JDL Advisers

Kathryn Espinili is a financial advisor at JDL Advisers with 41 years of industry experience. She holds a Series 63 designation and has worked at J. Derek Lewis & Associates, Inc. since 2006, along with previous roles at JDL Securities Corporation. Outside of her advisory work, Espinili is CFO, Secretary, and 50% owner of RKE Healthcare Consulting Inc., a healthcare informatics consulting firm. J. Derek Lewis & Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and businesses with discretionary and non-discretionary portfolio management centered on mutual funds and ETFs. The firm uses investor profiling, formal investment policy guidelines, and proprietary risk models to construct portfolios and manages about $2.28 billion in assets across nearly 8,000 accounts.

Robert Knutsen II is a financial advisor at JDL Advisers with 17 years of industry experience. He holds a Series 66 designation and has been with J. Derek Lewis & Associates, Inc. and Jdl Securities Corporation since 2011. In addition to his advisory role, he is licensed as an insurance agent affiliated with J. Derek Lewis & Associates. J. Derek Lewis & Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and businesses with discretionary and non-discretionary portfolio management focused on mutual funds and ETFs. The firm manages approximately $2.28 billion in assets across about 7,943 accounts and uses investor profiling, formal investment guidelines, and proprietary risk models in its investment approach.

Douglas Hyepock is a financial advisor with J. Derek Lewis & Associates, Inc. in Newport Beach, CA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 23 years of industry experience, including over 17 years with his current firm. In addition to his advisory role, he is also an insurance agent affiliated with J. Derek Lewis & Associates. J. Derek Lewis & Associates, Inc. serves individuals, trusts, pension and profit-sharing plans, charities, and corporate entities, managing approximately $1.78 billion in assets across 7,400 accounts. The firm’s investment approach centers on client profiling, formal policy guidelines, and asset allocation models focused on mutual funds and ETFs, integrating brokerage, insurance, and third-party manager relationships within its multi-team structure.

Rion Dalby is a financial advisor with J. Derek Lewis & Associates, Inc. in Newport Beach, CA, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to his advisory role, he worked for Kean Coffee from 2009 to 2016. J. Derek Lewis & Associates, Inc. provides portfolio management services to individuals, trusts, pension plans, charities, and corporate entities, managing about $1.78 billion in assets. The firm emphasizes client profiling, formal investment policy guidelines, and asset allocation primarily through mutual funds and ETFs, integrating brokerage, insurance, and third-party manager relationships in its multi-team approach.

Joshua Henslick is a Series 65-licensed financial advisor with J. Derek Lewis & Associates, Inc. in Newport Beach, California, where he has worked since 2023. He has two years of industry experience, including prior roles at StackCommerce and First Allied Securities. Outside of finance, he owns and operates a pottery business, JH Pottery. J. Derek Lewis & Associates, Inc. serves individuals, trusts, pension and profit-sharing plans, charities, and corporate entities, managing approximately $1.78 billion in assets across 7,400 accounts. The firm focuses on mutual fund and ETF allocations, using client profiling and formal investment policy guidelines, and integrates brokerage, insurance, and third-party manager relationships within its multi-team advisory model.

Andrew Vidal is a CFP® and holds a Series 66 license, with eight years of industry experience. He has worked at J.Derek Lewis & Associates, Inc. and its affiliated entities since 2017, following prior roles at McCarthy Building Co and Pepperdine University. J.Derek Lewis & Associates, Inc. advises individuals, trusts, pension and profit-sharing plans, charities, and corporate entities, managing approximately $1.78 billion in assets across 7,400 accounts. The firm’s investment approach centers on client profiling, formal investment policy guidelines, and mutual fund–focused asset allocation, supported by discretionary and non-discretionary portfolio management.

Jessica Viale is a financial advisor at J. Derek Lewis & Associates, Inc. with a Series 66 designation and one year of industry experience. Prior to joining J. Derek Lewis & Associates, she worked at Merrill for two years and has a background that includes roles at the Mayo Clinic and the University of Michigan. J. Derek Lewis & Associates advises individuals, trusts, pension and profit-sharing plans, charities, and corporate entities, managing approximately $1.78 billion in assets across about 7,400 accounts. The firm emphasizes client profiling, formal investment policy guidelines, and asset allocation models focused on mutual fund and ETF selections, with an integrated approach that includes brokerage, insurance, and third-party manager relationships.

Mark Ferdi is a financial advisor with J.Derek Lewis & Associates, Inc. in Newport Beach, CA. He holds a Series 66 designation and has six years of industry experience. His prior work includes positions at The Carlyle Group and High Rhodes Investment Group. Outside of his advisory role, he works part-time as a business consultant for Astro Pak. J.Derek Lewis & Associates, Inc. serves individuals, trusts, pension and profit-sharing plans, charities, and corporate entities, managing approximately $1.78 billion in assets across about 7,400 accounts. The firm’s investment approach centers on client profiling, formal investment policy guidelines, and asset allocation models emphasizing mutual fund and ETF selections, with integrated brokerage, insurance, and third-party manager relationships.

Reny Vessela Greenleaf is a financial advisor with J. Derek Lewis & Associates, Inc. based in Newport Beach, CA. She holds a Series 66 designation and has 17 years of industry experience. Greenleaf is the owner of Greenleaf & Associates DBA, a bookkeeping and financial statement preparation business unrelated to securities. J. Derek Lewis & Associates, Inc. serves individuals, trusts, pension and profit-sharing plans, charities, and corporate entities, managing about $1.78 billion in assets across approximately 7,400 accounts. The firm focuses on mutual fund and ETF allocations, utilizing a formal investment policy and asset-allocation models, and integrates brokerage, insurance, and third-party manager relationships within its advisory practice.

Diana Labruna is a financial advisor at J. Derek Lewis & Associates, Inc. She holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining JDL Securities Corporation and J. Derek Lewis & Associates in 2023, she worked at several firms including 49 Wealth Management, PKS Investments, and The Siegfried Group, LLP. Her work history also includes roles outside finance, such as at the University of Washington and All That Dance Company. J. Derek Lewis & Associates, Inc. serves individuals, trusts, pension and profit-sharing plans, charities, and corporate entities with discretionary and non-discretionary portfolio management focused on mutual funds, ETFs, 529 college savings plans, and third-party managed strategies. The firm manages approximately $1.78 billion across about 7,400 accounts and integrates brokerage, insurance, and third-party manager relationships within its mutual-fund-centered advisory practice.

Kelly Dunagan Jr. is a financial advisor with JDL Advisers, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with J. Derek Lewis & Associates, Inc. since 2005 and is also affiliated with JDL Securities Corporation. In addition to his advisory role, he is licensed as an insurance agent for accident, health, life, disability, and variable contracts affiliated with J. Derek Lewis & Associates. J. Derek Lewis & Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and businesses with discretionary and non-discretionary portfolio management primarily focused on mutual funds and ETFs. The firm uses investor profiling, formal investment policy guidelines, and proprietary risk models to construct asset allocations, with client accounts typically custodied through Charles Schwab or mutual fund transfer agents.

Pierce Kramer is a financial advisor at JDL Advisers with Series 65 and Series 66 credentials and one year of industry experience. He has previously worked at Pacific InterWest and Vanguard University of Southern California, among other roles. J. Derek Lewis & Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and businesses with discretionary and non-discretionary portfolio management focused mainly on mutual funds and ETFs. The firm emphasizes investor profiling and proprietary risk models to build asset allocations, managing about $2.28 billion in assets across roughly 7,943 accounts with a team of 12 advisors.