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Jared A
Series 65
Holland, MI
Advisory Alpha, LLC
Jared Aulick is a Series 65 licensed financial advisor with Advisory Alpha, LLC, where he has worked since 2023. He has three years of industry experience and previously held roles at Consolidated Electrical Distributors, Meijer Inc, Spectrum Health, and Shipt Inc. Outside of his advisory work, he serves as an assistant coach for the West Ottawa Boys Varsity Lacrosse Team. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialized solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors, managing portfolios with a range of strategies including fund-of-funds, individual securities, and structured products.
Brenden D
Series 65
Holland, MI
Advisory Alpha, LLC
Brenden De Wys is a Series 65-licensed advisor with Advisory Alpha, LLC, based in Holland, MI, and has three years of industry experience. Prior to joining Advisory Alpha, he worked at Adecco and Skylark Machine Inc. and spent over two decades in full-time education. 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, managing a diverse range of managed portfolio strategies with an emphasis on discretionary management and a broad menu of specialty investment options.
Justin C
Series 65
Holland, MI
Advisory Alpha, LLC
Justin Chase is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at firms including Sift and Member First Mortgage. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, offering financial planning, specialty retirement-plan solutions, and serving as a subadvisor and co-advisor to other registered investment advisers. The firm employs a centralized Investment Team that uses a fund-of-funds approach across diversified managed portfolios.
Riley A
Series 66
Holland, MI
Advisory Alpha, LLC
Riley Aalderink is a financial advisor with Advisory Alpha, LLC, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Vision Financial Group, Cambridge Investment Research Advisors, and Merrill. He is also active as an insurance agent, selling fixed and traditional 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 fund offerings. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a discretionary investment process featuring a broad range of managed portfolio strategies.
Daniel R
CFP®, Series 65
Holland, MI
Advisory Alpha, LLC
Daniel Ribbink is a CFP® professional with six years of industry experience, currently serving at Advisory Alpha, LLC since 2019. Prior to his current role, he has held positions at Amazon, AXA Advisors, and several other organizations. Outside of finance, he is the head bowling coach at Grand Valley State University, managing players and coordinating tournaments. Advisory Alpha is a multi-team SEC-registered adviser managing over $4.3 billion for individual and high-net-worth clients. The firm employs a fund-of-funds approach guided by a centralized Investment Team and is notable for its subadvisory roles with other RIAs and specialized retirement-plan solutions.
Charles D
Series 63, Series 65
Ontario, CA
Advisory Alpha, LLC
Charles Dinise is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at Advisory Alpha since 2018 and previously at Foresters Equity from 2015 to 2018, alongside operating as an independent agent since 2009. Outside of his advisory role, he owns and operates Dinise Financial & Insurance Solutions, where he sells fixed insurance products and provides tax preparation services. 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 and co-advisor for third-party RIAs, managing a diverse range of managed portfolio strategies with an emphasis on discretionary management and a comprehensive menu of specialty investment options.
Ross M
Series 65
Fort Mill, SC
Advisory Alpha, LLC
Ross Marynell is a financial advisor with Advisory Alpha, LLC, holding a Series 65 credential and 14 years of industry experience. He has worked at Advisory Alpha since 2020 and has prior experience with Planners Alliance LLC, Vertex Capital Advisors, LLC, and AlphaStar Capital Management. Outside of his advisory role, he is a licensed insurance agent involved in selling annuities, health, and life insurance products through Vertex Capital Advisors. Advisory Alpha serves individual and high-net-worth investors with 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, offering a broad menu of managed portfolio series that include factor, hedged, and manager-of-managers strategies.
Jeffrey L
Series 63, Series 65
Rocklin, CA
Advisory Alpha, LLC
Jeffrey Lorenz is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Advisory Alpha since 2021 and previously held roles at Mutual Advisors, LLC and Mutual Securities, Inc. He is also president of 401 Financial, where he is involved in insurance product sales. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, and offers 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 employs a diverse range of managed portfolio strategies.
James P
Series 65
Perrysburg, OH
Advisory Alpha, LLC
James Poling is a Series 65-licensed financial advisor with 14 years of industry experience. He is currently with Advisory Alpha, LLC, where he has worked since 2020. Prior to that, he held roles at Planners Alliance LLC and AlphaStar Capital Management. Poling is also involved with Citizen Advisory Group, where he serves as a wealth manager and licensed insurance agent. Advisory Alpha is an SEC-registered adviser managing over $4.3 billion for individual and high-net-worth clients. The firm employs a fund-of-funds approach to portfolio management and serves in subadvisory and co-advisory roles for other registered investment advisers.
Elizabeth S
Series 65, Series 66
Caldwell, ID
Advisory Alpha, LLC
Elizabeth Skoglund is a financial advisor at Advisory Alpha, LLC with 16 years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Planners Alliance LLC and Alphastar Capital Management, LLC. Outside of her advisory role, she is a licensed insurance agent involved in insurance sales and financial education. 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 primarily fund-of-funds strategies.
