Jacob Rieger is a CFP® and holds a Series 66 license, currently with Vaultis Private Wealth Ltd. He has 12 years of industry experience, including a decade at UBS Financial Services before joining Vaultis in 2024. Vaultis Private Wealth serves individual investors, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and investment management services. The firm creates customized portfolios using a combination of economic and geopolitical analysis alongside quantitative, fundamental, and technical methods, managing roughly $75 million across fewer than 100 client relationships.

Keith Kohout is a financial advisor at Vaultis Private Wealth Ltd with 20 years of industry experience and holds a Series 66 designation. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2014. Outside of finance, he owns Hangar 26, LLC, which manages and operates aircraft, and serves as a board member of the Beech Heritage Museum. Vaultis Private Wealth provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $45.3 million in discretionary assets and typically tailors portfolios using mutual funds, ETFs, and individual equities, employing a range of analytical approaches and third-party custodians such as Fidelity/NFS and Charles Schwab.