Shane Squibb is a CFP® with 29 years of experience and currently serves as a financial advisor at Modern Financial Asset Management, LLC. His prior roles include positions at Securities America Advisors and Mutual of Omaha Investor Services. He is also a licensed insurance agent involved in the sale of insurance products. Modern Financial Asset Management, LLC oversees approximately $35 million in discretionary assets for about 153 clients, including individuals, pension plans, charities, and businesses. The firm employs a tactical asset-allocation approach using fundamental and technical analysis, offers discretionary portfolio management and financial planning services, and incorporates third-party model portfolios in its investment strategy.

Brent Sabati is a financial advisor at Modern Financial with eight years of industry experience and holds a Series 65 designation. He has worked at several firms including Mutual of Omaha, Securities America, and Northwestern Mutual. Outside of advising, he serves on the boards of multiple nonprofits and contributes to digital curriculum development for ENT Credit Union. Modern Financial Asset Management, LLC manages about $35 million in discretionary assets for individual, institutional, and nonprofit clients. The firm employs a tactical asset-allocation approach using fundamental and technical analysis, offers discretionary portfolio management and financial planning, and incorporates third-party model portfolios and sub-advisory services.

William Hammer is a CFP® professional with 25 years of industry experience. He currently works at Modern Financial and has prior experience at Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., and Cetera Advisors LLC. Outside of advising, he is writing a book about biblical life and financial principles. Modern Financial Asset Management, LLC manages approximately $35 million in discretionary assets for individuals, pension plans, charities, and businesses. The firm uses a tactical asset-allocation approach combining fundamental and technical analysis, offers various financial planning and consulting services, and incorporates third-party model portfolios through the Altruist Model Marketplace.