ABOUT
Our Team of Strategic Partners
Rick Petrell, MBA, CIMA®
Partner
Richard S. Petrell, CIMA® is an Investment Advisor with Strategic Wealth Advisors, bringing more than 35 years of experience helping individuals and families build, preserve, and transition their wealth.
Working in a fiduciary capacity, Rick designs personalized, comprehensive wealth management strategies focused on long-term security and retirement confidence. His expertise includes retirement income planning, Social Security optimization, estate planning coordination, and portfolio preservation.
Having guided clients through multiple market cycles and economic challenges, Rick is known for his steady leadership, disciplined investment approach, and commitment to helping clients achieve lasting financial security and the retirement they deserve.
For nearly two decades, Carter has assisted top advisors in providing safe retirement solutions, bringing access to a network of industry professionals, and supporting their many clients.
His personal experience with the “average” households seeking to protect their savings has driven him to identify unmet needs in the financial industry. Carter noticed a gap between those with a solid retirement plan and those at risk of outliving their savings or having their legacy mismanaged.
To address this, he collaborated with leading experts to create the three E’s: Educate, Enlighten, and Empower. This led to the development of cloud-based Estate Planning software combined with his unique process, offering a much-needed solution.
Carter and his team now connect consumers with the necessary financial professionals and education through the eStatePlan™ Portfolio. This innovative solution helps people avoid costly legal fees using the OEPT (Outsourced Estate Planning Team) for comprehensive estate and legacy planning support.
Carter is also the ambassador of Legacy Planning and is leading the charge of The Living Legacy Project, which helps his network of independent advisors provide the necessary process to document their extensive lives. Rick Petrell is one such Financial Professional.
Founder and CEO of ePIC Services Company
Carter Wilcoxson
Principal | Camas
Camas helps advisors bring one of the most valuable—but often overlooked—conversations to their clients: protecting wealth, businesses, and families from unforeseen risks.
Too often, clients turn to “quick fixes” that fail. Camas instead equips advisors with proven solutions—insurance, irrevocable trusts, proper business entities, exempt assets, and clear asset segregation—to provide real, lasting protection.
With a simple process of inventory, risk assessment, layered protections, and regular reviews, clients gain peace of mind knowing their legacies are secure.
Asset protection isn’t just for the ultra-wealthy—it’s essential for anyone who wants to safeguard what they’ve built. Camas is here to support advisors with resources and strategies to help clients achieve lasting security.
Greg Crawford
CEO, TEP
Greg is a globally recognized leader in the Nevada trust industry. Prior to founding Crawford Trust Company, Greg spent nearly two decades leading a trust company in Reno, Nevada. He carries over two decades of experience working with lawyers, advisors, and institutions implementing estate and asset protection plans for multi-generational American and international families.
Greg is a regular speaker on the benefits and advantages of Nevada trust situs at American law schools and international estate planning conferences. Publications such as The Wall Street Journal, The New York Times, and The Financial Times of London regularly quote Greg. Additionally, Greg has appeared as an on-air expert on CNBC, Bloomberg Television, and ABC World News Tonight.
A native of Menlo Park, California, Greg is a TEP and holds a B.A. from the University of California, Davis, and an M.H.A. from the University of Minnesota.
Scott Johnson
Tax Mitigation Specialist
Scott has spent 39 years in financial services helping professionals create more efficient, balanced lives. After roles at firms like E.F. Hutton and in areas ranging from real estate to hedge funds, his passion led him to focus on serving CPAs. He co-founded Financial Resource Network to help professionals reduce overwhelm and prioritize what matters most—family, faith, and community. Rather than work with hundreds of clients, Scott partners closely with a select few to make a lasting impact. A devoted husband and father of three, he lives what he teaches—being present for life’s most important moments.
Greg Agnos
ePIC Services Company
Greg started his financial services career in 1987 as a floor broker at the Chicago Board of Trade and Chicago Mercantile Exchange.
He’s a former speaker and trainer for hundreds of companies throughout the country, working with advisors from Primerica Financial Services, New York Life, and Prudential to name a few.
He now specializes in Estate Planning and Business Development for ePIC Services Company. He was a member of the 1984 Rose Bowl team for University of Illinois Fighting Illini. As an athlete, Greg spends his free time staying fit, enjoying the outdoors, and traveling.
Ciara Lister, Esq.
Network Attorney
As a network attorney for eStatePlan™ Ciara Lister believes in three key pillars: planning, preparation, and prevention. A full-scholarship graduate of Ave Maria School of Law in Naples, Fla., Lister began her law career as a Commercial Insurance Litigator in Boca Raton. She began seeing clients and her close friends struggle with the negative effects of probate proceedings, from dwindling inheritances to families destroyed by battles over money. This motivated her to change her focus to Estate Planning so she could help people avoid these issues before it was too late, rather than perform legal triage when the damage to families and their legacies had already been done.
Holly Halweg
Onboarding Specialist
Holly Halweg is the Onboarding Specialist at ePIC Services Company. Married to a financial advisor, she understands the needs of individuals and families planning for retirement, dealing with tax matters, and estate planning. As parents of a child with special needs, Holly and her husband engaged in volunteer work at their son’s preschool, designed for children with physical and developmental issues, including those on the autism spectrum.
Originally from Hastings-on-Hudson, NY, Holly attended the University of TX in Austin, initiating her career in the group medical insurance sector. Following marriage, she relocated to the San Francisco Bay area in California, and her family now resides in Boise, Idaho.
Marybeth Petrell
Managing Partner
Managing Partner, Chief Compliance Officer. B.A. State University of New York at Albany.
Marybeth has over twenty years of experience in investment services. Her experiences range from investment consultation to branch office supervision. Her duties as chief compliance officer include establishing, maintaining and enforcing Strategic Wealth Advisors supervisory control system. In addition she is involved with the initial analysis and construction of client portfolios. Ms. Petrell oversees the administrative and operational functions of the firm.
When she is not working, Marybeth enjoys spending meaningful time with her family, including her daughter and son. She especially treasures summers on the water in the Finger Lakes region and winters skiing in the mountains of New York, Vermont, and New Hampshire, where her children currently reside.
Courtney Alan Wellar
Investment Advisory Representative
Courtney Wellar is an Investment Advisory Representative with a background in both law and accounting. He earned his B.S. in Accounting from the State University of New York at Utica and his Juris Doctor from Albany Law School.
Since 1997, Courtney has practiced as a business and tax attorney in Syracuse, New York, advising clients on business structuring and restructuring, mergers and acquisitions, entity formation, succession planning, venture capital matters, and partnership and LLC agreements. He has extensive experience guiding closely held businesses and high-net-worth clients through complex transactional and tax matters.
Courtney has also represented businesses and individuals in federal, state, and local tax planning, audits, and disputes. In addition to his legal credentials, he has passed the CPA exam (not licensed), the New York State auditors’ exam, and the Series 65 Investment Industry Exam, bringing a multidisciplinary perspective to wealth and business planning.
Outside of work, Courtney enjoys time in the Adirondacks, especially summers on White Lake with family and friends.
