Steven Jorgenson is the sole advisor at Fifth Point Advisors LLC, holding a Series 65 credential with 9 years of industry experience. He is founder and principal of Starbridge Venture Capital LLC, focusing on venture capital investments in cutting-edge technology and commercial space startups. Jorgenson also serves as Portfolio Manager for Woodridge Capital LP, a private fund, and holds trustee and board roles including Treasurer for the French Creek Lutheran Church Foundation and Director for Heartland Mutual Insurance. Fifth Point Advisors LLC provides discretionary portfolio management to high-net-worth individuals and separately managed accounts, and acts as investment adviser and sponsor to a private pooled investment vehicle. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analysis, utilizing both long- and short-term trading strategies under written discretionary authority.

Daniel Gardner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to manage retirement income and address retirement needs, offering a comprehensive approach to wealth management. Daniel begins by understanding each client's financial situation and priorities to develop personalized strategies that can adapt to changing market conditions and client needs. His expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and women and wealth. Daniel provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to support various aspects of clients' financial lives. He holds the Personal Investment Advisor (PIA) designation. Daniel earned a bachelor's degree from the University of Wisconsin System. Outside of his professional work, he enjoys music, reading, and spending time with his family.

Paul Sobotta is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 37 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, serving clients since 1992. Outside of his advisory role, he serves as a board member for the Arcadia Community Chest, a local nonprofit organization. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance offerings.

Christian Taylor is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he manages a residential rental and maintenance business through CD Taylor Holdings LLC. LPL Enterprise provides advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining advisory and brokerage services through its extensive network of investment adviser representatives.