Next Exam Window 12-17 May, 2026

Virtual

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Dr Steven Crane

Hi, Iʼm Dr. Steven Crane, founder of Financial Legacy Builders. I didnʼt grow up with a lot of money or […]

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Izzy Carnes

Hi, Iʼm Izzy. As a military spouse, Iʼm passionate about supporting veterans and their families. Before joining Redeployment Wealth Strategies

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Jex Roach

Jex Roach, MEd, MBA, AFC®, MQFP® is a Marine Corps veteran, an Army spouse, and a mother to two daughters. 

Andrew Chafee
MQFP

Andrew Chaffee

Andrew joined Apella Wealth in 2022 after transitioning from the defense contracting industry, where he spent nine years in various

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Matthew Stelmaszek

My career began in a role dedicated to protection—as a Firefighter/EMT in the U.S. Air Force. Today, that same commitment

Sam Lewis Headshot
MQFP

Sam Lewis

Hi, Iʼm Sam Lewis — a fiduciary financial planner with a passion for helping real people make confident, informed decisions

Vanessa Alanis
MQFP

Vanessa Alanis

Hi, Iʼm Vanessa—a financial planner, mom, and military spouse with a deep understanding of the unique challenges military families face.

Greg Young
MQFP

Greg Young

You’ve led with purpose. Now it’s time to plan with purpose. I help military leaders—especially those approaching retirement or transitioning

Stacy Miller
MQFP

Stacy Miller

Hi, Iʼm Stacy—Founder of BayView Financial Planning and a proud military spouse to a retired U.S. Army officer. I know

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