Luke Morris

Accessible Financial Advice We believe quality financial guidance should be available to everyone, regardless of wealth. Fee-Only Commitment As a fee-only firm, we prioritize your best interests—no commissions, no hidden fees. Personalized Planning From starting out to planning retirement, we tailor advice to your unique goals, offering services like investment management, retirement planning, and debt strategies. Empowering Your Dreams At MADE, we help you pursue financial clarity and confidence to live a life of meaning and adventure. Why MADE? MADE Financial Design is inspired by my family—Matthew, Adeline, Deborah, and Ezra. Their initials form our name, reflecting the work with do around Money, Adventure, Dreams, and Education. Like our love for travel and new experiences, we design financial plans to help you craft a life that reflects what matters most. Ready to design your financial future? Contact us for a free consultation at MADEFinancialDesign.com.

You’re making good money. So why does it still feel like you’re always behind? You’re the one everyone depends on. You manage the bills, the schedules, the big decisions and somehow still lie awake wondering if you’re missing something. On the outside, it looks like you’ve got it together. But inside? Money still feels stressful. Disorganized. Like one more thing you should’ve figured out by now. You don’t just want things “under control.” You want space to enjoy your life. To book the trip. To say yes without guilt. To feel steady and secure and have fun along the way. That’s where I come in. I work with women who manage the money in their households, including many in the LGBTQIA+ community, and create a safe, judgment-free space for honest conversations about what’s really going on with your finances. Through my Financial Happiness Method, I help you sort through the chaos, clear the mental clutter, and build a rhythm that actually supports your life not someone else’s idea of what it should look like. Together, we: ✅ Get things organized so it finally feels manageable ✅ Build systems that support your values and your version of joy ✅ Make room for things that light you up not just what’s “responsible” ✅ Quiet the noise so you can focus on what matters most This isn’t about being perfect with money. It’s about feeling free, clear, and confident. It’s about dinners with people you love. Quiet weekends. Big dreams. Soft mornings. A little breathing room. A life that actually feels like yours. If you’re tired of carrying the weight of it all alone, I’ve got you.

Stacy Miller is the Founder and CEO of BayView Financial Planning. She is a Certified Financial Planner® professional (CFP®) and specializes in guiding and empowering women, widows, and military/veteran families to invest in their own future financial security through the tides of life. She is a problem solver, and helping you find peace of mind is her love language. Stacy is an accomplished speaker and writer and has been featured in The Wall Street Journal, The New York Times, and many other media outlets. She is a fee-only fiduciary and is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), the Military Financial Advisors Association (MFAA), Equita Financial Network, and the XY Planning Network (XYPN). She has a Bachelor’s degree in Sociology from Boston University and a Master’s in Business (MBA/Finance) from Auburn University. Stacy is a military spouse to a retired U.S. Army officer and mom to two Gen Z sons who followed her advice and graduated college debt-free. She lives, works, volunteers, and paddleboards in Tampa Bay.

Carter Hansen is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Consultant, Investment Consultant, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Services Representative at Wells Fargo Investments from 2008 to 2009 and at Etrade Securities from 2006 to 2008. Throughout his career, Carter has focused on assisting clients in creating financial plans based on their individual needs and goals, utilizing solid financial practices and resources. He emphasizes open and honest communication and aims to build trust with clients at every step. His experience spans financial consulting, investment advising, and relationship management within the financial services industry.

Nick Redhead is a Financial Consultant who focuses on helping clients simplify their financial lives by developing strategies to accumulate, preserve, and transfer wealth. He works closely with clients to understand their needs and build financial confidence through personalized guidance and ongoing partnership. Nick has experience as a Financial Representative at Charles Schwab from 2022 to 2023 and served as a Financial Consultant partner at Equitable Advisors from 2019 to 2021. Outside of his professional work, Nick has personal interests in fitness, food, football, golf, and movies.

Darrin Romney is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2007, progressing through various roles that include Team Leader in Investment Solutions, Onboarding Leader for Customer Service, and Team Leader in several specialized areas such as Stock Plan Services, Active Trading, and Retirement Solutions. Throughout his career, Darrin has focused on financial planning processes to assist clients and associates in overcoming obstacles and creating individualized plans aimed at long-term success. His extensive experience spans investment solutions, retirement services, and client relationship management within Fidelity Investments. No information regarding his education, credentials, personal interests, or community involvement was provided.