Linzy Swink

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

You deserve simple, straightforward financial advice that you understand and trust. I’m the son of two master plumbers. When it came to plumbing, “master” is the right word. They were good at what they did. And, like all contractors and tradesmen, their business went through highs and lows. When times were good, we took amazing vacations and enjoyed life together. When times were tough, like going through bankruptcy to avoid losing everything, we had to bear the burden. This is a story told all too often, and it’s why I started Forthright Financial Services. I received a Bachelors Degree in Accounting, Masters Degree in Taxation, and a Certification in Financial Planning on my way to becoming a Certified Financial Planner® professional. I worked for 4 years at a CPA firm, where I became the lead tax associate for individuals and small partnerships. I switched careers to my original passion and worked for a great financial planning firm for 5 years. While there I became the director of financial planning and helped create and implement the entire financial planning process. Throughout my journey, I helped my dad in many different ways. After my dad passed away, I left my job and started my business with the mission to help other hard-working business owners, like him, understand their finances in order to minimize taxes, maximize cashflows, increase profits, and grow their business efficiently. As a contractor, your business and your personal financial situations are so connected that I believe you need special advice to address both of those areas simultaneously. That special guidance is exactly what we provide. Straightforward advice for all circumstances, goals, and seasons of life – that’s always a phone call away. If you’re ready to offload the stress and worry around your money and your business, now and for when your working days are done, let’s talk. Also help with: Small Business help Family Business Planning Self-Employed Individuals & Consultants planning Tax Planning Charitable Giving Business Planning Holistic Financial Planning Entrepreneurs Startup Founders Retirement Planning Cryptocurrency Financial Life Planning & Financial Coaching Family Financial Planning Social Security Optimization Baby Boomers, Gen X, Gen Y/Millenials, Gen Z Christian Business Owners

Hi! I’m Justin Brownlee. Brownlee Wealth Management is a fee-only financial planning firm that exists to bring clarity to your financial life. We want to help you simplify your investments, lower your taxes, and grow your family's wealth. My background is in helping high net worth families navigate the tax code to build an estate plan, portfolio, and retirement plan that works for them. When not working, I enjoy coffee, brisket, and college football. I’m a cancer survivor. My wife and I love exploring 30A with our three kids-J.D., Blair, and Peter. Being a family of five, I find that a surprising amount of my free time is consumed by breaking down Amazon boxes that miraculously appear at our house constantly. You can schedule an intro call at https://www.bwmplanning.com/schedule-appointment

Bill Eaton is Vice President and Financial Consultant at Fidelity Investments. In this role, he works to create and implement financial plans tailored to high net worth individuals and their families, focusing on their specific needs, goals, and future generations. Bill has been with Fidelity Investments since 2007, progressing through various roles including Customer Service Associate, Fixed Income Specialist, Relationship Manager, Investment Consultant, and Financial Consultant before assuming his current position in 2021. His professional experience encompasses disciplined investment strategies and risk management techniques. He emphasizes providing a personal level of service and building lasting relationships based on trust and client service. Specific details regarding his education, credentials, personal interests, or community involvement have not been provided.

Ryan Westmoreland is a Planning Consultant at Fidelity Investments, where he assists clients in developing financial plans aimed at achieving their retirement and investment objectives. He has been with Fidelity Investments since 2023, progressing through roles including Investment Consultant and Financial Representative before his current position. Prior to joining Fidelity Investments, Ryan worked as an Associate Representative at Thrivent Financial from 2022 to 2023. His professional experience encompasses financial planning and investment consulting. Outside of his professional work, Ryan enjoys activities such as fishing, football, golf, spending time at the lake, attending social events with friends, and listening to music.

Sireen Nadaf is a Financial Consultant I at Fidelity Investments, where she has been serving since 2024. Prior to her current role, she worked as a Workplace Planning Consultant at the same firm from 2021 to 2024. In her role, she partners with clients to co-create financial plans aimed at providing peace of mind during retirement and beyond. Sireen focuses on building long-lasting relationships that support families across generations. She helps clients work toward their financial goals and guides their loved ones toward financial confidence, positioning herself as a trusted resource for their family's future. Outside of her professional responsibilities, Sireen enjoys board games, family activities, outdoor adventures, reading, traveling, and volunteering.