Nectarine

David Barta is a financial advisor at Nectarine with CFP®, CFA®, and Series 63 credentials and six years of industry experience. His prior roles include positions at HireArt Inc, Xylo AI Corp, Origin Financial, Earnin, and PAAMCO Prisma. Nectarine serves individual clients across a range of wealth levels, offering consultative financial planning through a selection of advisory personnel clients choose via the firm’s website. The firm emphasizes long-term asset allocation with low-cost, index-based ETFs and mutual funds, providing planning services on an hourly, fixed, or recurring fee basis without managing client investment portfolios or custody of assets.

Arik Peterson is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Nectarine. His previous roles include positions at Principal Global Investors and Principal Funds Distributor, Inc. Outside of finance, he is the CEO and founder of Dads Are LLC, a T-shirt and merchandise company based in Fort Collins, CO. Nectarine provides consultative financial planning to individual clients, ranging from non-high-net-worth to high-net-worth households. The firm emphasizes long-term asset allocation using low-cost, index-based ETFs and mutual funds and offers a variety of planning services through hourly, fixed, or recurring flat-fee arrangements.

Linda Grizely is a CFP® and Series 66-registered financial advisor with four years of industry experience. She is currently with Nectarine and also owns Linda Grizely Ventures, LLC, a public speaking and writing business. Her prior experience includes roles at firms such as CETERA Advisor Networks LLC and Sageview Advisory Group. Additionally, she manages Mindset & Money, LLC, which focuses on mindset coaching. Nectarine serves individual clients, including both non-high-net-worth and high-net-worth households, offering consultative financial planning through a selection of advisory personnel via its website. The firm emphasizes long-term asset allocation using low-cost, index-based ETFs and mutual funds, and structures engagements as hourly, fixed, or recurring flat-fee planning arrangements without managing client investment portfolios or accepting custody of client assets.

I created Madi Manages Money using what I’ve learned working as an investment analyst and financial planner over the past decade. I’m proud to hold both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. Unlike most money experts and #finfluencers you find on TikTok, I’ve made investment decisions with billions of dollars at my day job. Everything changed when I gave birth to my daughter. Like you, I wanted to provide for her in every sense of the word, including financially. It occurred to me that other moms feeling the same drive could use help acting on it because it seems the parenting books forgot the chapter on what to do with your money. Let me help you lead your family to financial success. - Madi What you can expect from me: 1. Simplicity: I believe the financial industry overcomplicates matters; simple yet effective strategies can result in substantial progress. 2. Integrity: Pursuing designations like CFA & CFP shows my commitment to high professional standards. 3. Accountability: I expect clients to take action on my recommendations for financial success. 4. Authenticity: Being my true self empowers others, especially younger women seeking advice.

James Mwombela is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Nectarine. His prior roles include positions at SLP Wealth and operating his own firm, Mwombela Financial Planning, LLC. Outside of investment advisory, he provides student loan planning services through Student Loan Planner and offers financial coaching via the Workplay, Inc. app. Nectarine serves individual clients across a range of wealth levels, offering consultative financial planning through selectable advisory personnel. The firm emphasizes long-term asset allocation with low-cost, index-based ETFs and mutual funds, providing planning services on an hourly or flat-fee basis without managing client assets.

Matthew Gray is a CFP® with 11 years of experience in the financial services industry. He is currently an advisor at Nectarine and has previously worked at Pure Financial Advisors, AnthroFi LLC, Personal Capital, Janiczek Wealth Management, and Oppenheimer Funds. Nectarine serves individual clients, including both non-high-net-worth and high-net-worth households, by offering consultative financial planning through a selection of advisory personnel accessible via its website. The firm emphasizes long-term asset allocation using low-cost, index-based ETFs and mutual funds, providing planning services on an hourly, fixed, or recurring fee basis without managing client investment portfolios.

With more than 15 years of experience in the wealth management industry, Carla founded Ametrine Wealth with the vision of helping people–particularly women–take control of their financial futures. She prides herself on creating a compassionate, trusting environment for clients and removing the barriers that keep people from setting and achieving their financial goals. Carla’s clients value her financial planning insight, ability to break down complex topics, attention to detail, and approachable demeanor. Originally from Massachusetts, Carla initially envisioned a career in science. She graduated magna cum laude from Washington and Lee University and received a Masters in chemistry from Northwestern University. However, long hours in the lab made her realize her preference for engaging with people over compounds, and she decided to put her analytical skills to use in the financial sector. Carla holds an MBA in Finance and General Management from the University of Chicago Booth School of Business and is a Certified Financial Planner Practitioner(TM). Carla lives in Lake Orion with her husband, Jarod, and her two greatest accomplishments, daughters Brinley and Chloe.

