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Brandon Kraus

Vice President

GreenUp Wealth Management

Brandon is a Certified Financial Planner™ professional and has been in the financial services industry advocating for clients by helping them reach their financial goals for over 15 years. Brandon focuses on the financial planning process to help clients plan for and thrive in retirement allowing them to enjoy the lifestyle they deserve during these incredible years.

Adam Funk

Financial Planner

Savings Coach LLC

Adam Funk CFP has been serving new investors as the Savings Coach for 20 years. He has been helping people open new investment accounts as it is behavior that is most important in building wealth. The younger you can start saving and investing, then the quicker those investments can begin compounding and growing for you.

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.

Jeffrey Broadhurst

Financial Advisor

Broadhurst Financial Advisors, Inc.

True wealth management involves more than just a financial plan or an investment portfolio. It requires coordinating all the aspects of your financial life in order to achieve the life goals you want as efficiently and quickly as possible. That's why we've developed a "Total Wealth Management" approach that encompasses: Financial planning Tax planning Estate planning Risk management Charitable giving

Nicole Polanco

Senior Wealth Advisor

Chicago Partners Wealth Advisors

Nicole joined Chicago Partners in July of 2015 after graduating with a Bachelor of Science in Finance degree from the University of Illinois at Urbana-Champaign. Previously, she started her career as a Wealth Management intern at UBS Financial Services.Nicole is a Series 65 licensed Investment Advisor Representative (IAR), and a Certified Financial Planner™ (CFP®) professional.

Joshua Davis

Founder and Senior Financial Planner

Davis Private Wealth

Josh is the Founder and Senior Financial planner of Davis Private Wealth, LLC. He founded the firm in January 2017 in order to better serve his clients as a boutique wealth management firm. Josh is a Certified Financial Planner (CFP®) through the CFP Board. Josh is also a member of Fee Only Network, a platform dedicated to Fee Only Financial Planners. He strives to stay up to date on top financial planning strategies for his clients. Josh received his MBA from the University of Florida as well as a BS in Finance from Azusa Pacific University. Prior to launching his own firm, Josh was a Partner and Financial Planner at a $200 million wealth management firm in West Palm Beach, FL. Josh works with many retired couples, business owners, and working professionals in order to assist them with their financial planning and future monetary achievements. His focus is on assessing client needs through comprehensive financial strategies in order to achieve their goals. Josh founded the firm with the goal of providing exceptional client services that only come with an independent boutique company. He previously sat on the board of directors for the Financial Planning Association of South Florida and was the boards Treasurer from 2018 – 2020. He is continually serving clients throughout South Florida. Josh lives in the Wellington area with his wife Melissa and their three girls Brielle, Alexa, & Mylah. In addition to enjoying the time he spends with family and friends, Josh and Melissa are members of Christ Fellowship Church in Royal Palm Beach.

Sheldon Sweeney

Wealth Advisor

Snider Financial Group

Sheldon’s transition after many years of working in the maritime industrial marketplace to financial services was largely sparked by a combination of three factors: the desire to have more time to spend with his wife and children, the opportunity to be more engaged in others’ lives, and a recurring suggestion from his own insurance agent that he’d be good at the profession. Says Sheldon, “Financial services wasn’t something I ever thought I’d do, but I came into the industry through the life insurance side, as opposed to the investing side. I liked that entry-point as it immediately correlated to families and the protection aspect of the industry. From there, I just kept progressing, adding one thing after another – financial planning, security licensing, and the other things I needed to effectively service the niche I’ve established”. Though no longer a part of the maritime industry, Sheldon is still an avid water enthusiast. While he grew up surfing and swimming competitively in Australia, Colorado, and California (on the move as part of a military family), since moving to the Pacific Northwest over thirty years ago Sheldon now frequently participates in year-round open water swims. He says, “It’s a great passion of mine, swimming through open waters with other swimmers – it’s a whole subculture. Psychologically it calms you down – mentally, it toughens you up. I’ve told my kids, ‘If you can make yourself swim in really cold water, other challenges in your life will seem easy'”. The two niches where Sheldon places his focus extend directly from his own experiences. When asked what motivates him, Sheldon says, “It’s always my passion for the family, so I’ve gravitated toward these two niches of 1) retirement planning, and 2) planning for families who have a person with special needs. When retiring you’re worried about leaving what you’ve been so invested in – what will happen to my friends circle, what will I do when I’m not getting a paycheck, where is money coming from? These are super emotional questions”. “I have five adult children myself, and my youngest daughter, who is 18, has Down syndrome. There are so many planning questions involved when one has a special needs child. There is also overlap with many of the emotional questions faced by those planning for retirement – when clients invite me in to be a part of these conversations, that’s what gets me going every day. If you disregard the emotional aspects of the relationship, you don’t get to have deeper relationships with clients”. Outside of Rotary, Sheldon surrounds himself with a network of people that complement the goals he is trying to accomplish. He indicates that a lack of self-confidence was one of his greatest challenges early on in this industry, because what one needs to know can seem so comprehensive. “Initially, there is a confidence battle – you have to come to an understanding you can’t do it all yourself. Surround yourself with people in different disciplines who are go-tos in addition to our team at Snider Financial Group. On the retirement side, with all the iterations of planning such as Medicare, Medicare Supplements, Social Security, Taxes, Insurance, – I have a team of professionals I am able to introduce to my clients. And, on the special needs side, issues like future housing, independent living, variations of health insurance available that are not normally on the retail side that come up, but I have a special needs network of about twenty professionals. We meet monthly, talk about what’s going on in our disciplines. Speech pathologists, life skills coaches, you name it. It was initially built around parents with special needs kids and was group therapy for all of us. It can be stressful at times, but we learn from and rely upon each other”.

