Andrew Lavelle

John Oxley is a financial advisor with Oxley Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Prior to founding his current firm in 2018, he worked at USA Financial Securities Corporation and Freedom Financial Strategies. He is also a licensed insurance agent involved in life insurance and annuity sales. Oxley Capital Management provides financial planning and investment consulting primarily to individual and high-net-worth clients. The firm recommends unaffiliated third-party managers and focuses on planning and monitoring rather than discretionary asset management.

Richard Bertsch is a CFP® and Series 63 licensed financial advisor with 22 years of industry experience. He has been with Focus Wealth Advisors LLC since 2005. The firm offers financial planning, portfolio management, and consultative services to individuals, including high-net-worth clients, as well as institutional sponsors. Their investment approach is based on Modern Portfolio Theory and formal investment policy statements, utilizing asset-allocation driven portfolios with mutual funds and ETFs, regular rebalancing, and discretionary trading.

Bradley Kaplan is a CFP® with 28 years of industry experience, currently serving at Kaplan Wealth Management, Inc. since 1997 and associated with LPL Financial since 2013. He holds Series 63 and Series 65 licenses. Kaplan Wealth Management serves individuals, trusts, estates, and business entities, managing approximately $83.4 million on a discretionary basis for about 214 clients. The firm offers comprehensive financial planning and discretionary wealth management, tailoring portfolios primarily through mutual funds, ETFs, and a blend of fundamental and technical analysis across diversified investment strategies.

Matthew Eichert is a financial advisor with Market Street Wealth Management and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at Market Street Wealth Management since 2011 and USA Financial Securities Corporation since 2005. Outside of advisory services, he is involved in tax planning and preparation for clients. Market Street Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a long-term investment approach based on fundamental analysis and manages approximately $715 million in client assets across a team of ten advisors.

Robert Payne is a financial advisor at Payne Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Payne Capital Management since 2008. Payne Capital Management provides comprehensive wealth management services to individuals, trusts, estates, corporations, nonprofit organizations, and employer-sponsored retirement plans. The firm employs a quantitative investment approach based on Modern Portfolio Theory, customizing portfolios according to client risk tolerances and goals, and offers a range of services including financial planning, consulting, portfolio management, and financial coaching.

Eric Sjolund is a financial advisor at Altitude Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Altitude Capital Management since 2015. He also operates Sjolund Financial Services, which he founded in 2003. In addition to advisory work, Sjolund is licensed as an insurance agent and dedicates up to 30% of his time to selling insurance products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm’s approach is tailored to client goals and risk tolerance, offering discretionary portfolio management and consulting without account minimums.