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Joel P

Series 66

Holland, MI

Advisory Alpha, LLC

Joel Palmbos is a financial advisor at Advisory Alpha, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also involved with Vision Financial Group as a wealth advisor and insurance agent. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, offering financial planning and specialized retirement-plan solutions. The firm employs a centralized Investment Team that uses a fund-of-funds approach and serves as a subadvisor and co-advisor to other registered investment advisers.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Josef M

Series 65

Norfolk, VA

Advisory Alpha, LLC

Josef Mehall is a financial advisor with Advisory Alpha, LLC, holding a Series 65 credential and no prior industry experience. He has entrepreneurial experience through his ownership of Ideas by Mike LLC, a firm providing financial services, consulting, and education, as well as Mehall Financial LLC, which focuses on fixed insurance product sales. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and manages a broad range of managed portfolio series using a primarily fund-of-funds approach.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Elijah B

Series 65

Holland, MI

Advisory Alpha, LLC

Elijah Beckwith is a financial advisor at Advisory Alpha, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Computer Aid, Inc. for five years. In addition to his advisory role, he serves as Director of Client Experience at Schipper and Osterink, providing financial management, consulting, and insurance services. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients through a centralized Investment Team that employs a fund-of-funds approach across various managed portfolio series. The firm also offers specialized retirement plan solutions and serves as a subadvisor and co-advisor to other registered investment advisers.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Robert K

Series 65

Holland, MI

Advisory Alpha, LLC

Robert Kort is a financial advisor at Advisory Alpha, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Advisory Alpha since 2020, following prior roles at Planners Alliance LLC and AlphaStar Capital Management. Kort also operates Kort Advisor Group, where he conducts insurance sales and client meetings related to annuity contracts. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and manages a diverse range of managed portfolio series using a fund-of-funds approach with discretionary management.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Jaden E

Series 65

Holland, MI

Advisory Alpha, LLC

Jaden Elenbaas is a Series 65-licensed financial advisor with three years of industry experience, currently working at Advisory Alpha, LLC. Prior to joining Advisory Alpha, he held roles at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. In addition to his advisory work, Elenbaas is involved in insurance sales and provides financial and consulting services through Vision Financial Group. Advisory Alpha is an SEC-registered multi-team firm managing over $4.3 billion for individual and high-net-worth clients. The firm employs a centralized Investment Team that uses a fund-of-funds approach and serves as a subadvisor and co-advisor to other RIAs, offering specialized retirement-plan solutions and discretionary portfolio management.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Karron W

CFP®, Series 65

Little Rock, AR

Advisory Alpha, LLC

Karron Wages is a CFP® certified financial advisor with 20 years of industry experience, currently with Advisory Alpha, LLC since 2022. Prior to this, Karron worked for 17 years at Financial Decisions, Inc., where he also holds a role as president with limited ongoing involvement. Advisory Alpha manages over $4.3 billion in assets for individual and high-net-worth clients, offering a diversified investment approach guided by a centralized Investment Team and providing financial planning, specialized retirement-plan solutions, and co-advisory services to other registered investment advisers.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Ramona P

Series 63, Series 66

Holland, MI

Advisory Alpha, LLC

Ramona Pearson is a financial advisor at Advisory Alpha, LLC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at multiple firms, including Planners Alliance LLC and H.D. Vest Advisory Services. Outside of advisory work, she is president of a CPA firm providing tax compliance services and serves as a board member of a homeowners association. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients, offering financial planning, specialty retirement-plan solutions, and subadvisory services. The firm utilizes a centralized Investment Team employing a fund-of-funds approach across diverse managed portfolios and is notable for its active co-advisory roles and specialized programs for retirement plans and real estate solutions.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Bryan G

Series 65

Greensboro, NC

Advisory Alpha, LLC

Bryan Gaiser is a financial advisor with Advisory Alpha, LLC, holding a Series 65 license and 14 years of industry experience. His prior roles include Foundations Investment Advisors LLC and FormulaFolios Investments. He serves as chapter president of the American Financial Education Alliance, delivering financial wellness and educational workshops in the Greensboro community. Advisory Alpha is an SEC-registered adviser managing over $4.3 billion for individual and high-net-worth clients. The firm employs a centralized Investment Team using a fund-of-funds approach and provides specialized retirement-plan solutions, subadvisory and co-advisory services to other registered investment advisers.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Ryan M

Series 65

Salisbury, NC

Advisory Alpha, LLC

Ryan Mesimer is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Gradient Advisors LLC and Bostian Retirement. In addition to his advisory role, he owns Northridge Wealth Advisors, providing financial, education, and consulting services, and is a licensed insurance agent involved in the sale of fixed insurance products. Advisory Alpha serves a diverse retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors and employs a broad range of managed portfolio strategies overseen by an internal Investment Team.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Deirdre H

Series 65

Walla Walla, WA

Advisory Alpha, LLC

Deirdre Hafen is a financial advisor at Advisory Alpha, LLC with 14 years of industry experience. She holds a Series 65 credential and previously worked at Tucker Asset Management LLC for nine years. Hafen also owns Hafen Financial, a firm providing financial services, consulting, and fixed insurance product sales. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors and employs a diverse range of managed portfolio strategies overseen by an internal Investment Team.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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David L

