Steve has always felt that his role as an advisor should exclusively be to serve those who have put their trust in him and to do it to the best of his abilities, by any means necessary. So, he decided to take a step that many advisors are increasingly considering: 1. Transitioning to a fee-only model. 2. Requiring that all clients are always served in a fiduciary capacity. 3. Taking ownership and control of his practice. He believes this approach realigns his incentives with his clients' best interests and empowers him to develop financial plans free from undue influence. In his free time, Steve also serves on the board of the Societa Da Vinci, a local non-profit focused on providing educational grants and supporting cultural events around Italian heritage. Steve is also an avid traveler and hiker. One of his life’s goals is to visit all 63 US national parks among various other outdoor adventures like shark diving.

Zachary Stone is a financial advisor at CSG Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Diamond State Financial Group and Cetera Advisor Networks. CSG Financial provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, and employer plan sponsors. The firm combines passive and active strategies with discretionary trading and offers alternative investment options, including potential cryptocurrency exposure.

Shane Galante is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at CSG Financial. Prior to joining CSG Financial, he held positions at Cetera Advisor Networks LLC and Diamond State Financial Group. In addition to his financial advisory work, Mr. Galante is a registered nurse at a mental health clinic. CSG Financial provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, and employer plan sponsors. The firm employs a blend of passive and active strategies, offers alternative investment options including cryptocurrency, and serves a range of clients through a small team of three advisors.