Steve Lowe is a CFP® and holds a Series 66 license with seven years of industry experience. He is the principal of Freedom Financial Advisors in St. Thomas, VI, and has prior work history including roles at Strategy Group VI, LLC and ORG Partners. Outside of his advisory role, he is the founder of EstateShield VI, a technology firm based in St. Thomas. Freedom Financial Advisors is a newly registered investment adviser that provides comprehensive financial planning, subscription-based plan implementation, and discretionary investment management. The firm serves individual clients such as professionals, business owners, and retirees, employing a value-based financial planning approach combined with portfolio construction grounded in Modern Portfolio Theory and digital portfolio strategies.

Mark Skandier is a financial advisor at Private Wealth Advisors VI LLC with one year of industry experience. He holds a Series 65 designation and also serves as owner and tax and trust attorney for Private Wealth Counsel LLC and Private Wealth Counsel VI PLLC. He has been involved in private wealth counsel services since 2016. Private Wealth Advisors VI LLC is an independent firm based in St. Thomas, VI, serving clients through specialized wealth management and advisory services.