Michael Agorastos, CFPA®

Financial Advisor

Insight Wealth Strategies, LLC

Michael is a comprehensive, fee-only financial planner who began his financial services career with Insight Wealth Strategies in 2013. His primary areas of expertise cover retirement planning (e.g. cash flow analysis, developing retirement income strategies, stock option planning, corporate benefit analysis, etc.), investment planning, and high-level income tax reduction strategies for individuals and small business owners.Michael’s approach to financial planning is to first understand the client’s unique situation and goals and begin identifying any gaps that may exist within the current plan the client may have in place. He believes that providing individuals with observations and taking the time to educate a client is just as important as the objective recommendations that he presents. Michael provides a great deal of personal attention to his clients and continues to monitor and adjust their financial plan as they progress through major life events and milestones.Michael grew up in Fremont, CA before attending California State University, Chico and earning his degree in Business Administration with an option in Finance. He has previously passed his Series 7, 66, and Life and Health Insurance Licenses. In addition, Michael completed the process of becoming a CERTIFIED FINANCIAL PLANNER™ professional.He currently lives in Danville with his wife Lauren. In their free time they can be found outside training for triathlons, watching bay area sports teams or traveling around the United States attending Zac Brown Band concerts.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Tanina Frouge Linden

Financial Advisor

Futurity Capital LLC

Tanina Frouge Linden, CFP®, has worked in the financial industry for over twenty years. She began her career at Hambrecht & Quist LLC, first as a research analyst covering Specialty Pharmaceuticals, and then co-founded the healthcare investment-banking department with two colleagues. She has worked at two publically traded companies, one as the CFO. She was a Vice President & Senior Investment Officer at Princeton Capital Management for many years. Linden earned an AB in Economics from Middlebury College and a MBA in Finance from Northeastern University. She is a CFP® certificant and holds a Series 65 license. She is an avid equestrian and competes in the sport of Eventing.

Madison Holbrook

Investment Advisor Representative

Investment Advisor Representative

I am a Certified Financial Planner professional at Visionary Horizons Wealth Management. I have experience in financial planning for a Hybrid RIA and in banking. I believe financial planning should be accessible to everyone and work to ensure my fee structure is transparent and customized to the needs of my clients. My passion lies in helping clients identify their goals, both short-term and long-term, developing a plan centered around those goals, and partnering with them to implement that plan every step of the way. I specialize in working with millennials and those in transition asking questions: Can we afford to buy this house? Can we afford to have kids? or Are we on track to retire?

Robert Bruner

CFP

Valtinson Bruner Financial Planning

I have been working in the financial services industry since college. Over these 23 years my love for this profession has grown every year. I get fired up gathering all my clients information and formulating a plan that fits their values. Nothing makes me happier than getting a call or email from a client saying "I just worked my last day and we're headed to Hawaii next week" My focus is on individuals and couples already retired or looking to retire in the next 5 years. If you can see retirement on the horizon and want to figure out the best way to get there, we would work well together. I am a voracious reader and keep on top of all the latest planning strategies. I've earned 3 industry designations - Certified Financial Planner ™ , Retirement Income Certified Professional™ and Chartered Financial Consultant™. My services cover all areas of the financial plan (cash flow, taxes, health insurance, income planning, long-term care, estate planning, required minimum distributions, gifting strategies), not just investments. I will help you make all the big decisions in retirement and be your partner for life. ‍

Stuart Cameron

Financial Advisor

Wharton Investment Consultants

Stuart focuses on providing wealth management strategies to individuals, families and women in transition who are planning for, or currently experiencing, a life event, such as retirement, loss of a loved one, job change or sudden financial windfall.

