The team that’s already waiting for you.

E Lawrence Smith

CFP® · CRPC® · CRPS®

Financial Planner · Dallas-Fort Worth, TX

Wealth BuildingRetirement PlanningSmall Business

A certified financial planner helping successful professionals and small business owners build and preserve wealth through comprehensive, goals-based financial planning.

Diane Gardner

CFP® · CDFA®

Financial Planner · Hermitage, PA

Financial PlanningDivorce Financial PlanningInvestment Management

A CFP® and Certified Divorce Financial Analyst helping clients navigate complex financial transitions, from comprehensive planning to the financial realities of divorce.

Stanley Funches

CFP® · CEPA · ChFC® · CRPC® · MBA

Financial Planner · Birmingham, AL

RetirementBusiness Exit PlanningWealth Accumulation

A multiply-credentialed financial planner and business exit planning specialist helping individuals, families, and business owners build lasting financial security through disciplined strategies.

Al Faber

CFP® · ChFC® · CLU®

Financial Planner · Los Angeles, CA

Comprehensive PlanningInvestmentsRetirement

Provides holistic financial planning, from investments and retirement to insurance, helping clients gain clarity and confidence in their financial future.

Brian Butler

CEPA® · CRPC® · CPFA®

Senior Wealth Advisor · Houston, TX

Wealth ManagementBusiness Exit PlanningRetirement

CEO of Wealth Standard Financial and host of The Retirement Chef, Brian guides executives and entrepreneurs toward financial freedom through customizable wealth strategies.

Al-Nesha Jones

CPA · MBA

Tax & Accounting Pro · New Jersey

Tax StrategyBookkeepingSmall Business

Firm founder and multi-state CPA helping individuals, families, and small business owners break free from financial stress through strategic tax planning, accounting clarity, and education-first guidance.

Nathaniel Moore

CFP®

Financial Planner · Fresno, CA

Professional WomenWealth BuildingRetirement Planning

President of AGAPE Planning Partners: an investment and securities firm serving eight states with a mission to manage finances through love, stewardship, and empowering professional women.

Rene Nourse

CFP® · PhD

Financial Planner · Los Angeles, CA

Comprehensive PlanningWomen & WealthRetirement

Founder and CEO of Urban Wealth Management, Rene is a fee-only CFP® and PhD who empowers clients, especially women and communities of color, to build lasting financial freedom.

LaShay Callaway

JD · Estate Planning Attorney

Estate Attorney · Atlanta, GA

Estate PlanningWills & TrustsAsset Protection

Helps individuals and families protect their legacy through comprehensive estate planning, wills, trusts, and proactive wealth transfer strategies.

Kevin Cheeks

CFP® · CSRIC®

Fee-Only Financial Advisor · San Francisco Bay Area, CA

Socially Responsible InvestingEquity CompensationRetirement Planning

Founder of ImpactFI, Kevin is a fee-only CFP® helping socially conscious clients and equity compensation recipients build wealth aligned with their values.

Bill Hampton

AIF® · CFEI · RFC®

Financial Planner & Tax Strategist · Atlanta, GA

Tax StrategyRetirement PlanningFinancial Planning

Accredited Investment Fiduciary and tax strategist at Hampton Tax and Financial Services: helping real estate investors, individuals, and business owners with comprehensive financial planning, tax planning, retirement planning, and estate planning.

Nick Walls

JD · CFP® · CLU

Private Wealth Advisor · Milwaukee, WI

Wealth ProtectionEstate StrategiesRetirement Planning

Private Wealth Advisor at Beauchamp Maleki Group helping Milwaukee-area clients build comprehensive financial plans integrating investments, insurance, and estate strategies.

Carl Windom

AFC® · FFC®

Financial Planner · Greater Albany, GA

RetirementLife InsuranceLegacy Planning

Navy Veteran and accredited financial counselor helping individuals and families create retirement income strategies and legacy plans with lasting generational impact.

Sylvia Watford

AFC® · APFC®

Financial Coach · Hampton, VA

Debt FreedomBudgetingMoney Mindset

Founder of Triune Financial Coaching: empowering clients to break free from the debt cycle, build emergency savings, and create a financial foundation that supports the life they actually want.

Leah Davis

FFC®

Financial Coach · Lodi, CA

Women & WealthMulticultural HouseholdsFinancial Literacy

A Fellow Financial Coach with a passion for empowering women and multicultural households: helping everyday people build financial literacy, repair credit, and create lasting money habits.

Sadie V. Williams

PCC · FFC® · AFC® · CPCC

Financial & Life Transitions Coach · Building Alliances Coaching and Consulting

Money CoachingWealth HabitsFinancial Confidence

Professional Certified Coach™, Financial Fitness Coach®, Accredited Financial Counselor®, and Certified Professional Co-Active Coach. Personal/professional financial and life transitions coach, mentor and “Train the Trainer” educator. Non-profit consultant specializing in strategic planning, team building, communications, leadership mentoring, training, organizing, and education.