Vestwyze, LLC

Kimberly Saunders is a financial advisor at VestWyze, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including GWN Securities, Voya Financial Advisors, and has served as an adjunct instructor at Columbia College since 2017. Saunders is the president of the Central Florida Chapter of the National Black MBA Association and serves on the board of the Goldsboro Front Porch Council, Inc. VestWyze, LLC provides fee-based portfolio management and occasional financial planning primarily to individual investors and small businesses. The firm operates mainly on a non-discretionary basis, offering tailored investment strategies that range from passive income preservation to active management using mutual funds, ETFs, and individual stocks.

Johnnie Hall III is a financial advisor with VestWyze, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at VestWyze since 2017 and previously at VOYA Financial Advisors and Hall, Goodman & Associates, where he remains active. Hall is also an independent insurance agent involved in the sale of fixed insurance products. VestWyze, LLC provides fee-based portfolio management and occasional financial planning primarily for individual investors, small businesses, and institutions. The firm operates mainly on a non-discretionary basis, tailoring investment strategies to client objectives using a range of securities, ETFs, mutual funds, and alternative investments.