Eltekon Advisors, LLC.

Grant Daley is a financial advisor at Eltekon Advisors, LLC, holding a Series 65 designation with one year of industry experience. He previously worked at Acre Investments and spent four years at the University of California, Berkeley. Eltekon Advisors provides discretionary portfolio management and planning services to individuals, employee benefit plans, trusts, and corporate clients. The firm offers customized portfolios using fundamental and technical analysis, third-party research, and a variety of investment strategies, including options and private market products.

Lewis Guilbeau is a financial advisor at Eltekon Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Eltekon since 2017. Prior to his advisory career, he spent ten years in education and has also held roles at Aflac and Vida Capital. Guilbeau is an insurance agent with Eltekon Insurance Agency, LLC. Eltekon Advisors provides discretionary portfolio management and planning services to individuals, employee benefit plans, trusts, and corporate clients. The firm uses a combination of fundamental and technical analysis alongside a variety of investment strategies, and it offers specialized services including career-focused planning, family office planning, and real estate advisory.

Max Mangum is a financial advisor with Eltekon Advisors, LLC, holding a Series 65 credential and five years of industry experience. He serves as CEO of Terra Primera, a startup focused on carbon emissions measuring technology, and is a board member of BAT Investments, Inc., a holding company for Capital Bank of Texas. Eltekon Advisors provides discretionary portfolio management and planning services to individuals, employee benefit plans, trusts, and corporate clients. The firm uses a combination of fundamental and technical analysis, third-party research, and diverse strategies including long-term holdings, trading, options, and private market products to build customized portfolios.

Mark Mangum is a financial advisor at Eltekon Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple affiliated entities since 2000. Mangum serves as a board member of Prime Bank and is a member of Eltekon Holdings, LLC. Eltekon Advisors provides discretionary portfolio management and planning services to individuals, employee benefit plans, trusts, and corporate clients. The firm uses a combination of fundamental and technical analysis along with a variety of investment strategies, and it offers specialized services including career-focused planning and real estate advisory.

Trevor Sbrocco is a financial advisor at Eltekon Advisors, LLC. with two years of industry experience. He holds a Series 65 designation and has previously worked at Nutrition 512. Trevor has spent significant time as a student since 2008. Eltekon Advisors provides discretionary portfolio management and a range of planning services to individuals, employee benefit plans, trusts, and corporate clients. The firm builds customized portfolios using fundamental and technical analysis and offers services including career-focused planning and a Real Estate Advisory and Finance division.

Brent Beesley is a financial advisor at Eltekon Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Eltekon Financial and Eltekon Advisors since 2002. Outside of his advisory role, he is the founder of El Toro Carmesi, LLC, doing business as Fit4U, and also works as an insurance broker for Eltekon Insurance Agency. Eltekon Advisors provides discretionary portfolio management and a range of planning services to individuals, employee benefit plans, trusts, and corporate clients. The firm employs a blend of fundamental and technical analysis along with diverse investment strategies, and it offers specialized services including financial and family office planning and a Real Estate Advisory and Finance division.

Charles Novy is a financial advisor at Eltekon Advisors, LLC with one year of industry experience. He holds the Series 65 designation and has been with Eltekon Advisors since 2024. Eltekon Advisors provides discretionary portfolio management and planning services to individuals, employee benefit plans, trusts, and corporate clients. The firm utilizes a variety of investment strategies, including fundamental and technical analysis, and offers specialized services such as career-focused planning and real estate advisory.