Series 65

Prescott Valley, AZ

Advisory Alpha, LLC

David Loskill is a financial advisor with Advisory Alpha, LLC and holds a Series 65 credential. He has four years of experience at Advisory Alpha and four years at Tucker Asset Management LLC, along with sixteen years operating Loskill Financial Group L.L.C., where he provides financial services and insurance products. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also supports other registered investment advisors through subadvisory and co-advisory arrangements and manages a diverse range of managed portfolio strategies.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Ronald M

Series 63, Series 65

Perrysburg, OH

Advisory Alpha, LLC

Ronald Myers Jr. is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining Advisory Alpha in 2020, he worked at Planners Alliance and Alphastar Capital Management, and he has been involved with Citizen Advisory Group since 2008. In addition to his advisory role, Myers is licensed as a life and health insurance salesperson with Citizen Advisory Group. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other RIAs, managing a diverse range of portfolios with discretionary allocation and a variety of managed strategies.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Adam N

Series 65

Naperville, IL

Advisory Alpha, LLC

Adam Naser is a financial advisor with Advisory Alpha, LLC, holding a Series 65 designation and two years of industry experience. He previously worked at Brookstone Wealth Advisors, Gradient Advisors, AE Wealth Management, and O'Connor Wealth Management. Naser is also a co-owner and investment advisor representative at Naser & O'Connor Wealth Management. Advisory Alpha is an SEC-registered advisory firm managing over $4.3 billion for individual and high-net-worth clients. The firm employs a fund-of-funds approach through a centralized Investment Team and serves as a subadvisor and co-advisor to other registered investment advisers.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Ryan E

Series 63, Series 66

Holland, MI

Advisory Alpha, LLC

Ryan Elenbaas is a financial advisor with Advisory Alpha, LLC and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of advising, he is a partner in a flight school business. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm manages portfolios through a variety of managed strategies and also provides subadvisory and co-advisory services to other registered investment advisors.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Glenn H

Series 63, Series 65

Lincolnshire, IL

Advisory Alpha, LLC

Glenn Hansen is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Advisory Alpha and Hansen Financial Management since 2020 and previously spent seven years at Noble Marketing. Outside of his advisory roles, Hansen is a licensed insurance agent engaged in insurance and annuity sales. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and manages a broad range of managed portfolio strategies.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Matthew S

Series 65

Nashville, TN

Advisory Alpha, LLC

Matthew Swinford is a financial advisor at Advisory Alpha, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at JB Growth Partners, 1-800 Accountant, and Online Trading Academy. Advisory Alpha is an SEC-registered enterprise adviser managing over $4.3 billion for individual and high-net-worth clients through roughly 60 advisors. The firm employs a fund-of-funds approach with discretionary portfolio management and serves as a subadvisor and co-advisor to other registered investment advisers.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Martin L

CFP®, Series 63, Series 66

Perrysburg, OH

Advisory Alpha, LLC

Martin Lopez Tuero is a CFP® with eight years of industry experience, currently serving as a financial advisor at Advisory Alpha, LLC since 2020. He has previously worked at Citizen Advisory Group, Planners Alliance, LLC, Charles Schwab, and held a position with the State of Indiana. In addition to his advisory role, he is licensed to sell insurance products. Advisory Alpha, LLC serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors, managing portfolios that include a diverse range of managed strategies typically implemented through fund-of-funds structures.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Ian T

Series 63, Series 65

Perrysburg, OH

Advisory Alpha, LLC

Ian Thanasiu is a financial advisor at Advisory Alpha, LLC with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Advisory Alpha in 2026, he worked at W&S Brokerage Services and Western & Southern Life. Before entering the financial industry, he was involved in management at Expresso Car Wash and the Perrysburg School System. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients through a centralized Investment Team using a fund-of-funds approach across diversified portfolio series. The firm also serves as a subadvisor and co-advisor to other registered investment advisers and provides specialized retirement-plan solutions.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Luke F

Series 63, Series 65

Perrysburg, OH

Advisory Alpha, LLC

Luke Franks is a financial advisor with Advisory Alpha, LLC based in Perrysburg, Ohio. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Advisory Alpha, he worked at Fifth Third Securities and Fifth Third Bank. Outside of his advisory role, he is also a licensed insurance agent involved in the sale of fixed insurance products. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, supported by about 60 advisors. The firm employs a fund-of-funds investment approach with discretionary portfolio management and serves as a subadvisor and co-advisor to other registered investment advisers.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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Mark O

Series 63, Series 65

Holland, MI

Advisory Alpha, LLC

Mark Oneil is a financial advisor at Advisory Alpha, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Advisors National, LLC and Cetera Advisors LLC. Outside of his advisory role, he serves as Managing Director of O'Neil Insurance Agency, where he is involved in insurance sales, education, consulting, and coaching, and he is also owner and member of Successful Retirements, LLC, a business management firm. Advisory Alpha serves individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions including retirement plans, 529 and HSA platforms, donor-advised funds, and 1031 exchanges. The firm also acts as a subadvisor or co-advisor for other registered investment advisors and employs a diverse investment approach with a broad menu of managed portfolio series.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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