Karissa Mclaren

PJ Gibbs, CFP®, is the founder of Trella Wealth, a fee-only financial planning firm that provides comprehensive financial planning and investment management for families, pre-retirees, and retirees. With over six years of experience at a regional Registered Investment Advisor, PJ established Trella Wealth to offer a client-centered approach focusing on personalized, flexible, and actionable strategies. As a Certified Financial Planner™, PJ emphasizes clear and transparent communication, ensuring his clients are well-informed and confident in their financial decisions. He offers services like retirement planning, tax-efficient strategies, and investment management, always prioritizing clients' unique goals. Trella Wealth operates on a fee-only basis, meaning it does not earn commissions from selling products, ensuring that PJ's advice is always in the best interest of his clients. The firm's approach involves creating tailored financial plans that adapt to life's changes, with regular reviews to ensure clients stay on track toward their financial goals. PJ works closely with clients to help them prepare for retirement, manage their investments, and develop strategies for preserving and growing their wealth. When not helping clients simplify their financial lives, you can find PJ spending time with his wonderful wife and four kids, traveling, or looking for his golf ball.

William Buckman is a financial advisor at Dollars & Sense Financial Fitness with one year of industry experience. He holds a Series 65 designation and previously worked at Lord from 2004 to 2021 before a brief retirement. Dollars & Sense Financial Fitness serves individual clients, including high-net-worth individuals, by providing portfolio management, financial planning, and one-on-one financial coaching. The firm uses a long-term trading approach with cyclical and fundamental analysis, operates on a non-discretionary basis, and incorporates financial coaching methods such as the Dave Ramsey “7 baby steps” and a debt-snowball strategy.

Sabina Lewis is a CFP® professional with eight years of experience in financial advising. She is the sole advisor at Avant-Garde Wealth, LLC, where she has worked since 2020, with a brief tenure at Origin Financial in 2021. Outside of finance, she has experience in education with VIPKid HK, Ltd. and has been involved in various entrepreneurial ventures. Avant-Garde Wealth is an independent registered investment adviser providing ongoing and hourly financial planning, discretionary investment management, and educational seminars and webinars. The firm serves individuals, including high-income and high-net-worth clients, as well as business and nonprofit clients, using a long-term, academically informed investment approach focused on index mutual funds and ETFs.

Phillip Walker is a financial advisor at Tony Walker Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Walker Financial Services, Inc. since 1991. Outside of his advisory role, he serves as president of WorryFree, Inc., a media and marketing firm focused on marketing plans and training for the WorryFree Retirement Network. Tony Walker Financial provides investment management and integrated financial planning to individuals, including high-net-worth clients, and some businesses. The firm manages securities portfolios using fundamental analysis, charting, and long-term purchase strategies, and offers insurance products alongside its advisory services.

Grant Patterson is a financial advisor at Journey Financial Management, LLC with one year of industry experience. He holds the Series 65 designation and has worked previously at Payroll Vault, South Central Bank, and Turning Point USA. He is also a licensed life insurance agent in Kentucky, offering life insurance options to clients. Journey Financial Management manages approximately $42.9 million for around 59 clients, providing financial planning, discretionary investment supervision, and SIMPLE IRA plan advisory services. The firm employs a passive, index-focused investment approach primarily using ETFs and mutual funds, with ongoing portfolio oversight and tax-aware implementation.

Heather Hughes is a Series 65-licensed financial advisor at Tony Walker Financial with eight years of industry experience. She has been with Walker Financial Services, Inc. since 2006. In addition to her advisory role, Hughes is an independent licensed insurance agent specializing in life insurance and annuities. Tony Walker Financial is a team firm serving individuals, including high-net-worth clients, and some businesses. The firm provides investment management and integrated financial planning, using a range of portfolio construction methods and offering insurance products alongside discretionary investment advice.