Holly Pace

Patrick Loc is a CFA® charterholder with 17 years of industry experience. He is a principal at Pinnacle Treasury Investments, LLC, where he has worked since 2019. Prior to this, he held roles at Fidelity Investments and Fidelity Brokerage Services. Outside of financial advising, he is the sole owner of a beekeeping business, Mark12V31 LLC, and serves as CFO of RunTime Centers, a commercial real estate development firm focused on the quick service restaurant industry. Pinnacle Treasury Investments provides investment management and consulting primarily for institutional and high-net-worth clients, specializing in separately managed portfolios invested exclusively in U.S. Treasury securities. The firm’s approach emphasizes income generation and principal preservation through customized, discretionary portfolios held to maturity without leverage or derivatives, supported by fundamental and quantitative macroeconomic analysis.

Debra Floyd is a financial advisor at Uptick Partners, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Edward Jones for 22 years. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management, financial and tax planning, and consulting. The firm employs an asset-allocation approach supplemented by various analytical methods and manages portfolios using discretionary and non-discretionary strategies.

Kyle Hogan is a CFP® certificant with 12 years of industry experience. He is currently with Uptick Partners, LLC and previously worked at Purshe Kaplan Sterling Investments and Buttonwood Financial Group. Outside of his advisory role, he serves as Vice President of the Urban Core KC chapter of Business Network International, a business networking organization. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach informed by Modern Portfolio Theory and incorporates retirement plan consulting, tax planning, and investment/business exit consulting, managing client portfolios through various custody arrangements.

Ricky Brown is a financial advisor at Parkway Wealth Management Group, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial and Cabot Lodge Securities. Brown is also licensed as an independent insurance agent through One Insurance Solutions. Parkway Wealth Management Group manages approximately $1.09 billion in discretionary assets and provides services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable entities, small businesses, and institutional investors. The firm employs diversified multi-asset strategies and offers portfolio management, financial planning, 401(k) advisory, and consulting services.

John Sidery is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Uptick Partners, LLC and previously worked at Legacy Capital Wealth Partners and Charles Schwab. Outside of his advisory role, he is the founder of Olympus Wealth Strategies. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach informed by Modern Portfolio Theory and supplemented by various analytical methods, offering a range of investment management, financial planning, tax planning, and consulting services.

James Henry is a CFP® professional with 15 years of industry experience. He currently works at Uptick Partners, LLC, where he has been since 2025, and previously spent 14 years at Edward Jones. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans, combining investment management with financial and tax planning. The firm employs an asset-allocation approach informed by Modern Portfolio Theory and various analytical methods, and offers a range of portfolio options including separately managed accounts and third-party solutions.