside of financial advising, he owns Wealth Science Analytics, a psychological analytics and consulting business, and serves on the finance committee for Northlands Church. Wealth Science Advisors primarily serves individual and family clients with discretionary portfolio management and financial planning. The firm integrates traditional asset allocation and modern portfolio theory with behavioral components, using a proprietary Wealth Science Assessment and a concept called “Money Happiness” to shape investment plans.

Sarah Pryor is a CFP® with three years of industry experience, currently serving as an advisor at Wealth Science Advisors LLC. Her prior experience includes roles at Northwestern Mutual Investment Services LLC and James Exley. Outside of her advisory work, she owns Wealth Science Analytics, a psychological analytics and consulting business focusing on psychological assessments. Wealth Science Advisors primarily serves individual and family clients, offering discretionary portfolio management, financial planning, and retirement plan asset management. The firm integrates traditional investment strategies with behavioral analysis through its proprietary Wealth Science Assessment and emphasizes operational cash management services.

Rhett Exley is a CFP® and ChFC® with 16 years of experience in financial advising. He is currently with Wealth Science Advisors LLC, where he has worked since 2022, following seven years at Northwestern Mutual Wealth Management Company. Outside of advising, he owns Wealth Science Analytics, a firm specializing in psychological assessments and consulting. Wealth Science Advisors serves individual and family clients with discretionary portfolio management and financial planning, incorporating a behavioral component through its proprietary Wealth Science Assessment and “Money Happiness” concept. The firm manages approximately $512 million in discretionary assets and offers additional services such as retirement plan management and operational cash flow solutions.

Taylor Malone is a financial advisor with Wealth Science Advisors LLC in Marietta, GA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Mike Campbell. Malone is also the owner of Wealth Science Analytics, a business focused on psychological assessments and consulting. Wealth Science Advisors serves individual and family clients primarily with discretionary portfolio management and financial planning. The firm integrates traditional asset allocation with behavioral finance, using a proprietary Wealth Science Assessment and operates a cash flow system that includes check writing and reconciliation services.

Natalie Wheeler is a financial advisor at Wealth Science Advisors LLC with one year of industry experience. She holds a Series 65 designation and previously worked at World 50 and the University of Georgia. Wealth Science Advisors primarily serves individual and family clients with discretionary portfolio management, financial planning, and consulting. The firm combines traditional asset allocation and modern portfolio theory with behavioral assessments, including a proprietary Wealth Science Assessment, to develop investment plans implemented mainly with mutual funds and ETFs.

Elizabeth Hamilton Walker is a financial advisor at Wealth Science Advisors LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and related entities for 15 years. She is also the owner of Wealth Science Analytics, a firm providing psychological assessments and consulting. Wealth Science Advisors primarily serves individual and family clients with discretionary portfolio management, financial planning, and consulting. The firm integrates traditional asset allocation with behavioral finance through its proprietary Wealth Science Assessment and offers ancillary services such as operational cash management.

James Exley IV is a CFP® with 29 years of industry experience, currently serving at Wealth Science Advisors LLC since 2022. He previously worked at Northwestern Mutual and its affiliated entities for over 25 years. Outside of advisory work, he is involved in several entrepreneurial ventures including psychological analytics and consulting, consumer product design, intellectual property research, and co-authoring a book. Wealth Science Advisors primarily serves individual and family clients with discretionary portfolio management and financial planning, integrating traditional investment strategies with behavioral insights through its proprietary Wealth Science Assessment and Money Happiness concept. The firm also offers operational cash management and family-office services, managing approximately $512 million in discretionary assets across multiple offices.

Colby Wheeler is a financial advisor at Wealth Science Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealth Science Advisors, he worked at The Home Depot and has an academic background from The University of Alabama. Wealth Science Advisors serves primarily individual and family clients with discretionary portfolio management and financial planning. The firm integrates traditional asset allocation and modern portfolio theory with behavioral assessments, using proprietary tools like the Wealth Science Assessment and its “Money Happiness” concept to guide investment plans.