Fionn Allen is a financial advisor at Adaptive Wealth Engineering based in Las Vegas, NV, holding a Series 65 credential. Allen has experience at Summit Portfolio Management and has worked in various roles outside the financial industry, including positions in education and hospitality. Adaptive Wealth Engineering provides discretionary portfolio management and comprehensive financial planning to individuals, retirement plans, and businesses. The firm utilizes an evidence-based investing framework with a focus on global diversification and factor-aware equities, maintaining a relatively small client base to support concentrated advisor-client relationships.

Timothy Bock is a financial advisor at Summit Portfolio Management LLC in Las Vegas, NV, with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Summit Portfolio Management since 1999. Summit Portfolio Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and business entities. The firm employs an evidence-based investing approach focused on global diversification, low-cost funds, and equity factor exposures, managing approximately $169.7 million in assets for around 108 clients.

Remington Conte is a financial advisor at Adaptive Wealth Engineering with two years of industry experience. He holds a Series 65 designation. Prior to joining Adaptive Wealth Engineering, he worked at Summit Portfolio Management for five years and at Hyatt Regency Clearwater Beach Resort & Spa for four years. Adaptive Wealth Engineering is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, retirement plans, and business entities. The firm employs an evidence-based investing approach focusing on global diversification and factor-aware equity exposure while managing risk through a three-part assessment and quarterly account reviews.

Matthew Ravenscroft is a financial advisor at Summit Portfolio Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Summit since 2019. Outside of financial advising, he is a full-time electrical engineer at DMI Engineers, a role he has held since 2001. Summit Portfolio Management provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs an evidence-based investing approach focused on global diversification, low-cost funds, and factor exposures, managing approximately $169.7 million in assets for around 108 clients.

Brandon Cruz is a financial advisor at Adaptive Wealth Engineering with five years of industry experience. He holds a Series 66 designation and has worked at Summit Portfolio Management and Ameriprise Financial Services. He has also held various roles at the University of Nevada, Reno, and has experience in financial services and other sectors. Adaptive Wealth Engineering is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, retirement plans, and business entities. The firm employs an evidence-based investing framework focused on global diversification and factor-aware equity exposure, managing around $213 million for about 113 clients with a quantitative approach.