Stefanie Pickard, CFP®, EA

About Stefanie Pickard, CFP®, EA

At Old Growth Financial I do things differently. I am not here to sell you financial products you don’t need, or pressure you to open accounts. As a fee-only fiduciary, I provide clients with independent advice, transparency, and individual attention. Financial planning and investment management do not have to be overwhelming. Let’s work together to clarify your financial goals and develop a manageable plan to live the life that you want. Our initial consult is always free. Reach out today!

Jeb Jarrell, CFP®, CAP®

About Jeb Jarrell, CFP®, CAP®, CRPC®, APMA®

Plentiful Wealth is different, focused on helping clients maximize their return on life by aligning their wealth and ideals. Wealth is more than just money. It’s the sum of our time, talents, and treasures. At Plentiful Wealth, I help clients, primarily attorneys, use their wealth to make the world a better place.

I work with clients on traditional financial planning topics like retirement projections, tax-efficient withdrawal strategies, Social Security maximization, and protection planning. I also offer guidance on charitable gifting and socially responsible investments. Your money should reflect your values, including your investments.

I specialize in working with attorneys, from new associates to senior partners, who want to optimize their finances, while aligning their finances and their values. Having worked with dozens of attorneys, I understand the career progression and can provide advice on topics such as financing partnership buy-in, retirement plans for small firms, or succession planning for small firms. I’ve taught CLE’s on several of these topics and I’m an expert in the financial problems you face as an attorney.

Bridget Mermel, CFP®, CPA

About Bridget Mermel, CFP®, CPA

Hi, I’m Bridget Sullivan Mermel.

I lead a team of dedicated financial planning professionals who work in a comprehensive, or holistic, way. We help our clients gain confidence, get organized, and go forward with clarity so they can achieve big goals.

We especially enjoy working with attorneys, near retirees, and clients interested in socially responsible investing.

We offer two ways of working together:
1. A Financial Strategy Session to answer your 3 biggest questions;
2. An on-going retainer which includes methodically going over every area of your finances, including recommending and implementing investments as well as preparing and filing your taxes.

We practice in a small niche of the industry called fee-only, which focuses on giving un-biased advice. We don’t take commission, get kick-backs, or sell products. We have no hidden agendas. Our focus is on giving our clients the best comprehensive advice possible.

We are fee-only financial planners located in Chicago, Illinois serving clients in Chicago and throughout the nation. We meet both in-person in our Chicago office and virtually through video conferencing and secure file transfer.

Read Bridget’s blog here: https://www.sullivanmermel.com/blog

Jason Dall’Acqua, CFP®

About Jason Dall’Acqua, CFP®

Hi – I’m Jason, a CERTIFIED FINANCIAL PLANNER™ Professional with a passion for helping people improve their financial well-being and build wealth through prudent planning and investment management.

I help individuals and families in the mid to late stages of their professional career manage the financial complexities that may at times feel overwhelming.

Do you resonate with any of the following?

• You have numerous goals requiring financial resources and are unsure how to balance them all.
• You feel that you are on a good path but lack clarity on what your financial picture looks like as a whole.
• You want to be sure you are taking advantage of tax saving strategies.
• You are overwhelmed at the thought of managing your growing level of investable assets
• You have transitioned jobs several times and as a result have financial accounts scattered around and not receiving attention.
• You received an inheritance, but do not know how to put the money to best use.

If so, then I am here to help. By working with me you gain a partner to provide:

• Organization and clarity
• An actionable plan to achieve your goals together
• An investment strategy aligned with your personal needs
• Peace of mind and time…and who does not want more of those!

Ready to take control of your financial future? Contact me at Wnfba@perfgjrnygunqivfbef.pbz or visit www.crestwealthadvisors.com to schedule a free call.

