Brandon Rotsky is a CFP® with eight years of industry experience currently serving as an investment advisor representative at Kinetic Wealth Investment Advisors, LLC. His prior roles include positions at LPL Financial, Sage Private Wealth Group, and TIAA. Kinetic Wealth Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm manages approximately $214.5 million in discretionary assets and employs a diversified investment approach combining modern portfolio theory, fundamental and quantitative analysis, and technical methods focused on U.S. stocks, ETFs, mutual funds, and long-term trading.

Richard Packer is a CFP® and ChFC® with 29 years of industry experience. He is a principal at Kinetic Wealth Investment Advisors, LLC, where he has worked since 2020, and has been affiliated with LPL Financial since 2004. In addition to his advisory role, he manages a CPA firm, North Valley Financial Services LLC, where he serves as member and manager. Kinetic Wealth Investment Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and other advisers. The firm employs a tailored, long-term investment approach combining fundamental, quantitative, technical, and modern portfolio theory methods, managing approximately $184.6 million in discretionary assets.

Everard Corcoran is a CFP® with 18 years of industry experience, currently affiliated with LPL Financial and serving as an investment advisor through Kinetic Wealth Investment Advisors, LLC. His prior experience includes a long tenure at LPL Financial and a brief period at Ameriprise. Outside of his advisory roles, he is a co-owner of Ivyline, LLC, a business unrelated to investment activities. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm supports its investment advice with an in-house research team that provides model portfolios and flexible implementation options tailored to client needs.