Kevin Dunford is a CFP® with five years of industry experience, currently serving as the sole advisor at Better World Planning. His prior experience includes roles at Intuit, where he works as a tax preparer, SwitchPoint Financial Planning, Commonwealth Financial Network, and Charles Schwab & Co., Inc. Outside of advising, he owns KJD Investments LLC, a business brokerage account used for options trading. Better World Planning offers advice-only financial planning primarily through virtual meetings, serving individuals and high-net-worth clients. The firm provides comprehensive financial, tax, and estate planning without managing client assets, focusing on investment recommendations aligned with modern portfolio theory and passive strategies.

Dustin Richards is a Series 65-licensed financial advisor at The Partners Wealth Management with two years of industry experience. He has prior experience at Summit Global Investments and operates his own CPA firm, Dustin Richards CPA PLC, where he prepares tax forms, audits, and performs general accounting. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing comprehensive investment management and financial planning through a multi-team advisor structure. The firm employs customized portfolio strategies using internal and third-party models and generally holds discretionary authority to implement client strategies.

Hilary Jones Rojo is a financial advisor with Cetera, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at LPL Financial, Securities America, and Verus Capital Partners. Outside of advising, she serves as president of Holy Ghost Ranch, Inc., an animal rescue organization focused on the care and treatment of rescue horses. Cetera Investment Advisers supports a diverse client base, including individuals, high-net-worth investors, institutions, and retirement plans, through a large network of independent advisors. The firm offers various portfolio management and fiduciary services, combining retirement and institutional capabilities with access to multiple program structures and third-party managers.