Samuel Glubka is a financial advisor at Trademark Financial Management, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Carlson Capital Management, LLC, LoCorr Funds, and The Bulldog Fund LLC. He also spent four years at the University of Minnesota Duluth Labovitz School of Business & Economics. Trademark Financial Management provides personalized investment advisory services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm uses a tactical asset allocation approach supported by fundamental and technical analysis and offers multiple service models, including portfolio management and consulting engagements.

Mark Carlton is a CFA® charterholder with 20 years of experience in the financial advisory industry. He has been with Trademark Financial Management, LLC since 2000 and previously worked at O'Brien and Associates, Inc. from 2019 to 2020. Trademark Financial Management serves individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a tactical asset allocation approach using proprietary portfolio models and both fundamental and technical analysis to manage discretionary and non-discretionary accounts.