Our Advisors

Meet the team.

Experienced, independent advisors focused on comprehensive financial planning and investment management.

Meet the Team

Experienced, independent advisors focused on comprehensive financial planning and investment management.

All advisors are LPL Financial registered representatives. Some are also Investment Adviser Representatives through LPL Financial.

Sirius XM Host

Shane Cloninger

LPL Registered Principal

LPL Registered Principal at SC Financial Group and host of Retirement Freedom Radio. Decades of experience helping pre-retirees make decisions on Social Security, pensions, and retirement income.

Sirius XM Host · Ch. 131

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Alex Carter

Financial Advisor, CFP®

CFP® working with growing families and high-earning professionals to coordinate the moving parts of their financial life across investments, tax efficiency, retirement, and estate planning.

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Rumesh Senanayake

Financial Advisor

Bringing clarity to cash flow, equity compensation & tax planning.

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Sirius XM Cohost

Robert Davis

LPL Financial Advisor

Navy veteran and corporate IT leader turned advisor. Works with business owners, veterans, and families focused on stewardship and structured planning.

Sirius XM Cohost · Ch. 131

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Ready to take the next step?

A complimentary discovery call is one way to start. No pressure, no obligation -- just a conversation about your goals.

Schedule a Discovery Call (425) 451-2950