Daniel Dame

Walter Ebner is the principal of Echo Prudent Capital LLC and holds Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at BMO Capital Markets Corp., BMO Nesbitt Burns Corp., and Bank of Montreal for 24 years. He is the founder and a board member of Cancer Calculus NFP, a nonprofit organization that assists cancer patients with economic decision-making. Echo Prudent Capital LLC provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth clients, and nonprofit organizations. The firm utilizes a range of analytical methods to build tailored portfolios and serves a concentrated client base, including charitable organizations.

David Meehan is a CFA® charterholder with seven years of industry experience. He has been the sole advisor at Maple Street Capital Advisors, LLC since 2018 and previously worked as a self-employed investor for three years. Maple Street Capital Advisors provides investment management and financial planning services to individuals and families, including high-net-worth clients. The firm employs a fundamental, long-term investment approach focused on diversified, low-cost core equity and fixed-income funds, complemented by selected individual equities, with an emphasis on asset allocation, rebalancing, and strategic cash management including a near-constant allocation to gold via ETFs.

Edgardo Navarro is a financial advisor at Navarro Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and has been managing investments at Navarro Asset Management since 2022. Navarro is also the Managing Director of Kocoon Investments, LLC, a family investment entity he has been involved with since 2014. Navarro Asset Management serves individuals, including high net worth clients, as well as trusts and estates, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a diversified investment approach using mutual funds, ETFs, equities, bonds, options strategies, and private funds, and incorporates fundamental, technical, and charting analysis methods.

Alka Oberoi is a financial advisor with Leading Edge Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with Leigh Baldwin & Co., LLC since 2012 and has been with Leading Edge Wealth Management since 2008. Leading Edge Wealth Management serves individual and high-net-worth clients, managing approximately $44.5 million across about 110 client relationships. The firm combines modern portfolio theory with quantitative optimization and fundamental and technical analysis to construct and monitor portfolios, offering financial planning, portfolio management, and educational seminars.

Shreekkanth Viswanathan is a CFA® charterholder and holds the Series 66 designation with nine years of industry experience. He has been with SVN Capital, LLC since its founding in 2018, following three years at Keeley Asset Management. SVN Capital, LLC is a state-registered investment adviser serving individual and institutional clients with discretionary portfolio management, including separately managed accounts and a pooled private fund. The firm employs a bottom-up, fundamental value-investing approach focused on a concentrated portfolio and long-term horizon, managing approximately $14.3 million in discretionary assets.

Gary Byrne is a financial advisor at Carlisle Financial Management, LLC with 19 years of industry experience. He holds a Series 65 designation and has worked at Great Northern Financial since 2006. Carlisle Financial Management provides portfolio management and investment supervisory services to individual and high-net-worth clients, utilizing both fundamental and technical analysis. The firm employs a range of strategies including options writing and short-term trading, managing approximately $38.2 million for about 25 clients without account minimums.