Jay Angotti is a CFP® with 15 years of industry experience. He currently works at KPC Financial Solutions, LLC, where he has been since 2021. His prior roles include positions at LPL Financial LLC, Hilltop Securities Inc, Northern Lights Distributors, LLC, and Swan Global Investments. KPC Financial Solutions LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a combination of modern portfolio theory and quantitative analysis, managing approximately $75 million in assets through a team of four advisors.

Kevin Christ is a financial advisor at KPC Financial Solutions, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at multiple firms including AE Wealth Management, Brookstone Capital Management, and Guardian Financial Management. In addition to his advisory role, he is an independent insurance agent contracted with multiple carriers. KPC Financial Solutions LLC provides discretionary portfolio management and financial planning primarily to individual clients, including high-net-worth individuals. The firm’s investment approach is based on modern portfolio theory and quantitative analysis, offering services that include asset allocation, implementation, and third-party manager oversight.