Lauren Schultz is a financial advisor at Mint Asset Management LLC with nine years of industry experience. She holds a Series 66 designation and has worked at Vystar Investment Services, LPL Financial, Stratton & Co., CreativeOne Wealth, and ValuTeachers, National Life Group. Schultz also serves as Vice President of Operations for Stratton & Company, a financial services firm. Mint Asset Management LLC primarily serves individual and high-net-worth clients, as well as trusts, foundations, and small businesses. The firm provides discretionary portfolio management using diversified, rules-based model portfolios and integrates employer-sponsored retirement and tuition accounts through a third-party linkage service.

Michael Reilly is a CFP® professional with 36 years of industry experience. He has worked at Mint Asset Management LLC since 2024 and previously spent nine years at Rowe Wealth Management LLC d/b/a Avalon. Mint Asset Management LLC provides discretionary portfolio management primarily to individuals and families, including high-net-worth clients. The firm uses a mix of fundamental and technical analysis with predominantly rules-based, systematic models to tailor portfolios, and is notable for its use of derivatives and borrowing strategies within separately managed accounts.

Bryan Perry is a financial advisor at Mint Asset Management LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Navellier & Associates, Inc. Perry is also involved in publishing as a senior editor for Eagle Financial Publications and manages personal care products manufacturing through Kona Body Care. Additionally, he produces freelance editorial content via Alexander Perry Corporation. Mint Asset Management LLC provides discretionary portfolio management primarily for individuals and families, including high-net-worth clients. The firm uses a combination of fundamental and technical analysis with rules-based, systematic models to tailor portfolios across multiple strategies, including options-writing and margin use within separately managed accounts.

Steven Fishman is a financial advisor at Mint Asset Management LLC with 12 years of industry experience. He holds the Series 63 and Series 65 designations. Outside of his advisory role, he is a partner in Savvy Investor LLC, a marketing consulting firm serving financial firms and newsletter publishers. Mint Asset Management provides discretionary portfolio management primarily to individuals and families, including high-net-worth clients. The firm employs a mix of fundamental and technical analysis with predominantly rules-based, systematic models, and utilizes derivatives and borrowing strategies that are less common among similar firms.