Evan Shvach

I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.

Moneyfluent is a fee-only financial advisory firm focused on empowering Millennials to take charge of their financial future. We offer a personalized planning experience delivered through 3- and 6-month engagements, with plan implementation always included. Our typical client has a household income between $100k and $300k and less than $500k invested, and our services are specifically tailored to help individuals and couples at this stage of wealth-building. As a CERTIFIED FINANCIAL PLANNER®, Chandler specializes in empowering Millennials to launch their financial success with a planning process built around real-life goals—like buying your first home, tackling your student loans, planning for early retirement or a career shift, building your investments, growing your family, and traveling more! After serving as a partner at a boutique, retainer-based firm, she saw that Millennials needed a different approach: financial planning that’s comprehensive enough to tackle their complex goals, yet flexible and affordable enough to fit their lives. Chandler’s fresh approach marries the best of both worlds—offering expert partnership, hands-on implementation, and actionable strategies, all delivered in focused 3- to 6-month engagements for a one-time fee. You get the guidance, instruction, and setup that you need to move forward with confidence, without being locked into ongoing costs or planning models that weren't built for you. Chandler's process is clear and supportive: 1. Teach you to understand your money, inside and out. 2. Design a roadmap for the future you want. 3. Help you turn plans into action with hands-on implementation. Moneyfluent advocates for greater access to financial advice through short-term engagements and Free Friday Drop-Ins services. This purpose-driven business is powered by years of experience helping clients of all ages and net worths understand and improve their financial situation. While virtually serving clients nationwide, she calls downtown Columbus, Ohio, home. Beyond finance, Chandler's musical roots shine through with her involvement with The Harmony Project, a 500-voice choir fostering unity through the arts and community service.

Jeffrey D. Wolfe, CIMA®, CPFA, CRPC®, PIA, RAFA, is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager at Merrill Lynch Wealth Management. He is the founder of The Wolfe Group, where he manages the wealth management process for high-net-worth individuals and small businesses. His work emphasizes risk management of concentrated equity positions, portfolio design, and investment management. He also focuses on creating and implementing high probability outcomes for clients’ financial futures by evaluating lifestyle income and expenditure assumptions with a strong emphasis on downside risk assessment. Jeffrey has managed discretionary personalized and defined investment strategies, including individual stocks and bonds, Merrill model portfolios, and third-party investment solutions. His client focus areas include college education planning, divorce transition planning, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, and retirement income. Jeffrey has been with Merrill Lynch since 1995. He holds a Bachelor of Science in Business Administration with a major in Finance from The Ohio State University and an MBA from The University of Chicago Booth School of Business. Jeffrey’s professional designations include Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his personal time, he enjoys baseball, boating, camping, fishing, hiking, reading, running, and traveling.

Nathan Smith is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has over a decade of experience in financial advising, having previously worked as a Private Client Advisor at JPMorgan Securities from 2018 to 2021, a Financial Consultant at TD Ameritrade in 2018, and an Investment Consultant at Scottrade, Inc from 2008 to 2018. Nathan specializes in creating customized investment and financial planning strategies tailored to his clients' specific goals. He emphasizes clear communication to ensure clients understand complex investment approaches and feel confident in their financial plans. Outside of his professional work, Nathan is married to a physician and has two sons. His personal interests include baseball, football, fitness, reading, and family activities.