Brett Peltzer is a CFA® charterholder with 21 years of industry experience. He has been with InTrack Investment Management, Inc. since 2015 and previously led Peltzer Capital Management LLC for ten years. InTrack Investment Management serves individuals, families, trusts, nonprofit organizations, retirement plans, and municipal clients. The firm uses a team-based approach with a standing investment committee to create customized portfolios emphasizing asset allocation, macroeconomic analysis, sector research, and tax considerations, and incorporates financial-planning and held-away account management platforms into its discretionary portfolio management.

Matthew Johnson is a CFA® charterholder with 19 years of industry experience. He has worked at Sopher Investment Management, Inc. since 2007. Johnson is based in South Burlington, Vermont, and is part of a five-advisor team at InTrack Investment Management, Inc. InTrack Investment Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, non-profits, foundations, municipal organizations, corporations, and participant-directed retirement plans. The firm uses a team-based investment process focused on strategic asset allocation and individualized portfolio construction, integrating financial planning with discretionary portfolio management.

Matthew Sopher is a financial advisor at InTrack Investment Management, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Mercer A. Marsh McLennan Business and The Guardian Life Insurance Company of America. InTrack Investment Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, non-profits, municipal organizations, and corporations. The firm employs a team-based investment approach emphasizing strategic asset allocation and integrated financial planning.

Myron Sopher is a financial advisor at InTrack Investment Management, Inc. with 31 years of industry experience. He holds a Series 65 designation and has been with InTrack since 2015. InTrack Investment Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, non-profits, municipal organizations, and corporations. The firm uses a team-based investment process focused on strategic asset allocation and individualized portfolio construction, integrating financial planning with portfolio management.