Kathmere Capital Management, LLC

Kevin Doyle is a CFP® and Series 63-licensed financial advisor with three years of industry experience. He currently works at Kathmere Capital Management, LLC and previously held positions at Mill Creek Capital Advisors and THE Vanguard Group, Inc. Outside of his advisory role, he is involved in managing student housing rentals in Scranton, PA. Kathmere Capital Management, LLC provides discretionary investment management, financial planning, and retirement-plan consulting to individual and institutional clients. The firm uses a top-down, fundamentally driven investment process and also manages private funds that invest in private equity, credit, and real assets.

Nicholas Ryder is a CFA® charterholder with 13 years of industry experience. He has been with Kathmere Capital Management, LLC since 2019 and previously worked at Private Advisor Group, LLC, LPL Financial, and The Vanguard Group, Inc. Kathmere Capital Management, LLC provides discretionary investment management, financial planning, and retirement-plan consulting to individual and institutional clients, including high-net-worth individuals. The firm uses a fundamentally driven, top-down investment process with model asset allocations and manages a private fund investing in private equity, credit, and real assets.

Brian Fenlin is a financial advisor at Kathmere Capital Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co for 11 years before joining Kathmere in 2024. Kathmere Capital Management provides discretionary investment management, financial planning, and retirement-plan consulting to individual, high-net-worth, and institutional clients. The firm uses a fundamentally driven, top-down investment process and also acts as a private fund adviser managing pooled vehicles that invest in private equity, private credit, and related strategies.

Brian Todaro is a CFP® professional with three years of experience in financial advising, currently with Kathmere Capital Management, LLC. His prior work includes roles at Ditech Home Loan and Rolling Green Golf Club. Kathmere Capital Management, LLC provides discretionary investment management, financial planning, and retirement-plan consulting to individual and institutional clients, including high-net-worth individuals. The firm uses a top-down, fundamentally driven investment process and also manages private fund vehicles specializing in private equity, private credit, and private real assets.

Geoffrey Forcino is a financial advisor at Kathmere Capital Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Private Advisor Group, and LPL Financial. Outside of his advisory role, he provides fixed insurance services as a sole proprietor and serves as president of his own S-Corp established for tax and liability purposes. Kathmere Capital Management offers discretionary investment management, financial planning, and retirement-plan consulting to individual, high-net-worth, and institutional clients. The firm employs a top-down, fundamentally driven investment process and manages both traditional portfolios and private funds focused on private equity, credit, and real assets.

William Schumacher is a CFP® with six years of industry experience, currently serving as a financial advisor at Kathmere Capital Management, LLC. His prior roles include positions at The Vanguard Group, Inc. and Talmer Bank and Trust. Kathmere Capital Management, LLC provides discretionary investment management, financial planning, and retirement-plan consulting to individual and institutional clients, including high-net-worth individuals. The firm employs a top-down, fundamentally driven investment process and also manages private fund investments in private equity, credit, and real assets.

David Hill is a CFP® and CFA® with 13 years of industry experience. He is currently an advisor at Kathmere Capital Management, LLC and has previously worked at firms including LNW Wealth Management and Miller Investment Management. Kathmere Capital Management provides discretionary investment management, financial planning, and retirement-plan consulting to individual and institutional clients, including high-net-worth individuals. The firm employs a top-down, fundamentally driven investment process and also manages a private fund investing in private equity, credit, and real assets.

James Leasure is a CFA® charterholder with six years at Kathmere Capital Management, LLC and two years of industry experience. His prior work includes roles at CBRE and the Penn Museum. Kathmere Capital Management provides discretionary investment management, financial planning, and retirement-plan consulting to individual and institutional clients. The firm employs a top-down, fundamentally driven investment process and also manages a private markets fund investing in private equity, credit, and real assets.

Clare Diamond is a CFP® with 12 years of industry experience, currently serving as an advisor at Kathmere Capital Management, LLC since 2019. Prior to this, she worked at Private Advisor Group, LLC, LPL Financial LLC, and Janney Montgomery Scott, LLC. Her business activities include providing fixed insurance solutions related to client investment needs. Kathmere Capital Management, LLC offers discretionary investment management, financial planning, and retirement-plan consulting to individual and institutional clients, including high-net-worth individuals. The firm employs a top-down, fundamentally driven investment process and also manages a private markets fund focused on private equity, credit, and real assets.

Grant Boyle is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Kathmere Capital Management since 2018 and previously held roles at Northwestern Mutual, USLI, Germantown Cricket Club, and Saint Joseph's University. Kathmere Capital Management, LLC provides discretionary investment management, financial planning, and retirement-plan consulting to individual and institutional clients, including high-net-worth individuals. The firm uses a top-down, fundamentally driven investment process and also manages a private fund focused on private equity, private credit, and related strategies.

Matthew Lugar is a CFP® with 15 years of industry experience. He is currently an advisor at Kathmere Capital Management, LLC and previously worked at TGS Financial Advisors, SEI Investments, Infosys, and Vanguard. Kathmere Capital Management provides discretionary investment management, financial planning, and retirement-plan consulting to individual, high-net-worth, and institutional clients. The firm employs a top-down, fundamentally driven investment process and also manages private fund vehicles that invest in private equity, private credit, and private real assets.

Jason Lipka is a financial advisor at Kathmere Capital Management, LLC with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Principal Securities Inc. and Principal Life Insurance Company, as well as a recent position at Purshe Kaplan Sterling Investments. Kathmere Capital Management provides discretionary investment management, financial planning, and retirement-plan consulting to individual, high-net-worth, and institutional clients. The firm uses a fundamentally driven, top-down investment process with model asset allocations and manages both traditional portfolios and private fund investments.

Nicholas Olesen is a CFP® with 19 years of industry experience, currently serving as an advisor at Kathmere Capital Management, LLC since 2019. He previously worked at Private Advisor Group, LLC and LPL Financial. He has involvement in fixed insurance related to client needs. Kathmere Capital Management provides discretionary investment management, financial planning, and retirement-plan consulting to individual and institutional clients, including high-net-worth individuals. The firm employs a top-down, fundamentally driven investment process and also manages a private fund investing in private equity, credit, and real assets.

Michael Mc Dermott is a CFP® with 28 years of industry experience, currently serving as an advisor at Kathmere Capital Management, LLC since 2019. He previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Mc Dermott is also the author of the book *Financial Advisors are NOT Created Equal*. Kathmere Capital Management, LLC provides discretionary investment management, financial planning, and retirement-plan consulting to individual and institutional clients, including high-net-worth individuals. The firm employs a top-down, fundamentally driven investment process and manages private funds investing in alternative assets alongside traditional portfolios.

Kevin Mc Dermott is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Kathmere Capital Management, LLC. He previously worked at Private Advisor Group, LLC and LPL Financial. Outside of his advisory role, he has been involved in fixed insurance services related to client needs. Kathmere Capital Management provides discretionary investment management, financial planning, and retirement-plan consulting to individual and institutional clients, including high-net-worth individuals. The firm employs a fundamentally driven, top-down investment process and also manages a private markets fund that invests in private equity, credit, and real assets.