I’m Devin Watts, founder of Fallbrook Fi, a financial planning firm based in Clovis, California. I help professionals and growing families navigate life’s big transitions with clarity, confidence, and a financial plan they can trust. Many of my clients are in their 30s, 40s, or 50s, earning good money, but feeling disorganized or unsure if they’re on the right path. They’re often juggling careers, raising kids, managing debt, or preparing for big milestones. They want to do the right thing but don’t have the time or tools to make sense of everything on their own. That’s where I come in. I provide holistic financial planning and investment management that’s tailored to your life, your values, and your goals. My approach is collaborative, personal, and judgment-free. Whether we’re reviewing your insurance, building your investment strategy, planning for taxes, or aligning your finances with your future, we’ll do it together, one step at a time. I’ve been working in financial services since 2016, but I started Fallbrook Fi to create a firm that puts relationships and real-life context first. No jargon. No pressure. Just thoughtful planning that helps you feel more organized and in control. Outside of work, I’m a husband, dad, triathlete, and lover of the outdoors. If you're looking for a down-to-earth advisor who will help you align your money with what matters most—I’d love to connect.

Darci Zaunmiller is a CFP® professional with 18 years of experience in the financial industry. She is currently affiliated with Nectarine and Uprise, providing financial planning and coaching services, and she also owns Decisions in Divorce, where she consults on divorce planning and financial statement analysis. Prior to these roles, she worked at Merrill for 15 years and held positions at Ellevest and Confidence Wealth Management. Nectarine serves individual clients across a range of wealth levels by offering consultative financial planning through a selection of advisory personnel. The firm emphasizes long-term asset allocation with low-cost, index-based ETFs and mutual funds, providing planning services on an hourly or flat-fee basis without managing client assets.

Diana Louie is a financial advisor at Nectarine in Santa Clara, CA, holding Series 63 and Series 65 licenses. She has one year of experience at Nectarine and previously worked for ten years at Google. Nectarine serves individual clients, including both non-high-net-worth and high-net-worth households, by offering consultative financial planning through an online advisor-selection platform. The firm emphasizes long-term asset allocation with low-cost, index-based ETFs and mutual funds and structures engagements as hourly, fixed, or recurring flat-fee arrangements without managing client investment portfolios.

I became a financial planner because of the lack of financial literacy in my community and I wanted to help change that. With over 12 years of industry experience, I specialize in helping Gen X, Millennial and Gen Z adults with their money. I support people as they navigate their financial decisions, offering guidance that’s rooted in empathy and simplicity. When I'm not working with clients, I'm at home with my wife, daughter, and two rescue dogs. I'm passionate about DIY projects—home improvement, woodworking, crafting cocktails, and modifying cars. Currently, I'm swapping the engine in a 1985 Pontiac Firebird, the car I drove in high school. My firm Casita incorporates a behavioral based approach to financial planning that blends the psychology of finance with traditional financial planning. We create financial plans that are aligned with your core values, emotions, and money behaviors to ensure effectiveness and impact.

Kathleen Boyd is a CFP® with three years of industry experience, currently serving as a financial advisor at Nectarine. She has held roles at several firms including Student Loan Planner, SLP Wealth, and XY Planning Network. In addition to her advisory work, she is the founder and principal consultant of Student Loan Savvy, providing educational and consultative services on student loan repayment strategies. Nectarine serves individual clients ranging from non-high-net-worth to high-net-worth households, offering consultative financial planning through an online advisor-selection platform. The firm emphasizes long-term asset allocation using low-cost, index-based ETFs and mutual funds, with services structured around hourly, fixed, or recurring flat fees rather than asset-based charges.

My earliest memory of money is watching my mom sort through her large wallet of department store credit cards at the cash register to find the right one for payment. As a kid, it taught me that credit cards were normal and I didn't hesitate to get my first card as an adult. Our early experiences shape our relationship with money, making financial planning deeply personal. Everyone’s journey is unique, and I love learning about your life to create tailored advice that helps you live your best life. My personal journey includes: - Joining a fintech startup as the 4th employee, where I learned to pivot and adapt quickly. - Working with high-earning professionals, which taught me advanced tax-planning strategies. - Teaching financial education webinars, where I honed the ability to simplify complex concepts. We specialize in: - Working wealth accumulators with no minimum for asset management - Equity compensation planning (RSUs/ISOs or NSOs, ESPP) and IPO planning - Proactive tax planning - Working with single retired women Every day, I’m grateful to serve people.

Cristina Perez is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at Nectarine. Her prior roles include positions at Mindful Millions Management PLLC, Endeavor Advisors, Bayntree Wealth Advisors, Fidelity Investments, and THE Vanguard Group. She also provides paraplanning services as an independent contractor for Endeavor Advisors. Nectarine offers consultative financial planning to individual clients, including both non-high-net-worth and high-net-worth households, through a selection of advisory personnel accessible via the firm’s website. The firm emphasizes long-term asset allocation using low-cost, index-based ETFs and mutual funds, with clients responsible for implementation, and structures engagements as hourly or flat-fee planning arrangements without managing client investment portfolios or accepting custody of assets.

Lillian Turner is a CFP® and Series 66 credentialed financial advisor with five years of industry experience. She is currently with Nectarine and is also the founder and CEO of Daring Greatly Wealth, a financial coaching firm. Her prior experience includes roles at Brighton Jones LLC, Baird, and Experience Your Wealth, LLC. Nectarine serves individual clients, both non-high-net-worth and high-net-worth, by providing consultative financial planning through a selection of advisory personnel via its website. The firm emphasizes long-term asset allocation using low-cost, index-based ETFs and mutual funds, offering planning services on an hourly or flat-fee basis without managing client assets.