Levi Sanchez

In my mid-20s, I was making big financial decisions – rolling over a 401(k) after leaving a corporate job, deferring student loans before joining the Peace Corps, and figuring out how to invest while living abroad. Each challenge pushed me to learn more, and I realized I genuinely enjoyed making sense of money. But as my husband and I navigated major milestones – marriage, home buying, career shifts – we had a hard time finding financial advice that was clear, practical, and truly in our best interest. That’s when I knew: financial planning shouldn’t feel like guesswork. I became a CERTIFIED FINANCIAL PLANNER™ to help professionals in their 30s and 40s gain clarity and confidence in their financial decisions. I founded Kirwin Financial because there simply weren’t enough fee-only planners serving people who are growing their families, careers, and wealth. Today, I help couples align their money with their life goals – whether it’s buying a home, preparing for a new baby, or planning for financial independence. I offer unbiased, fee-only financial planning, meaning I work in your best interest – no commissions, no product sales, just expert guidance tailored to your life. A comprehensive plan typically costs $3,375, with billing based solely on the time spent at a rate of $275 per hour. You don’t have to figure this out alone. Let’s build a financial plan that fits your life, your goals, and your future. Get started here: https://calendly.com/kirwinfinancial/15min

Onward Financial Advising LLC is a fee-only, fiduciary financial advising firm dedicated to helping individuals and families build wealth and achieve financial security. Onward believes that financial advising is for everyone and that everyone can benefit from expert financial advice, regardless of how many investable assets they have. With this belief, the mission of Onward Financial Advising is to empower clients to improve their financial futures by creating personalized plans that build wealth. Key Services: • Comprehensive Financial Planning • Ongoing Financial Advice • Investment Management • Retirement Planning • Tax Strategies and Planning • RSU Planning and Employer Retirement Plans To accomplish this mission Onward specializes in creating personalized financial plans that address the unique needs of mid-career professionals, first-generation wealth creators, and families. The founder, Brian Blakeman, brings over 15 years of combined experience in aerospace engineering and financial services to create a unique blend of technical expertise and personal financial advice. Onward Financial Advising understands the complexities of financial decision-making, especially when it comes to managing restricted stock units (RSUs), employer retirement plans, and crafting efficient tax strategies. As a fiduciary, Onward is committed to acting in your best interest, offering clear, transparent advice without conflicts of interest.

Alex Cormier is a Financial Consultant at Fidelity Investments, where he collaborates with clients to define and work toward their financial goals through retirement planning and investment guidance. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. His experience encompasses retirement planning and investment guidance, reflecting a commitment to supporting clients' financial objectives. Outside of his professional role, Alex has interests in art, family activities, golf, outdoor adventures, parenthood, and pets.

Marcus Sarzalejo is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he assists clients and their families in designing and sustaining personalized, long-term wealth strategies by utilizing the full spectrum of Fidelity's resources to support their evolving financial goals across generations. Marcus has extensive experience within Fidelity Investments, holding various positions since 2007. His roles have included Financial Consultant, Investments Consultant, Financial Representative, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Investments Representative Phones. Prior to joining Fidelity, he worked as a Client Service Supervisor at National Benefits Partner from 2003 to 2007. Outside of his professional career, Marcus has interests in fitness, movies, parenthood, reading, skiing, and snowboarding.