Matthew Word

Gabriel Kora is a financial advisor with KG Capital Management, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and KG Capital Management since 2012. Outside of his advisory work, he is involved with Three Rivers Consulting Group, LLC, advising landowners on mineral leasing activities. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities, providing investment supervisory services and financial planning. The firm uses fundamental and cyclical analysis to guide asset allocation and security selection, employing a range of investment strategies tailored to client needs.

Christophe Levasseur is a financial advisor at Cane Capital Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at KG&L Capital Management LLC and Charles Schwab & Co., Inc. Outside of his advisory role, he is a member of Three Rivers Consulting Group, LLC, which advises landowners on mineral leasing activities. Cane Capital Partners, LLC provides investment advisory services to individuals, pension and profit-sharing plans, and business entities. The firm uses fundamental and cyclical analysis to guide portfolio construction and employs active derivatives strategies, including options overlays and tax-management techniques, to manage client portfolios.

Steven Medo is a financial advisor at KG Capital Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KG Capital Management since 2018. Outside of his advisory role, Medo serves as CFO and board member of the James P. Raymond Foundation, where he advises on asset allocation and risk management. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities by providing investment supervisory services, financial planning, and access to third-party money managers. The firm employs fundamental and cyclical analysis to guide asset allocation and security selection, utilizing a variety of trading strategies within separately managed accounts.

Andrew Grezaffi is a financial advisor with KG Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and KG Capital Management since 2012. Outside of his advisory role, Grezaffi is a partner in a cattle ranch operation, maintaining approximately 180 head of cattle. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities, providing investment supervisory services, financial planning, and access to third-party money managers. The firm employs fundamental and cyclical analysis for asset allocation and uses a range of trading strategies, including derivatives, within separately managed accounts.

Michael Word is a financial advisor at Cane Capital Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including KG&L Capital Management, Frontier Solutions, Summit Financial Wealth Advisors, and Vere Asset Management. Outside of advisory roles, he holds partial ownership interests in a home health agency, storage rental business, and several real estate and land management ventures. Cane Capital Partners, LLC provides investment advisory services to individuals, pension plans, and business entities, focusing on portfolio management, financial planning, and IRA rollover advice. The firm employs fundamental and cyclical analysis, active derivatives strategies, and external manager arrangements to guide investment decisions.

Albert Judson is a financial advisor at Copper Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Investment Advisers, Judson Financial Agency, Allstate Insurance, Edward Jones, Pelican State Credit Union, and Primerica Financial Services. Copper Financial primarily serves credit union members and offers financial planning, discretionary portfolio management through approved third-party managers, an in-house asset allocation managed portfolio, and an online guided investing program, along with brokerage and insurance products.