Chris Lloyd, CFP®

About Chris Lloyd, CFP®

Christopher Lloyd, CFP®, is Vice President, Senior Wealth Planner, Portfolio Manager and Co-Founder of Lloyds Intrepid Wealth Management.

Over the last six years, Christopher has held positions as an analyst, trader, wealth planner and business developer, while working at Chilton Capital Management, Merrill Lynch and Lloyds Intrepid Wealth Management. For a complete resumé, visit his profile at LinkedIn.

Christopher holds a B.S. in Economics with a minor in Business from Texas A&M University.

Christopher is a Certified Financial Planner certificant.

Matt Stebnicki, CFP®, MBA

About Matt Stebnicki, CFP®, MBA

Matt Stebnicki, MBA, CFP® serves as the Founder, Owner and Principal Officer of Stebnicki Financial Planning LLC. His passion is helping his clients make smart financial decisions that will help them reach their life goals. Matt has been been practicing financial planning for over 20 years. He was an Associate with Standard & Poor’s and held management positions at several Bay Area Tech Companies. Matt earned his bachelor’s degree in Economics from Cornell University in 1998 and earned an MBA with a focus in Finance from Duke University in 2004. Matt is a CERTIFIED FINANCIAL PLANNER™ professional and a fiduciary, which means he will always puts his client’s interests first.

Marty O’Leary, CFP®, ChFC®

About Marty O’Leary, CFP®, ChFC®

With an extensive background in athletics, Marty O’Leary CFP® ChFC®, has developed his investment management and financial planning around NFL players, NFL and college football coaches, and other high-earning individuals. Customized portfolios, individualized advice, and lower than average fees combine to deliver massive value to Stadium Financial’s clients.

Cecil Staton, CFP®, CSLP®

About Cecil Staton, CFP®, CSLP®

Arch Financial Planning, LLC specializes in early-career dentists & physicians with student loans and diligent savers within 10-years of retirement.

We are a fee-only financial planning and investment management firm serving clients virtually all over the country and in-person in Athens, GA; Atlanta, GA; Macon, GA; Greenville, SC; Hilton Head, SC.

The financial industry is notorious for not listening to our clients, selling unnecessary products, and talking down to people about investing. I set out to change that.

Arch Financial Planning, LLC utilizes financial planning to help our clients accomplish what is most important. We strive to end the confusion around student loans, reduce taxes, and retire confidently.

As a Certified Student Loan Professional and CERTIFIED FINANCIAL PLANNER™, I am committed to the highest standards of excellence and professionalism in the industry.

When not perfecting financial plans, you can find me enjoying our favorite local brewery, at the park with my wife & dog, visiting family in Hilton Head, SC, and cheering on the Georgia Bulldogs.

Gregory Goff, CFP®, CIMA®

About Gregory Goff, CFP®, CIMA®, ChFC®, CLU®

Sound Wealth Management started out of a desire to make a better, more seamless financial planning experience. Greg launched Sound Wealth Management as a boutique, fee-only fiduciary firm anchored in uncompromising client service and attention to goal-driven details. Inspired by a passion for entrepreneurship, Greg’s desire was to stand out from the industry giants. He refuses to be marked as just another financial advisor and continues to focus his company on people, not profits.

Ryan Kaysen, CFP®

About Ryan Kaysen, CFP®

Ryan Kaysen is a Blue Bell, PA fee-only financial planner. Integritas Financial provides estate planning, asset management, and other financial planning strategies. Ryan works with a network of attorneys, insurance brokers, CPA’s, and other professionals to bring you the solutions you need for a comprehensive financial plan. As a fiduciary, Ryan will never accept commissions of any sort to maintain the integrity of the relationship.

Ryan has worked in the finance industry for over 10 years while adding other real world experience such as real estate investing, small business management, exit planning , family planning, and other life work that helped give him a well-rounded outlook on life. Without these other experiences he wouldn’t be able to look at his clients through an empathetic lens to offer them what they truly need. You can only learn so much from books whereas life can sometimes be the best teacher.

Read Ryan’s blog here: https://www.if-money.com/free-advice

Cecil Staton, CFP®, CSLP®

About Cecil Staton, CFP®, CSLP®

Arch Financial Planning, LLC specializes in early-career dentists & physicians with student loans and diligent savers within 10-years of retirement.

We are a fee-only financial planning and investment management firm serving clients virtually all over the country and in-person in Athens, GA; Atlanta, GA; Macon, GA; Greenville, SC; Hilton Head, SC.

The financial industry is notorious for not listening to our clients, selling unnecessary products, and talking down to people about investing. I set out to change that.

