T2 Asset Management, LLC

James Oswald is a CFA® charterholder with 11 years of industry experience. He has worked at T2 Asset Management, LLC since 2015 and was previously with Asbury Investment Management LLC from 2019 to 2023. Based in Naperville, IL, he is part of a seven-advisor team at T2 Asset Management. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm uses proprietary, rules-based models combining technical and fundamental analysis to manage multi-asset portfolios across various risk profiles.

Zachary Smith is an advisor at T2 Asset Management, LLC with Series 65 and Series 63 credentials. He has been with T2 since 2026 and has prior professional experience at ZECO dating back to 2015. T2 Asset Management is a registered investment adviser managing approximately $180 million for around 560 clients, including individuals, trusts, corporations, and retirement plans. The firm employs proprietary, rules-based models combining technical and fundamental analysis to set asset allocation across various risk profiles, primarily using ETFs, mutual funds, and selective individual securities and options strategies.

Daniel Kuczero is a financial advisor at T2 Asset Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with T2 Asset Management since 2015. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm manages approximately $165 million using proprietary, rules-based models that combine technical and fundamental analysis to guide asset allocation and risk management across multiple portfolio profiles.

Paul Novak is a financial advisor with T2 Asset Management, LLC in Naperville, IL, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with T2 Asset Management since 2015. Novak serves as a board member of The Alive Center, a nonprofit organization, since 2021. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions, managing approximately $165 million in discretionary assets. The firm uses proprietary, rules-based models combining technical and fundamental analysis to manage asset allocation and downside risk across multiple portfolio profiles.

David Heinle is a CFP® with 10 years of industry experience, currently serving as an advisor at T2 Asset Management, LLC since 2015. He holds a Series 63 license and is based in Naperville, IL. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions, managing approximately $165 million in discretionary assets. The firm employs proprietary, rules-based models that combine technical and fundamental analysis to manage asset allocation and downside risk across multiple portfolio profiles.

Kenneth Tomko is a CFA® charterholder with 16 years of industry experience. He is a member of the team at T2 Asset Management, LLC, where he has worked since 2013, following five years at Asbury Investment Management LLC. Tomko holds the Series 66 registration. T2 Asset Management, LLC provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm manages approximately $165 million in discretionary assets using proprietary, rules-based models that combine technical and fundamental analysis to guide asset allocation and risk management across multiple portfolio profiles.

Joseph Contorno is a financial advisor at T2 Asset Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at T2 Asset Management since 2017. His prior experience includes roles at The Strategic Coach and Jurs Montgomery. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm manages approximately $165 million on a discretionary basis using proprietary, rules-based models that combine technical and fundamental analysis to guide asset allocation and risk management across multiple portfolio profiles.

Vincent Cione is a financial advisor at T2 Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments and Wayne Hummer Investments. In addition to his advisory role, he is a licensed agent for fixed and traditional insurance products. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm uses proprietary, rules-based models combining technical and fundamental analysis to manage multi-asset portfolios and downside risk across several investment profiles.

Jonathan Helton is a financial advisor at T2 Asset Management, LLC in Coronado, CA, with 17 years of industry experience. He has been with T2 Asset Management since 2013 and holds Series 63 and Series 66 designations. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions, managing approximately $165 million on a discretionary basis. The firm uses proprietary, rules-based models combining technical and fundamental analysis to guide asset allocation and risk management across multiple investment profiles.