Kilter Group

Dyer Mccabe Jr. is a CFP® and ChFC® with 22 years of industry experience. He is currently with Kilter Group, where he has been since 2024, following prior roles at Invst, LLC and Guardian Life. He also manages Kilter Consulting, LLC, which provides consulting services specializing in generational transitions, sale preparation, and exit planning. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm employs a top-down, macro tactical asset-allocation approach with sector rotation and a relative growth/value framework, offering discretionary and non-discretionary portfolio management along with financial planning and pension consulting.

Luz Curiel is a financial advisor at Kilter Group with a Series 65 designation and four years of industry experience. She has worked at Kilter Group since 2024 and previously held roles at Invst LLC and Challenger Wealth Management. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension-plan sponsors. The firm employs a top-down, macro tactical asset-allocation strategy with sector rotation and a relative growth/value framework, offering both discretionary and non-discretionary portfolio management along with financial planning and pension consulting services.

Stephanie Holston is a financial advisor at Kilter Group with Series 63 and Series 65 credentials and five years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Aaron Stark, as well as seven years of service with the State of Kansas. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm uses a top-down, macro tactical asset-allocation approach with sector rotation and integrates technology, including third-party AI tools, to support portfolio management and financial planning.

Jasmine Miller is a financial advisor at Kilter Group with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Thrivent Financial, Invst, LLC, and Woodley Farra Manion Portfolio Management. Additionally, she is licensed as an insurance agent. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm employs a top-down, macro tactical asset-allocation strategy with sector rotation, using mutual funds, ETFs, alternatives, and individual securities, and offers technology-enabled portfolio management and planning services across multiple offices.

Christina White is a CFP® professional with 17 years of industry experience. She is currently with Kilter Group and has previously worked at firms including Beacon Pointe Advisors and VOYA Financial Advisors. In addition to her advisory role, she is licensed as an insurance agent with Beacon Pointe Insurance Services. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension-plan sponsors. The firm employs a top-down, macro tactical asset-allocation strategy and integrates technology-enabled tools, offering discretionary and non-discretionary portfolio management alongside estate-planning and pension consulting services.

Kaylee Johnson is a financial advisor at Kilter Group with Series 63 and Series 65 credentials and four years of industry experience. She previously worked at LVW Advisors for five years and Sage, Rutty & Co., Inc. for five years before joining Kilter Group. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm employs a top-down, macro tactical asset-allocation approach with sector rotation and a relative growth/value framework, utilizing mutual funds, ETFs, alternatives, and individual securities, and incorporates technology-enabled tools and third-party resources in portfolio management and financial planning.

Jennifer Ziesk is a financial advisor with Kilter Group, holding Series 63 and Series 65 designations and 21 years of industry experience. She has previously worked at Lifetime Wealth Management P.C. and BFT Financial Group, LLC. In addition to her advisory role, she is licensed as an insurance agent, spending less than 10% of her time on this activity. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm employs a top-down, macro tactical asset-allocation approach with sector rotation and uses technology-enabled tools for portfolio management and financial planning across multiple offices.

Peter Egolf is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with six years of industry experience. He has been with Kilter Group since 2025 and previously worked at One Day In July LLC for five years. His background includes roles at organizations such as the City of Burlington, Vermont, and the Institute for Gender and the Economy. Kilter Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm employs a top-down, macro tactical asset-allocation approach using various investment vehicles and integrates technology tools, including AI, to support portfolio management and financial planning.