Desiree Fisher is a CFP® and Series 65 registered advisor with four years of industry experience. She currently works at Capital Area Planning Group and has previously held positions at several firms including CIC Wealth, Freeman Capital Advisors, and Francis Financial. Outside of her advisory role, she owns Coell's Legacy, a consulting business focused on estate and elder care planning for individuals and families. Capital Area Planning Group serves individual clients, including high-net-worth individuals, and pension/profit-sharing plans by providing discretionary portfolio management, financial planning, and employee benefit plan consulting. The firm builds customized, actively managed portfolios based on Modern Portfolio Theory and fundamental analysis, tailoring strategies to client risk tolerance and tax considerations.

Tanya Frias is a CFP® professional with 23 years of experience in the financial industry. She is currently affiliated with Wealth More Enterprise, Inc. and also advises at Andwise and Quantitative Finance LLC, where she is involved in financial education and advising on business and compliance strategy. Her prior roles include positions at Freeman Capital, Massachusetts Mutual Life Insurance Company, Wells Fargo Advisors, and JP Morgan Securities. Wealth More Enterprise, Inc. serves individual U.S. investors through a primarily digital platform, offering discretionary portfolio management via a proprietary algorithm-driven wrap-fee program combined with access to human advisors. The firm manages diversified model portfolios and integrates algorithmic rebalancing with scheduled consultations.