Samantha Mardyla is a financial advisor at Lyon Capital Management, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Lyon Capital Management in 2026, she worked at Resmed and JPMorgan Chase, and has a background that includes roles at Boston Consulting Group and the University of Chicago Booth School of Business. Lyon Capital Management provides discretionary portfolio management and financial-planning analyses to individuals, corporate retirement plans, trusts, estates, and small businesses. The firm employs a value-contrarian investment approach combining fundamental and technical analysis across diversified portfolios, and also offers a quantitative Style Rotation ETF strategy designed primarily for tax-deferred accounts.

John Lyon is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently with Lyon Capital Management, LLC, where he has worked since 2023. His prior experience includes roles at Algebris Investments, Vaughan Nelson Investment Management, Sirios Capital Management, Wells Capital Management, and Ned Davis Research, Inc. Lyon Capital Management provides discretionary portfolio management and financial-planning analyses for individuals, corporate retirement plans, trusts, estates, and small businesses. The firm employs a value-contrarian investment approach combining fundamental and technical analysis and offers a Style Rotation ETF strategy alongside traditional security selection.