Connor D Loveall

Christopher Pfau is a financial advisor at Lakemont Wealth with a Series 65 credential and experience dating from 2019 in related financial roles. He is also an accountant and co-owner of Lakemont Financial Group, which provides tax planning and compliance services. Additionally, he works as a Senior Analyst with the Government Accountability Office (GAO). Lakemont Wealth Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning tailored to client goals and risk tolerance. The firm applies modern portfolio theory with diversified asset allocations and uses discretionary authority for portfolio decisions, emphasizing long-term strategies while also incorporating options trading.

Trey Gevers is a financial advisor at Gevers Wealth Management with four years of industry experience. He holds a Series 66 designation and previously worked at Cetera and Columbia Hospitality. Outside of his advisory role, he volunteers with Young Life. Gevers Wealth Management is an SEC-registered investment adviser that provides discretionary investment management and stand-alone financial consulting services to a range of clients, including individuals, trusts, estates, nonprofits, and business entities. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and regular account monitoring to construct and manage portfolios.

Evan Schmidt is a Certified Financial Planner™ (CFP®) with 16 years of industry experience. He has been with Schmidt Financial Management since 2019 and previously worked at Schmidt Financial Group, Inc. from 2009 to 2024. Schmidt Financial Management provides discretionary investment management and financial planning services to individual and high-net-worth households, including trusts, estates, and retirement accounts. The firm uses a customized, non-model portfolio approach combining fundamental and technical analysis, delegating manager due diligence to an external provider while conducting regular account reviews and financial planning updates.

Casey Schuetz is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, Schuetz served with the Browns Point Dash Point Fire Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Ronald Chan is a CFA® charterholder and the sole advisor at Lakeside Financial Inc. in Kirkland, WA, with 13 years of industry experience. He has been with Lakeside Financial since 2015. Outside of investment advisory, he spends significant time providing management consulting services, including financial analysis and strategic recommendations, notably for a corporate client in the furniture industry. Lakeside Financial is an independent, state-registered firm managing approximately $35 million for around 34 clients. The firm serves individuals, including high-net-worth clients, and business entities, offering investment management, financial planning, and management consulting. Its investment approach incorporates intrinsic-value, quantitative, and qualitative analysis across multiple asset classes and geographies, with features such as the use of margin, securities lending, and performance-based fee arrangements.

Dwayne Reinike is a CFP® and ChFC® credentialed financial advisor at Valiant Financial Planning, LLC with six years of industry experience. His background includes roles at Edward Jones and prior service in the United States Navy. Valiant Financial Planning, LLC is a fee-only, independent firm that provides financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs customized asset allocation strategies combining passive and active investments and uses a tiered, fixed annual fee structure rather than a percentage of assets.