Beatrice Schultz

Todd Caudle is a financial advisor at Executive Investment Services, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Executive Investment Services since 2009, as well as at Independent Financial Group during overlapping periods. Caudle is an officer and principal of Medical Professionals Financial Group, a marketing entity within the investment channel. Executive Investment Services provides asset management and financial planning to individual clients, including high-net-worth households, and consulting for small- and medium-sized businesses. The firm offers discretionary portfolio management with strategic and tactical asset allocation, and integrates investment management with insurance and executive-benefit services.

Aaron Nielsen is a financial advisor at Shared Prosperity Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Empower Annuity Insurance Company of America, Fisher Investments, Mariner Wealth Advisors, and H.D. Vest Financial Services. Shared Prosperity Group offers discretionary portfolio management and financial education primarily to individual clients, with services grounded in fundamental analysis and modern portfolio theory. The firm emphasizes a long-term trading approach across diverse asset classes and incorporates a formal charitable giving framework allocating at least 10% of gross monthly revenue to U.S. nonprofits.

Todd Meier is a CFA® charterholder with 12 years of industry experience. He has been the sole advisor at Boz & Company LLC since 2013, based in Lake Oswego, OR. Boz & Company LLC provides discretionary investment management and financial planning services to individuals, small businesses, and various institutional clients, including charitable organizations and employer-sponsored retirement plans. The firm follows a Graham-and-Buffett value investing philosophy with a long-term horizon and incorporates a “Special Situations” sleeve targeting merger arbitrage and distressed assets, employing derivatives and margin borrowing in its strategies.

Jantz Hoffman is a financial advisor at CSLA Financial Inc. with 10 years of industry experience and holds a Series 65 designation. He has worked at CSLA Financial since 2016 and previously at Portsmouth Financial Services in 2016. Outside of advising, Hoffman serves as chairman of the Certified Student Loan Advisor Board of Standards and is a board member of Fosterus, a nonprofit supporting student loan repayment assistance programs. CSLA Financial provides portfolio management, financial planning, and student loan repayment services to individuals and employer-sponsored programs. The firm combines ETF-focused asset allocation models with specialized student loan analysis software and offers both discretionary management and ongoing financial planning.

Women often take career breaks for caregiving, have lower lifetime earnings, and live longer, all of which can affect long-term financial stability. We get it. You’re not thinking about just getting by in retirement - you want to thrive. You want more freedom and peace of mind and want to truly enjoy life both now and in the future. I've taken a unique path in traveling the world for 6-months, have traveled to over 30 countries and went from banking in Chicago for 15 years to doing financial planning at wineries in Napa Valley. I'm here to support you wherever your life and unique journey - take you! Whether you're planning/preparing for retirement, want to travel more, retire early, start your own business, are managing a career change, or balancing caregiving responsibilities - I use my passion and 25+ years of finance experience working with trust clients, 401(k) investments and financial planning to build a customized financial plan and investment portfolio that’s based on your unique situation, goals and aspirations. We believe everyone deserves access to financial advice and help a range of clients. Please don't be shy in reaching out and setting up a complimentary consultation. We promise to talk about money in an easy-to-understand and 100% judgement-free zone. It’s possible - we can make talking about money fun! I love working with clients virtually across the nation and am active on LinkedIn - you can also check me out and get to know me more there! Education: University of Illinois at Urbana Champaign - Bachelor of Science, Finance Northwestern University Kellogg School of Management - MBA, Finance & Strategy

Ryan Hart is a CFA® charterholder and the sole advisor at Hart Investment Management, LLC, with five years of industry experience. He previously worked at Coquest Advisors from 2015 to 2021. Outside of his advisory role, Mr. Hart serves as Treasurer for a local homeowners association in Camas, Washington. Hart Investment Management, LLC is a state-registered investment adviser that provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes asset allocation using ETFs and common stocks, combining fundamental, technical, and quantitative analysis to guide investment decisions.