Catherine Toone is a Series 65-licensed financial advisor with approximately two years of industry experience. She is currently with Stalt Financial, LLC and has held prior roles at several firms, including Brookstone Wealth Advisors and Advanced Capital Group. Outside of advising, she is a licensed insurance agent. Stalt Financial, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, business owners, and entities, including high-net-worth clients. The firm employs a combination of proprietary research, third-party analytics, diversified ETFs, and defined-outcome strategies, and offers small business consulting and educational workshops.

Daniel Zech is a CFP® and ChFC® with nine years of experience in financial advising. He is currently with Stalt Financial, LLC, where he has worked since 2022, and previously held roles at MML Investors Services, LLC and FAI Advisors, Inc. Outside of his advisory work, Zech is a co-owner of Lone Light Spirits, LLC, a distillery company, though he is not actively involved in the business. Stalt Financial, LLC provides portfolio management and financial planning services to individuals, business owners, and entities, managing approximately $21.1 million in assets. The firm uses proprietary and third-party research, diversified ETFs, and licensed model portfolios, focusing on investment strategies that balance downside protection with growth potential, and also offers small business consulting and educational workshops.