Jason’s has over 20 years of educational and advisory experience, is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Private W

As President of Leonard Advisory Group, LLC, Josh leads with a commitment to delivering tailored investment solutions that reflect the unique fin

James, a Chartered Retirement Planning Counselor, brings extensive expertise and experience to his role at Authentikos Advisory. With a strong co

Meredith Bruce currently holds the position of Managing Partner for Back 9 Planning LLC.  Back 9 Planning focuses on using insurance product

Arika Larson has been a retirement planning specialist for over 25 years. She has supported hundreds of families to protect, grow, and diversi

Chad Golseth is the president of Chadwick Financial, an independent firm specializing in wealth management and income solutions. With over 28 yea

Over the last 10 years, Logan assembled a team and processes to bring the type of wealth management typically reserved for billionaires to retire

Joe is an Investment Adviser Representative, Certified Financial Fiduciary® and Bucket Plan Certified(BPC)® with over 15 years in the ins

With nearly 25 years of experience, Ryan Malloch brings seasoned expertise as a fiduciary in financial planning, and investment strategy. After e

Koren Vining is a seasoned financial educator and leader with over 20 years of experience in coaching and mentoring financial advisors. As a pass