Alex Wu is a CFP® professional currently with Advisor Share Wealth Management, LLC and has been in the financial advisory industry for one year. Prior to joining Advisor Share Wealth Management, he was associated with Eagleview Financial for three years. He also has experience in the restaurant industry. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans, offering portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers.

Stephen Harper is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Simplicity Wealth, LLC for six years and has owned Preservation Wealth Consultants LLC since 2012, providing tax preparation and advisory services. Harper is also an enrolled agent with the IRS and serves as a speaker at local churches several times a year. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm provides portfolio management, a web-based asset management platform, and access to alternative and private investments, operating alongside affiliated entities that support various financial and real estate services.

Donald Hoffman is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He previously worked at Horter Investment Management for five years. Outside of his advisory role, he serves as Service Director at New Life Church in Renton and has operated an insurance brokerage focused on solutions for pre-retirees and retirees since 1986. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, typically implementing client strategies through third-party sub-advisers and model portfolios on both discretionary and non-discretionary bases.

Richard Kirk is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 65 designation and nine years of industry experience. He has worked at firms including Peace of Mind Wealth Management, Virtue Capital Management, LLC, and Horter Investment Management. Outside of advising, he is also an insurance broker at Lifeguard Retirement Planning, where he sells annuity, life, long-term care, and senior health insurance products. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, often implementing strategies through third-party sub-advisers and model portfolios.

Matthew Brady is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 65 designation and three years of industry experience. He is also the President and CEO of Brady Benefits & Associates, LLC, where he has advised businesses on employee benefits, including 401(k), 403(b), individual IULs, and annuities since 2011. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm utilizes third-party sub-advisers and model portfolios, provides alternative and private investment options, and offers a web-based asset management platform for independent advisers.

Jared Argo is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Advisor Share Wealth Management, he worked at Creative Financial Designs, Inc., Lincoln Investment, and Bullseye Construction. He also owns Argo Retirement Solutions, through which he provides financial advisory and insurance services including Medicare and health insurance enrollment. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, often implementing strategies through third-party sub-advisers and model portfolios.

Donald Cameron is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at Brookstone Capital Management, TCM Securities, Inc., and has operated Cameron Financial since 1995. Outside of his advisory roles, he is also licensed as an insurance agent, selling life insurance, fixed annuities, and long-term care insurance products. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, typically implementing client strategies through third-party sub-advisers and model portfolios.

Kurt Berry is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at First Advisors National, LLC, Vanderbilt Advisory Services, LLC, Vanderbilt Securities, LLC, Regal Investment Advisors, LLC, and Regulus Advisors, LLC. He is also the owner of Stillwater Financial, LLC, where he works as a financial health coach and sells various insurance products. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform for independent advisers, and it typically uses third-party sub-advisers and model portfolios to implement client strategies.

Michael Tran is a financial advisor with Advisor Share Wealth Management, LLC and holds a Series 65 credential. He has three years of industry experience, previously working at Portfolio Medics and LifePro Financial Services. Outside of advising, Mr. Tran works as a software consultant for Soluteks Inc. and has experience as an insurance agent selling annuities and life insurance. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm employs third-party sub-advisers and model portfolios, offering both discretionary and non-discretionary management, and provides access to alternative and private investments for eligible clients.

Michael Wurster is a financial advisor with Advisor Share Wealth Management, LLC in Naples, FL. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior firms include Virtue Capital Management, LLC and Horter Investment Management. Wurster is also licensed to provide life and annuity products through Simplicity and AdvisorShare. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm provides portfolio management, retirement-plan services, and a web-based platform for independent advisers, often implementing client strategies through third-party sub-advisers and model portfolios on a discretionary or non-discretionary basis.

Michael Nolan Jr. is a financial advisor with Advisor Share Wealth Management, LLC in Vancouver, WA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His previous roles include positions at Sequent Planning, LLC, Allstate Financial Advisors, LLC, and Thrivent Investment Management. Nolan is also an insurance agent offering insurance products and services to clients and prospects. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, implementing client strategies through third-party sub-advisers and model portfolios on a discretionary or non-discretionary basis.

Stewart Scothorn is a financial advisor at Advisor Share Wealth Management, LLC with a Series 65 designation. He has one year of industry experience and has been employed at Advisor Share Wealth Management since 2026. He also has a longstanding role at The Benefit Link, Inc., where he has worked since 2010. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers, implementing client strategies through third-party sub-advisers and model portfolios.

Veronica Osmonov is a CFP® professional with 13 years of industry experience, currently serving at Advisor Share Wealth Management, LLC. Her prior roles include positions at Peace of Mind Private Wealth Management and Horter Investment Management. She is also an insurance agent specializing in the sale of insurance and annuities. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, often implementing strategies through third-party sub-advisers and model portfolios.

