Curtis Lehnert is a CFA® charterholder with two years of industry experience. He is the principal of Cedar Ridge Investment Management LLC, where he has worked since 2023. Prior to this, he held positions at DAE Capital Advisors, Smartkarma Innovations, and Starlight Capital Group, and managed his personal investment account from 2014 to 2017. Cedar Ridge Investment Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm combines quantitative models with fundamental, technical, cyclical, and economic analysis to guide investment decisions and offers both discretionary and non-discretionary accounts with asset-based fees.

Joel Hendriks is the sole advisor at Cedar Ridge Investment Management LLC in Redlands, CA, holding a Series 63 designation with one year of industry experience. He has been involved with Prospect Financial Solutions LLC since 2012, where he serves as CEO overseeing tax preparation and planning services. Additionally, he manages Prosect Payroll LLC, a payroll service bureau. Cedar Ridge Investment Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a quantitative and fundamental investment process, manages both discretionary and non-discretionary accounts without accepting commissions, and maintains formal compliance controls.

John Hopkins is a financial advisor at Cedar Ridge Investment Management LLC with two years of industry experience. He has been a partner in the income tax firm where he works and has spent 12 years at Prospect Financial Solutions, LLC. Cedar Ridge Investment Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and other entities. The firm employs a variety of analytical approaches combined with professional judgment and offers strategies focused on both long-term holdings and more dynamic rebalancing.