Freedom Investment Management, Inc.

Keith Lindberg is a financial advisor at Freedom Investment Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at 3D/L Capital Management, LLC and 3D Asset Management Inc., as well as operating Keith Lindberg Associates since 1996. Freedom Investment Management is an SEC-registered adviser serving retail and institutional clients through discretionary separately managed accounts, model portfolios, and turnkey administrative services. The firm uses quantitative, factor-based, and systematic investment approaches, combining passive asset-class index funds and ETFs to construct diversified portfolios and manage risk.

John O'Connor is a financial advisor at Freedom Investment Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at 3D/L Capital Management, LLC and 3D Asset Management, Inc. Freedom Investment Management is an SEC-registered adviser serving retail and institutional clients with discretionary separately managed accounts, model portfolios, financial planning, and administrative services. The firm employs quantitative, factor-based, and systematic investment approaches alongside passive index funds and ETFs, offering both strategic and tactical models as well as specialized due diligence and monitoring services.

Brian Hawley is a CFA® charterholder with 19 years of industry experience. He is currently with Freedom Investment Management, Inc., where he has worked since 2023. Prior to that, he held roles at 3 D/L Capital Management, LLC, 3D Asset Management, Inc., and Sterling Insurance Solutions, Inc. Freedom Investment Management is an SEC-registered adviser serving retail and institutional clients through discretionary separately managed accounts, model portfolios, financial planning, and turnkey administrative services. The firm uses quantitative, factor-based, and systematic approaches combined with passive index funds and ETFs to construct diversified portfolios and manage risk.

Daniel Snyder is a financial advisor at Freedom Investment Management, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Santander Securities LLC, Sovereign Bank, and 3 D/L Capital Management, among others. Freedom Investment Management is an SEC-registered adviser serving retail and institutional clients through discretionary separately managed accounts, model portfolios, and financial planning. The firm employs quantitative, factor-based, and systematic approaches alongside passive index funds and ETFs, offering both strategic and tactical models and providing services such as turnkey asset management and ERISA 3(38) fiduciary investment management.

Scott Hawley is a financial advisor with Freedom Investment Management, Inc. He holds a Series 65 designation and has nine years of industry experience. Prior to joining Freedom in 2023, he worked at 3 D/L Capital Management, LLC and 3D Asset Management, Inc. Outside of finance, he is a part-time golf instructor in Shrewsbury, Massachusetts. Freedom Investment Management is an SEC-registered adviser serving retail and institutional clients, including high-net-worth households and municipalities. The firm uses quantitative, factor-based, and systematic investment approaches with passive index funds and ETFs, offering diversified model portfolios and fiduciary investment management services.