Our Advisors

Life Event:

Fee Structure:
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Melissa Sotudeh - Contact

MBA, CFP

Melissa Sotudeh, MBA, CFP, specializes in holistic financial plans to ease the challenges individuals and families face, including retirement, investment, tax management, and estate planning solutions. Melissa is an Advocate for the CFP Board’s Women’s Initiative, and a subject matter expert for the CFP Board of Standards.


    Life Events

  • Inheritance
  • College education
  • Home Buying or Downsizing
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • Business Ownership
  • Estate Planning
  • Marriage, Divorce, and New Baby
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Percent of Assets Managed
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Curt Stowers - Contact

Phd, CFP

F5 Financial Planning (Faith, Friends & Family, Fitness, Finance) works with families to manage, grow and protect their assets. We leverage the academically-based work of Dimensional Fund Advisors for our clients' investments. We are a comprehensive, fee-only (NAPFA) firm located in Chicago.


    Life Events

  • Inheritance
  • Home Buying or Downsizing
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • Job Loss or Transition
  • College Education
  • Tax Planning
  • Business Ownership
  • Estate Planning
  • General Savings and Investment

    Fee Structure

  • Flat Fee
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David Taube - Contact

CEO/CIO

 F5 Financial Planning (Faith, Friends & Family, Fitness, Finance) works with families to manage, grow and protect their assets. We leverage the academically-based work of Dimensional Fund Advisors for our clients' investments. We are a comprehensive, fee-only (NAPFA) firm located in Chicago.


    Life Events

  • Inheritance
  • College education
  • Home Buying or Downsizing
  • Charitable Giving
  • Retirement
  • Insurance Review
  • Job Loss or Transition
  • Tax Planning
  • Business Ownership
  • Estate Planning
  • Marriage, Divorce, and New Baby
  • Long-Term Care
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Percent of Assets Managed
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Clark Taylor - Contact

Soltis Investment Advisors provides fee only wealth management services to clients primarily in the Intermountain West. We are located in St. George, UT and assist clients with creating a financial plan and implementing investment management services to match. Our measure of success if assisting clients achieve life's most important endeavors.


    Life Events

  • Charitable Giving
  • Retirement
  • Insurance Review
  • Business Ownership
  • General Savings and Investment

    Fee Structure

  • Percent of Assets Managed
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Holly P. Donaldson - Contact

CF

With over 25 years' experience, Holly is an author, speaker, and educator on the psychology of money. She does not touch her clients’ money, but helps them strategize and integrate life goals and personal finances. A Gen X'er and CFP® certified advisor, Holly specializes in helping Baby Boomers and their families.


    Life Events

  • Inheritance
  • Taking Care of Parents
  • Home Buying or Downsizing
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • Tax Planning
  • Business Ownership
  • Estate Planning
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Flat Fee
  • Project Based
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Troy Thompson - Contact

Thompson Advisory Services is a fee-only, comprehensive financial service firm with offices in San Francisco and Portland. We provide complete, integrated financial advice to professionals and entrepreneurs in all stages of life—tax planning and preparation, stock options, investment strategies, insurance, estate planning, college and retirement planning, cash flow, and more.


    Life Events

  • Inheritance
  • Home Buying or Downsizing
  • Retirement
  • Insurance Review
  • Tax Planning
  • Business Ownership
  • Estate Planning
  • General Savings and Investment

    Fee Structure

  • Hourly
  • Flat Fee
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Rick Waechter - Contact

We create and manage comprehensive financial plans for executives and retirees. We tailor these plans to each client's unique situation. Our clients expect low-cost, academically rigorous solutions without the conflicts of interest that plague Wall Street. They also expect, and receive, individual attention from CERTIFIED FINANCIAL PLANNER professionals.


    Life Events

  • Inheritance
  • Taking Care of Parents
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • Insurance Review
  • Job Loss or Transition
  • College Education
  • Major Illness
  • Tax Planning
  • Business Ownership
  • Estate Planning
  • Marriage, Divorce, and New Baby
  • Long-Term Care
  • General Savings and Investment

    Fee Structure

  • Percent of Assets Managed
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Jennifer Wolfsberg - Contact

As an independent firm, we are able to select from an open range of investment solutions with the best interests of our clients at the forefront. At Centerpoint Advisors, a strong commitment to open communication and personalized service is at the very heart of what we do.


    Life Events

  • Inheritance
  • Taking Care of Parents
  • Home Buying or Downsizing
  • Charitable Giving
  • Loss of a Spouse
  • Retirement
  • Insurance Review
  • Job Loss or Transition
  • College Education
  • Major Illness
  • Tax Planning
  • Business Ownership
  • Estate Planning
  • Marriage, Divorce, and New Baby
  • Long-Term Care
  • General Savings and Investment

    Fee Structure

  • Project Based
  • Percent of Assets Managed
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Scott Witt - Contact

I am an actuary and fee-only insurance advisor, specializing in life insurance, annuities, and long-term care. I work only on an hourly basis, so I can serve as a TRUE fiduciary to my clients because there are no conflicts of interest with my recommendations.


    Life Events

  • Charitable Giving
  • Retirement
  • Insurance Review
  • Tax Planning
  • Estate Planning
  • Long-Term Care

    Fee Structure

  • Hourly
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Lex Zaharoff - Contact

I specialize in helping corporate executives make the right financial decisions as they go through job transitions by organizing their assets, clarifying financial choices and reducing investment anxiety. With 33 years of experience, I provide both a sounding-board on major financial decisions as well as a guide through volatile markets.


    Life Events

  • Inheritance
  • Charitable Giving
  • Retirement
  • Job Loss or Transition
  • Business Ownership
  • Estate Planning
  • General Savings and Investment

    Fee Structure

  • Percent of Assets Managed
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Mark Zoril - Contact

PlanVision helps smaller employers have great retirement plans. Our clients use primarily passive funds; don't pay revenue sharing or commissions; and pay mostly flat fees for support services. And, their employees get personal, one on one guidance without product sales.


    Life Events

  • Retirement
  • Insurance Review
  • College Education
  • General Savings and Investment

    Fee Structure

  • Flat Fee