Kurt Schrader is a CFP® with nine years of industry experience, currently serving at Carbahal Olsen Financial Services Group LLC. He has worked at the firm since 2017 and previously spent seven years at Purves & Associates. Carbahal Olsen Financial Services Group provides comprehensive and limited financial planning and discretionary asset management to individuals, small businesses, and pension/profit-sharing plans. The firm employs a Core/Satellite investment approach focused on low-cost ETFs and diversified strategic allocations combined with tactical satellite positions, and manages approximately $257.6 million in assets under management.

Manuel Carbahal is a financial advisor with Carbahal Olsen Financial Services Group LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been associated with Carbahal Olsen Financial Services Group since 2010 and also serves as Vice President at Carbahal & Company, an accounting practice where he devotes a significant portion of his time. Additionally, he is a managing member of Final Ledger, LLC, a tax preparation business. Carbahal Olsen Financial Services Group LLC provides financial planning, consultation, and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as small businesses and retirement plan clients. The firm employs a core/satellite investment approach using low-cost ETFs and select actively managed mutual funds, maintaining a notable scale with over $212 million in assets under management and more than 230 client relationships.