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Mark A

Series 63, Series 65

Overland Park, KS

Cabin Advisors, LLC

Mark Atchity is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has worked with Kingsmont Capital, Inc. since 2026 and has been involved with Cabin Advisors and affiliated entities such as Cabin Securities and JCC Capital Markets for over a decade. Atchity also serves as CEO of JCC Capital Markets, focusing on investment banking, mergers and acquisitions, and private placements. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across more than 360 client relationships. The firm provides financial planning, portfolio management, unified managed accounts, and monitoring of variable annuities, utilizing a multi-faceted investment approach that includes fundamental, technical, and asset-allocation analysis.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Andrew C

Series 63, Series 65

North Liberty, IA

Cabin Advisors, LLC

Andrew Charipar is a financial advisor at Cabin Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cabin Advisors since 2025, previously affiliated with Cabin Securities, Inc., Modern Equity Services LLC, and Tryon Investments, LLC. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning and portfolio management using a combination of fundamental, technical, and asset-allocation analysis, managing approximately $220.2 million across 368 client relationships.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Christopher P

PFS™, Series 63, Series 66

Franklin, TN

Cabin Advisors, LLC

Christopher Picciurro is a financial advisor with Cabin Advisors, LLC, holding the PFS™ designation and over 20 years of industry experience. He has worked with multiple firms, including Integrated Financial Group and Center Street Advisors, and is the founder of Teaching Tax Flow LLC, an educational platform focused on tax planning. His other roles include managing partner of Integrated Financial Group and involvement in practice management and consulting through Semper Cresente LLC. Cabin Advisors, LLC serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm manages approximately $220.2 million across 368 client relationships and offers financial planning, portfolio management, unified managed accounts, sub-advisory services, and variable annuity management through a team of 14 advisors.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Kyle K

Series 63, Series 65

San Diego, CA

Cabin Advisors, LLC

Kyle Klinger is a financial advisor with Cabin Advisors, LLC in San Diego, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Copley Financial Group, Inc. and Allen Mooney and Barnes Investment Advisors LLC. Outside of advisory work, he is involved in residential mortgage loan originations as an independent contractor. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm offers financial planning, portfolio management, unified managed accounts, and sub-advisory services, employing a diverse investment approach that includes due diligence on alternative investments.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Christopher W

Series 63, Series 65

Grapevine, TX

Cabin Advisors, LLC

Christopher Wood is a financial advisor with Cabin Advisors, LLC in Grapevine, TX, holding Series 63 and Series 65 credentials with two years of industry experience. Prior to joining Cabin Advisors, he worked at Arete Wealth Management and has a background at Medtronic and Alcon. He is also a partner at Arno Wealth, LLC, providing investment-related tax and financial planning services. Cabin Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans. The firm manages over $220 million across more than 360 client relationships, offering financial planning, portfolio management, unified managed accounts, and sub-advisory services.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Colleen G

Series 63, Series 66

Overland Park, KS

Cabin Advisors, LLC

Colleen Graff is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She also serves as a registered principal at JCC Capital Markets LLC and Cabin Securities Inc., focusing on investment banking, mergers and acquisitions, and private placements. Cabin Advisors manages approximately $220 million across a range of clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, portfolio management, and sub-advisory services, utilizing fundamental and technical analysis alongside due diligence on alternative investments.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Logan C

Series 66

Colleyville, TX

Cabin Advisors, LLC

Logan Cox is a financial advisor at Cabin Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Arete Wealth Advisor LLC and Park Avenue Securities. Outside of his advisory work, Cox is a partner in Eric and Logans Sports Card Adventure LLP, a business involved in buying and selling sports cards online. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing over $220 million across more than 360 client relationships. The firm offers financial planning, portfolio management, and unified managed accounts using a range of investment analyses and due diligence on alternative investments.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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William C

Series 63, Series 65

Overland Park, KS

Cabin Advisors, LLC

William Candler is a financial advisor with Cabin Advisors, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Kingsmont Capital, Inc., Valley Pointe, LLC, and Cabin Securities Inc. Outside of finance, he is a partner in Ozark Kri-Kri, LLC, an animal breeding business on a family farm. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm offers financial planning and portfolio management through discretionary and non-discretionary accounts, utilizing a range of analytical approaches and due diligence on alternative investments.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Walter N

