Cabin Advisors, LLC

Mark Atchity is a financial advisor at Cabin Advisors, LLC in Overland Park, KS, holding Series 63 and Series 65 licenses with 29 years of industry experience. He is also involved as CEO of JCC Capital Markets, LLC, focusing on investment banking, mergers and acquisitions, and private placements. Atchity has held roles at Cabin Securities and Valley Pointe LLC since 2013 and 2018, respectively. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management, unified managed accounts, sub-advisory/TAMP services, and variable annuity management, employing a combination of fundamental, technical, cyclical, and asset-allocation analysis.

Andrew Charipar is a financial advisor at Cabin Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cabin Advisors, Cabin Securities, Modern Equity Services, and Tryon Investments. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, and sub-advisory services using a blend of fundamental, technical, cyclical, and asset-allocation analysis.

Christopher Picciurro is a financial advisor with Cabin Advisors, LLC, holding the PFS™ designation and over 20 years of industry experience. He has worked with multiple firms, including Integrated Financial Group and Center Street Advisors, and is the founder of Teaching Tax Flow LLC, an educational platform focused on tax planning. His other roles include managing partner of Integrated Financial Group and involvement in practice management and consulting through Semper Cresente LLC. Cabin Advisors, LLC serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm manages approximately $220.2 million across 368 client relationships and offers financial planning, portfolio management, unified managed accounts, sub-advisory services, and variable annuity management through a team of 14 advisors.

Kyle Klinger is a financial advisor at Cabin Advisors, LLC in San Diego, CA, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Copley Financial Group, Inc., Heritage Tax and Insurance Services, Inc., and Allen Mooney and Barnes Investment Advisors LLC. Outside of advisory work, he is an independent contractor involved in residential mortgage loan originations. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, unified managed accounts, and sub-advisory services, using an investment approach that includes fundamental and technical analysis as well as due diligence on alternative investments.

Christopher Wood is a financial advisor at Cabin Advisors, LLC in Grapevine, TX, holding Series 63 and Series 65 registrations with one year of industry experience. Prior to joining Cabin Advisors, he worked at Arete Wealth Management and has a background in the medical device industry with Medtronic and Alcon. He is also a partner at Arno Wealth, LLC, which provides tax and financial planning services. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm offers a range of services including financial planning, portfolio management, and unified managed accounts, employing fundamental, technical, cyclical, and asset-allocation analysis in its investment approach.

Colleen Graff is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She also serves as a registered principal at JCC Capital Markets LLC and Cabin Securities Inc., focusing on investment banking, mergers and acquisitions, and private placements. Cabin Advisors manages approximately $220 million across a range of clients, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, portfolio management, and sub-advisory services, utilizing fundamental and technical analysis alongside due diligence on alternative investments.

Logan Cox is a financial advisor with Cabin Advisors, LLC, holding a Series 66 credential and six years of industry experience. He previously worked at Arete Wealth Advisor LLC and Arete Wealth Management LLC for five years. Outside of his advisory role, he is a partner in Eric and Logans Sports Card Adventure LLP, which buys and sells sports cards online. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, unified managed accounts, and sub-advisory services, employing a multi-faceted investment approach including fundamental, technical, and cyclical analysis.

William Candler is a financial advisor with Cabin Advisors, LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has held roles at Cabin Advisors since 2021 and has prior experience at Valley Pointe, LLC and JCC Advisors LLC. Outside of his advisory work, he is a partner in Ozark Kri-Kri, LLC, an animal breeding business on his family farm. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220.2 million across 368 client relationships with a team of 14 advisors. The firm offers a range of services including financial planning, portfolio management, and unified managed accounts, using fundamental, technical, cyclical, and asset-allocation analysis in its investment approach.

Walter Nelson is a financial advisor at Cabin Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Arete Wealth Advisors LLC, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory role, he is a board member and partner of Blue Line Ambassadors, a nonprofit supporting Fort Worth police officers, and part owner of BWE LLC, a motivational speaking and corporate coaching business. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220.2 million across 368 client relationships with a team of 14 advisors. The firm offers comprehensive financial planning and portfolio management with an investment approach that includes fundamental, technical, cyclical, and asset-allocation analysis.

Robert Vonderharr is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Great Point Advisors, OSAIC, Independent Financial Group, and nearly two decades at Vonderharr Wagner Associates. Outside of financial advising, he owns a CPA practice focused on income tax preparation and manages a homeowners association near Shelby, North Carolina. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, and sub-advisory services, employing a range of investment analyses and conducting due diligence on alternative investments.

Sterling Louviere is a financial advisor at Cabin Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cabin Securities, Inc., Claraphi Advisory Network, LLC, and Newbridge Securities. Outside of advising, he is president of Financial Architects, Inc., a firm providing consulting on tax and retirement planning strategies, and serves on the board of directors for Altadena Rotary Charities. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships. The firm provides financial planning, portfolio management, and sub-advisory services using fundamental, technical, cyclical, and asset-allocation analysis, and conducts due diligence on illiquid alternative investments.

Lawrence Steinberg Jr. is a financial advisor at Cabin Advisors, LLC in Pasadena, CA, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Claraphi Advisory Network, LLC and Newbridge Securities. Outside of advisory work, he is a minority owner in a professional sports agency and a law firm focused on tax optimization and estate planning, among other business interests. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing over $220 million across 368 client relationships. The firm provides financial planning, portfolio management, unified managed accounts, and sub-advisory services, employing a range of investment analyses and due diligence on alternative investments.

James Sarandis is a financial advisor with Cabin Advisors, LLC, holding a Series 66 designation and eight years of industry experience. He has prior experience at Arete Wealth Management LLC and Guardian Life Insurance. He is also a partner at Arno Wealth, LLC, providing investment-related, tax, and financial planning services. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management, and unified managed accounts, with an investment approach that includes fundamental, technical, cyclical, and asset-allocation analysis.

Billy Aycock is a financial advisor at Cabin Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Arete Wealth Advisors, LLC and Center Street Securities. Outside of his advisory role, he serves as president of Hazel's Heroes, a personal charitable organization supporting children with type 1 diabetes. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220.2 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, and sub-advisory services, using a variety of investment approaches including fundamental, technical, and asset-allocation analysis.