Zachary Kiefer

Darren Ford is a financial advisor at Triangle Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at AdvisorEngine and Abrigo. Outside of his advisory role, he creates educational content for CFA candidates through AnalystPrep. Triangle Wealth Management serves individual clients, corporate pension plans, charitable institutions, and other entities, offering portfolio management and comprehensive financial planning. The firm employs a consultative process using advanced analytical tools and fundamental securities analysis to create tailored investment portfolios.

Bruce Edger is a financial advisor with Summit Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Summit Advisors since 2010 and has held roles at Northpointe Bancshares Inc and Apple Street LLC. Edger also serves on the board of directors for Northpointe Bank. Summit Advisors, LLC is a state-registered advisory firm serving individuals, trusts, estates, corporations, non-profits, and small businesses. The firm offers discretionary portfolio management, access to third-party money managers, and limited non-securities financial advice, using a combination of fundamental, technical, and cyclical analysis.

Clayton Edger is a financial advisor with Summit Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Summit Advisors since 2017 and has a long tenure with Beaconsfield Financial Services Inc. dating back to 2000. Outside of his advisory role, he is a co-owner of Apple Street LLC, an office building rental business. Summit Advisors, LLC is a state-registered advisory firm serving individuals, trusts, estates, corporations, non-profits, and small businesses. The firm offers discretionary portfolio management, access to third-party money managers, and limited non-securities financial advice, using a combination of fundamental, technical, and cyclical analysis in portfolio implementation.

Christopher Brace is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at CLA USA Advisory Group, LLC for five years and has been involved with Cla USA Inc since 2003. Brace has also operated a tax preparation business, Michigan Tax, since 1984 and serves as an insurance agent with Megastar Advisors and The Revolution since 2014. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a combination of internally developed and independent asset allocation models, using both fundamental and technical analysis, and offers an open-architecture platform that includes a variety of investment vehicles.

Andrew Brace is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at Fusion Capital Management since 2018 and previously at CLA USA Advisory Group, LLC. Brace is also a 50% owner of Brace Financial, a business involved in tax preparation and insurance sales. Coppell Advisory Solutions LLC serves a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a customizable investment approach involving both fundamental and technical analysis, employing various asset classes and specialized instruments to align with client objectives.

Carolyn Kaminski is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Valic Financial Advisors since 2010 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.