Only Fee-Only

Cyndi's Bio:Cyndi draws on a deep and varied career in the financial industry.  Her career has taken her on a dual path of both individual and corporate investment and risk management.  Early in her career she served as Vice President of Foreign Currency Trading at Bank of America. In addition to trading, she also developed and implemented strategic capital markets risk management programs for multi-national corporations.  She spent many years as Managing Partner of National Bond and Trust, a national financial benefits provider, where Cyndi developed and implemented a national investment program for individual investors.  It was during that program development that Cyndi realized her passion for helping individual investors.  She has committed the rest of her career to broadening her service through Walsh Advisors. Cyndi first became an investor at the age of 17 when she first participated in the 401K program at McDonald's Corporation.  After earning her bachelor’s degree in Computer Information Technology from Purdue University, her passion for investing compelled her to attend the University of Chicago where she earned an MBA in Finance.  Cyndi’s pursuit of knowledge continues as she recently completed her Doctorate degree at DePaul University Kellstadt Graduate School of Business with a Finance specialty. As a seasoned fiduciary Cyndi has lended her investment expertise to service in various trustee roles including the Indiana Bond Bank,  Indiana Public Employee Retirement Pension Fund and the Indiana State Teachers’ Retirement Pension Fund.  She has also served as a board member of the Indiana Education Savings Authority. These roles have also provided her invaluable portfolio management expertise.Walsh Advisors website:https://walshadvisorsinc.com/aboutCyndi's Linkedinhttps://www.linkedin.com/in/cyndi-walsh-9293316b/

Jim's Bio:Hi, I’m Jim Crider— a husband, dad, and CEO of Intentional Living FP.Prior to starting Intentional Living FP, I worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they’ve accumulated over decades.  While I cherish each client I’ve served,  I came to find the clients I enjoy most: families that desire to achieve early financial independence for the sake of spending significant time with the people they care about, doing the things they enjoy.I am a CERTIFIED FINANCIAL PLANNER™, and the message I tell every client I work with is that my role is to guide— to live where my clients’ lives and money intersect so they can live the life they want to live. The money is simply a tool, a resource that is there to help you live the life you want. When I’m not engaged in a conversation with people about life, priorities, and doing what is important to them, I can be found chasing around my kids, Atticus, Asher, & Arlo, spending time with my wife, Kendra, or out on an adventure.Social:Twiiter - @JimCriderTXLinkedin - https://www.linkedin.com/in/criderjim/Instagram: https://www.instagram.com/jimcridertx/

Josh's Bio:After 8 years in the industry, Josh discovered the RIA community.He discovered a unique way to network with financial planners - draw them as a cartoon. As he continued to network, Josh realized that FinArt could become a business.His dream is to create content for advisors to easily explain financial concepts in a fun way, and to create content for the public to easily understand their world.When he’s not creating art, Josh loves doing anything with his wife, Michelle, and they love to travel. They’re based out of Bellevue, Nebraska.Twitter: @TheFinArtistLinkedin: https://www.linkedin.com/in/josh-passler-finart-80b4b1249/Instagram: thefin.artistWebsite: https://www.thefinartist.com/Music in this episode was obtained from Bensound.

Colton's Bio:My name is Colton Etherton.I'm The Tattoo Artist Advisor. I'm also a Certified Financial Planner™ practitioner and the owner of Out of the Office Planning.I've worked in finance for nearly a decade. After growing tired of traditional firms where I seemed to only be helping people that were already wealthy, I decided to launch my own firm and work with people that I wanted to work with - tattoo artists.Social:Twitter: @thetattooadvisrInstagram: thetattooartistadvisor

Jamie's Bio:Jamie’s career began with Morgan Stanley in 2006, later joining Fidelity Investments as a Vice President in 2011, where he was responsible for the oversight of over $1 billion in assets of nearly 500 high-net worth families and businesses. He brings over 20 years of wealth management and hands-on experience in the Financial Services industry. Jamie loves helping his clients make complex financial decisions, and ‘making the puzzle pieces ‘fit’ for them."I grew up in a family that always seemed to have money challenges. They didn’t have the financial freedom they longed for.I promised myself early on that I would do whatever I had to do in order to ensure that my clients never feel the same struggles relating to money that I did.Because of those experiences, I’ve created a firm dedicated to helping others continue to doing what they love to do with ZERO financial stress."Social:https://www.instagram.com/jamiemlima/https://www.linkedin.com/in/jamielima/https://twitter.com/JamieMLimaMusic in this episode was obtained from Bensound.

