Brian Davis

My mission is to provide independent and reliable financial planning, coaching and investment advisory services for the purpose of enhancing the financial well-being of clients and their communities. As Founder and Chief Compliance Officer of NorthPoint Financial Planning my guiding principle is to be the financial advisor that I always wanted to hire before becoming one; that is, one who: ♦ develops a strong relationship and a nuanced understanding of each client's goals and expectations ♦ does the 'legwork' and research before recommendations are made ♦ provides specific recommendations based on experience and thorough analysis ♦ offers full transparency regarding compensation received for services My areas of expertise include: ♦ Financial Planning ♦ Investment Management ♦ Small Business Retirement Plans ♦ Insurance Analysis Prior to founding NorthPoint Financial Planning, I enjoyed a successful career serving as director for a diversified financial services enterprise; providing insurance and asset management solutions to financial advisors and their clients. My experience includes over 30 years of helping clients to achieve their personal, business or plan sponsor related financial objectives. I have served as Past President of the Columbus Chapter of the Society for Financial Service Professionals, a multidisciplinary network of professional advisors including those designated as CFP, CPA, JD, CLU and ChFC. The Society's mission is to support the highest standards of ethical and professional achievement and to promote awareness by the general public of the benefits of working with a professionally designated advisor. Education ♦ University of Dayton - Dayton, OH ♦ Bachelor of Science, Finance - 1989 ♦ Drexel University - Philadelphia, PA ♦ Masters of Business Administration, Finance – 1999 Licensure & Registrations ♦ Investment Adviser Representative

Pride Miller-Stevens is a Financial Consultant at Fidelity Investments, a role held since 2019. Prior to this, Pride served as Director, Retirement Planner at Fidelity Investments from 2018 to 2019, and as a Retirement Relationship Manager from 2014 to 2018. Pride began their career at Fidelity Investments as a Retirement Solutions Representative from 2012 to 2014. With over a decade of experience in financial planning, Pride works jointly with clients and their families to address financial goals including wealth accumulation, income needs, and wealth transfer.

Matt Estep serves as Vice President, Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. In this role, he partners with company executives to assist with their company benefits and integrate these into broader life wealth planning needs. Matt has been with Fidelity Investments since 1992, progressing through various roles including Regional Planning Consultant, Vice President Financial Consultant, Financial Consultant, Branch Service Manager, Premium Service Manager, Service Manager, Senior Trader, and Trading Representative. His extensive experience spans over three decades within the company, reflecting a broad understanding of financial consulting and executive planning. No additional information on Matt's education, credentials, personal interests, or community involvement has been provided.