James Wisdom is a CFP® with 14 years of industry experience. He is currently with Advisor Share Wealth Management, LLC and previously worked nine years at Harvest Investment Services, LLC. He also owns James L. Wisdom Insurance Services, where he provides fee-based consumer-driven health financial planning and occasional life and long-term care insurance sales. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans, utilizing third-party sub-advisers and model portfolios across discretionary and non-discretionary arrangements.

Walter Wittrock Jr. is a financial advisor at Advisor Share Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at Trek Financial and his own firm, WITTROCK FINANCIAL, Inc., where he serves as president. Outside of advisory work, he is vice president of Great Lakes Fish Growers and works part-time as a solicitor for Legacy Lock, LLC, providing subscription-based estate planning software. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm utilizes third-party sub-advisers and model portfolios and provides web-based asset management and practice platforms to independent advisers.

Shaun Vaught is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been associated with Cetera Advisor Networks LLC since 2015 and operates Vaught And Muela Insurance Services. Outside of his financial career, he serves as a pastor at the Christian Worship Center, a role he has held since 1995. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers, utilizing third-party sub-advisers and model portfolios to implement client strategies.

Gary Sipos is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 65 credential and 17 years of industry experience. He has worked with multiple firms, including Donor Motivation San Francisco and Retirement Wealth Advisors. Outside of advisory roles, he founded College Cash Solutions, providing college financial planning and counseling services to families. Advisor Share Wealth Management serves individuals, high-net-worth clients, professional advisers, and retirement plans, offering portfolio management and financial planning. The firm utilizes third-party sub-advisers and model portfolios and provides a web-based platform to support independent advisers.

Clifford Camarda is a CFP® and ChFC® with 30 years of industry experience. He is currently with Advisor Share Wealth Management, LLC and has held advisory roles at several firms, including a long tenure at Camarda Wealth Advisory Group. Outside of his advisory work, he is also a licensed real estate agent involved in referring clients interested in real estate transactions. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans with investment advisory and financial planning services. The firm employs third-party sub-advisers and model portfolios, offers alternative and private investment options, and operates alongside affiliated entities providing platform and referral services.

David Montermini is a Series 65-licensed advisor at Advisor Share Wealth Management, LLC in Vancouver, Washington, with nine years of industry experience. He previously worked at CoreCap Advisors, Virtue Capital Management, LLC, and Horter Investment Management. Montermini also serves as president of Dreck Inc. DBA Montermini Investments & Insurance, a life and health agency. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, a web-based asset management platform, and access to alternative and private investments, operating alongside affiliated entities to deliver a broad range of services.

Arthur Bernaducci is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include working with The Retiring Baby Boomer Group, LLC, Retirement Income Advisory Group LLC, and USA Financial Securities Corporation. In addition to advising, he has been an independent insurance agent for nearly three decades. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers, typically implementing strategies through third-party sub-advisers and model portfolios on both discretionary and non-discretionary bases.

Robert Wolf is a financial advisor at Advisor Share Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at TF Wealth Management, LLC, SagePoint Financial, Woodbury Financial Services, and Horter Investment Management. Outside of his advisory role, he is president of both MPWM, Inc. dba TF Insurance and Financial Solutions and Terra Firma Business & Financial Consultants, LLC, providing insurance and business consulting services. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, implementing client strategies through third-party sub-advisers and model portfolios on both discretionary and non-discretionary bases.

Christopher Hinchey is a financial advisor at Advisor Share Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for ClarkDietrich for 14 years. Outside of advisory work, he has experience as an independent insurance agent. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional advisers, and retirement plans by providing investment advisory and financial planning services. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, often utilizing third-party sub-advisers and alternative investment options.

Richard Shelley is a financial advisor at Advisor Share Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Apollo IQ, LLC and Aegis Wealth Management, Inc. He is also the CEO of Apollo Risk Management, a consulting business focused on minimizing financial risks. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension plans. The firm offers portfolio management, retirement plan services, and a web-based asset management platform, typically implementing strategies through third-party sub-advisers and model portfolios.

David Mersky is a financial advisor at Advisor Share Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Advanced Retirement Solutions, Inc., First Affirmative Financial Network, Cabana Asset Management, and The Change Agency, LLC. He is also the owner and producer of The Change Agency, LLC, an insurance agency specializing in life, long-term care, Medicare, and health insurance. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based practice platform, and typically implements client strategies through third-party sub-advisers and model portfolios.

