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Roy Larsen

Senior Wealth Strategist

Elwood & Goetz

Roy Larsen joined Elwood & Goetz Wealth Advisory Group as a Senior Wealth Strategist, bringing more than two decades of experience and a deeply rooted commitment to client-first financial planning. In 2026, he merged his firm (Larsen Wealth Management) with Elwood & Goetz Wealth Advisory Group, reflecting a shared philosophy centered on thoughtful advice, independence, and an unwavering focus on client outcomes. Roy originally founded his firm in 2005 with a clear vision: to build a practice free from the product-driven culture and competing interests often found in traditional Wall Street environments. His goal was simple yet profound—to deliver personalized strategies tailored to the unique needs and aspirations of each client. Roy’s passion for the markets began at the age of 18 and has since evolved into a disciplined and nuanced investment philosophy. He views investing as both an art and a science, integrating fundamental and technical analysis to design customized asset allocation strategies. Known for his ability to distill complex financial concepts into clear, accessible insights, Roy empowers clients to make confident, informed decisions—without the burden of industry jargon. He earned his Bachelor of Science in Business Administration from Temple University and has continued to deepen his expertise with a focus on retirement planning. Roy holds the CERTIFIED FINANCIAL PLANNER® designation and is an Accredited Asset Management Specialist® (AAMS®), underscoring his commitment to the highest standards of knowledge and fiduciary care. Earlier in his career, Roy served as Director of Medicare in Georgia for Aetna, an experience that broadened his perspective on healthcare planning and its critical role in retirement. He has also shared his expertise as an educator, teaching “Successful Retirement Living” at Clayton State University, where he emphasized the importance of aligning wealth, health, and estate strategies into a cohesive plan. In addition, Roy has contributed financial insights to both local and national publications, as well as various online platforms. Roy resides in Gainesville, GA and remains actively engaged in his community. He is a past Chairman of the Forsyth County Chamber of Commerce Ambassador Program and a former member of the Board of Directors for Leadership Forsyth. His civic involvement has also included service on the Citizens Review Panel for the Forsyth County Juvenile Court. Today, he volunteers regularly with the Atlanta Community Food Bank. Outside the office, Roy enjoys spending time with his two daughters, playing adult baseball, and occasionally pursuing his interest in acting through feature film appearances.

Gordon E. Parker Jr.

Financial Advisor

Heritage Business Strategies

I grew up in a four-generation family business that didn't survive to my generation. Good planning, bad planning, divergent technologies, and independent pieces of legislation, are a number of things that drove the family business out. Because of this, I have spent the last 30 years working with business owners helping them make sure what happened to my family's business doesn't happen to them. As an Investment Adviser Representative for Eagle Strategies LLC, a Registered Investment Adviser, and as a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, I work hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate. I also assist in insurance risk management, portfolio management, and most importantly having meaningful relationships with people that love their family, their community, and like to have fun.

Kimberly J. Howard, CFP

Founder & Owner

KJH Financial Services

Kimberly J. Howard, CFP®, CRPC®, ADPA® is the founder and owner of KJH Financial Services in Needham MA, Newton MA and Denver CO. She is a Certified Financial Planner™ practitioner and has over fifteen years of experience in financial management and education. She enjoys helping clients explore and achieve their life goals through effective comprehensive financial planning. Kimberly holds a Master of Science degree in Computer Science Information Management from Boston University. She earned a Bachelor of Science degree in Mathematics and Physical Education from Stephen F. Austin University in Texas. She attended Boston University for her Certification in Financial Planning and H&R Block for Tax Preparation Certification.Kimberly is currently an adjunct faculty member at MetroState University where she teaches General Financial Planning Principles, Income Tax, Retirement Planning and Estate Planning. She is a past adjunct faculty member at Boston University and The College for Financial Planning.Kimberly is a member of the Financial Planning Association (FPA) and The National Association of Personal Financial Advisors (NAPFA). She was named to the Metropolitan Who's Who Among Executive and Professional Women.

Joe Dominick

Wealth Advisor

Snider Financial Group

Joe joined Snider Financial Group as a Wealth Advisor in 2017. Joe’s experience in the industry started as a Financial Advisor in 2007. He has worked on large teams throughout his career focusing on comprehensive financial planning and investment management for individuals, high net worth families, business owners and institutional clients. Joe is a Washington state native who graduated from the University of Washington in Seattle with a B.A. in Business Administration at the Michael G. Foster School of Business in 2002. In 2008, Joe earned the designation of Chartered Retirement Planning Counselor (CRPC®), from the College for Financial Planning. In 2019, Joe earned the designation of Accredited Portfolio Management Advisor (APMA®), also from the College for Financial Planning. Joe is Life, Disability, Variable Life and Variable Annuity licensed. Joe and his wife Jennipher, a registered nurse at Harborview Medical Center, reside in Issaquah, WA, along with their two daughters, London and Everly. Joe values his time spent with family more than anything and embraces all the wonders and activities that the Pacific Northwest has to offer. *CRPC® conferred by College for Financial Planning ** APMA® conferred by College for Financial Planning

