Frank Stalla is a CFA® charterholder at Vesteer Wealth Management, LLC with four years of industry experience. Prior to joining Vesteer in 2022, he worked at AccessBank for one year. He also holds principal roles in two education and training firms, Revu Exams LLC and Charter Content Solutions LLC, where he has been involved since 2019 and 2007, respectively. Vesteer Wealth Management provides discretionary asset management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, and estates. The firm uses fundamental, cyclical, and statistical analysis to manage portfolios and offers ERISA plan advisory services along with recommendations for direct working-interest oil and gas private placements to accredited investors.

Alexander Sullivan is a financial advisor at Vesteer Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Vesteer since 2022. Outside of his advisory role, he has a concurrent position at Carahsoft. Vesteer Wealth Management provides discretionary asset management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental, cyclical, and statistical analysis techniques to manage portfolios and may utilize third-party sub-advisors, including direct indexing providers, to support client objectives.

Rodney Sullivan is a CFA® charterholder with six years of industry experience. He is associated with Vesteer Wealth Management, LLC and serves as Executive Director at the University of Virginia Darden Graduate School of Business, where he is involved in teaching and management. His prior experience includes roles at AQR Capital Management, LLC and consulting work through RPS Partners, LLC. Vesteer Wealth Management provides discretionary asset management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental, cyclical, and statistical analysis to guide portfolio management and offers capabilities including ERISA plan advisory and access to direct working-interest oil and gas private placements.