Fern Financial Group, LLC

Arinze Anakwenze is a financial advisor at Fern Financial Group, LLC with one year of industry experience and holds a Series 65 designation. His prior roles include positions at Financial Engines Advisors L.L.C. and Edelman Financial Engines. Outside of financial advising, he works as an enrollment coordinator at Global Care Medical Group IPA and as a membership concierge at Life Time Fitness. Fern Financial Group serves individual and high-net-worth clients, providing retirement plan consulting and family office wealth-planning services. The firm employs an open-architecture investment approach, utilizing third-party discretionary managers and tailored portfolios aligned with clients’ Investment Policy Statements.

Josh Pollard is a CFP® professional with six years of industry experience. He is the sole advisor at Fern Financial Group, LLC, where he has worked since 2022. Prior to that, he held roles at One Capital Management, LLC, Arista Wealth Management, Frandsen Morrill Advisors, BCJ Financial Group, and Vivint. Pollard also serves as a board manager for Renew Biotechnologies, LLC, a molecular diagnostics and R&D company. Fern Financial Group, LLC serves individual and high-net-worth clients, offering retirement plan consulting and family office wealth-planning services. The firm provides discretionary portfolio management supported by financial planning and employs an open-architecture approach, using third-party managers and primarily recommending ETFs and individual equities tailored to clients’ goals. Fern also sponsors and advises a private pooled vehicle focused on biotechnology and lab diagnostics investments.

Sarah Williamson is a financial advisor at Fern Financial Group, LLC with two years of industry experience. She holds Series 65 and Series 66 licenses and has operated her own CPA practice since 2015. Fern Financial Group serves individual and high-net-worth clients, providing retirement plan consulting and family office wealth-planning services. The firm uses an open-architecture investment approach, employing third-party discretionary managers and primarily recommending ETFs and individual equities tailored to clients’ goals and risk profiles.