Justin Parisi

My mission is to provide independent and reliable financial planning, coaching and investment advisory services for the purpose of enhancing the financial well-being of clients and their communities. As Founder and Chief Compliance Officer of NorthPoint Financial Planning my guiding principle is to be the financial advisor that I always wanted to hire before becoming one; that is, one who: ♦ develops a strong relationship and a nuanced understanding of each client's goals and expectations ♦ does the 'legwork' and research before recommendations are made ♦ provides specific recommendations based on experience and thorough analysis ♦ offers full transparency regarding compensation received for services My areas of expertise include: ♦ Financial Planning ♦ Investment Management ♦ Small Business Retirement Plans ♦ Insurance Analysis Prior to founding NorthPoint Financial Planning, I enjoyed a successful career serving as director for a diversified financial services enterprise; providing insurance and asset management solutions to financial advisors and their clients. My experience includes over 30 years of helping clients to achieve their personal, business or plan sponsor related financial objectives. I have served as Past President of the Columbus Chapter of the Society for Financial Service Professionals, a multidisciplinary network of professional advisors including those designated as CFP, CPA, JD, CLU and ChFC. The Society's mission is to support the highest standards of ethical and professional achievement and to promote awareness by the general public of the benefits of working with a professionally designated advisor. Education ♦ University of Dayton - Dayton, OH ♦ Bachelor of Science, Finance - 1989 ♦ Drexel University - Philadelphia, PA ♦ Masters of Business Administration, Finance – 1999 Licensure & Registrations ♦ Investment Adviser Representative

Justin Gibbs is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2014. In his current role since 2017, he partners with clients to develop efficient financial plans aimed at providing peace of mind. As a Certified Financial Planner, Justin employs a holistic approach to evaluating opportunities and risks. Justin's experience at Fidelity Investments spans several years, beginning as a Financial Consultant before advancing to his current leadership position. His professional focus includes financial planning and client partnership. Outside of his professional work, Justin has interests in music, outdoor adventures, parenthood, pets, running, and snowboarding.

Pride Miller-Stevens is a Financial Consultant at Fidelity Investments, a role held since 2019. Prior to this, Pride served as Director, Retirement Planner at Fidelity Investments from 2018 to 2019, and as a Retirement Relationship Manager from 2014 to 2018. Pride began their career at Fidelity Investments as a Retirement Solutions Representative from 2012 to 2014. With over a decade of experience in financial planning, Pride works jointly with clients and their families to address financial goals including wealth accumulation, income needs, and wealth transfer.