Kurt Marty is a financial advisor at MBIA Capital Advisors in Cincinnati, OH, with 21 years of industry experience. He holds a Series 66 designation and has been with MBIA Capital Advisors since 2010. Outside of his advisory role, he is the owner and president of JK Tax Consultants, Inc., where he oversees tax compliance and provides business consulting. MBIA Capital Advisors offers fee-based investment management and financial planning to individuals, trusts, foundations, and retirement accounts. The firm emphasizes fundamental analysis with a focus on dividend growth and fixed-income evaluation, blending equity strategies and utilizing tools such as covered-call option writing and third-party managers.

Lionel Bey is a financial advisor at MBIA Capital Advisors in Cincinnati, OH, with seven years of industry experience. He holds a Series 65 designation and previously worked for the Retirement Corporation of America for 21 years before joining MBIA Capital Advisors in 2023 following a three-year sabbatical. MBIA Capital Advisors provides fee-based investment management and financial planning services to individuals, trusts, foundations, and retirement accounts. The firm emphasizes fundamental analysis, dividend growth, and fixed-income evaluation, and integrates tax planning and insurance services through its affiliation with certified public accounting firms.

Michael Bain Jr. is a CFP® with 18 years of industry experience, currently serving at MBIA Capital Advisors since 2011. His prior experience includes roles at ON Investment Management Co., Equity Analysts Inc., Sicor Securities Inc., Waddell & Reed, and Ernst & Young Investment Advisers LLP. He is also the owner of a tax planning and compliance business, TAX AND WEALTH PLANNING STRATEGIES, LLC, which includes insurance sales. MBIA Capital Advisors provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, foundations, retirement accounts, and business entities. The firm employs fundamental analysis with an emphasis on dividend growth and corporate bonds, blending large-cap value with multi-cap growth and momentum strategies, and distinguishes itself through its affiliation with certified public accounting practices and related insurance services.