As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.

Edward Evanouskas is a financial advisor at Elm Tree Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Elm Tree Capital Management and Key Corp. since 2010. Elm Tree Capital Management is a boutique discretionary investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, corporations, and private investment funds. The firm focuses on income generation and capital preservation through a buy-and-hold strategy centered on dividend-paying equities, fixed-income securities, ETFs, and mutual funds, supported by fundamental and proprietary credit analysis.

Henry Tebben is a CFA® charterholder with 20 years of experience in the financial industry. He is the sole advisor at Veritas, a firm he has been associated with since 2015, and has also worked with Princor and Principal Life since 2004. Veritas is a boutique, fee-only registered investment adviser that primarily serves qualified retirement plans for corporations, not-for-profits, foundations, trusts, and municipalities, as well as individual clients. The firm employs a risk-aware, long-term investment approach emphasizing asset allocation, diversification, and a combination of active and passive strategies, and it offers services ranging from plan design to ongoing monitoring and manager oversight.

Gw King is the principal of King Retirement Solutions, LLC, an independent advisory firm based in North Port, Florida. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to founding King Retirement Solutions in 2018, he worked at Brokers Financial and Brokers International Financial Services, LLC, and has operated as a sole proprietor since 1989. Outside of financial advising, he currently operates Dancing Moon Travel, a travel agency. King Retirement Solutions primarily serves individual clients as well as business and high-net-worth clients, offering financial planning, insurance reviews, and life-insurance analyses. The firm arranges asset management through third-party managers and operates mainly on a non-discretionary basis, monitoring manager performance and utilizing fundamental, technical, and cyclical analysis.

Wendy Jankoski is a financial advisor at Wealth Architects LLC with 22 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wealth Architects since 2005, also working at Compound Planning, Inc. since 2025. Wealth Architects LLC is an independent, fee-only registered investment adviser serving individuals, families, and nonprofit clients such as charitable institutions, foundations, endowments, and estates. The firm employs an active portfolio management approach that combines fundamental and technical analysis, offering a broad range of securities and maintaining continuous account monitoring.

Jeffrey Keister is a financial advisor at JK PWA LLC in Englewood, FL, holding the ChFC® designation and Series 66 license with 20 years of industry experience. He previously worked at LPL Financial from 2010 to 2019 before continuing his practice at JK PWA LLC. JK PWA LLC provides fee-based investment advisory and portfolio management services to individual and high-net-worth clients, employing a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis. The firm primarily operates on a non-discretionary basis, managing approximately $13.2 million in client assets without exercising trading authority.

David Hogan is a financial advisor at LCI Advisors with 26 years of industry experience. He has been with Lewis & Clark Advisors since 2005. He holds Series 63 and Series 65 designations. LCI Advisors is a state-registered investment adviser managing approximately $57.8 million for about 50 clients, primarily individuals, trusts, and qualified plans. The firm employs a disciplined, value-based investment process and offers a range of strategies including discretionary and non-discretionary portfolio management, options writing, and customized managed accounts.

Jeffrey Tamas is a financial advisor with Ideal Retirement Solutions and holds a Series 65 designation. He has 10 years of industry experience and has worked with firms including MWA Financial Services and Modern Woodmen. In addition to his advisory role, he is also an insurance agent, selling annuities and life insurance products. Ideal Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management, fee-based annuity programs, and estate planning coordination through the Wealth.com platform. The firm employs both technical analysis and a mix of long- and short-term trading strategies, utilizing a range of investment vehicles including mutual funds, equities, fixed income, and insurance products.

Corey Cyr is a financial advisor with Ideal Retirement Solutions in Port Charlotte, FL, holding a Series 65 designation and seven years of industry experience. He has previously worked at MWA Financial Services, Inc. and Modern Woodmen of America, and is also registered with Alphastar Capital Management, where he transacts in alternative products. Cyr divides his time between investment advisory and insurance sales, spending a significant portion of his workweek on insurance-based products. Ideal Retirement Solutions provides investment advisory services to individual and high-net-worth clients, offering discretionary portfolio management, fee-based annuity programs, estate planning coordination through the Wealth.com platform, and optional subscription services. The firm integrates technical analysis and a range of investment vehicles while operating as both an advisory and insurance agency.