Dyer Mccabe Jr. is a CFP® and ChFC® with 22 years of industry experience. He is currently with Kilter Group, where he has been since 2024, following prior roles at Invst, LLC and Guardian Life. He also manages Kilter Consulting, LLC, which provides consulting services specializing in generational transitions, sale preparation, and exit planning. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm employs a top-down, macro tactical asset-allocation approach with sector rotation and a relative growth/value framework, offering discretionary and non-discretionary portfolio management along with financial planning and pension consulting.

Kaylee Johnson is a financial advisor at Kilter Group with Series 63 and Series 65 credentials and four years of industry experience. She previously worked at LVW Advisors for five years and Sage, Rutty & Co., Inc. for five years before joining Kilter Group. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm employs a top-down, macro tactical asset-allocation approach with sector rotation and a relative growth/value framework, utilizing mutual funds, ETFs, alternatives, and individual securities, and incorporates technology-enabled tools and third-party resources in portfolio management and financial planning.