Victor Melfa Jr. is a financial advisor with Factor Investing Group in Newport, RI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of advising, he serves as a trustee for his family trust and is a board member of a closely held family business; he also provides advisory support to a media company specializing in podcast production. Factor Investing Group delivers discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs an evidence-based, factor-oriented investment approach using quantitative methods, fundamental analysis, and macroeconomic assessment, typically implementing portfolios with low-cost ETFs and mutual funds.

Christopher Chang is a financial advisor at Factor Investing Group with three years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Factor Investing Group, Chang worked at Melfa Wealth Management, Inc. and Old Mission Investment Company, LLC, and spent twelve years at Fifth Third Securities. Factor Investing Group provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs an evidence-based, factor-oriented investment approach using academic research, quantitative methods, and macroeconomic analysis, with portfolios primarily constructed from low-cost ETFs and mutual funds.

Kendra Rasner is a financial advisor with Factor Investing Group in Traverse City, MI, holding a Series 65 designation and five years of industry experience. Her prior roles include positions at Melfa Wealth Management, Old Mission Investment Company, and Fifth Third Bank. Factor Investing Group provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs an evidence-based, factor-oriented investment approach utilizing quantitative methods, fundamental analysis, and macroeconomic assessment, with portfolios typically implemented via low-cost ETFs and mutual funds.

Victor Melfa III is a financial advisor with Factor Investing Group, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked with Melfa Wealth Management LLC dba Factor Investing Group since 2021 and previously held roles at Kestra Advisory and Kentra Investment Services, Inc. Factor Investing Group provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm utilizes an evidence-based, factor-oriented investment approach incorporating academic research, quantitative methods, fundamental analysis, and macroeconomic assessment, typically implementing portfolios through low-cost ETFs and mutual funds.