Ben VerWys

Financial Advisor

Fiduciary Financial Advisors

As a Fiduciary, independent Financial Advisor, I perform two types of work 1) financial planning and 2) managing investments. This work is done in an Advisor capacity only. We have no affiliations with any brokerage firms, sell no products, and accept no commissions. Fiduciary Financial Advisors was founded with a simple approach: the client's best interest comes first. Always. To that end, our team works in a manner that is anti-commission, fee-only, low fee oriented, and fully transparent. We are committed to our firm credo: 'In God we trust, everyone else must bring data' or put differently ‘Math wins.’ My specializations: * I work with Business Owners & Executives on everything from sale guidance, exit planning, and succession to concentrated stock, corporate cash, retirement planning, and financial life management. * I work specifically with Technology company Leadership, including Founders and Management through my direct role as an Advisor on the Techvisory advisory board * As a result of my past work helping business owners sell, I developed particular expertise in 'sudden money' situations such as inheritance, business sale, or legal settlement.. * Currently, I manage the personal financial accounts for a large number of Attorneys. I didn’t set out for this, it just happened but has become a specialty over time. As a Fiduciary Financial Advisor, I have sworn the 'Fiduciary Oath' which holds these five principles: 1. I will always put your best interests first 2. I will avoid conflicts of interest 3. will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional 4. will not mislead you, and I will provide conspicuous, full, and fair disclosure of all important facts. 5. I will fully disclose, and fairly manage, in your favor, any unavoidable conflicts

Jeremy Torgerson

CEO & Founder

nVest Advisors, LLC

I'm a fee-only, fully fiduciary investment manager and financial planner, proudly serving working families and small businesses in Colorado and Texas. Let's see if we're a good fit!

James Salerno

Financial Services Professional

Trivium Point Advisory

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Blaine Thiederman

Financial Advisor

Pure Financial Advisors

Blaine Thiederman, a dedicated and seasoned financial advisor at Pure Financial Advisors, brings over a decade of rich experience in the finance industry, having been a CERTIFIED FINANCIAL PLANNER® professional since 2018. With an MBA emphasizing finance from Grand Canyon University and a bachelor’s in finance from the W.P. Carey School of Business, Blaine has honed his expertise in helping clients navigate the complexities of financial planning. Before joining Pure Financial Advisors, Blaine owned and operated his independent RIA, serving a select group of high-net-worth individuals and business owners. His diverse background includes foundational roles at Fisher Investments’ Financial Planning group, Edelman Financial Engines, Scottrade, and USAA, where he developed a deep understanding of retirement planning, tax planning, cash flow management, behavior change, and estate planning. Blaine’s approach to financial planning is deeply personal. He begins by understanding his clients’ hopes, dreams, and concerns, ensuring the financial plan is as unique as they are. Specializing in retirement planning, tax planning, and investment management, Blaine is passionate about making these critical areas of finance accessible and understandable. His goal is to simplify the path toward retirement, aligning investments with clients’ goals, values, aspirations, and needs while managing taxes and reducing risks. His personal mission in the financial planning industry was shaped by witnessing his grandfather’s financial struggles due to poor investment advice. This experience instilled in Blaine a commitment to providing expert guidance to help clients avoid life-altering financial mistakes. Blaine is recognized for his contributions to the financial community, having been featured in Forbes, CBC, Yahoo Finance, The Wall Street Post, and more. He is also a volunteer for “Advisors Give Back,” demonstrating his commitment to giving back to the community. Outside of his professional life, Blaine is an outdoor enthusiast who enjoys exploring the Colorado mountains, mountain biking in Golden, and visiting local breweries with his Golden Doodle, Lucy. He is also a cooking aficionado, constantly experimenting with new recipes.

Jeffrey Small

Financial Advisor & President

Arbor Financial

Jeffrey Small is a best-selling author, having penned Turning Financial Planning Right-Side Up, which has helped the general public master the “inside game” of investing and avoid Wall Street and media bias. He is an industry professional and has appeared on national TV and radio shows on stations including CNBC, Fox News, and Fox Business. Jeff has personally strategized with thousands of local investors to create a master plan for investment that fuels their income stream, allowing them to enjoy retirement. His best-selling book, Turning Financial Planning Right-Side Up, reveals exactly how Wall Street, financial planners, and the news steer investors into poor, costly decisions. It prescribes proven investments that place readers on a path to reach or exceed the specific yield necessary for their situation.

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.