LifePlan Group

Robert Wilson is a CFP®-certified financial advisor with seven years of industry experience. He is currently with LifePlan Group, where he has worked since 2022, and previously held roles at TD Ameritrade and Fidelity. In addition to his advisory work, he is a licensed insurance agent and spends a portion of his time offering insurance products to clients. LifePlan Group serves individuals, businesses, and employer-sponsored retirement plans, providing financial planning, retirement planning, and discretionary portfolio management. The firm emphasizes diversified portfolio models using institutional platforms and exchange-traded funds, and offers integrated services including insurance, tax, and estate planning through its affiliated LifePlan Tax and Insurance Group.

Ryan Wahlers is a Series 66-licensed advisor with LifePlan Group in Raleigh, NC, and has been in the financial industry since 2022. His prior experience includes roles at CAPTrust, Steward Wealth Strategies, Osaic, Northwestern Mutual, and DoorDash. LifePlan Group serves individuals, businesses, and employer-sponsored retirement plans, offering financial planning, retirement planning, and discretionary portfolio management. The firm emphasizes diversified portfolio models using institutional platforms and ETFs, along with periodic tactical management and regular client education through public workshops and seminars.

Alex Sutherland is a CFP® with 12 years of experience in the financial services industry. He is currently an advisor at LifePlan Group and has previously worked at AE Wealth Management, LLC and Eqis Capital Management. In addition to his advisory role, he owns and operates LifePlan Tax & Insurance Group, where he is involved in insurance product placement. LifePlan Group serves individuals, businesses, and employer-sponsored retirement plans, providing financial planning, retirement planning, and discretionary portfolio management. The firm emphasizes diversified portfolio models using institutional platforms and ETFs, and it integrates insurance, tax, and estate planning services through its affiliated LifePlan Tax and Insurance Group.

Kenneth Sutherland is a financial advisor at LifePlan Group with 18 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at AE Wealth Management, LLC, Lifeplan Tax and Insurance Group, Inc., Lifeplan Investment Advisors, Inc., and Eqis Capital Management. He is also an owner and secretary of Lifeplan Tax and Insurance Group, where he spends approximately 25% of his time on related activities. LifePlan Group serves individuals, businesses, and employer-sponsored retirement plans, managing about $238.6 million in assets across roughly 260 client relationships. The firm emphasizes tailored financial and retirement planning, diversified portfolio models using institutional platforms and ETFs, and coordination of investments with insurance, tax, and estate planning.

Brooks Nichols is a CFP® professional with two years of industry experience, currently serving as an advisor at LifePlan Group in Raleigh, NC. Prior to joining LifePlan Group, he held roles at Fidelity Investments and Falls of Neuse Management, among others. LifePlan Group advises individuals, businesses, and employer-sponsored retirement plans, managing approximately $238.6 million in assets across 260 client relationships. The firm emphasizes tailored financial planning and diversified portfolio management using institutional platforms, ETFs, and a mix of strategic and passive approaches, supported by regular public workshops and an affiliated tax and insurance group.