Thomas Fox is a financial advisor with WaterStreet Asset Management LLC, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has worked at NEXT Financial Group and Great Lakes Atlantic Wealth Management and Advisory Partners prior to his current role. Outside of his advisory work, Fox serves as a director for Hope of Glory Ministries, where he is involved in preaching and teaching. WaterStreet Asset Management provides ongoing investment consulting primarily to individuals and high-net-worth clients. The firm offers non-discretionary, consultative services focused on financial organization, asset allocation, and retirement-plan guidance without managing assets directly or charging percentage-based fees.

Lee Redman is a financial advisor with Custom Funds Management LLC in Prior Lake, MN, holding a Series 65 credential and 12 years of industry experience. He has been with Custom Funds Management since 2010. Outside of his advisory role, he operates a retail distributorship of nutritional products and air/water filters under Redman International. Custom Funds Management LLC provides investment advisory and portfolio management services mainly to individual and high net worth clients, managing approximately $22.3 million. The firm employs active portfolio management with the use of derivatives in separately managed accounts and offers performance-based fee arrangements.

Henry Stokman is a financial advisor at Custom Funds Management LLC with five years of industry experience. He holds a Series 65 designation and has worked in roles at ECG Management Consultants, R1 RCM, Impact Advisors, and runs Stokman Capital Management. Outside of advisory work, he is a principal at ECG Management Consultants, a healthcare operations and strategy consulting firm. Custom Funds Management LLC provides investment advisory and portfolio management services primarily to individual and high net worth clients, managing about $22.3 million across 44 relationships. The firm uses active portfolio management strategies including derivatives within separately managed accounts and may offer performance-based fee arrangements.