Everspire

Steven Wikstrom is a financial advisor with Everspire, holding a Series 66 designation and two years of industry experience. Prior to his advisory career, he worked at Boeing for 34 years before retiring in 2021. He is also involved with TomiPlan, a financial planning company to which he refers business and receives referral fees. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning services through a dedicated advisor model and a goals-based, liability-driven approach.

Adam Lazaro is a financial advisor at Everspire with five years of industry experience. He holds the Series 66 designation and has worked at Everspire since 2021, with prior experience at MHL Investments and Virgin America. Outside of his advisory role, he is a pilot with United Airlines and receives referral fees for business directed to TomiPlan, a financial planning company. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning services through a dedicated advisor model and an Investment Committee-driven process.

Jason Lindquist is a financial advisor at Everspire with 16 years of industry experience. He holds a Series 65 designation and has worked with firms including Cederian Investments and Everspire since 2017. Outside of his advisory role, he has a small ownership interest in JHL Inc., a non-investment business based in Tacoma, WA. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, using a dedicated advisor model and a goals-based, liability-driven financial planning approach supported by an Investment Committee and a mix of mutual funds, ETFs, and individual securities.

Nathan Rockwell is a financial advisor at Everspire with Series 63 and Series 65 licenses and four years of industry experience. He also owns and operates two CPA practices in Reno, Nevada, specializing in tax, valuation, and consulting services primarily for the dental industry. Additionally, he receives referral fees for directing clients to TomiPlan, a financial planning company. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning through a dedicated advisor model and an Investment Committee-driven process.

Devin Frampton is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Everspire. His prior experience includes roles at Keller Williams Westfield and Guerrilla Advisors, LLC. Outside of his advisory work, he is involved with Penny Lane HOA and has entrepreneurial experience through ownership of a holding company. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning services with a goals-based, liability-driven approach.

Ryan Tucker is a Series 66-licensed financial advisor with Everspire who has 13 years of industry experience. He has worked at M. H. Leblang, Inc. since 2018 and has been with Everspire since 2017, in addition to prior roles at DFPG Investments and TD Ameritrade. Outside of his advisory work, he is involved in music performance and owns a medical industry marketing brokerage that connects medical supply providers with healthcare facilities. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, employing a dedicated advisor model and a goals-based, liability-driven financial planning approach supported by an Investment Committee and quantitative and fundamental portfolio analysis.

Michael Ross is a financial advisor with Everspire in Abilene, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Titan Securities for 13 years before joining Everspire and MHL Investments in 2023. Ross is involved in a side business, Got Zoom, which provides student loan consolidation referrals and access to government programs for student loan debt reduction. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning services supported by a structured investment process and an affiliated network of related financial services.

Alan Faerber is a CFP® professional with 17 years of experience in the financial services industry. He currently serves as a financial advisor at Everspire and previously worked at Charles Schwab, TD Ameritrade Investment Management, and Scottrade. Outside of his advisory role, he is involved with TomiPlan, a financial planning firm that guides consumers through the planning process without offering securities or financial products. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, employing a goals-based, liability-driven financial planning approach supported by quantitative and fundamental investment analysis.

Thomas Melburn is a financial advisor at Everspire with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Cambria Capital, OPTIONiQ, and Kingswood Wealth Advisors. In addition to his advisory role, Melburn receives referral fees from TomiPlan, a financial planning company. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning services through a dedicated advisor model and an investment process that combines quantitative and fundamental analysis.

Kevin Pett is a financial advisor at Everspire with one year of industry experience. He holds the Series 66 designation and has previously worked with MHL Investments and Synchrony Wealth Management. Outside of his advisory role, Pett refers business to TomiPlan, a financial planning company, and supports clients with insurance education and case coordination through Synchrony Wealth Management. Everspire is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, and retirement plans. The firm uses a dedicated advisor model and combines quantitative and fundamental analysis to construct portfolios primarily from mutual funds, ETFs, and individual securities.

Adam Cook is a financial advisor with Everspire in Midvale, Utah, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at MHL Investments, Lionshare Financial Group, and Global View Capital Management. Outside of finance, he is involved in music as an artist and performer with The Nogusman, LLC. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning through a dedicated advisor model and a process that combines quantitative and fundamental analysis.

Jeremiah Hughes is a financial advisor at Everspire with 14 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Morgan Stanley, E*TRADE Capital Management, and TD Ameritrade. He refers clients to TomiPlan, a financial planning company, and receives referral fees for this service. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning services through a dedicated advisor model and a combination of quantitative and fundamental investment analysis.

Gerilyn Merrill is a financial advisor at Everspire with nine years of industry experience and holds a Series 65 designation. She has been with Everspire and its affiliated entities since 2014, including a brief tenure at Delta Air Lines. Outside of her advisory role, she receives referral fees for directing clients to an affiliated financial planning company. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning through a goals-based, liability-driven approach supported by ongoing software updates.

Benjamin Cannon is a financial advisor at Everspire with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Titan Securities for 14 years. Outside of his advisory role, he is involved with SouthTowne Enterprise, Inc., a company related to security and life insurance businesses, and receives referral fees for business directed to TomiPlan, a financial planning firm. Everspire is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, and retirement plans. The firm employs a dedicated advisor model and uses an investment process based on an Investment Committee, quantitative and fundamental analysis, with portfolios built from mutual funds, ETFs, and individual securities.

Evan Green is a financial advisor at Everspire with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at ADP Broker-Dealer Inc. and ADP LLC. Green refers business to TomiPlan, a financial planning company, for which he receives a referral fee. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning services through a dedicated advisor model and an investment process that combines quantitative and fundamental analysis.