Earned Wealth Advisors, LLC

Tyler Bayless Edwards is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Hilltop Wealth Advisors and DASH Carolina. Edwards is also a licensed North Carolina real estate broker and advises clients in residential real estate transactions. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on doctors, dentists, and their practices. The firm combines financial planning, discretionary wealth management, and retirement-plan advisory services, using broad diversification and a buy-and-hold investment approach supported by third-party consultants and an internal investment committee.

Carson Henderson is a financial advisor at Earned Wealth Advisors, LLC with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Earned Wealth Advisors, he worked at Thomas Doll CPA's, PC for over 16 years. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm employs a diversified, buy-and-hold investment approach supported by financial planning techniques and manages most client accounts on a discretionary basis.

David Harlow is a financial advisor at Earned Wealth Advisors, LLC in Walnut Creek, CA, holding the PFS™ designation and Series 65 license with 20 years of industry experience. He previously worked at Capital Performance Advisors LLP and is involved with TWD Payroll, Inc. and Thomas, Doll & Company, CPAs. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, employing a diversified, buy-and-hold investment approach informed by third-party consultants and an internal committee.

Jeanette Beatty is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Earned Wealth Advisors, LLC. Her prior experience includes roles at Facet Wealth and Cuso Financial Services, LP, as well as Elevations Credit Union. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on doctors, dentists, and their practices. The firm employs a diversified, buy-and-hold investment approach informed by independent managers, model portfolios, and a third-party consultant, complemented by financial planning techniques such as Monte Carlo analysis.

Gilbert Cotto is a CFP® with 23 years of industry experience, currently serving at Earned Wealth Advisors, LLC since 2025. His prior experience includes roles at Kohmann Bosshard Financial Services, Stratos Wealth Partners, and BNY Pershing. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on doctors, dentists, and their practices. The firm employs a diversified, buy-and-hold investment approach supported by financial planning techniques and offers a range of services including discretionary wealth management and retirement-plan advisory.

Ryan Mcclellan is a financial advisor at Earned Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Fisher Investments and other firms. Outside of advisory roles, he was involved with Sole Sight, an entrepreneurial venture. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm employs a diversified, buy-and-hold investment approach supported by financial planning tools and manages most accounts on a discretionary basis.

Andrew Taylor is a CFP® with 22 years of industry experience, currently serving at Earned Wealth Advisors, LLC. He was previously with OJM Group for 13 years before its transition to Earned Wealth Advisors. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by a third-party consultant and internal committee.

Jason Odell is a financial advisor at Earned Wealth Advisors, LLC with 23 years of industry experience. He holds a Series 63 designation and has been involved with OJM Group, LLC since 2002. Outside of his advisory work, he is engaged in public speaking, publications, and co-authoring books through Guardian Publishing, LLC. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on medical professionals and their practices. The firm employs a diversified, buy-and-hold investment approach informed by independent consultants and internal committees, offering discretionary wealth management and retirement-plan advisory services.

Robert Peelman is a CFP®-certified financial advisor with 21 years of industry experience. He has worked at Earned Wealth Advisors, LLC and its predecessor, OJM Group, since 2010. The firm serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. Earned Wealth Advisors offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by a third-party consultant and an internal committee.

Barrett Gray is a financial advisor at Earned Wealth Advisors, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Dimensional Fund Advisors and Choreo, LLC. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by an internal Investment Strategy Committee and third-party consultants.

Jared Nelson is a financial advisor at Earned Wealth Advisors, LLC in Walnut Creek, CA, holding a PFS™ designation and a Series 65 license with 17 years of industry experience. His prior work includes roles at Thomas Doll CPA's, P.C. and Td Payroll, Inc. He currently maintains a long-term association with Thomas Doll CPA's, P.C., a firm involved in accounting services. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and a structured investment process that emphasizes diversification and a buy-and-hold approach.

Todd Rouleau is a CFP®, CFA®, and Series 63-licensed financial advisor with 24 years of industry experience. He is currently with Earned Wealth Advisors, LLC in Walnut Creek, CA, having previously worked at Thomas Doll and SCOTTRADE. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on doctors, dentists, and their practices. The firm emphasizes diversified, discretionary wealth management supported by financial planning techniques and utilizes both independent investment managers and an internal strategy committee to guide asset allocation.

Shazia Khateeb is a financial advisor at Earned Wealth Advisors, LLC with a Series 65 designation and no prior industry experience. She is also the owner of TaxPoint LLC, an accounting firm providing tax preparation and accounting services to individuals and businesses, and works as a client manager and accountant at Schwartz & Schwartz. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, employing a diversified, buy-and-hold investment approach supported by third-party consultants and an internal Investment Strategy Committee.

Gerald Nowakowski is a financial advisor at Earned Wealth Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Source One Business Services, UBS Financial Services, and Hartford Funds Management Company. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm uses independent investment managers and model portfolios informed by a third-party consultant and an internal committee, emphasizing diversification and a buy-and-hold strategy alongside comprehensive financial planning.

Adam Braunscheidel is a CFP® professional with 14 years of industry experience, currently serving at Earned Wealth Advisors, LLC. He previously worked at OJM Group from 2010 until 2025 before joining Earned Wealth Advisors, which operates as a multi-team firm. Earned Wealth Advisors provides financial planning, discretionary wealth management, and retirement-plan advisory services primarily to individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on medical and dental professionals. The firm uses a diversified investment approach supported by third-party consultants and an internal committee, alongside a range of affiliated services including pension consulting, accounting, and publishing.