Kelly Trageser

Principal

Sea Clear Financial Planning, LLC

At Sea Clear Financial Planning, LLC our mission is to provide fee-only comprehensive financial planning and investment management services that will inspire, educate and motivate clients to reach their life long goals and aspirations. Kelly L. Trageser is a CFP(r) and has an MBA in Finance. She has over 20 years experience in the financial services industry. She is the Principal of Sea Clear Financial Planning, LLC, an independent fee-only financial planning and investment management firm located in Sea Girt, NJ.

Trusworthy, knowledageable, and reliable. Our team, Calliott, Demeter & Harrell Investment Advisors, provides custom tailored investment guidance, retirement planning, and comprehensive wealth management for individuals, families, and institutions across the United States. Our team of six has more ...

I'm an advice-only financial planner based in North Bethesda, MD. I offer three services: The Hour, The Plan and The Clubhouse. My current clients are (generally) seeking help with: 1) Major life decisions such as getting married, buying a home, starting a family, receiving an inheritance, starti...

I provide Financial Planning for Attorneys and their families. I focus on helping clients get a handle on their current finances, clarify their values as they relate to money, and free up time to focus on what matters most. I have been a financial planner for over a decade, working with individuals...

I’m a CERTIFIED FINANCIAL PLANNER® Professional and fiduciary Wealth Advisor with over 10 years of experience helping individuals, families, and high-net-worth clients protect and grow their wealth. I earned my MBA in Finance from Oklahoma City University and have built a career on a deep desire to ... One thing I want my clients to know about me is... I’m a fiduciary Wealth Advisor helping individuals, families, and high-net-worth clients grow and protect their wealth with integrity, tax-efficient strategies, retirement planning, and personalized guidance.

Noah Wills is an Financial Advisor that joined Fortuna Wealth in February 2023. Prior to joining Fortuna Wealth, Noah was with Lenox Advisors in NYC for the past 4 years. Noah focuses on guiding clients through all of life’s phases, from implementing investment strategies designed to address their l...

Steven Evensen, CFP®, is a Wealth Advisor at Gerber Kawasaki Wealth & Investment Management. He specializes in personalized financial planning and investment management for individuals with equity compensation, tech professionals, and entrepreneurs building and scaling their businesses. Steven is pa... One thing I want my clients to know about me is... I’ve faced similar financial challenges as my clients, which drives my passion for simplifying finances and creating strategies that bring clarity and confidence to their future.

Our firm has the experience of advising corporate executives by partnering with them to help grow and protect their wealth. We accomplish this through these 5 planning areas: Helping you maximize your dollars. (Cash Flow and Efficient Spending Planning) Helping you grow your dollars. (Investment E...

As a Financial Advisor, my goal is to help my clients make the most of their financial lives. From retirement planning to wealth preservation to education savings for children or grandchildren, I can help you develop and implement smart financial and investment strategies around your goals and needs... One thing I want my clients to know about me is: I represent a team of credential financial professionals who collaborate to vibe, highly personalized, research-based wealth management, guidance, and attentive service. Our team is passionate about helping our clients uncover, pursue & realize their deepest aspirations.

I am a financial planner whose goal is to deliver personalized planning for each of our clients at various life stages—from purchasing their first house to developing an income strategy in retirement and everything in between. Any good financial plan should provide a roadmap of where they are now t...

Hi, I'm Ethan Lang, founder of Launch Wealth. I started this firm with a simple mission: to help people who've worked hard to build their wealth protect it, grow it, and put it to work for the life they want. As an independent, fee-only, fiduciary advisor, I'm not tied to commissions or product quot... One thing I want my clients to know about me is... my work is guided by faith and a deep sense of stewardship. I believe wealth is a tool — and helping clients use it wisely, generously, and with confidence is what gets me up in the morning.

By the time I was 10 years old, I wasn’t dreaming about becoming a doctor or a police officer. Instead, I knew I wanted to help people in a different way. That’s why I became a financial planner, just like my father and grandfather. While clients may have been surprised to see a 10-year-old apprent...

I believe everyone deserves to feel confident about their financial future. I work closely with young professionals and business owners—especially in real estate and tech—to turn growing income into long-term wealth. My goal is to simplify the complex, build real trust, and help clients enhance what... We measure success by our clients peace of mind. We are here to simplify the complex, build trust, and help our clients feel secure in every financial decision that they make

Since the late 80s, Greg has dedicated himself to evolving impact investing, sustainable development and responsible finance. He serves clients who align their values, wealth, and influence for a better world, leveraging his multidisciplinary education and experiences with leading global institution...