Daniel Cooper

Simeon’s role is to help clients create a coordinated financial strategy that aligns their investments, taxes, retirement income, and long-term goals into one cohesive plan. A big part of his approach is helping clients simplify complexity and make confident decisions during periods of uncertainty.

Girish Gupte is a financial advisor at Magnus Financials LLC with a Series 65 designation and one year of industry experience. He has prior business experience spanning various ventures including insurance and real estate companies that he has been involved with since 2008. Magnus Financials LLC serves individual investors and small businesses by providing financial planning, non-discretionary portfolio advisory, and targeted consulting such as small-business valuations. The firm’s investment approach focuses on strategic asset allocation informed by top-down and fundamental analysis, with advice delivered on a non-discretionary basis and tailored to client preferences.

Kevin Lozer is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Oakton Financial, LLC. He previously worked for ten years at CLEARLOGIC FINANCIAL, INC., formerly known as Ticknor Atherton & Associates. Oakton Financial serves high-net-worth individuals and small businesses with comprehensive financial planning and discretionary investment management. The firm emphasizes a strategic asset-allocation approach based on Modern Portfolio Theory, tax-aware investments, and a boutique, limited-client model without charging percentage-of-assets-under-management fees.

Alexander Levy is a CFA® charterholder and holds a Series 63 license, currently serving as the sole advisor at Noordzee Capital LLC with one year of industry experience. He has held management roles at Jetway Intel LLC, a news media and market intelligence firm focused on the airline and aerospace industries, and at Noordzee Consulting LLC, which provides research and consulting services. Noordzee Capital offers advisory services mainly to institutional clients, employer retirement plans, family offices, and high- and ultra-high-net-worth individuals, including a significant non-U.S. client base. The firm’s investment approach centers on fundamental analysis supported by economic and technical tools, providing portfolio management, financial planning, retirement plan consulting, and sector-specific research.

Christopher Rhim is a CFP® with 25 years of experience in the financial services industry. He is the principal of Green View Advisors LLC, where he has worked since 2008. The firm provides discretionary asset management, ongoing financial planning, and specialized divorce financial analysis for individual and trust clients. Green View Advisors manages approximately $25.2 million for a small roster of clients, using active management across multiple asset classes tailored through model portfolios and client risk assessments. The firm offers a formal divorce financial analysis service and focuses on individualized client service through a deliberately small client base.

Oliver Fratzscher is the principal of EM Leaders, LLC, an independent advisory firm based in Bethesda, MD. He holds a Series 65 designation and has 13 years of industry experience. Since founding EM Leaders in 2012, he has focused on providing investment advisory services related to emerging markets. EM Leaders serves institutional investors seeking exposure to emerging markets by selecting and monitoring local investment managers across multiple jurisdictions. The firm offers multi-manager and fund-of-fund supervisory services, emphasizing thorough local due diligence and customized investment policy implementation.