Michael Feriola is a Series 65-licensed advisor at Advisor Share Wealth Management, LLC with one year of industry experience. He has been associated with Ferstavi Holdings Corporation since 2013. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based platform for independent advisers, implementing client strategies through third-party sub-advisers and model portfolios on either a discretionary or non-discretionary basis.

Larry Hales is a financial advisor at Advisor Share Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Gradient Advisors LLC and Wealth Watch Advisors. Outside of his advisory role, he is the owner of Life Concepts, Inc., where he has been involved in insurance sales since 1992. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, typically implementing client strategies through third-party sub-advisers and model portfolios.

Blake Brady is a financial advisor with Advisor Share Wealth Management, LLC and holds a Series 65 designation. He has been in the industry for 0 years but has experience working with Engineered Financial Solutions and in education at California State University, Chico and Folsom Lake College. Blake also has a background in the office furniture industry. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers a web-based asset management platform and access to third-party sub-advisers, alternative investments, and discretionary and non-discretionary portfolio management.

Tony Adkison is a financial advisor at Advisor Share Wealth Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked in various roles including independent insurance agent and stewardship coach focused on family and business legacy. He previously led Stewardship Legacy Coaching, LLC and has held positions at Stewardship Advisory Group, LLC and Prime Concepts, LLC. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm uses third-party sub-advisers and model portfolios for client strategies and offers alternative and private investment options alongside a web-based management platform.

Susan Iverson is a CFP® professional with 26 years of experience in the financial advisory industry. She is currently with Advisor Share Wealth Management, LLC and has prior experience at Financial Gravity Wealth, Inc. and SYNERGY Business Resources, where she has been involved for over 10 years. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform for independent advisers, typically implementing client strategies through third-party sub-advisers and model portfolios.

Blair Schadler is a financial advisor at Advisor Share Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Peace Of Mind Wealth Management and Horter Investment Management. Outside of his advisory role, Schadler is involved in a recruitment business focused on helping financial advisors improve their marketing efforts and connect with strategic partners. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, a web-based asset management platform, and access to alternative and private investment options, operating through both discretionary and non-discretionary arrangements.

Scott Smith is an advisor with Advisor Share Wealth Management, LLC, holding a Series 65 credential and beginning his advisory career in 2026. He has worked with Royal Legal Solutions since 2015. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers, typically implementing client strategies through third-party sub-advisers and model portfolios.

Robert La Spada is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Advisor Share Wealth Management, LLC and has prior experience at Wealth Watch Advisors and Brookstone Capital Management, LLC. Outside of his advisory work, he is involved in commercial and residential real estate brokerage through Las Vegas Financial Group and Star7 Realty, and he is also engaged in insurance and precious metals sales. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, typically implementing client strategies through third-party sub-advisers and model portfolios on both discretionary and non-discretionary bases.

James Silvagni is a financial advisor at Advisor Share Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at GWN Securities, Inc., Equity Services Inc, and National Life Group. Outside of his primary role, he is involved with several ventures including an informational website on retirement topics and a federal retirement education initiative. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and institutional plans. The firm employs third-party sub-advisers and model portfolios, provides alternative and private investment options, and supports clients on both discretionary and non-discretionary bases.

John Kozak III is a financial advisor at Advisor Share Wealth Management, LLC with seven years of industry experience. He previously worked at Virtue Capital Management, LLC and has a long tenure with Kozak Financial since 2000. Outside of advisory work, he has served in public safety roles, including as a firefighter for the Cincinnati Fire Department and Chester Fire Department, and is involved with Elite Resources Team, which trains advisors to collaborate with CPAs. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm uses a platform-based approach, offering portfolio management and alternative investment options through third-party sub-advisers, with services available on discretionary or non-discretionary bases.

Cecil Hight is a CFP® with 21 years of experience in the financial industry, currently serving at Advisor Share Wealth Management, LLC. His career includes roles at UBS Financial Services and multiple entrepreneurial ventures, including Stewardship Legacy Coaching, where he has been involved in teaching and coaching. He also holds leadership positions in healthcare-related companies outside the investment industry. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm utilizes a range of third-party sub-advisers and model portfolios and offers alternative and private investment options, operating alongside affiliated entities that provide comprehensive platform and referral services.

Jeffrey Blocker is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Advisor Share Wealth Management, he operated Bean Harbor Advisors LLC and worked at Foundations Investment Advisors LLC and Impact Partnership Wealth, LLC. He also owns Bean Harbor Advisors, where he provides insurance and annuity solutions as well as non-legal estate planning administrative services. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm employs third-party sub-advisers and model portfolios to implement strategies and provides alternative investment options alongside a web-based platform for independent advisers.

