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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

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Roger C

Series 65

Jackson, MS

Eversight Wealth LLC

Tax-loss harvesting Social Security optimization Roth conversion strategy Charitable giving tax strategies College savings (529s, UTMA, etc.)
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Vinicius N

CFP®, CPA

Madison, MS

Elevated Retirement Financial Services

Elevated Retirement Financial Services provides financial planning, retirement planning, and investment management. Vinicius “V” Hiratuka, CPA, CFP® is a fee-only, fiduciary financial advisor located in Madison, MS. Vinicius, who goes by “V,” founded Elevated Retirement Financial Services out of deep care for people’s financial lives in retirement. Building meaningful and constructive relationships with his clients is what he enjoys most about his work. V was born and raised in Brazil and moved to the United States in 2005. He obtained his undergraduate degree from Mississippi College and completed his graduate studies at Vanderbilt University. He is a NAPFA-Registered Advisor, a Certified Public Accountant, and a Certified Financial Planner™ Professional. He enjoys playing soccer, serving his church, reading, and spending time with his family and close friends.

Wealth management General retirement planning General tax planning Approaching retirement Dual Income Family
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Travis W

CFP®, CFA®, Series 63, Series 66

Madison, MS

Collaborative Advice

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Frank Z

Series 63, Series 65

Madison, MS

FHZ Wealth Management, LLC

Active portfolio management
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Nicholas R

CFP®, PFS™

Canton, MS

Reiber Wealth

Business sale tax planning College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy
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Huiming S

CFA®, Series 65

Clinton, MS

Wealth Management, LLC

Tax-loss harvesting Active portfolio management Passive / index investing General tax planning
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Josh N

CFA®, CFP®, CPA

Jackson, MS

Lefleur Financial

Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. Over the next few years, he developed the firm into a more narrowly focused tax practice and began expanding the client base and tax services. Through building relationships and serving clients, Josh began to see a need for more than just tax planning. As a result, he obtained the Certified Financial Planner (CFP) designation and created LeFleur Financial to better serve his clients. Now he provides individuals and small businesses with tax-conscious financial advice and investment management services so that they can efficiently accumulate wealth for retirement.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Inherited wealth Founder/Business Owner
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Glover R

Series 63, Series 65

Jackson, MS

Russell Wealth Management, LLC

Wealth management
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Tiffany B

CFP®

Ridgeland, MS

Bergland Wealth Management, Inc.

General retirement planning Tax strategies for small businesses
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Gene Y

Series 63, Series 65

Jackson, MS

Abridge Partners, LLC

Active portfolio management Concentrated stock management Private / alternative investments Options & derivatives strategies Annuities
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