Taylor Schulte, CFP®
Co-Founder & AGC Executive Director
Founder of Define Financial, a fee-only RIA headquartered in San Diego, CA.
I’m also the host of the Stay Wealthy Retirement Podcast and a member of the Retirement Podcast Network.
Fun Facts:
- Married w/ 3 kids, Sawyer, Sutton, and Cece
- Carne asada burritos 😊
- Hate flying, love golf
Justin Castelli, CFP®
Co-Founder & AGC Executive Director
Founder of RLS Wealth Management, an RIA located in Fishers, Indiana.
In addition to working with clients, I’m the guy behind All About Your Benjamins and The Advisor of Tomorrow.
Fun Facts:
- Married w/ 3 boys, Roman, Leo, and Silas (RLS)
- Lifelong hip-hop fan
- Fitness nut, brand enthusiast
Haley Marx
AGC Community Manager
Passionate about cultivating vibrant communities, fostering meaningful connections, and empowering our community members to reach new heights.
Fun Facts:
- Born, raised, and rooted in California
- Travel enthusiast (let’s talk dream destinations!)
- Always seeking out live music
Diana Cabrices
AGC Chief Evangelist
Founder of Diana Cabrices Consulting, headquartered in Denver, Colorado. Diana loves helping advisors grow through marketing and technology.
Diana is passionate about health and moderates the Way to Wellness space in the AGC Community.
Fun Facts:
- I’m a birth doula!
- Traveled to over 18 countries; Lived on 3 continents
- First-generation Cuban-Venezuelan-American
Brian Thorp
AGC Executive Director
Founder of Wealthtender, a digital marketing growth platform for advisors, headquartered in Austin, Texas.
Prior to launching Wealthtender, Brian spent 22 years at Invesco, and was most recently Head of US Key Accounts.
Fun Facts:
- Married with no kids; Just spoiled nieces and nephews
- Travel lover; Lived in Tulum, Mexico during the pandemic
- Enjoy supporting startup founders and angel investing