Victor Gabriel Boltniew

Joshua Luff is a CFA® charterholder and principal of CLP Asset Management, LLC with 12 years of industry experience. He worked at Great Lakes Advisors, L.L.C. for five years before founding CLP Asset Management in 2019. Outside of his advisory role, he is involved with WatersEdge Management, LLC and CLP Investments, LLC, serving as a partial owner and managing investment vehicles for select clients. CLP Asset Management provides wealth management services primarily to high-net-worth individuals through discretionary and non-discretionary accounts. The firm’s investment approach includes asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading, while also managing private funds and family-office investments.

Alistair Huong is a ChFC® credentialed financial advisor with AdventEdge Financial, LLC, bringing four years of industry experience. He has been with AdventEdge Financial since 2021 and serves as the Executive Director of AudioVerse, a nonprofit organization, a role he has held since 2012. AdventEdge Financial provides investment management and financial planning services primarily for individual and high-net-worth clients. The firm employs a largely passive investment approach based on Modern Portfolio Theory and offers educational seminars and speaking engagements alongside traditional advisory services.

Robert Glasgow III is a financial advisor at Providence Squared LLC with 23 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Guardian Wealth Management, Inc. Glasgow also provides personal and business consulting outside of his investment advisory role. Providence Squared LLC offers discretionary investment management and financial planning services to individuals, families, businesses, family offices, trusts, estates, and charitable organizations. The firm’s investment approach centers on a proprietary T Alpha Portfolio that integrates multiple strategies to seek alpha while prioritizing downside mitigation, and it also provides project-based advisory engagements and additional non-investment services.

Giovanni Reed is a financial advisor at Benson Wealth Management, Inc. in Ooltewah, TN, holding a Series 65 credential with one year of industry experience. Prior to joining Benson Wealth Management, he worked at J Alexanders for four years and has operated as a sole proprietor since 2023, engaging in insurance activities as well. Benson Wealth Management provides discretionary asset and portfolio management services primarily to individual clients, managing approximately $125 million across 308 accounts. The firm employs a discretionary investment process that combines technical and charting analysis with traditional asset-allocation strategies.

Barrett Benson is a financial advisor at Benson Wealth Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Infinity Financial Services and his own sole proprietorship. Benson Wealth Management, Inc. provides discretionary asset and portfolio management primarily for individual clients. The firm employs a discretionary investment process combining technical and charting analysis with conventional asset allocation and manages approximately $125 million across about 308 accounts.

John Cosgrove is a financial advisor at Kingsman Wealth Management Inc. with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including T C Advisors LLC and Chief Advisors Corp. Outside of his advisory role, Cosgrove owns and operates The Leadership Workshop LLC, where he conducts leadership workshops and serves as a life coach. Kingsman Wealth Management provides discretionary asset management and financial planning to individuals, high-net-worth clients, estates, corporations, and other business entities. The firm combines fundamental analysis, technical charting, and modern portfolio theory to create diversified portfolios and also offers pension consulting and participant education services.