Sound Financial, LLC

Elijah Fowler is a financial advisor at Sound Financial, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at CUSO Financial Services/Verity Credit Union. Sound Financial, LLC is a team-based registered investment adviser managing approximately $170 million for individuals, high-net-worth clients, and business entities. The firm uses a Modern Portfolio Theory approach with model allocations and third-party managers, providing tailored financial planning and utilizing platforms such as Betterment and AssetMark for portfolio implementation.

Lance Chisum is a financial advisor at Sound Financial, LLC with a Series 65 designation and no prior industry experience. Before joining Sound Financial in 2025, he worked at The Boeing Company for 18 years. He is a licensed insurance producer in Idaho, specializing in life and health/disability insurance, and is an appointed agent with MassMutual. Sound Financial, LLC is a team-based registered investment adviser managing approximately $170 million for individuals, high-net-worth clients, and business entities. The firm employs a Modern Portfolio Theory approach, utilizing model allocations and third-party money managers, and offers tailored financial planning alongside portfolio management primarily through mutual funds and insurance products.

Cory Shepherd is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with 16 years of industry experience. He is a managing member of Lantern Tree Media Development Group, LLC, a media property development company, and co-author of the book *Your Business Your Wealth*, which involves related speaking engagements. Shepherd has worked at Sound Financial, LLC since 2017 and previously at Park Avenue Securities. Sound Financial, LLC is a team-based registered investment adviser with seven advisors managing approximately $170 million for individuals, high-net-worth clients, and business entities. The firm integrates Modern Portfolio Theory with model allocations and third-party money managers, providing tailored financial planning and portfolio management through various platforms and emphasizing higher-touch consulting services.

Paul Adams is a financial advisor with Sound Financial, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Primerica Advisors and Guardian Life Insurance Co of America. Outside of advising, he is an author and co-hosts a leadership podcast, and he serves as a board member at Gold Creek Community Church. Sound Financial, LLC is a team-based registered investment adviser managing approximately $170 million for individuals, high-net-worth clients, and business entities. The firm employs a model-driven investment approach informed by Modern Portfolio Theory and offers tailored financial planning alongside portfolio management primarily through mutual funds and insurance products.

Maranda Blackwell is a Series 65 licensed financial advisor with six years of industry experience. She has been with Sound Financial, LLC since 2016. Sound Financial, LLC is a team-based registered investment adviser with seven advisors managing approximately $170 million for individuals, high-net-worth clients, and business entities. The firm uses a Modern Portfolio Theory approach, relying on model allocations and third-party money managers, and provides tailored financial planning alongside portfolio management primarily through mutual funds and insurance products.