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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

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Robert C

Series 66

Stuart, VA

Sovereign Financial Group, Inc.

Robert Chedester is a financial advisor with Sovereign Financial Group, Inc. He holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Credentialed Wealth Advisors, LLC and Edward Jones. He is also licensed as an insurance agent, selling life insurance and fixed annuity products. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, with an investment approach that emphasizes low-cost, diversified mutual funds and ETFs alongside individual securities and alternative strategies.

Private / alternative investments Options & derivatives strategies Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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Tyler S

Series 65

Patrick Springs, VA

Sequent Planning, LLC

Tyler Snow is a financial advisor at Sequent Planning, LLC with two years of industry experience. He holds a Series 65 credential and has worked previously at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside of advisory work, he is an insurance agent offering life, health, Medicare, and annuity products and is also contracted through Vista Solutions Group to provide Medicare Advantage and prescription drug plans. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets across roughly 70 advisors and employs ETF-based strategic models alongside a structured financial planning process.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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Mark T

Series 63, Series 65

Indian Valley, VA

OneAscent Financial Services LLC

Mark Tevebaugh is a financial advisor with OneAscent Wealth Management, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at OneAscent Financial Services and OneAscent Wealth Management since 2020, and previously spent six years at Next Financial Group Inc. OneAscent Wealth Management is a team-based firm with nine advisors that provides wealth management services.

Tax-loss harvesting Options & derivatives strategies Concentrated stock management Executive Founder/Business Owner Women's Finance Religious/faith focused
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Austin J

Series 66

Stuart, VA

Edward Jones

Austin Joyce is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at First Command Brokerage Services from 2021 to 2023 and served in the United States Air Force for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Military & Veterans Intergenerational Families Newlywed/Engaged
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Warner W

Series 66

Floyd, VA

LPL Financial

Warner Williams is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2018 and previously spent eight years with Stone, Houston & Associates. Williams is also involved with Midland Insurance, focusing on non-variable insurance products. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of financial products.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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David C

Series 66

Floyd, VA

Edward Jones

David Cross is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he worked at Sweet Frog for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Patrick B

CFP®, Series 63

Floyd, VA

LPL Financial

Patrick Beauchamp is a CFP®-credentialed financial advisor with eight years of industry experience. He is currently affiliated with LPL Financial and also provides investment advisory services through Gladstone Institutional Advisory, an independent registered investment advisor. Prior to his current roles, he worked at INVEST Financial Corp and Southern Farm Bureau Life Insurance Company. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports investment advice with an in-house research team and provides a wide range of delivery options, including financial planning, model-portfolio advisory programs, and third-party asset management.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Richard S

Series 66

Woolwine, VA

Edward Jones

Richard Swink Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Outside of his financial advising role, he owns and operates an ecommerce business selling outdoor gear and shooting sports accessories, and he produces YouTube videos focused on shop and homestead projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages over $1 trillion in assets and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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