Root Financial Partners

Christopher Casale is a financial advisor at RightWise Wealth in Las Vegas, NV, holding a Series 65 designation with one year of industry experience. He completed a Master’s in Financial Planning at the University of Georgia and has prior experience in the hospitality industry with Crescent Hotels & Resort, Kimpton Hotels & Resorts, and Interstate Hotels & Resorts. RightWise Wealth serves individual clients by combining comprehensive financial planning with discretionary investment management, utilizing a multi-meeting first-year process and ongoing annual reviews. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing asset allocation, diversification, and low-fee funds, and uses the Betterment for Advisors platform for discretionary management.

Susanna Van Rooyen is a financial advisor at Root Financial Partners with one year of industry experience. She holds a Series 65 designation and has worked at Root Financial Partners since 2024, with prior experience at Pathway Financial Advisors and the Howard Center. Root Financial Partners serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans and small business owners. The firm employs a principally passive investment approach with diversified portfolios and offers discretionary investment management, comprehensive financial planning, and educational seminars.

Erin Varghese is a CFP® with five years of industry experience, currently serving as a financial advisor at Root Financial Partners. Prior to joining Root Financial Partners in 2025, Erin worked at Pure Portfolios Holdings LLC for five years and held positions at E*TRADE Capital Management, E*TRADE Securities, and U.S. Bank. Root Financial Partners primarily serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small business owners. The firm employs a principally passive investment approach with diversified portfolios based on index mutual funds and ETFs, complemented by fundamental and technical analysis and ongoing manager due diligence.

Chelsea English is a CFP® professional with eight years of industry experience, currently serving at Root Financial Partners. Her prior experience includes roles at Lee, Sipe and Associates, Serving Those Who Serve, and Hantz Group. Outside of her advisory work, she occasionally provides dog-sitting services for neighbors. Root Financial Partners works primarily with individual clients—including high net worth individuals—pension and profit-sharing plans, and small business owners. The firm employs a principally passive investment approach with diversified portfolios and offers discretionary investment management alongside comprehensive financial planning.

Christopher Brown is a CFP® professional with 10 years of industry experience. He has worked at Root Financial Partners since 2025 and previously held roles at Clark Asset Management, Mariner Platform Solutions, and Patriot Investment Management Group. Root Financial Partners serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small business owners. The firm employs a principally passive investment approach using diversified portfolios of index mutual funds and ETFs, supplemented by fundamental and technical analysis, and offers educational seminars and employer-related retirement support.

Chelsea Johns is a CFP® and Series 65-registered advisor with three years of industry experience, currently serving at Root Financial Partners. Her prior roles include positions at Empower Retirement, Mills Wealth Advisors, and Cain Watters & Associates. Outside of her advisory work, she is the owner of a business planning and tax analysis practice. Root Financial Partners primarily serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small business owners. The firm offers discretionary investment management and comprehensive financial planning, employing a principally passive investment approach with diversified portfolios based on index funds and ETFs.

Monica Mejia is a CFP® and ChFC® credentialed financial advisor at Root Financial Partners with one year of industry experience. She previously worked at Golden Wealth Capital, LLC and Allworth Financial. Outside of her financial advisory role, Monica owns and operates Monica K. Mejia Health and Wellness Coaching, where she focuses on body image issues, disordered eating, and acne healing through personalized coaching. Root Financial Partners serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small business owners. The firm primarily employs a passive investment approach with diversified portfolios and offers comprehensive financial planning alongside educational seminars and employer-related retirement support.

Ari Taublieb is a CFP® with seven years of industry experience, currently serving as a financial advisor at Root Financial Partners since 2020. Prior to joining Root, he worked at Nuveen Securities, LLC for two years and spent eleven years at the University of Puget Sound. Outside of his advisory role, he is the founder of Early Retirement LLC, an online course platform offering custom videos and software related to early retirement. Root Financial Partners serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small business owners. The firm employs a primarily passive investment approach, constructing diversified portfolios with index mutual funds and ETFs, while also offering educational seminars and employer-related retirement support.

Alexandra Stickelman is a financial advisor at Root Financial Partners with 10 years of industry experience. She holds a Series 66 designation and has worked at several firms including Turning Point Financial and Cambridge Investment Research Advisors. In addition to her advisory role, she consults for RegTech companies on compliance and related development. Root Financial Partners serves individual clients, pension and profit-sharing plans, and small business owners, providing discretionary investment management and comprehensive financial planning. The firm primarily uses a passive investment approach with diversified portfolios based on index mutual funds and ETFs, supplemented by fundamental and technical analysis and third-party sub-adviser due diligence.

Robert Burkholder is a CFP® with four years of industry experience, currently advising at Root Financial Partners in Peachtree City, GA. Prior to joining Root Financial Partners in 2025, he held roles at Pandowealth, LLC and H-Wave. Root Financial Partners serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small business owners. The firm employs a primarily passive investment approach using diversified portfolios of index mutual funds and ETFs, supplemented by fundamental and technical analysis, and offers comprehensive financial planning and educational resources.

Nicholas Hassig is a CFP®-designated financial advisor with 10 years of industry experience. He currently works at Root Financial Partners and has prior experience at Charles Schwab and OppenheimerFunds Distributor, Inc. Hassig holds Series 63 and Series 66 licenses. Root Financial Partners serves individual and high-net-worth households, trusts, estates, charitable organizations, pension and profit-sharing plans, and small business owners. The firm uses a primarily passive, asset-class investment framework with access to active and alternative strategies through vetted sub-advisers, offering discretionary portfolio management and comprehensive financial planning.

Kenzie Passino is a financial advisor at Root Financial Partners with a Series 65 designation and two years of industry experience. Prior to joining Root Financial Partners, Passino worked at Keen Wealth Advisors and has held various roles including positions at Goodwill Industries of Kansas and Kansas State University. Root Financial Partners serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small business owners. The firm focuses on discretionary investment management and financial planning, employing a primarily passive investment approach with diversified portfolios and client-specific investment policy statements.

Hope Swain is a Series 65 licensed advisor with Root Financial Partners, located in Englewood, Colorado. Root Financial Partners serves individual and high-net-worth households, as well as trusts, estates, charitable organizations, pension and profit-sharing plans, and small business owners. The firm emphasizes a passive, asset-class investment approach using index funds and ETFs while also offering access to active and alternative strategies through vetted sub-advisers, along with discretionary portfolio management and comprehensive financial planning.

Caleb Vering is a CFP® and Series 65-licensed financial advisor at Root Financial Partners with one year of industry experience. He has previously worked at Montebello Avenue, Farnam Financial, and Virtual Outsource Solutions. Root Financial Partners serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small business owners. The firm employs a principally passive investment approach with diversified portfolios based on index mutual funds and ETFs, supplemented by fundamental and technical analysis, and offers educational seminars and employer-related retirement support.

Kathryn Kavehrad is a CFP® and holds a Series 65 license with four years of industry experience. She is currently with Root Financial Partners and has previously worked at Independent Advisor Alliance and Range Financial Group, LLC. Prior to her financial advisory roles, she held positions at Northwest Christian Community Foundation and National Christian Foundation. Root Financial Partners serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small business owners. The firm employs a primarily passive investment approach using diversified portfolios of index mutual funds and ETFs, supplemented by fundamental and technical analysis, and offers educational seminars and employer-related retirement support.