Arielle Bittoni, CFP®, CFA

About Arielle Bittoni, CFP®, CFA

I’ve spent my entire career in the financial industry and absolutely love it. I worked at large investment firms where it was a constant adrenaline rush with little down time, which taught me that my success as a wife, mother, and professional was heavily dependent on having the ‘right’ people around me. So when I became a financial advisor, I was proud to be that ‘right’ person.

To my disappointment I realized the industry has greatly under-served women, and even I was guilty of making compromises along my journey to adjust to a relentless and demanding culture. It was time to start doing things differently. I began to dig deeper, and discovered a passion to serve women and families looking for a better financial experience. I was not going to conform to a competitive culture focused on material success, and would instead commit myself to building deep relationships with clients where I appreciate their challenges and share their values.

My purpose as an advisor today is to create a collaborative environment where women can comfortably engage in discussions about their financial futures, so they can feel secure, smart, and confident about their decisions with their money.

Read Arielle’s blog here: https://www.refreshinvest.com/snippets

Harlan Freeman, CFP®, CFA, CPA

About Harlan Freeman, CFP®, CFA, CPA

As principal financial advisor and founder, I provide critical investment, tax and financial planning advice to my clients. I offer a high touch concierge service that provides my clients peace of mind that all their financial matters are being overseen by a highly credentialed and experienced advisor.

My professional background includes broad financial experiences in both corporate and personal finance with large and small firms. Immediately before founding BrightPath Financial, I worked with Trinity Financial Advisors, LLC, a boutique wealth management firm focused on serving business executives, retirees and their families. My clients invested assets through Trinity ranging from under $1 million to more than $30 million. I assisted clients with financial planning as well as tax planning, and managed their investment portfolios. Among others, my clients included medical professionals, legal professionals, entrepreneurs and current and retired firm/division level presidents, C-level and other senior/mid-level executives at companies including Sears, Microsoft, Baxter Pharmaceuticals, Home Depot, Radio Shack, Motorola and AbbVie.

Previously, I held various executive management positions such as CFO of Lifebook Company, LLC and Vice President of Acquisitions for Road One, Inc., a former subsidiary of publicly traded Miller Industries, Inc. I also founded Vision Business Advisors, a small business mergers and acquisition advisory firm that I operated for a decade. Earlier in my career I worked in public accounting for Arthur Andersen & Co.

Outside of work, you can find me attending to the demands of my awesome 14-year-old yellow lab, Charlie. I also enjoy golfing, traveling and attending local theater productions.

Tanner Bortnem, CFP®, JD

About Tanner Bortnem, CFP®, JD

I was born and raised in the small town of Volga, South Dakota. I pursued my undergraduate education in Business Administration and Management at Augustana University and proudly earned my JD from The University of Nebraska College of Law (Go Huskers!) in 2015. My doctorate degree is specialized in wealth management law and business and estate planning law.

I served as a Financial Wealth Advisor and an Estate Planning Attorney for two well-respected firms before launching Harmoney Wealth, PLLC in 2020.

Bringing an extremely personalized and comprehensive approach to the client/advisor relationship is what Harmoney Wealth is predicated upon. I am passionate about helping people and understanding the “why” of my clients’ approach to money and risk. I do not believe in general approaches or blanket solutions – each client receives a financial plan tailored to fit harmoniously with their “why”.

Outside my professional passions, I love to travel and explore new hiking and camping spots with my dog Sadie. I enjoy golf and am a diehard Kansas City Chiefs fan.

Asad Gourani, CFP®, EA

About Asad Gourani, CFP®, EA

Asad Gourani is CERTIFIED FINANCIAL PLANNER™ professional, and the founder & CEO of AG Wealth Management, a fiduciary wealth management firm focused on working with young professionals and business owners, where he offers comprehensive financial planning along with investment management.

Numerous publications have quoted Asad and in topics regarding the financial markets and personal finance. Those publications include US News, CNBC, Investment News, Yahoo! Finance, along with several TV appearances on stations such as Fox Detroit, and ABC WXYZ.

