Britney Shockley

Hi there! I’m Scott, and I help young professionals build wealth wisely while still enjoying their life and their lattes. No, you do not need to give up your $7 coffee drink to be able to retire! In my work with clients, I help answer the following questions (and more): • How much do I need to save to be financially independent (ie, retired)? • Do I have the right investments? • How do I prioritize all the financial things I have going on? • What should I select for my 401K investments? • What do I need to do to create a proper Estate Plan? • Am I taking full advantage of my employee benefits? • Is there anything I can do to lower my taxes, now or in the future? • Will my family be okay if something terrible happens to me? • Is my emergency fund adequate? • Is my spending aligned with my goals? You can read more about my services here: https://forthrightfinances.com/wealth-builder/ One last, quick note: Unlike 99% of financial advisory firms, I do not have account minimums, nor do I charge so much that you need to have a 6 figure income to afford my fee. My services are intentionally designed so that anyone, regardless of their assets or income, can get honest, straightforward, and comprehensive financial advice. Even if you're starting with $0.

Bob Ewing is a Financial Consultant currently working at Fidelity Investments since 2015. He has over 25 years of experience in the financial services industry, specializing in working with individuals and families to help them define and achieve their financial goals. Throughout his career, Bob has held various roles including Vice President at JP Morgan Chase and Oak Ridge Financial, Retirement Consultant at Allianz Financial Services, and Financial Advisor positions at Morgan Stanley and Morgan Stanley Smith Barney. Bob's approach emphasizes challenging clients to think critically about what they want their wealth to accomplish, enabling the development and implementation of tailored financial strategies. His extensive experience across multiple reputable financial institutions underscores his expertise in financial consulting and retirement planning.

Kevin Peasley is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this position, he served as a Financial Representative at Fidelity Investments from 2023 to 2024. In his current role, he works closely with clients to develop and maintain financial planning strategies tailored to their unique situations and goals. Kevin's approach involves assessing clients' needs and preferences to co-create custom financial plans that support their visions for the future, including retirement planning, wealth accumulation, and risk management. Outside of his professional work, Kevin has personal interests in board games, cooking and baking, and snowboarding.