Edward Schuh II is a financial advisor at Inception Financial Services with nine years of industry experience. He holds a Series 65 designation and has worked at Inception Financial Services since 2016, as well as at AlphaStar Capital Management, LLC from 2017 to 2023. Schuh is also a licensed insurance agent. Inception Financial Services provides portfolio management and investment advisory services to individuals, high-net-worth clients, and certain business entities, focusing on non-discretionary account management. The firm employs a variety of analytical methods and strategies, including long-term trading and tactical asset allocation, using a range of investment vehicles such as mutual funds, ETFs, and options.

Timothy Adams is a Series 65-licensed advisor with five years of industry experience, currently with Inception Financial Services since 2024. He also provides accounting and bookkeeping services through Imagine 320 Inc., which he founded in 2006, and offers life, health, and annuity insurance products as an independent contractor. Prior to joining Inception Financial Services, he worked at Wealth Watch Advisor. Inception Financial Services offers portfolio management and investment advisory services to individuals, high-net-worth clients, and certain business entities, focusing on non-discretionary account management. The firm employs a variety of strategies including long-term trading, tactical and strategic asset allocation, and use of mutual funds, ETFs, and options, with assets custodied through specified providers.