William Adelmann is a CFP® professional with one year of industry experience, currently serving at Adelmann Financial, Inc. He has held roles at Adelmann Financial since 2021 and previously worked at Christian Care Ministry and American Burglary Protection. Adelmann Financial, Inc. provides continuous investment supervisory services and financial planning to individuals, trusts, and employer-sponsored retirement plans. The firm employs a Modern Portfolio Theory-guided approach with a focus on asset allocation, using primarily exchange-traded funds and no-load or load-waived mutual funds, and offers retirement-plan consulting services as an ERISA 3(21) advisor.

Russell Adelmann is a CFP® professional with 27 years of experience in financial advising. He has been with Adelmann Financial, Inc. since 1994 and holds a Series 63 designation. The firm provides continuous investment supervisory services and ongoing financial planning to individuals, trusts, and employer-sponsored retirement plans. It manages portfolios primarily with exchange-traded funds and no-load or load-waived mutual funds, using an approach guided by Modern Portfolio Theory that combines passive and active management with an emphasis on asset allocation over security selection.