Stefan Liiste is a CFP® with 14 years of industry experience and is affiliated with Lions Gate Sovereign Capital, LLC. He has worked at Context Financial Group since 2005 and briefly at Cambridge Investment Research, Inc. in 2005. Lions Gate Sovereign Capital is a small, state-registered investment adviser serving individual clients, including high-net-worth households, as well as certain trusts and estates. The firm offers financial planning, plan implementation, and non-discretionary portfolio management, focusing on cyclical analysis and technical methods to guide multi-year, theme-driven investment strategies.

Kathleen Liiste is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Lions Gate Sovereign Capital, LLC. She has worked at Context Financial Group since 2005. Lions Gate Sovereign Capital is a small advisory firm that serves individual investors, trusts, estates, and charitable organizations. The firm offers financial planning, ongoing asset management, and a multi-format web-based education program called Rapid Transformation Wealth, which is available to clients and non-clients. Its investment approach emphasizes cyclical and technical analysis, focusing on concentrated exposure to asset classes in long-term uptrends, with primarily non-discretionary trade implementation.