Catrice A. Wells has been an Investment Consultant with major Wall Street investment firms for more than 25 years, including A.G. Edwards & Sons, John Hancock, and Holland Capital Management. Before working as the Head Stock Trader and Mutual Fund Coordinator for private money manager Louis Holland, she gained valuable knowledge as a Research Analyst for Zacks Investment Research. She later became an Investment Consultant for Citibank Investment Services. Throughout her years in the investment industry, she has been a popular television and radio correspondent and host for various stock market programs including, Chicago’s UPN television program "The Stock Market Observer." Wells is the author of the book “When Heaven Went Public.” She holds a Bachelor of Science Degree in Finance from Oral Roberts University and the following securities licenses and series: 7, 24, 63, and 65.

Brittany manages the firm’s regulatory risk oversight, investment advisory, and broker-dealer compliance efforts and practices. Brittany works closely with all areas of the firm to assist in enhancing each department’s compliance procedures and the firm’s interdepartmental procedures. Brittany earned a BA in political science from Alabama A & M University and a JD from Valparaiso University. She holds the following securities licenses and series: 7 and 66.

Geil provides direct administrative support to the Chief Investment Officer and Senior Director, Business Development Manager monitoring the performance of funds, creating projections for portfolios, generating performance reports for clients, and overseeing communications. Geil focuses on researching and choosing products, industries, and sectors for different clients’ portfolios. Geil earned a BBA in Finance and BBA in International Business from St. Xavier University in Chicago, IL. She holds the following securities licenses and series: 6 and 63.