Company: MKLY
Filing Date: 2025-06-17
Form Type: DRS/A
Source: 0001213900-25-054874
Chunk: 163

Company: McKinley Acquisition Corp
Filing Date: 2025-06-17
Form: DRS/A
Chunk 163
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 strategic execution following a growth investment from Solaia Capital. Tommaso holds an MBA from the Kellogg School of Management, is a Chartered Financial Analyst (CFA®) charterholder, and earned a double Master’s degree in Engineering from the University of Florence (Environmental Engineering) and the Technical University of Denmark (Civil Engineering). We believe that Mr.Breschi’s experience in mergers and acquisitions, evaluating investments, post -mergerintegration, and financial planning and strategic execution, make him well qualified to serve as a member of our board of directors. Kevin Beard — Director Kevin Beard is a seasoned executive in the wealth management industry, bringing over two decades of experience in independent broker -dealer(IBD) growth, acquisitions, and advisor recruitment. He currently serves as Chief Growth Officer and Founding Partner at Atria Wealth Solutions, a modern wealth management holding company he co -foundedin 2017. At Atria, Mr. Beard is responsible for the firm’s overall growth and acquisition strategy, as well as financial professional recruitment. Under his leadership, Atria has expanded to support over 2,500 financial professionals and manage more than $100 billion in client assets. Prior to founding Atria, Mr. Beard served as Executive Vice President of Recruiting and Acquisition Strategy at AIG Advisor Group, where he developed the firm’s advisor recruiting strategy and led the comprehensive planning process for all acquisitions. He also held the position of Senior Vice President of Corporate Strategy at Royal Alliance Associates subsidiary of AIG Advisory Group and the largest IBD within the AIG Network. Earlier in his career, Mr. Beard was Regional Director at Rehmann and co -foundedtwo firms: Innovative Advanced Resources, a specialized high -net -worthinvestment distribution and business advisory firm, and Beard Management Inc., a wealth management consulting firm. At Innovative resources, Mr. Beard was instrumental in assisting and developing some of the top accounting firms entrée into wealth management. Mr. Beard is actively involved in industry and philanthropic initiatives. He serves as Northeast Ohio Corporate Chair for the Arthritis Foundation, Secretary for the Financial Services Institute (FSI) Marketing Council, and is a member of the Diversity and Inclusion Committee for the Bank Insurance & Securities Association (BISA). In recognition of his leadership, he was named to Investment News Hot List 2023 and received the Wealth Solutions Report Pathfinder Award as one of the top Black leaders in wealth management. Mr. Beard holds a Bachelor of Arts in Finance from Kent State University. Together,