Advanced analytics. Personalized support. One powerful platform.

The Power Behind WIN Portfolios

At WIN Portfolios, we believe that intelligent investing begins with innovation, insight — and the right support. That’s why we’ve partnered with EdgeTech Analytics, a leader in advanced investment technology and data-driven portfolio design. EdgeTech’s powerful platform is the engine behind WIN Portfolios, delivering the precision, discipline, and adaptability that today’s investors demand.

But this partnership goes beyond technology.

EdgeTech brings together a talented team of analysts, developers, and strategists with deep institutional experience and a forward-thinking approach to risk and performance. Their expertise fuels the smart strategies at the heart of WIN Portfolios.

At the same time, our dedicated business development team helps advisors bring these strategies to life — equipping them with the tools, coaching, and resources they need to help grow and scale their practices with confidence.

This strategic alliance empowers our advisors and their clients with:
- Dynamic asset allocation based on forward-looking analytics
- Real-time risk assessment and performance optimization
- Cost-effective, diversified investment models tailored to client goals
- Personalized business development support designed to drive advisor success

Together, WIN Portfolios and EdgeTech Analytics bring clarity to complexity — transforming data into decisions, and goals into growth potential.

Where Innovation Meets Insight — and Data Helps Drives Growth.

WIN Portfolios + EdgeTech Analytics: The Team Powering Intelligent Investing

The WIN Portfolios and EdgeTech Analytics team combines advanced investment technology with personalized advisor support to deliver a single, unified platform built for precision, adaptability, and growth. Together, they transform complex data into clear strategies that empower advisors and elevate client outcomes.

And behind this powerful partnership?
A team of innovators, strategists, and visionaries — each bringing their expertise to help you and your clients win. Meet the team behind the power.

WIN Portfolios — Business Development

SHANNON BRITT

Shannon served in various Bank management roles for thirty-four years. His service included working with Money Concepts to establish successful bank-based wealth management solution centers in multiple banks. Shannon joined Money Concepts in 2017 to further this development and assist with advisor recruitment. In November 2019, he assumed the role of leading Business Development at WIN Advisors.

Shannon works with Money Concepts Advisors to educate and provide materials for their clients. Additionally, Shannon collaborates closely with EdgeTech Analytics to deliver updates and enhancements to WIN Portfolios.

Shannon can be reached at (636) 925-3000 or via email at shannon@WinPortfolios.com.

EdgeTech Analytics — President

DREW HARPEL

Drew always shows reverence for those who break down complex concepts into their most fundamental elements, whether they are athletes, musicians, mathematicians, or inventors. — Rebuilding them in ways never seen or thought of before. He and the EdgeTech team are passionate about sharing these unconventional approaches to the investment technology space and directly to advisors and clients.

Working closely with both the development and distribution teams, Drew oversees implementation for all EdgeTech partnerships. Nearly a decade in the fin-tech area has taught Drew that no two advisors or clients are the same. Each comes with its own unique set of opportunities. Finding creative and effective solutions for advisors can only be accomplished by leveraging technology, which is at the heart of what Drew does every day.

Drew can be reached at dharpel@edgetechanalytics.com.

EdgeTech Analytics — Founder & CEO

AL SCOFIELD

Al is a forty-year securities industry veteran and has owned his investment advisory firm for thirty years (Scofield & Company, LLC). He holds his Series 1, 7, 24, and 63 securities licenses.

Originally a steelworker with Republic Steel, Al soon followed his passion into the securities industry, building lasting relationships with clients and colleagues. His colleagues inquired about his management methodology, prompting Al to consider the business viability of his algorithmic technical analysis. Al founded EdgeTech to help other advisers manage portfolios actively and intelligently.

As the President and owner of EdgeTech, Al serves as the driving force for innovation and growth. Al is in constant communication with EdgeTech's in-house developers regarding ongoing software improvements. He regularly works with WIN Advisors to maximize the value inherent in EdgeTech’s software.

Al can be reached at ascofield@edgetechanalytics.com.

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It's natural to let our emotions get to us, but by leaving it to us, you can save yourself a lot of stress and worry by trusting in the technology. We have built-in systematic solutions to deal with swings in the market. And yes, that includes major market crashes.