James Heger

Robert Coakley is a Series 65 licensed advisor at Anova Management with two years of industry experience. He serves as Chief Executive Officer of Natured Ease, a company specializing in broad spectrum hemp CBD products, tinctures, and creams. Anova Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs its Efficient Market Portfolio Plus (EMP Plus) strategy, which uses quantitative algorithms to build diversified equity portfolios with defensive adjustments aimed at reducing downside volatility.

Wayne Penello is a financial advisor at Anova Management with four years of industry experience. He holds a Series 65 designation and has previously worked at NextGen EMP and Risked Revenue Energy Associates. Outside of advising, he serves on the board of directors for AEGIS-HEDGING SOLUTIONS, a company focused on commodities research and portfolio management software, and is a co-author of the book *Risk is an Asset*. Anova Management provides discretionary investment management to individuals, high-net-worth clients, and various entities without account minimums. The firm’s approach centers on its Efficient Market Portfolio Plus strategy, which uses quantitative algorithms to adjust allocations among broad equity ETFs, cash, and defensive short ETF positions to manage risk and seeks lower drawdowns.

Anthony Diplacido is a financial advisor at Anova Management with four years of industry experience. He holds a Series 65 credential and serves as president and CEO of Life Design Construction, Inc., a home remodeling company. Diplacido has worked at Anova Management since 2022 and has prior experience with Nextgen Emp, LLC and World Light Tech, Inc. Anova Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm’s approach focuses on portfolio management using exchange-traded funds and periodic rebalancing, centered on its Efficient Market Portfolio Plus strategy that applies quantitative algorithms to adjust allocations for risk management.

Mark Hudec is a financial advisor with NFSG Corporation and holds a Series 63 designation. He has 38 years of industry experience, including previous roles at United Planners' Financial Services, Trilogy Wealth Management, and Trilogy Wealth Partners. Outside of his advisory work, he is also an independent insurance agent specializing in life and health insurance. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a mix of fundamental, technical, and cyclical analysis, and frequently uses third-party managers to deliver discretionary and non-discretionary investment solutions.

Gary Zweschper is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Principal Life Insurance Company and Principal Securities Inc. since 2013 and 2016, respectively, and is currently associated with Middle Creek Financial. Outside of his advisory role, Zweschper is a partner in a commercial beef cattle ranch and serves as a board member of the Schulenburg Chamber of Commerce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Preston Langhoff is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has previous work experience at Kiewit and Texas State Technical College. Langhoff is also a partner in Langhoff Bro Properties LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering planning on a one-time or ongoing basis that covers a broad set of financial topics without implementation services. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.