Retire Agile

Tanya Nichols is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Align Financial, LLC since 2017. Her prior experience includes roles at Raymond James Financial Services Advisors Inc. and Ascential Wealth Advisors. She also operates Limitless Adviser Coaching, providing consulting services to other financial advisors on a limited basis. Align Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, utilizing a blend of fundamental, technical, and cyclical analysis within a primarily long-term, buy-and-hold framework. The firm operates regionally from multiple offices and integrates AI-assisted analytic tools alongside human review in its investment process.

Troy Katterheinrich is a CFP® with five years of industry experience, currently serving as an advisor at Align Financial, LLC. He previously worked at Agile Retirement Management, Strategic Financial Concepts, Merit Financial Group, Stratos Wealth Partners, and LPL Financial. He is also a commissioned notary in the State of Florida. Align Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm combines in-house planning with access to third-party managers and uses a long-term, buy-and-hold investment approach supplemented by fundamental, technical, and cyclical analysis.

Roger Whitney is a CFP® with 34 years of industry experience, currently serving as an advisor at Align Financial, LLC. His prior roles include positions at Strategic Financial Concepts, Fwpam, and LPL Financial. Whitney is also the owner of RP Whitney LLC, which produces educational content such as podcasts, books, courses, and community programs under the names Retirement Answer Man® and Rock Retirement Club. Align Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management, employing a blend of fundamental, technical, and cyclical analysis within a primarily long-term, buy-and-hold framework. The firm combines in-house planning with access to third-party model managers and operates multiple offices to serve a regional client base.

Scott Sanborn is a Series 65-licensed financial advisor at Align Financial, LLC with three years of industry experience. Prior to joining Align Financial, he worked at Strategic Financial Concepts and Lone Star Analysis. Sanborn served in the United States Military for 30 years before transitioning to the financial industry. Align Financial serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm combines fundamental, technical, and cyclical analysis within a mostly long-term, buy-and-hold approach, incorporating AI-assisted tools alongside human review in its advisory process.