Polica Penn

Brandon Perry is a CFP® and ChFC® with 21 years of experience in financial advising. He has been the principal advisor at Perry Investment Management, LLC since 2009. The firm serves individual investors, nonprofit clients, and corporate pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and consulting services. Perry Investment Management uses an institutional-style investment approach focused on risk control and diversified allocations, customizing portfolios to client objectives including socially responsible investment options upon request.

Herbert Kim is a CFP® professional with 20 years of experience in financial advisory and accounting. He is the owner of Innovator Wealth Advisor, LLC, an independent firm he has been with since 2007. Prior to this, he worked at Pacific CPA & Advisor and Cascadia CPA PC. In addition to his advisory work, he serves as president of HSK CPA PLLC, a tax services firm. Innovator Wealth Advisor, LLC provides asset management, financial planning, and limited-scope consulting primarily to individuals, small business owners, and pension and estate clients. The firm employs a long-term, passive investment approach based on modern portfolio theory and manages discretionary accounts while offering project-based advisory services.

Gary May is a ChFC® and Series 65 credentialed financial advisor with nine years at May Tree Financial Planning LLC and eight years of industry experience. He also manages Nora's Book Niche LLC, a non-financial retail business. May previously worked for Collective Goods (formerly Books Are Fun) for 23 years. May Tree Financial Planning LLC is an independent advisory firm managing approximately $5.3 million for individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides tailored investment management and financial planning services, emphasizing client-specific investment policies and primarily using a passive approach with index funds and ETFs. It also offers educational seminars and serves institutional-type clients alongside individuals.

Brock Erwin is a financial advisor at CleverInvesting LLC with nine years of industry experience. He holds a Series 65 designation and has been with CleverInvesting since 2016. In addition to his advisory role, he works as a Software Development Engineer for Amazon. CleverInvesting LLC provides discretionary portfolio management for individual and high-net-worth clients, employing a concentrated, fundamentals-based value investing approach. The firm focuses on tailored investment policies and occasionally uses derivatives such as cash-secured put options.

Abhay Srivastava is a CFA® charterholder with seven years of industry experience. He is the principal advisor at AS Investment Partners LLC, an independent firm he has led since 2024. His prior experience includes roles at Hutchinson Capital Management and Finchwood Capital Partners, LP. AS Investment Partners LLC serves individual and select institutional clients, including corporations, providing discretionary and non-discretionary asset management along with standalone financial planning. The firm follows a fundamentally driven, business-oriented investment approach with a broad mandate and continuous portfolio monitoring.

Jeffrey Kikel is a financial advisor at Freedom Day Wealth Management LLC in Cedar Park, TX, with 30 years of industry experience. He holds the ChFC® designation and various securities licenses including Series 63, 65, and 66. Prior to founding Freedom Day Wealth Management in 2022, he was involved with BKA Wealth Consulting, Inc, CPTX Wealth Strategies, and American United Life. Outside of his advisory work, he is the founder of T-Werx, a coworking facility, and is involved in several business ventures including renewable energy sales and publishing. Freedom Day Wealth Management LLC provides asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and corporate plan sponsors. The firm employs a combination of fundamental and technical analysis with a long-term investment approach and offers pension consulting and fiduciary services to plan sponsors.