Timothy Meyer is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. His career includes roles at multiple firms such as Redwood Private Wealth, Engineered Financial Solutions, Fusion Capital Management, and Virtue Capital Management. He is also a licensed insurance producer specializing in life, health, and fixed insurance products. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm implements client strategies through selected third-party sub-advisers and model portfolios, providing alternative investment options and operating with recognized fiduciary obligations.

Larry Dykes is a financial advisor at Advisor Share Wealth Management, LLC with 21 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include four years at Sequent Planning, LLC and ongoing involvement with HR Cloud LLC DBA Skyview Partners since 2013, alongside a long tenure at General American Life Insurance Company beginning in 1988. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, implementing client strategies using third-party sub-advisers and model portfolios on a discretionary or non-discretionary basis.

Rexford Cattanach is a financial advisor at Advisor Share Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Sequent Planning, LLC, First Income Advisors, Gradient Advisors, LLC, and Keats Group, LLC, where he serves as president of a single-member wealth management and financial planning business. He is also an active member of the Stillwater Rotary Club, participating in community service and fundraising activities. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm employs a platform-based approach, often utilizing third-party sub-advisers and model portfolios, and offers alternative and private investment options to eligible clients.

Jeffrey Bettermann is a financial advisor at Advisor Share Wealth Management, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including Peace of Mind Planning LLC and CUNA Brokerage Services, Inc. Bettermann also owns Thorngate Financial, where he operates as an independent insurance agent. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, utilizing third-party sub-advisers and model portfolios for client strategies.

John Marshall is a financial advisor at Advisor Share Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Advisor Share Wealth Management, he worked with Risk & Tax Mitigation Solutions, Inc. and Allied Elite Financial, and he was an Independent Life and Annuity Agent for 14 years. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, typically implementing client strategies through third-party sub-advisers and model portfolios on both a discretionary and non-discretionary basis.

David Nieset is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 63 designation and 36 years of industry experience. His prior roles include positions at Generational Wealth Management, LPL Financial LLC, and Avantax, among others. He is also involved in tax preparation and accounting services through The Business Center. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, typically implementing client strategies through third-party sub-advisers and model portfolios on either a discretionary or non-discretionary basis.

John Lowry is a financial advisor at Advisor Share Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Redhawk Wealth Advisors, Inc. for 12 years and Newtown Wealth Management Inc. for one year. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, typically implementing client strategies through third-party sub-advisers and model portfolios on a discretionary or non-discretionary basis.

Kara Mitchell is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 65 credential and having eight years of industry experience. She is also the president and owner of GoldenCrest Consulting, a business consulting and lead generation firm serving small business owners in various fields. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, alternative investment options, and a web-based practice platform, typically implementing client strategies through third-party sub-advisers and model portfolios.

Jeffrey Riesberg is a financial advisor with Advisor Share Wealth Management, LLC in Lincoln, Nebraska, holding Series 63 and Series 66 licenses and with 20 years of industry experience. His prior roles include positions at Sequent Planning, LLC, Allstate Financial Advisors, LLC, and TD Ameritrade, INC. Outside of his advisory work, Riesberg owns a Medicare agency and acts as a solicitor referring clients to an estate preservation firm. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management and retirement-plan services, utilizing third-party sub-advisers and model portfolios, and provides alternative and private investment options to eligible clients.

James Bowers is a financial advisor at Advisor Share Wealth Management, LLC with 10 years of industry experience. He holds the Series 65 designation and has worked at several firms, including Aegis Wealth Management, Wealth Watch Advisors, and Simplicity Wealth, LLC. In addition to his advisory role, he owns and manages Bowers & Associates, LLC, where he is involved in annuity, life, and health insurance marketing and sales. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional investment advisers, and retirement plans by providing investment advisory and financial planning services. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, often implementing strategies through third-party sub-advisers and model portfolios.

Richard Luckow is a financial advisor at Advisor Share Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera Wealth Services, Gradient Advisors LLC, and Virtue Capital Management. Luckow has also been a self-employed insurance agent since 1993, selling fixed insurance products. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based platform for independent advisers, typically using third-party sub-advisers and model portfolios to implement client strategies.

John White is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Sequent Planning, LLC, JAWCLU, LLC dba Financial Guideposts, and Onyx Wealth Advisors, Inc. He also operates a sole proprietorship offering advisory and insurance services. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, often implementing client strategies through third-party sub-advisers and model portfolios.

Ian Schrup is a financial advisor at Advisor Share Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Redhawk Wealth Advisors, Inc. Outside of finance, he is involved with H&B Specialized Products, where he assembles and installs school lockers, athletic equipment, and stadium seating. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm uses third-party sub-advisers and model portfolios to implement client strategies and offers alternative and private investment options to eligible clients.