Series 63, Series 66

Rockwall, TX

Cabin Advisors, LLC

Walter Nelson is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. His career includes roles at Kingsmont Capital, Inc., Arete Wealth Advisors, and Guardian Life Insurance Company. Outside of his advisory work, Nelson is involved in motivational speaking and corporate coaching through a business he partially owns and serves on the board of a nonprofit supporting Fort Worth police officers. Cabin Advisors, LLC serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm provides financial planning and portfolio management services, employing both discretionary and non-discretionary strategies with an investment approach that includes fundamental, technical, and asset-allocation analysis.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Robert V

Series 63, Series 65

Mayflower, UT

Cabin Advisors, LLC

Robert Vonderharr is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Great Point Advisors, OSAIC, Independent Financial Group, and nearly two decades at Vonderharr Wagner Associates. Outside of financial advising, he owns a CPA practice focused on income tax preparation and manages a homeowners association near Shelby, North Carolina. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, and sub-advisory services, employing a range of investment analyses and conducting due diligence on alternative investments.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Aaron G

Series 66

Laguna Niguel, CA

Cabin Advisors, LLC

Aaron Graff is an advisor at Cabin Advisors, LLC in Laguna Niguel, CA, holding a Series 66 designation. He has experience with Cabin Securities Inc and Cabin Advisors LLC since 2026, and previously worked with Capo Unified School District for ten years. He is also affiliated with DePauw University. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, unified managed accounts, sub-advisory services, and variable annuity monitoring, using an investment approach that includes fundamental, technical, and asset-allocation analysis.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Sterling L

Series 63, Series 65

Pasadena, CA

Cabin Advisors, LLC

Sterling Louviere is a financial advisor at Cabin Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cabin Securities, Inc., Claraphi Advisory Network, LLC, and Newbridge Securities. Outside of advising, he is president of Financial Architects, Inc., a firm providing consulting on tax and retirement planning strategies, and serves on the board of directors for Altadena Rotary Charities. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm provides financial planning, portfolio management, and sub-advisory services using fundamental, technical, cyclical, and asset-allocation analysis, and conducts due diligence on illiquid alternative investments.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Lee G

South Pasadena, CA

Cabin Advisors, LLC

Lee Goss is a financial advisor with Cabin Advisors, LLC in South Pasadena, CA, holding eight years of industry experience. He is also a CPA and the owner of Goss & Company, An Accountancy Corporation, an accountancy firm operating since 2005. Prior to joining Cabin Advisors, he worked at Claraphi Advisory Network, LLC for six years. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management, unified managed accounts, and sub-advisory services, employing a range of investment analyses and due diligence on alternative investments.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Lawrence S

Series 63, Series 65

Pasadena, CA

Cabin Advisors, LLC

Lawrence Steinberg Jr. is a financial advisor at Cabin Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Claraphi Advisory Network, Nfsg Corporation, and Berthel, Fisher & Company Financial Services. Outside of advisory, he is a minority owner of a professional sports agency and a law firm focused on tax and estate planning, and he is involved in a cigar lounge business in Hollywood. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm provides financial planning, portfolio management, sub-advisory services, and retirement plan solutions using a variety of investment analysis techniques and third-party model portfolios.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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James S

Series 66

Mesquite, TX

Cabin Advisors, LLC

James Sarandis is a financial advisor with Cabin Advisors, LLC, holding a Series 66 designation and eight years of industry experience. He has prior experience at Arete Wealth Management LLC and Guardian Life Insurance. He is also a partner at Arno Wealth, LLC, providing investment-related, tax, and financial planning services. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management, and unified managed accounts, with an investment approach that includes fundamental, technical, cyclical, and asset-allocation analysis.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Billy A

Series 66

Nashville, TN

Cabin Advisors, LLC

Billy Aycock is a financial advisor at Cabin Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Arete Wealth Advisors, LLC and Center Street Securities. Outside of his advisory role, he serves as president of Hazel's Heroes, a personal charitable organization supporting children with type 1 diabetes. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220.2 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, and sub-advisory services, using a variety of investment approaches including fundamental, technical, and asset-allocation analysis.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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