Elijah has been a fee-only financial planner for over eight years. In 2025, he started Essa Financial to provide transparent and client-centric financial advice to folks in the Louisville community and beyond. As a teacher, Elijah’s favorite part about being a financial planner is communicating complex planning topics to clients in ways that are more easily understood. He enjoys the education aspect of being a planner, especially in a one-on-one environment. He values deep relationships with clients, and is always willing to listen and learn. He also believes exceptional client service (and swift communication) is the cornerstone of financial planning. Elijah is actively involved in the profession. He is an active volunteer with the National Association of Personal Financial Advisors (NAPFA), having previously served on their Genesis board for young advisors for five years and currently serving on the South Region board as the Membership Chair. He also reviews scholarship applications for the CFP Board Center for Financial Planning, which provides assistance to qualified candidates for the CFP® exam. In addition to his role as a planner, Elijah teaches part-time as an adjunct professor at the University of Louisville. Elijah resides in Louisville with his wife, Sarah, and dogs, Landon and Korra. Aside from financial planning and teaching, Elijah spends his time frequenting local coffee shops, running (short distances) around his neighborhood, playing video games, watching the Minnesota Timberwolves, and of course, spending time with friends and family.

Kaiz Freeman is currently the Vice President, Wealth Planner at Fidelity Investments, where he has been serving since 2025. He has multiple years of experience in the financial services sector, holding various roles including Financial Consultant and Investment Consultant at Fidelity Investments, Financial Planning Specialist at Northwestern Mutual, and Territory Consultant at Jefferson National. Mr. Freeman attained his CERTIFIED FINANCIAL PLANNER™ designation in 2019. His professional focus is on helping individuals understand their financial situations and building long-term relationships to support their financial security. Outside of his professional career, Mr. Freeman has interests that include football, golf, hiking, military service, motorcycles, and traveling.

Brian Whitfield is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2011. In this role, he collaborates with clients to conduct thorough financial analyses and develop detailed financial plans tailored to their experience, goals, and risk tolerance. These plans are regularly evaluated and adjusted as needed to address clients' changing financial circumstances. Prior to his current role, Brian worked as a Financial Consultant at Charles Schwab from 2009 to 2011, a Financial Advisor at JP Morgan Chase from 2008 to 2009, and an Investment Consultant at Fidelity Investments from 2000 to 2008. He holds a California Insurance License.

Brandy Bailey is a Financial Consultant at Fidelity Investments, where she has been working since 2016. In her role, she partners with clients to help them build financial plans aimed at better understanding their retirement and other financial goals, supporting clients to feel more secure in their financial future. Her experience at Fidelity spans multiple roles since 2011, including Investment Consultant, Retirement Services Representative, Investments Representative, and Trading. Prior to joining Fidelity, she worked as an Agent at New York Life from 2009 to 2011 and served as Director of Marketing and Customer Service at WWW Internet Fund from 1998 to 2000. Brandy utilizes the resources and research provided by Fidelity to assist her clients in achieving their financial objectives.