Arch Financial Planning, LLC utilizes financial planning to help our clients accomplish what is most important. We strive to end the confusion around student loans, reduce taxes, and retire confidently.

As a Certified Student Loan Professional and CERTIFIED FINANCIAL PLANNER™, I am committed to the highest standards of excellence and professionalism in the industry.

When not perfecting financial plans, you can find me enjoying our favorite local brewery, at the park with my wife & dog, visiting family in Hilton Head, SC, and cheering on the Georgia Bulldogs.

Bradley Hilton, CFP®, MBA

About Bradley Hilton, CFP®, MBA

Husband. Friend. Nature lover. Girl dad. Banjo player. Financial planner.

Whether you lack time, skill, or discipline, you need a financial advisor to stay accountable and be proactive. It’s easy to document your plan on paper, but if someone isn’t in your corner looking out for your financial well-being, it’s easy to get off track. It’s about creating a to-do list, getting it done, and then doing it again – life evolves, and so does your plan. Our goal is to give you confidence in your financial decisions and free up your time, enabling you to live a better, more confident life.

As a Financial Planner, I get to make the world a better place, one family & one person at a time. I am a Certified Financial Planner™ and a master’s degree in personal financial planning. I started Sonas Financial Planning so that I could help more families achieve financial clarity, confidence, and partnership.

If you are ready to worry less and live happily? Schedule a free consultation by calling 404-545-5368 or email oenqyrl@fbanfsc.pbz.

Dale L Shafer II, CFP®, APMA®

About Dale L Shafer II, CFP®, APMA®, CDFA®

Hi, I’m Dale Shafer and I’ll serve as your guide through all the life movements you might experience along your financial path.

My own journey has included a lot of life moves, which has developed my approach to financial advice. I entered this profession

I believe real financial advice requires far more than showing a “good” rate of return on a monthly statement. I also believe a real financial advisor knows what’s important to you beyond the dollars and cents, stocks and bonds, and expected retirement date.

Chances are you have many bigger rocks to conquer along the path before reaching retirement… whatever that is anyway. Me too.

You can read a little more about my financial advice and investment philosophy by heading over to the What to Expect section of my website.

I began in this profession in 2015, initially learning how to analyze and build investment portfolios, then moved on to learn comprehensive financial planning when I noticed how much the investment activities impacted so many other areas of one’s financial life.

I earned the Accredited Portfolio Management Advisor (APMA®) designation in 2019, then the CERTIFIED FINANCIAL PLANNER (CFP®) and Certified Divorce Financial Analyst (CDFA®) designations in 2020.

As a CFP®, I believe the process of financial planning is among the most valuable “never fully finished” work one can do to gain stability in the face of constant uncertainty. I take an on-purpose approach to help clients focus on and define what’s most important when establishing a basis for aligning their financial decisions.

To remain active in the community, I am a member of the Scottsdale Sunrise Rotary Club (President 2022-2023) and serve an active role in the leadership of the club. I am also a member of the Phoenix Seminole Club (Vice-President); and BNI Accelerators (President 2021-2022).

I am a strong advocate for financial literacy and engages in speaking at the high school level on the topics of personal finance, college, and “real world” economics.

Drew Feutz, CFP®

About Drew Feutz, CFP®

Drew Feutz, CFP® is a Co-Founder and Financial Planner at Migration Wealth Management, which is an independent fee-only Registered Investment Advisor that specializes in providing fee-only financial planning and investment management to people in their 30s and 40s.

Drew got his start in financial planning as an Intern in May 2014, began working part-time as a Financial Planning & Investment Analyst during his final semester of college, and started working as a Financial Planner full-time upon his graduation in May 2015.

Drew graduated Summa Cum Laude from Indiana State University where he earned a Bachelor of Science with a double major in Financial Planning as well as Investments in May of 2015.

During his time at ISU, Drew was a Scholar in the Networks Professional Development Program, a Service-Learning Scholar partnered with Junior Achievement of the Wabash Valley, President of the ISU Financial Planning Association Student Chapter, member of the Investment Club, and a University Honors Program student.

He spent his summers during college studying abroad at the Athens Centre in Athens, Greece, interning at First Direct Logistics in Dublin, Ireland, and interning at a fee-only wealth management firm in Indianapolis.

Currently, Drew serves as a Board member on the Indiana State University Financial Planning Advisory Board, as Chair-Elect of the NAPFA Genesis Committee, as Treasurer of the Young Professionals of Central Indiana, and as a Fellow with the Mitch Daniels Leadership Foundation.

Read Drew’s blog here: https://migrationwealthmanagement.com/blog/