Chad Levan

Kyle Nickler is a financial advisor with RWM Asset Management, LLC and holds a Series 65 designation. He has been with RWM Asset Management since 2025 and has prior experience in tax preparation and accounting, including a role as Client Tax & Accounting Manager at RWM & Company. He also formed Nickler Research & Analytics LLC, which is currently inactive. RWM Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $30.5 million across about 200 accounts. The firm employs a variety of investment approaches and maintains a close affiliation with an accounting practice that also offers tax and accounting services.

Anna Santini is a financial advisor at RWM Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Kitchen Table Consultants. Outside of her advisory role, Santini is a member-owner of Tuscarora Training Center LLC, a Jiu Jitsu gym where she handles administration and accounting tasks. RWM Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a variety of investment strategies and offers access to model portfolios and tax-management tools, supported by a small advisory team and an affiliated accounting practice.

Robert Morris is a financial advisor at RWM Asset Management, LLC with 19 years of industry experience. He holds a Series 63 designation and has served as a director of the First National Bank of Newport since 1993. Morris has been with RWM Asset Management since 2006 and has over four decades of experience as a self-employed CPA. RWM Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term strategies, offering tailored portfolio solutions and access to third-party model portfolios.

Robert Morris III is a financial advisor at RWM Asset Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RWM Asset Management since 2004. In addition to his advisory role, he is employed by Robert W. Morris & Co., PC, a certified public accounting firm where he provides tax preparation, audits, and consulting services. RWM Asset Management primarily serves individual and high-net-worth clients, managing approximately $30.5 million across about 200 accounts. The firm offers discretionary portfolio management and financial planning, utilizing a combination of fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term strategies, supported by custom and third-party model portfolios and tax-management tools.

Ryan Christensen is a CFP® professional with 18 years of industry experience, currently serving at GWN Securities Inc. since 2008. He is also a licensed insurance agent, selling life insurance, annuities, and long-term care products. GWN Securities is an SEC-registered investment adviser and broker-dealer with a network of approximately 423 advisors managing around $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, including a range of managed-account programs with both traditional and legacy technical strategies.

Joseph Pantozzi is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has held roles at multiple firms including Aero Wealth LLC and The Ascent Group, LLC. Pantozzi is also president of Alpha Omega Wealth, where he is licensed as an independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary advice through affiliated representatives. The firm utilizes model portfolios, third-party sub-advisers, and custom strategies, with a notable emphasis on retirement-plan consulting and a range of custodial and product affiliations.