Chelsea Niestrom is a financial advisor at Cloak Advisors in Frisco, TX. She holds a Series 65 designation and has been with Cloak Advisors since 2026. Prior to that, she worked at Vaco by Highspring for nine years. Cloak Advisors provides discretionary portfolio management to individuals, high net worth clients, and profit-sharing plans, managing approximately $35 million in discretionary assets. The firm focuses on fundamental analysis and long-only strategies across equity and balanced portfolios, conducting regular account reviews and maintaining a small, concentrated client base.

John Cloak is a financial advisor with Cloak Advisors in Albuquerque, NM, holding a Series 63 designation and 40 years of industry experience. His prior work includes roles at Interactive Brokers LLC and Mutual Securities Inc, alongside founding Cloak & Company Investment Advisors, LLC. He is also a silent partner in First Street Properties, LLC. Cloak Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients as well as profit-sharing plans, overseeing approximately $25.5 million in assets. The firm employs a fundamental analysis approach focused on long-only, equally weighted equity and balanced portfolios, with accounts reviewed quarterly.