Kilter Group

Dyer Mccabe Jr. is a CFP® and ChFC® practicing with Kilter Group, where he has been since 2024. He has 21 years of industry experience, including 15 years at Primerica Advisors and seven years at Invst, LLC. Outside of advisory work, he manages Kilter Consulting, LLC, which provides consulting services in generational transitions, sale preparation, and exit planning. Kilter Group serves individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm employs a macro-environmental, tactical asset allocation approach and integrates digital estate-document services, insurance brokerage, and consulting as part of its multi-office advisory platform.

Luz Curiel is a financial advisor at Kilter Group with three years of industry experience. She holds a Series 65 designation and has worked previously at Invst LLC, Challenger Wealth Management, and Morgan Stanley. Kilter Group serves individuals, foundations, trusts, estates, corporations, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm employs a macro-environmental, tactical asset-allocation approach and incorporates various investment vehicles along with technology tools to align strategies with client risk profiles.

Stephanie Holston is a financial advisor with Kilter Group in Wichita, KS, holding Series 63 and Series 65 licenses. She has over a decade of experience in the financial services industry, including roles at Northwestern Mutual Wealth Management Company and Aaron Stark. Kilter Group serves individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations with portfolio management, financial planning, and pension consulting. The firm’s investment process involves a macro-environmental, tactical asset-allocation strategy incorporating sector rotation and a relative growth/value framework, utilizing mutual funds, ETFs, equities, alternatives, and fixed income.

Jasmine Miller is a financial advisor at Kilter Group with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Thrivent Financial, Invst, LLC, and Woodley Farra Manion Portfolio Management. In addition to her advisory role, she holds an insurance agent license with minimal time spent on that activity. Kilter Group serves individuals, foundations, trusts, estates, corporations, and charitable organizations, offering portfolio management, financial planning, and pension consulting services. The firm employs a tactical asset-allocation investment approach and integrates third-party risk-analysis tools, operating across multiple offices while providing ancillary services such as digital estate-document offerings and insurance brokerage.

Christina White is a CFP® with 16 years of experience in the financial industry. She is currently with Kilter Group, joining the firm in 2025, and has prior experience at Beacon Pointe Insurance Services, Beacon Pointe Advisors, Keeney Financial Group, Triad Advisors, VOYA Financial Advisors, and Egan, Berger & Weiner. She is also registered as an insurance agent involved in the sale of life, health, and accident insurance products. Kilter Group serves individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm employs a macro-environmental, tactical asset-allocation process and incorporates multiple tools and services, including third-party risk analysis, independent managers, and estate-planning document access, across its multi-office platform.

Jennifer Ziesk is a financial advisor with Kilter Group, holding Series 63 and Series 65 designations and 21 years of industry experience. She has previously worked with Lifetime Wealth Management P.C. and BFT Financial Group, LLC. Ziesk is also licensed as an insurance agent, dedicating less than 10% of her time to this activity. Kilter Group serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting, employing a macro-environmental, tactical asset-allocation approach that utilizes mutual funds, ETFs, equities, alternatives, and fixed income.

Peter Egolf is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Kilter Group since 2025 and previously was involved with One Day In July LLC for five years. His background includes roles in both public and private sectors, including the City of Burlington and several organizations related to technology and academia. Kilter Group serves individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a macro-environmental, tactical asset-allocation approach using a variety of investment vehicles and integrates third-party risk analysis and online planning tools to align client strategies.