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Financial advisors with XY Planning Network are fee-for-service and do not earn commissions.

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Shonty Spatola, CFP®, CPA

Pacific Oak Wealth Management LLC

Los Angeles, CA

Client Specialties: Baby Boomers, Retirement Planning, Tax Planning, Ultra High Net-worth

Quick Bio:

Hi, I’m Shonty, I’m the Founder of Pacific Oak Wealth Management LLC.

I’m a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ (CFP®).

I’m a fiduciary and fee-only advisor and I’m passionate about helping people take control of their finances today while planning for the future.

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Dan Mahoney, CFP®

True Square Financial LLC

Atlanta, Georgia

Client Specialties: Business Owners, Entrepreneurs, Family Business, Gen X

Quick Bio:

I help smart, busy professionals use their time and money to build better lives for themselves and their families. Has your financial life grown more complicated over the last five years? I can help you focus on what matters.

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Deaton Smith, CFP®, ChFC®

Thayer Financial, L.L.C.

Hickory, North Carolina

Client Specialties: Business Owners, Gen X, HENRY (High Earners, Not Rich Yet), Military & Veterans

Quick Bio:

Deaton Smith is a North Carolina based fee-only financial planner. Thayer Financial, L.L.C. provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions.

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Paul Sydlansky, CFP®, MBA

Lake Road Advisors

Garden City, NY

Client Specialties: Gen X, Mid-Career Professionals, Parents, Work/Life Balance

Quick Bio:

When your finances are in order, life can be far less stressful. Simplify your life now, and start with our 5 Step financial planning process; Understand, Develop, Implement, Monitor, Evaluate.

Hi I’m Paul, the Founder of Lake Road Advisors, a financial planning firm that works with mid-career professionals across the country that want to take control of their finances and build a path to success.

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Ben Nanney, CFP®, CPA

Crossroads Financial Consulting

Paducah, Kentucky

Client Specialties: Gen Y/Millenials, Self-Employed Individuals, tax Planning

Quick Bio:

Are you self-employed and ready to take control of your money? Does the unknown at tax time have you losing sleep? Do you feel the need to be doing more with your resources, but are frustrated with where to even begin? My goal is to help get your money on track so you can focus on everything else in your busy life.

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Nick Foy, CFP®

Greenway Wealth Advisors, LLC

Charlotte, NC

Client Specialties: Christian Faith Based, Coronavirus Relief, Gen X, Medical Professionals, Self-Employed Individuals

Quick Bio:

Nick has worked in finance since 2007, and started Greenway Wealth Advisors in 2018. Greenway helps generous people increase their margin so they have more time and more money to pursue what’s most important to them. Nick works with clients in Charlotte and around the country, and enjoys swimming, spending time with his wife and two children, and eating large plates of nachos (not concurrently).

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Andy Millard, CFP®

Andy Millard Advisory, LLC

Columbus, NC

Client Specialties: Political Party Affiliation, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Quick Bio:

Andy started at the bottom, built a successful firm, and sold it to run for Congress. Now, by applying his Democratic values to financial planning, he’s helping clients who want to build a better world. With Andy, you get direct access to a battle-tested confidante who will manage your assets as if they were his own.

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Stanley Himeno-Okamoto, CFP®, CFA

DRS Financial Partners LLC

San Francisco, CA

Client Specialties: Equity Recipients (RS/RSU SOP ESPP), Gen Y/Millennials, HENRY (High Earners, Not Rich Yet), Technology Professionals

Quick Bio:

I’m Stanley, a fee-only financial planner in San Francisco. I founded DRS Financial Partners to help technology startup employees steer through the complexities of their equity compensation and ever-changing lives.

Outside of work you can find me on one of the Bay Area’s many beautiful hiking trails, unwinding with some video games, or keeping up with an F1 race weekend.

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Christopher Annello, CFP®

SAGEbroadview Wealth Management

Burlington, MA

Client Specialties: Dual Income Family, Equity Recipients (RS/RSU SOP ESPP), Gen Y/Millennials, Young Professionals

Quick Bio:

I understand the complexities of a growing career and family because I’m there too! I work with high income young professionals looking for guidance and accountability as they navigate the various stages of life.

As a young professional, investing in your future is the single most important financial step you can take. Through conversation and analysis, I’ll help you define your dreams and goals and together we will create a working plan to achieve them.

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Elisa Ordona, CFP®

Evoke Financial Planning LLC

Virtual, CA

Client Specialties: Holistic Financial Planning, Non-Profits, Women Professionals

Quick Bio:

Elisa Ordona, Principal, founded Evoke Financial Planning LLC in June 2019 to provide financial life planning and asset management to individuals, especially women, concerned about securing their financial future, and also positively impacting their families and the broader community. Previously Ms. Ordona transitioned from the Non-Profit sector to financial planning in 2011. She’s provided clients financial planning and asset management at an independent RIA since 2014, and she received her CFP® certification in January 2017.

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Ken Hoyt, CFP®, EA

Hoyt Wealth Management

Westford, MA

Client Specialties: FIRE (Financial Independence Retire Early), Gen X, Tax Planning, Technology Professionals

Quick Bio:

Prior to founding Hoyt Wealth Management, I was a fee-only financial advisor with another local firm. Prior to that, I held a number of positions related to investments, accounting, and taxation.

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Dan Miller, CFP®

ONE Advisory Partners

Overland Park, KS

Client Specialties: Attorneys, Baby Boomers, Small Business

Quick Bio:

With over 16 years of financial planning experience, Dan is dedicated to his clients’ retirement success. Whether helping individuals, families, or small-to-medium size institutions, he works to be an integral part of each client’s journey. He specializes in retirement investment management and holistic financial planning.

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From the Blog

October 22, 2021

Good Financial Reads: Current Events and Trends (Part Two)

Our Opinion on the Debt Ceiling Debate and Market Volatility...Delayed, But Not Yet Finished

by Scott Arnold, IMPACTfolio

This week some clients have expressed concern with the recent market volatility and impasse in Washington D.C. Although the debt ceiling debate may have been delayed to mid-December, we expect continuing conflict and choppy markets through the end of the year. We understand the underlying worry that comes with market fluctuations and wanted to take the opportunity to share our thoughts with everyone.

Read the full post →

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You Deserve Trusted Financial Advice.

No Commissions

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CFP^® Standard

Sworn Fiduciaries

Virtual Services

Find Your Ideal Financial Advisor

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Shonty Spatola, CFP®, CPA

Dan Mahoney, CFP®

Deaton Smith, CFP®, ChFC®

Paul Sydlansky, CFP®, MBA

Ben Nanney, CFP®, CPA

Nick Foy, CFP®

Andy Millard, CFP®

Stanley Himeno-Okamoto, CFP®, CFA

Christopher Annello, CFP®

Elisa Ordona, CFP®

Ken Hoyt, CFP®, EA

Dan Miller, CFP®

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From the Blog

Good Financial Reads: Current Events and Trends (Part Two)

Our Opinion on the Debt Ceiling Debate and Market Volatility...Delayed, But Not Yet Finished

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You Deserve Trusted Financial Advice.

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CFP® Standard

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From the Blog

Our Opinion on the Debt Ceiling Debate and Market Volatility...Delayed, But Not Yet Finished

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