EverNest Financial Advisors

Kevin Stillman is a financial advisor at EverNest Financial Advisors in Omaha, NE, holding a Series 65 designation with three years of industry experience. He previously worked at Orion for five years before joining EverNest and Sanctuary Advisors, LLC. EverNest Financial Advisors serves individuals, including high-net-worth clients, endowments, nonprofits, and retirement plans, providing discretionary investment management, financial planning, and limited non-discretionary advice. The firm uses a fundamentally based investment process with model portfolios and integrates detailed client onboarding and planning to guide portfolio management.

Niki Woodworth is a CFP® professional with five years of industry experience. She is currently with EverNest Financial Advisors, a team-based firm in Carmel, IN, and has prior experience at Sanctuary Wealth, Windsor Wealth Management, Brooksource, and Butler University. EverNest Financial Advisors serves individuals, endowments, nonprofits, and retirement plans, providing discretionary investment management, financial planning, and limited non-discretionary advice. The firm employs a fundamentally based investment process using firm-managed target asset-allocation models and integrates detailed client onboarding and planning to guide portfolio construction and ongoing management.

Dylan Fisher is a financial advisor at EverNest Financial Advisors in Naperville, IL, holding a Series 65 credential with two years of industry experience. Prior to joining EverNest, he worked at Mitchell, Vaught and Taylor, Inc. and has diverse work experience including roles outside finance. He operates an online reselling business focused on antique and thrift items. EverNest provides advisory services to individuals, endowments, nonprofits, and retirement plans, using a fundamentally based investment process with firm-managed model portfolios and comprehensive financial planning.

Elizabeth Reed is a financial advisor at EverNest Financial Advisors in Carmel, IN, holding a Series 65 designation with one year of industry experience. She previously worked at Valeo Financial Advisor and Financial Plans and Strategies. EverNest provides advisory services to individuals, endowments, nonprofits, and retirement plans, employing a fundamentally based investment process with firm-managed target asset-allocation model portfolios and a comprehensive planning approach to guide client-specific allocation targets and periodic reviews.

Frank Esposito is a CFA® charterholder with 20 years of industry experience. He is currently with EverNest Financial Advisors in Carmel, IN, where he has worked since 2022. His prior experience includes roles at Sanctuary Wealth and Windsor Wealth Management. Outside of his advisory work, Esposito serves as treasurer for Providence Cristo Rey Building Corporation and the Brebeuf Jesuit Hockey Club, and he is the volunteer Committee Chair for a local Boy Scouts of America troop. EverNest Financial Advisors provides advisory services to individuals—including high-net-worth clients—as well as endowments, nonprofits, and retirement plans. The firm uses a fundamentally based investment process informed by modern portfolio theory and offers discretionary management, financial planning, and fiduciary services.

Joshua Johnson is a financial advisor at EverNest Financial Advisors with a Series 65 designation and three years of industry experience. He has worked previously at Cerity Partners and ARGI Investment Services and holds experience from academic roles at Cedarville University and Johnson Academy. EverNest Financial Advisors serves individuals, endowments, nonprofits, and retirement plans by offering discretionary investment management, financial planning, and limited non-discretionary advice. The firm employs a fundamentally based investment process with model portfolios across multiple asset classes and incorporates detailed client onboarding and planning to set allocation targets and guide ongoing portfolio management.