Joseph Zinsel is a financial advisor at Open Source Investments, LLC with 16 years of industry experience. He has held roles at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC prior to joining Open Source Investments in 2017. Outside of his advisory work, he serves as managing member of ZFT LLC and managing partner of Mile End Capital Management LLC, both unrelated to investment advisory services. Open Source Investments provides discretionary asset management to individuals, small businesses, retirement plans, trusts, foundations, and corporations. The firm utilizes two distinct strategies—one focused on actively managed mutual funds and another incorporating ETFs with technical and economic analysis—serving a client base primarily of non-high-net-worth individuals and small businesses.

Scott Capace is a financial advisor with Open Source Investments, LLC in Mandeville, LA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Open Source Investments provides discretionary portfolio management primarily to individual investors and small businesses, focusing on a non-high-net-worth client base. The firm offers two distinct investment strategies that combine asset allocation with active management and technical analysis, employing a range of securities including mutual funds, ETFs, and individual equities.