Kyle Sabdo is a CFP® with 11 years of industry experience, currently serving as an advisor at Stillwater Capital Management since 2023. He previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is also involved in insurance sales. Stillwater Capital Management advises individuals, including high-net-worth clients, as well as fiduciary and institutional clients such as retirement plans and trusts. The firm offers discretionary asset management, retirement plan consulting, and comprehensive financial planning through an investment process that combines fundamental, quantitative, and technical analysis tailored to client objectives and risk tolerance.

Diego Reyes is a financial advisor at Stillwater Capital Management with eight years of industry experience. He holds a Series 66 credential and has previously worked at firms including Bank of America and Merrill. Reyes serves as an advisory board member for The Carmel Foundation, a nonprofit organization focused on providing social and activity services for seniors. Stillwater Capital Management advises individual, fiduciary, and institutional clients, offering discretionary asset management, portfolio management, retirement plan consulting, and financial planning. The firm employs a multi-method investment process and offers specialized retirement plan consulting with attention to ERISA fiduciary responsibilities.

Dawn Correia is a financial advisor at Stillwater Capital Management with two years of industry experience. She holds a Series 65 designation and previously worked at Merrill Lynch Pierce Fenner & Smith for eight years. Stillwater Capital Management advises individuals, including high-net-worth clients, as well as fiduciary and institutional clients such as retirement plans, trusts, and business entities. The firm offers discretionary asset management, comprehensive portfolio management, retirement plan consulting, and standalone financial planning, employing a combination of fundamental, quantitative, and technical investment methods tailored to each client’s objectives and risk tolerance.