Jacqueline Del Freda Napoleon

William Klinke is a CFA® charterholder with 15 years of industry experience. He is the principal, portfolio manager, and owner of Kickpoint Financial, LLC, where he has worked since 2019. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. Kickpoint Financial serves individual clients, trusts, estates, and businesses, managing approximately $15.4 million with a single-advisor model. The firm provides comprehensive wealth management and financial planning, typically constructing ETF-centered portfolios while sometimes utilizing individual stocks or bonds from legacy holdings.

Alan De Flumere is the sole advisor at Covenant Financial Planning and Resource Management, Inc. in Memphis, TN, holding a Series 65 designation with 13 years of experience in financial advisory services. Prior to founding his firm in 2013, he worked at FedEx for 31 years. Covenant Financial Planning and Resource Management, Inc. provides financial planning and discretionary portfolio management, primarily using pooled investment vehicles such as mutual funds, index funds, and ETFs. The firm focuses on asset allocation, periodic rebalancing, and tactical adjustments, serving clients through both ongoing investment management and standalone financial planning engagements.

Michael Parks is a financial advisor at Kickpoint Financial, LLC in Memphis, TN, with 16 years of industry experience. He holds Series 63 and Series 65 designations and has prior roles at State Farm and various insurance agencies. Parks is also involved in insurance sales outside of his advisory work. Kickpoint Financial is an independent firm serving individuals, trusts, estates, and businesses, managing approximately $15.4 million primarily through ETF-centered portfolios. The firm utilizes a primarily long-term investment approach that incorporates multiple analysis techniques and offers discretionary portfolio management along with comprehensive wealth planning.

Michael Pelts is a financial advisor with Harwood Investment Group LLC in Memphis, TN, holding a Series 63 designation and 21 years of industry experience. He has been with Harwood Investment Group since 1998. In addition to his advisory role, Pelts is a partner in IPS Group, which provides portfolio performance reporting and evaluation services, and in Lubin Property Management. Harwood Investment Group is an independent registered investment adviser that manages discretionary portfolios primarily for individuals, trusts, and estates. The firm employs a combination of fundamental and technical analysis across various strategies, focusing on a concentrated client base of wealthier individuals and entities.

Bruce Stein is a financial advisor at BAS Capital with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BAS Capital since 2009. BAS Capital is an independent investment advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary management of stock and bond portfolios along with pension consulting and ad hoc investment advice, employing a range of strategies from long-term holdings to short-term trading tailored to client objectives and risk tolerance.

Matthew Fox is a financial advisor with Ithaca Wealth Management in Memphis, TN, holding a Series 65 credential and five years of industry experience. He previously worked at Tompkins Financial Advisors and Dynamic Advisor Solutions. In addition to his advisory role, Fox serves as an adjunct professor at Ithaca College School of Business, teaching equity and fixed income analysis, and contributes articles to Insider Inc. Ithaca Wealth Management offers discretionary portfolio management and financial planning to individuals, corporations, small businesses, non-profits, endowments, and foundations. The firm focuses on ETFs and equity securities, using various analysis methods to tailor portfolios according to client goals and risk tolerances.