Eltekon Advisors, LLC.

Grant Daley is a financial advisor at Eltekon Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Acre Investments and the University of California, Berkeley. Eltekon Advisors provides investment advice and planning to individuals, employee benefit plans, trusts, and corporate clients, offering discretionary portfolio management and a range of services including family-office and real estate advisory. The firm employs a team-based approach, utilizing both fundamental and technical analysis alongside public and private market allocations.

Lewis Guilbeau is a financial advisor at Eltekon Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Eltekon since 2017, following a brief tenure at AFlac and ten years in education. Guilbeau is also an insurance agent affiliated with Eltekon Insurance Agency, LLC. Eltekon Advisors provides investment advice and planning to individuals—including high-net-worth clients—employee benefit plans, trusts, and corporate clients. The firm uses a team-based approach to construct customized portfolios employing fundamental and technical analysis, independent research, and a combination of public and private market allocations.

Carter Bajoit is a financial advisor at Eltekon Advisors, LLC., holding a Series 65 designation with one year of industry experience. Prior to joining Eltekon, he worked briefly at Traditions Club and had periods of unemployment. Eltekon Advisors provides investment advice and planning to individuals, employee benefit plans, trusts, and corporate clients. The firm uses a team approach to construct customized portfolios combining fundamental and technical analysis with a variety of public and private market allocations.

Max Mangum is a financial advisor with Eltekon Advisors, LLC, holding a Series 65 designation and five years of industry experience. He serves as CEO of Terra Primera, a startup specializing in carbon emissions measuring technology, and is a board member of BAT Investments, Inc., a holding company for Capital Bank of Texas. Eltekon Advisors provides investment advice and planning to individuals, employee benefit plans, trusts, and corporate clients, offering discretionary portfolio management alongside financial planning, family-office, retirement-plan consulting, and real estate advisory services. The firm employs a team-based investment approach that incorporates fundamental and technical analysis, independent research, and a mix of public and private market allocations.

Mark Mangum is a financial advisor with Eltekon Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has held various roles across affiliated entities, including Eltekon Insurance Agency and Eltekon Holdings, where he remains a member. Mangum serves as a board member of Prime Bank. Eltekon Advisors provides investment advice and planning to individuals, employee benefit plans, trusts, and corporate clients. The firm uses a team-based approach to construct customized portfolios that incorporate fundamental and technical analysis, independent research, and a mix of public and private market investments.

Trevor Sbrocco is a financial advisor at Eltekon Advisors, LLC. with three years of industry experience. He holds a Series 65 designation and has worked at Eltekon Advisors since 2023. Prior to his advisory role, he was involved with Nutrition 512 in 2021 and has been a student since 2008. Eltekon Advisors provides investment advice and planning to individuals, including high-net-worth clients, as well as employee benefit plans, trusts, and corporate clients. The firm uses a team-based approach to construct customized portfolios that incorporate fundamental and technical analysis, independent research, and a mix of public and private market allocations.

Brent Beesley is a financial advisor at Eltekon Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Eltekon Financial, LLC and Eltekon Advisors, LLC since 2002. Outside of his advisory role, he is the founder of El Toro Carmesi, LLC, operating under the name Fit4U. Eltekon Advisors provides investment advice and planning to individuals, employee benefit plans, trusts, and corporate clients. The firm offers discretionary portfolio management and a range of services, including financial planning, family-office support, retirement-plan consulting, and real estate advisory, using a team-based approach and a mix of public and private market investments.

Charles Novy is a financial advisor with Eltekon Advisors, LLC, holding a Series 65 credential and two years of industry experience. He has been with Eltekon Advisors since 2024 and previously was a student. Eltekon Advisors provides investment advice and planning to individuals, high-net-worth clients, employee benefit plans, trusts, and corporate clients. The firm employs a team approach to portfolio construction using fundamental and technical analysis alongside a mix of public and private market allocations, and offers a range of services including discretionary portfolio management, family-office support, retirement-plan consulting, and specialized real estate advisory and finance.