Since 2008, I've used my financial planning experiences, knowledge, and relationship management skills to serve my clients. I enjoy working with my clients to help ensure they stay on track and can handle the unexpected bumps life sends their way. In my free time, I like listening to audio books and spending time with my kids riding bikes, golfing and playing basketball.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,¹ awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.² Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. ²Data as of Dec. 31, 2021.

About Optimal Wealth

My Mission Statement is "Helping People Build, Preserve & Distribute Their Wealth Through Ethical & Effective Wealth Management". The primary focus of our proprietary investment management process reduces risk during declining markets to avoid significant losses in portfolio values and still participate in the majority of advances in rising markets. Our motto is advance and protect. Our active management process is designed to optimize risk-adjusted returns. A passive approach is available.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

About Independence Capital Financial Partners

Independence Capital Financial Partners is an independent financial services firm specializing in financial planning, wealth management, and asset protection strategies. The team boasts a combined experience approaching 100 years in the financial services industry and has spent the past 25 years as a single cohesive unit, culminating in its current partnership since March 2012. The team’s extensive experience and insight, paired with the shared core values of stewardship and honesty, provide the foundation for its practice.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

David's practice provides thoughtful, customized and transparent strategies by developing an in-depth understanding of each client's unique financial needs. He focuses on portfolio management and comprehensive financial planning to help his clients pursue their financial goals through the creation and implementation of a thorough and realistic financial plan. His clients broadly range from early career to current retirees. David has been around investing and financial planning his entire life. His grandfather started the practice in 1948, his father succeeded him in 1976, and today he continues the family legacy. He earned his Master's degree in finance from the University of Notre Dame, graduating Magna Cum Laude with an emphasis in investments. He holds a Bachelor's degree in Economics from the University of Michigan. He is a CFA^® Charterholder and a CERTIFIED FINANCIAL PLANNER^® professional.

About The AdvisoryOne Group

The AdvisoryOne Group is an experienced financial services firm focused on goal pursuit through concierge services for an engaged clientele. We accomplish our vision by remaining true to our values. We strive to make the ideal real, while recognizing the certainty of change in the lifetimes of our clients, ourselves, and our firm.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

About Chicago Partners

Optimize Your Most Important Business: the Management of Your Wealth. Chicago Partners is an SEC-registered, fee-only independent registered investment advisor (RIA) that specializes in creating a one-stop wealth management experience. With 23 investment professionals managing over $1.9 billion for 650+ clients, our team specializes in optimizing each dimension of our distinguished clients' wealth. Our clients include high & ultra-high-net-worth individuals, foundations, institutions, and corporations. Our clients optimize each dimension of their wealth by using our 5-Step Wealth Optimization Process, which includes: - Investment Consulting - Custom Investment Portfolios - Tax Planning & Tax Preparation - Personalized Financial Plans - The Fiduciary Relationship Our clients work with their dedicated teams consisting of CPA, CFP, J.D., and CFA-certified individuals, each focused on optimizing a specific dimension of the client's wealth. Each client's plan is customized to meet their unique goals & objectives, and their team of fiduciaries is always working to reach their goals and objectives.

About Personal Capital

Personal Capital offers $200 Plus a Free Consultation. Here's all you have to do:

• Link your qualifying account to Personal Capital's secure, free dashboard
• Have a two-part, free phone consultation with one of our fiduciary advisors

Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.

The holistic financial plan recommendation is yours to keep, no strings attached. You also get $200, just for speaking with us.

There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.

WHY USE PERSONAL CAPITAL

Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.

Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.

Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:

1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management

I'm passionate about helping my clients build a better future and achieve their financial and retirement goals. I love the opportunity to help people confirm whether they are on track to reach those goals. Outside of work I enjoy water sports, running, and spending time with friends and family.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,¹ awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.² Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. ¹The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. ²Data as of Dec. 31, 2021.