Outside of AG Wealth Management, Asad is very active in the financial community and currently sits on the board of directors of the Financial Planning Association of Michigan and is the Co-Chairman of the NexGen committee where he is committed to advancing the profession among young professionals.

Read Asad’s Blog here: https://www.agwealthm.com/blog/

Lazetta Rainey Braxton, CFP®, MBA

About Lazetta Rainey Braxton, CFP®, MBA

Lazetta Rainey Braxton, Co-Founder and Co-CEO of 2050 Wealth Partners, is on a mission to provide access to financial planning for “the rest of us.” She believes that solid financial advice is not just for the 1%.

Lazetta focuses on creating a safe place for clients to realize their goals and dreams through the wise use of financial resources in a no-shame zone. Through her previous firm, Financial Fountains, Lazetta worked primarily with thriving professionals and sandwich generation wealth-protectors to build their financial foundation and to support generational wealth.

In 2020, Lazetta joined forces with Rianka R. Dorsainvil, CFP®, and founder of Your Greatest Contribution, to merge their firms and launch 2050 Wealth Partners. Through this new firm and platform, Lazetta is continuing to guide clients through becoming exceptional stewards of their own finances and promoting financial wellbeing.

Together with Rianka and the rest of the 2050 Wealth Partners team, Lazetta is spreading the message that financial planning is truly for everyone. She’s working with the 2050 Wealth Partners team to continue increasing accessibility to financial planning through ongoing outreach, education, and comprehensive service offerings.

Lazetta, a nationally-recognized financial expert, has appeared on NBC Nightly News with Lester Holt, Nightly Business Report, and CNBC’s Closing Bell. She is a member of the CNBC Digital Financial Advisor Council and a contributor on Wealth Management to the WSJ Experts blog.

Recognized for her leadership, entrepreneurial spirit, and dedication to the financial planning profession, Lazetta was named one of Investment News’ inaugural Women to Watch and Excellence in Diversity and Inclusion recipients. She also received the Association of African American Financial Advisors’ Leadership Legacy Award and the Heart of Financial Planning award from the Financial Planning Association.

Please visit her blog: https://www.2050wealthpartners.com/wealth-by-design-blog

Brett Fry, CFP®, CFA

About Brett Fry, CFP®, CFA

Brett is the Managing Director of our office in Dallas, TX. In his current role, Brett oversees all aspects of client relationships whether that be creating financial plans, managing investment portfolios, or coordinating tax, estate, or insurance strategies with other professionals in this network. Brett’s expertise in portfolio management, planning for the sale of a business, managing concentrated stock positions and helping young professionals accumulate wealth enables him to guide clients through their continuously changing financial decisions.

Prior to rejoining Forteris Wealth Management, Brett worked for BNY Mellon in New York City as a Wealth Manager. In this role, Brett worked with both institutional clients and high net worth individuals to design customized portfolios that help meet their stated investment objectives. In his previous term with Forteris, Brett was a Wealth Advisor. In this role, he oversaw Financial Planning related analyses across the firm’s clients base as well as the day-to-day management of the firm’s fixed-income holdings. Brett was also a Financial Advisor at Altfest Personal Wealth Management in New York City where he had similar responsibilities with the firm’s fixed-income holdings. In this role, he was also in charge of managing client portfolios and formulating comprehensive wealth management plans.

Before moving to New York City, Brett graduated from Texas Tech University with a M.B.A. in Finance and a M.S. in Personal Financial Planning. Brett also has a B.B.A. in Finance from Stephen F. Austin State University. Brett holds the Certified Financial Planner™ designation as well as the coveted Chartered Financial Analyst designation. Brett is also a NAPFA Registered Financial Advisor, a member of XY Planning Network, and a member of Fee-Only Network.

In his spare time, Brett enjoys spending time with his wife and dogs as well as hanging out with friends and family in the area. During football season, Brett enjoys watching Texas Tech Football games as well as the Dallas Cowboys on Sundays. In the football off-season, you will find Brett playing golf with his friends.