Ryan Sullivan is a financial advisor with Off the Beaten Path Financial and holds a Series 65 registration. He has three years of industry experience and previously worked in plumbing and engineering firms before joining his current practice. Off the Beaten Path Financial is an independent, fee-only advisory firm serving individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers discretionary investment management, financial and business planning, and advisory services for business owners, combining passive and active strategies with fundamental, technical, and cyclical analysis.

Seth Swandal is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 credential and two years of industry experience. His background includes roles at several Cambridge Investment Research entities since 2022 and ownership of Bar 93 Fence Contractors LLC. Outside of finance, Swandal is involved in cattle farming, coaches a sports team, and volunteers on community scholarship and health department committees. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers a range of investment solutions, including proprietary models and access to third-party strategists, with flexible implementation across multiple platforms and custody arrangements.