Jonathan L
CFA®
Holland, MI
Advisory Alpha, LLC
Jonathan Lohr is a CFA® charterholder with nine years of industry experience. He has been with Advisory Alpha, LLC since 2016. Outside of his advisory work, he is the sole member of Universal Financial Consulting Group LLC, where he performs bookkeeping and reporting. Advisory Alpha is an SEC-registered adviser managing over $4.3 billion for a range of individual and high-net-worth clients. The firm employs a fund-of-funds investment approach supported by a centralized Investment Team and also serves as a subadvisor and co-advisor to other RIAs.
Gregory M
Series 63, Series 65
Nampa, ID
Advisory Alpha, LLC
Gregory Mayes is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked at Planners Alliance LLC and AlphaStar Capital Management and owns Mayes Financial, LLC. Mayes serves as a board member of the Better Business Bureau Northwest + Pacific. Advisory Alpha is an SEC-registered advisory firm managing over $4.3 billion for individual and high-net-worth clients. The firm uses a centralized Investment Team to implement a fund-of-funds approach across multiple portfolio strategies and provides financial planning, specialty retirement-plan solutions, and subadvisory services to other registered investment advisers.
Seth F
Series 65
Nashville, TN
Advisory Alpha, LLC
Seth Frantz is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at JB Wealth Advisors LLC and JB Growth Partners. Outside of traditional advisory roles, he has been involved in financial services, consulting, and education through JB Growth Partners and has experience as a licensed insurance agent selling fixed 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 provides subadvisory and co-advisory services to other registered investment advisors and employs a discretionary investment process featuring a diverse range of managed portfolio strategies.
James S
Series 63, Series 66
Holland, MI
Advisory Alpha, LLC
James Schipper is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been a partner at Schipper & Osterink since 1995, providing financial management, consulting, and insurance services. Schipper is also a licensed insurance agent offering term life insurance and fixed annuities to clients. Advisory Alpha is an SEC-registered enterprise adviser managing over $4.3 billion for individual and high-net-worth clients through a centralized Investment Team utilizing a fund-of-funds approach. The firm serves a broad client base and acts as a subadvisor and co-advisor for other registered investment advisers while offering specialized retirement-plan solutions and various discretionary portfolio management strategies.
Benjamin A
CFP®
Holland, MI
Advisory Alpha, LLC
Benjamin Allen is a CFP® professional with seven years at Advisory Alpha, LLC and a prior 20-year career in the United States Air Force. He is based in Holland, MI, and has four years of industry experience. Advisory Alpha, LLC 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 diverse portfolios. The firm also acts as a subadvisor and co-advisor to other RIAs and offers specialized retirement-plan solutions along with technology services for advisors.
Nathan W
Series 63, Series 66
Holland, MI
Advisory Alpha, LLC
Nathan Weeber is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for nine years and has been associated with Vision Financial Group since 2007, where he also acts as an insurance agent specializing in fixed and traditional 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 provides subadvisory and co-advisory services to other registered investment advisors and employs a diversified investment approach featuring managed portfolio series and discretionary management.
Benjamin W
Series 65
Perrysburg, OH
Advisory Alpha, LLC
Benjamin Winne is a financial advisor with Advisory Alpha, LLC and holds a Series 65 designation. He has three years of industry experience and has worked at firms including Citizen Advisory Group and Winne Financial, LLC. Outside of his advisory roles, he is a co-owner of two pizza restaurants, Padrones Pizza locations in Bluffton, Ohio, and Middlesboro, Kentucky. 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 employs a discretionary investment process featuring a wide range of managed portfolio series.
Connor G
CFP®, Series 63, Series 65
Holland, MI
Advisory Alpha, LLC
Connor Gaffney is a CFP® with seven years of industry experience, currently serving as a financial advisor at Advisory Alpha, LLC. His prior roles include positions at LPL Financial, Plante Moran Financial Advisors, and Simplicity Wealth. Outside of his advisory work, he owns and operates Victory Peak Wealth Management, providing financial services, consulting, and education. 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 manages a broad range of managed portfolio series with discretionary oversight.
Guy A
Series 66
West Windsor, VT
Advisory Alpha, LLC
Guy Alderdice Jr. is a financial advisor at Advisory Alpha, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including National Life Group and Equity Services, Inc. He is also the owner and president of Ascutney Financial Group, where he provides insurance, education, and consulting services. 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 partners with other registered investment advisors as a subadvisor or co-advisor, managing a variety of managed portfolio series that employ discretionary strategies across multiple asset classes.
Nathan P
Series 63, Series 65
Perrysburg, OH
Advisory Alpha, LLC
Nathan Poiry is a financial advisor at Advisory Alpha, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., PNC Bank, and Northwestern Mutual Life Insurance Company. Advisory Alpha is an SEC-registered firm managing over $4.3 billion for individual and high-net-worth clients through a multi-team structure of approximately 60 advisors. The firm employs a fund-of-funds investment approach guided by a centralized Investment Team and offers services including financial planning, specialty retirement-plan solutions, and subadvisory roles for other registered investment advisers.
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