CS Advisors Inc.

Christopher Nalley is a CFP® professional with 19 years of industry experience, currently serving at CS Advisors Inc. He has held roles at Variant Trading Institutional Group and Private Advisor Group, among others. In addition to his advisory work, Mr. Nalley owns Scale Consulting Group, LLC, where he provides executive coaching and financial planning services to small and midsize independent business owners and professionals. CS Advisors offers comprehensive wealth planning and investment management to individuals, high-net-worth clients, business owners, and institutional plan sponsors. The firm employs a long-term strategic asset allocation approach with tactical overlays using derivatives and options, serving about 97 clients with approximately $118 million in discretionary assets.

Steven Sherman is a financial advisor at CS Advisors Inc. in Boca Raton, FL, with 23 years of industry experience. He holds the Series 66 designation and has been affiliated with CS Advisors since 2002. Outside of his advisory role, Mr. Sherman is involved in real estate-related businesses, including managing MRIF Management LLC, which serves as the general partner of a mortgage and real estate fund, and Mango Bay Property and Investments Inc., which handles property and real estate asset management. CS Advisors provides comprehensive wealth planning and investment management to individuals, high-net-worth clients, business owners, and institutional plan sponsors. The firm employs a long-term strategic asset allocation approach enhanced by tactical overlays using ETFs and derivatives, and it also offers pension consulting and ERISA advisory services.

Pau Delgado Rodriguez is a financial advisor at CS Advisors Inc. with five years of industry experience. He holds a Series 65 designation and has worked at CS Advisors since 2017. Outside of his advisory role, he has been involved with B Elite Soccer Academy since 2017. CS Advisors provides wealth planning and investment management services to individuals, high-net-worth clients, business owners, and institutional plan sponsors. The firm employs a long-term strategic asset allocation approach enhanced by tactical overlays using ETFs, options, and derivatives, serving approximately 97 clients with $118 million in discretionary assets under management.