Conner Forster

Stephen Aust is a Series 65-registered financial advisor with MarketCycle Wealth Management, LLC, where he has worked since 2010. He has 15 years of industry experience and operates as the sole advisor at his independent firm based in Free Union, VA. MarketCycle Wealth Management provides ongoing investment supervisory and portfolio management services to individual and corporate clients. The firm employs a broad investment approach, including mutual funds, equities, bonds, ETFs, real estate, hedge funds, private placements, and insurance products, utilizing a mix of charting, technical, fundamental, and cyclical analysis.

James Aldige is a Series 65 licensed advisor with seven years of industry experience. He is the sole advisor at Clio Asset Management LLC in Charlottesville, VA, where he has worked since 2018. Aldige is also the managing member of Turl Street Ventures LLC, an investment holding company for his personal assets. Clio Asset Management provides discretionary asset management and ongoing portfolio oversight primarily for high-net-worth individuals, family offices, endowments, foundations, trusts, corporations, and other institutional investors. The firm focuses on concentrated, long-term ownership of 8–12 companies selected through fundamental analysis, emphasizing returns on invested capital, competitive position, management quality, and balance-sheet strength.

Hi I’m Katie, founder of Money Pilot Financial Advisor. I’m a 25-year Army veteran where I served as a troop leader, Blackhawk helicopter pilot, and advisor on China affairs. Now I bring my passion for service and working with soldiers to financial planning. My mission is to help you take charge of your finances and live your best life. My husband Rob and I live on our farm in Virginia where the door is always open. I work with you to fit your lifestyle. We use virtual technology to meet and connect worldwide. Book meetings online, meet via video chat, stay in charge with our online portal. Give it a test drive. Book your free 20-minute intro call online.

Timothy Schenk is a financial advisor at Kuleana Capital Management LLC with seven years of industry experience. He holds a Series 65 designation and has been with Kuleana Capital Management since 2016. The firm manages approximately $70.7 million for about 35 clients, including individuals, institutions, and a private pooled investment vehicle. Kuleana Capital Management employs a research-driven, concentrated investment approach focusing on information technology and business services, utilizing equities, ETFs, options, and strategies such as short selling and margin in some accounts.

Ryan Daley is a CFP® professional with four years of experience at Broadpark Advisors, LLC and over a decade as a partner at Kamke & Daley LLP, a tax-focused accounting firm. He combines his financial planning credentials with his CPA background in tax, working primarily with individual clients and employee benefit plans. Broadpark Advisors is a single-advisor independent registered investment adviser that offers discretionary portfolio management, financial planning, and pension consulting services. The firm employs a range of investment strategies, including fundamental analysis, modern portfolio theory, and options, and integrates accounting expertise through its affiliation with an accounting firm.

Elias Mc Quade III is a CFA® charterholder and Series 65 licensed advisor with nine years of industry experience. He is the founder of Mindful Capital Management and previously worked at Marotta Wealth Management for ten years. Outside of his advisory role, he owns Mindful Tea LLC, a loose leaf tea and meditation supplies business, and is co-owner of Boards and Brews LLC, a board game café. Mindful Capital Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, families, qualified retirement plans, nonprofits, and endowments. The firm combines fundamental and quantitative analysis with modern portfolio theory, emphasizing education, plan consulting, and fiduciary services alongside manager selection and specialized investment strategies.