Nicola Cyr is a CFP® and Series 65-registered financial advisor with eight years of industry experience. She is currently with Five8 Financial LLC and previously worked at CGN Advisors, LLC, Navy Federal Credit Union, and Karl Kunz State Farm. Cyr is also an enrolled agent and owner of The Unicorn Collective LLC, a holding company for her ownership in Five8 Financial LLC. Five8 Financial LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, offering separate in-house tax preparation services. The firm uses a diverse set of analysis techniques and a long-term trading orientation to tailor portfolios, which may include a range of investment vehicles beyond traditional ETFs.

Roxanne Martens is a CFP® professional with five years of industry experience. She has worked at Five8 Financial LLC since 2025 and previously spent five years at CGN Advisors, LLC. Martens is also the owner of RM Capital LLC, a holding company with ownership in Five8 Financial LLC. Five8 Financial LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, supplementing its services with in-house tax preparation. The firm employs a range of analytical techniques and constructs portfolios mainly using ETFs, tailoring allocations to client restrictions and incorporating diverse investment vehicles as appropriate.