freeGulliver, LLC

Frank Friedler is a ChFC® with 19 years of industry experience and has been with freeGulliver, LLC since 2001. He also maintains a role at Friedler Group, LLC, which he has been associated with since 1996. Outside of his advisory work, Mr. Friedler serves on the board of Helpful Hound, LLC, a company that develops and operates food courts nationwide, and is involved in proprietary trading technology through his board position at Focus Automated Equities, LLC. FreeGulliver provides discretionary portfolio management, financial planning, pension consulting, and family office services to individuals, retirement plans, and private pooled investment vehicles. The firm manages several private funds and employs a diversified investment approach that includes mutual funds, ETFs, third-party money managers, and its own private pooled vehicles.

Raymond Rathle is a financial advisor at freeGulliver, LLC with a Series 65 designation and one year of experience at the firm. His prior experience includes roles at Red Ventures and positions at educational institutions such as Wake Forest University and Isidore Newman School. FreeGulliver provides discretionary portfolio management, financial planning, pension consulting, and family office services to individuals, retirement plans, and private pooled investment vehicles. The firm manages several private funds and employs a range of investment strategies including mutual funds, ETFs, third-party managers, and its own private vehicles.

Michael Kirschman is a Series 65-licensed financial advisor with 12 years of industry experience, currently serving at freeGulliver, LLC since 2013. He is a partner at freeGulliver and is involved in managing and overseeing multiple investment-related entities and private equity ventures. Kirschman also holds a role as an independent insurance agent and is engaged in family partnerships and consulting firms related to healthcare and retirement solutions. freeGulliver, LLC provides discretionary portfolio management, financial planning, pension consulting, and family office services primarily to individuals, retirement plans, and private pooled investment vehicles. The firm manages several private funds and employs a diversified investment approach that includes mutual funds, ETFs, third-party managers, and proprietary pooled vehicles, with additional services such as participant education and fund administration.

Andrew Hansel is a CFA® charterholder with three years of industry experience, currently serving as an advisor at freeGulliver, LLC. He has previously worked at Eclectic Investment Management and is the president of Aegean Property Group, a real estate investment-related entity. Hansel is also a member of the Board of Trustees for Cathedral Montessori School in New Orleans. FreeGulliver, LLC provides discretionary portfolio management, financial planning, pension consulting, and family office services to individuals, retirement plans, and private pooled investment vehicles. The firm manages several private funds and employs a diversified investment approach that includes mutual funds, ETFs, third-party managers, and proprietary private pooled vehicles.

John Barton III is a financial advisor with freeGulliver, LLC, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining freeGulliver, he worked at Settco Management, LLC and has experience with Settoon Towing LLC. FreeGulliver provides discretionary portfolio management, financial planning, pension consulting, and family office services to individuals, retirement plans, and private pooled investment vehicles. The firm manages several private funds and uses a variety of investment strategies including mutual funds, ETFs, third-party managers, and proprietary funds, with additional services such as pension participant education and fund administration.

Clifford Mintz is a financial advisor at freeGulliver, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at freeGulliver since 2018, following prior roles as a self-employed advisor and at RADoLO, LLC. Outside of advising, he is a partner in Sweet Nola LLC, a retail food service business, and serves as a trustee of family-related trusts. FreeGulliver provides discretionary portfolio management, financial planning, pension consulting, and family office services to individuals, retirement plans, and private pooled investment vehicles. The firm manages several private funds and employs a range of investment strategies including the use of option writing and third-party managers.

Eric Deroche is a CFA® charterholder with 17 years of experience in the financial industry. He has been with freeGulliver, LLC since 2016 and previously worked at Morgan Stanley Private Bank. Outside of his advisory role, he serves on the boards of the LA/SPCA Foundation and Access To Meaningful Employment, both nonprofit organizations. freeGulliver provides discretionary portfolio management, financial planning, pension consulting, and family office services to individuals, retirement plans, and private pooled investment vehicles. The firm manages several private funds and allocates client assets among mutual funds, ETFs, third-party managers, and its own vehicles using model portfolios and a variety of strategies.

Amanda Kiefer is a financial advisor at freeGulliver, LLC with a Series 65 credential and three years of industry experience. Prior to joining freeGulliver in 2021, she worked at Kiefer & Kiefer Law Firm and has experience in education and the hospitality industry. FreeGulliver provides discretionary portfolio management, financial planning, pension consulting, and family office services to individuals, retirement plans, and private pooled investment vehicles. The firm manages several private funds and uses a range of investment strategies, including option writing and third-party manager monitoring, to serve its clients.