Ryan Kirk is a CFA® charterholder and holds the Series 66 designation, with 17 years of experience in the financial industry. He is the principal of The Investment Lab, LLC in Fort Washington, PA, where he has worked since 2018. Kirk has prior experience with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He also maintains a role as an Investment Advisor Representative and Portfolio Manager at NewSquare Capital, LLC. The Investment Lab, LLC develops and licenses model portfolios focused on U.S. equities, offering growth and dividend strategies built with stocks and ETFs. The firm uses a rules-based process centered on Relative Strength technical analysis combined with fundamental screening, primarily serving affiliate accounts through a unique model-licensing arrangement with another registered adviser.

Scott Volkers is a financial advisor with The Investment Lab, LLC, holding Series 63, 65, and 66 licenses and having 14 years of industry experience. He has worked at The Investment Lab since 2018 and has prior experience at Cambridge Investment Research and Volkers Capital Corp. Outside of his advisory role, he is a Lead Technical Analyst in integration delivery for Indeed, focusing on product and system support related to job placement services. The Investment Lab primarily develops and licenses U.S.-equity model portfolios centered on Relative Strength technical analysis and fundamental screening. The firm manages affiliated accounts on a non-discretionary basis and distributes its investment strategies through a third-party licensee, serving primarily high-net-worth clients.