Gregory Vogel is a financial advisor at GKV Capital Management Co Inc with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with GKV Capital Management since 2002. GKV Capital Management provides discretionary portfolio management to individual and institutional clients, integrating held-away retirement and education accounts into its oversight. The firm employs a combined top-down and bottom-up research approach, tailoring portfolios to client objectives with an emphasis on long-term holdings alongside active timing and review.

Sarah Ellis is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at GKV Capital Management Co Inc since 2024 and previously held roles at Curated Wealth Partners, LLC and Morton Capital Management. Prior to her financial advisory career, she spent six years at Peet's Coffee Inc. GKV Capital Management provides discretionary portfolio management and financial planning support to individual and institutional clients. The firm combines top-down macro analysis with bottom-up fundamental research to tailor portfolios, managing approximately $357 million with a three-advisor team.