Thomas Charles Kahl

Luke Garbett is the principal advisor at Garbett Investments with one year of industry experience. He holds a Series 65 registration and has prior work experience including a senior financial analyst role at Suncrest Real Estate and Land, where he manages financial models and capital-raising efforts for development projects. Garbett’s firm provides investment recommendations and financial planning guidance exclusively to family-member clients, delivering non-discretionary advice without managing client accounts directly. The firm serves a small client base and does not perform routine account reviews or charge asset-based fees.

Tom Tresnowski is a financial advisor at Vincose Capital Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked previously at the University of Texas Southwestern and 7-Eleven Corporation. Vincose Capital Management provides discretionary investment management focused on U.S. small- and mid-cap equities and ETFs, using a combined fundamental and technical analysis approach. The firm employs centralized trade execution and a performance-based fee structure, managing risk through position limits and cash allocation during market corrections.

Jeremy Schwab is a CFP® with 19 years of industry experience, currently serving at Sugar Maple Asset Management, LLC since 2016. He is also President and owner of CAVU Capital Partners, a private fund, where he directs employees and works during trading hours. Prior to his current roles, he has been with CAVU Capital Partners since 2020. Sugar Maple Asset Management is an SEC-registered adviser managing approximately $259 million for about 199 clients, including individuals, retirement plans, trusts, nonprofits, corporations, and private funds. The firm employs a fundamentally driven, longer-term investment approach and offers discretionary management, retirement plan consulting, and financial planning services, also managing the CAVU Private Opportunity Fund.

Terrence Jack is a CFA® charterholder and registered financial advisor with over 10 years of industry experience. He currently serves as an advisor at Sugar Maple Asset Management, LLC and is the Chief Investment Officer and owner of Cavu Capital Partners, a private fund. Additionally, he provides expert witness testimony in securities trials and works part-time as a Wealth Liaison at Fortifi Bank. Sugar Maple Asset Management offers investment management, retirement-plan consulting, and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm emphasizes discretionary portfolio management aligned with individualized investment policies and employs a range of investment vehicles to support a long-term investment approach.

Amy Zellner is a financial advisor at Sugar Maple Asset Management, LLC with 12 years of industry experience. She holds the Series 66 designation and previously worked at firms including Cetera Investment Advisors LLC, Fortifi Bank, and Nicolet Advisory Services, LLC. Sugar Maple Asset Management offers investment management, retirement-plan consulting, and financial planning services to a variety of clients, including individuals, pension plans, trusts, and nonprofit entities. The firm employs a longer-term investment approach with discretionary portfolio management guided by individualized Investment Policy Statements.

Brock Lamarca is a financial advisor at Mesirow Financial Investment Management, Inc. He holds Series 63 and 65 licenses and has 39 years of industry experience. He has worked at Mesirow Financial, Inc. since 1993. Mesirow Financial Investment Management, Inc.’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to a range of clients including private individuals, pension and profit-sharing plans, government entities, and charitable organizations. The firm employs both proprietary products and third-party managers across various asset classes and typically prepares Investment Policy Statements and asset allocation targets supported by quantitative and qualitative due diligence.