DBS Investment Advisers, LLC

Jeffrey Brink is a financial advisor at DBS Investment Advisers, LLC with 10 years of industry experience. He holds a Series 65 credential and maintains an active career as a practicing dentist, seeing patients four days per week. Brink has been affiliated with DBS Investment Advisers since 2020 and has additional business interests in dental-related ventures. DBS Investment Advisers serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering portfolio management and financial planning services. The firm employs a diversified investment approach based on Modern Portfolio Theory, utilizing mutual funds and ETFs, with portfolios monitored and rebalanced regularly.

Regan Duperon is a financial advisor with DBS Investment Advisers, LLC, holding a Series 65 designation and having 10 years of industry experience. Prior to joining DBS Investment Advisers, Duperon worked at Gavin & Associate for three years. DBS Investment Advisers provides investment advisory services to individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm manages approximately $244.5 million in discretionary assets and employs diversified allocations using mutual funds and ETFs, guided by Modern Portfolio Theory principles.

Theodore Schumann is a CFP® with 15 years of experience in the financial services industry. He is currently with DBS Investment Advisers, LLC and has previously worked at Dental Business Services, Inc. Outside of his advisory role, Schumann is involved in several business ventures, including event planning, real estate brokerage, intellectual property management, and ownership of multiple Little Caesars franchises. DBS Investment Advisers provides portfolio management and financial planning services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers both discretionary and non-discretionary management using customized and model portfolios.

Mark Adams is a CFP® with 11 years of industry experience, currently serving at DBS Investment Advisers, LLC. His prior roles include positions at Thrivent Advisor Network, Financial Life Advisors, and American United Life. He is a board member of Sycamore Land Trust. DBS Investment Advisers provides investment advisory services to individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm employs diversified allocations using mutual funds and ETFs, applying Modern Portfolio Theory concepts with both discretionary and non-discretionary management.

Nina Shaw is a CFA charterholder and financial advisor at Leatherback Investments LLC with four years of industry experience. She previously worked at DBS Investment Advisers, LLC, Kyowa Kirin Inc., and Peoplelink. Outside of her advisory role, she owns and operates NS Consulting & Management LLC, providing written and analytic data to individuals and advisors. Leatherback Investments LLC serves high-net-worth individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients, focusing on broadly diversified, asset-allocation portfolios primarily using mutual funds and ETFs. The firm manages a concentrated portfolio of approximately $157 million across a small number of large institutional and family accounts.