Brian Erickson

Robert Schumann is a CFP® professional with 24 years of experience in financial advising. He has worked at Plan & Act since 2020 and previously held roles at Cambridge Financial Advisors, LLC, and several other financial services firms. Outside of his advisory work, he owns The Bridge, LLC, which provides personal development and life coaching services to individuals, executives, and businesses. Plan & Act serves individual clients, living trusts, non-profits, and institutional clients by offering economics-based financial planning, portfolio management, and results coaching. The firm employs a non-discretionary investment approach focused on multifactor passive funds and integrates behavioral coaching with regular client reviews.

Cameron Moore is a financial advisor at Plan & Act with one year of industry experience and holds a Series 65 designation. His prior work includes roles at Riverside Community Church, Lake Travis United Methodist Church, and All CAT Claims. He is also involved with The Imagery Box, a business he has operated since 2014. Plan & Act primarily serves individual clients, living trusts, and non-profits, offering economics-based financial planning, portfolio management, and results coaching. The firm emphasizes a non-discretionary investment approach using low-cost, multifactor passive funds and integrates behavioral coaching with periodic client reviews.

Christopher Tanner is a financial advisor at Plan & Act with six years of industry experience. He holds a Series 65 credential and has worked previously with Cambridge Financial Advisors, Northwestern Mutual, and Hoover and Associates Financial Services. Outside of his advisory role, Tanner is employed as a team advisor providing fiduciary consulting and ongoing advice on retirement plan design for small businesses and non-profits. Plan & Act serves individual clients, living trusts, non-profits, and institutional clients, offering economics-based financial planning, portfolio management, and results coaching. The firm employs a non-discretionary investment approach using multifactor passive funds and ETFs, combining behavioral coaching with client reviews and approvals.

Jeffrey Tipton is a Series 65-licensed financial advisor at TLG Advisors, Inc. with one year of industry experience. Prior to joining TLG Advisors, he spent 36 years at Dwitts Inc. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services that include investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

Stephanie Rumold is a CFP® professional with 22 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. She has been affiliated with various Beacon Pointe entities since 2013, including Beacon Pointe Insurance Services, where she is a licensed insurance agent involved in the sale of life and accident/health insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach, utilizing a proprietary Focus List and quantitative due diligence, and is notable for sponsoring proprietary investment vehicles and acting as an operating general partner for multiple private funds.

Bernadette Salazar is a financial advisor with LPL Financial, holding a Series 66 credential and 12 years of industry experience. She has worked at LPL Financial since 2017 and previously at National Planning Corporation from 2014 to 2017. Salazar is also involved with Elk Mountain Financial LLC in an investment-related capacity. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.