Frank's Bio:A lifelong learner, Frank has been in and around the financial services industry since 2008.During that time, Frank has worked as an investment consultant at a national brokerage firm and as a Wealth Advisor/Co-Chief Investment Officer at a $2.5 billion locally owned, independent advisory firm. With experience from “both sides of the table” Frank set out to build the next generation of wealth management firms. One that doesn’t care about “managing your money” but instead focuses on building relationships, empowering investors, and aligning the fees investors pay with the services received. Frank holds a Bachelor of Science in Business Administration with a Finance focus from the University of Central Florida.Frank also holds the following designations:- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional- Chartered Financial Analyst® (CFA®)- Accredited Investment Fiduciary® (AIF®)On a personal note, Frank lives in Winter Park with his wife Kaitlyn, daughter Astrid, and best furry friend Rudy.Social:https://www.linkedin.com/company/franklyfinances/https://twitter.com/FranklyFinancesMusic obtained from Bensound.

Bio's:Hey there! I’m Drew. (My last name is pronounced “fights”.) I’m from a cornfield about 35 miles southwest of downtown Indianapolis. I now live west of Indianapolis with my wife, Amanda, and our golden retriever puppy, Gus. I love traveling (check out my personal bio page for a few pictures), being outside, getting a lift in at the gym before work, and trying new craft beers. Reading what I just wrote, it sounds like I’m the stereotypical Millennial.Favorite Sports Team = PacersFavorite Places Traveled = Rome, Athens, Dublin, Sedona, KauaiFavorite Food = ShrimpCollege Alma Mater = Indiana State UniversityHigh School Graduating Class Size = 36Hi there! My name is Jeremy. I grew up in a smalltown in Northwest Indiana and have always been somewhat of a home body. After graduating college, I moved a whopping 11.8 miles away from my hometown. However, this hasn’t kept me from the urge to travel. I’m a retired, mediocre athlete who has recently picked up golf and become obsessed with it ever since (although I can’t seem to get any better).Favorite Sports Team = All Chicago teams (even the White Sox)Favorite Places Traveled = EnglandFavorite Food = Tavern Chicken Sammy from Tavern on Main in Crown Point SquareCollege Alma Mater = Indiana State UniversityHigh School Graduating Class Size = 291Linkedin:Drew: https://www.linkedin.com/in/drewfeutz/Jeremy: https://www.linkedin.com/in/jeremycrocker/Music in the episode obtained from Bensound.

Nick's Bio:I’m a CERTIFIED FINANCIAL PLANNER ™ based in Costa Mesa, California. I love financial planning and truly nerd out over it. I decided to create Swell Financial because I believe a financial planning firm ultimately succeeds by putting clients first. I also firmly believe in the concept of ABUNDANCE.  This notion that money is simply a tool that we are called to steward in order to enrich our lives and the lives of those around us. Abundance calls us to disregard the mindset of greed and scarcity and instead believe in the concept of always having enough, being generous, and blessing others. It’s my mission to help people improve their finances and turn their dreams into reality.  Outside of the office, you can find me surfing, tirelessly searching for the best local restaurant in town on Yelp, or maximizing a 3-day travel weekend with my wife, Kristin.  Full disclosure, if you see me on my phone, I’m more than likely scrolling through dog videos on Instagram as Kristin and I dream about one-day being dog parents in the not too distant future.Nick's Social:Twitter: https://twitter.com/swellfinancialInstagram: https://www.instagram.com/swellfinancial/Linkedin: https://www.linkedin.com/in/nick-covyeau-cfp/Music in this episode was obtained from Bensound.

Treyton's BioTreyton is a financial planner, writer, creator, and the co-founder of AllStreet Wealth.‍After earning a Business Finance & Marketing degree while playing baseball at McPherson College, Treyton has spent all of his time throughout his young career in the financial services industry. With a passion for helping others, he made his way into financial planning with one mission:Make financial advice more accessible for our generationWhen he's not trying to change the perception of the financial industry, you can find him at a local skatepark, trying new restaurants, writing, or snapping pictures in Kansas City ⛲️Social:Twitter: https://twitter.com/treytonwritesLinkedin: https://www.linkedin.com/in/treytondevore/Music in this episode is obtained from Bensound.

Leo's Bio:My name is Leo Marte. I love helping Christians executives unlock the possibilities of what they can do with their wealth.I currently reside in North Carolina, where my wife and I are raising two beautiful children.  I am a CERTIFIED FINANCIAL PLANNER™, the gold standard of financial planning expertise. 28% of advisors in the U.S. hold this designation, and only 4% of CFP® professionals are Hispanic or Black.I hold a DACFP Certificate in Blockchain and Digital Assets, the only certificate program designed for financial professionals. Graduates of the program gain the essential knowledge and understanding of blockchain and digital assets and are able to provide investors with the advice* they need about this new and transformational asset class. Abundant Advisors is a fiduciary, fee-only, and virtual advisory firm, serving clients locally and across the country.Leo's Social:Linkedin: https://www.linkedin.com/in/leomarte/Music in this Episode was obtained from Bensound.