Matthew Bell is a CFA® charterholder and holds a Series 66 license. He is the principal of MVRK Financial Consultants, LLC in West Chester, Ohio, where he has worked since 2026. His prior experience includes roles at Ardlussa Capital, Oxford Financial Group, Touchstone Securities, Fort Washington Investment Advisors, and Western & Southern Financial Group. Outside of advising, he previously worked with Wyzant Tutoring. MVRK Financial Consultants, LLC offers comprehensive, customized advisory and family office consulting services primarily to high-net-worth individuals, families, and related entities. The firm provides strategic oversight and recommendations without discretionary trading authority, coordinating financial, estate, tax, legal, philanthropic, and operational matters on behalf of clients.

Josiah Sears is a CFP® and holds a Series 65 license, with five years of industry experience. He is the founder and CEO of MVRK Financial Consultants, LLC, an independent advisory firm serving high-net-worth clients and family offices. Prior to establishing MVRK, he worked at Oxford Financial Group, Ltd. for four years and has experience in financial estate planning through his involvement with Altura Planning Group, LLC. MVRK Financial Consultants, LLC provides comprehensive, customized advisory and family office consulting services to high-net-worth individuals and entities. The firm offers strategic oversight without discretionary trading authority, focusing on financial and estate planning coordination, manager due diligence, tax and legal collaboration, and operational family office support.