Kathleen Rentz is a Series 65 licensed advisor with 11 years of industry experience. She is currently with Advisory Solutions Group, where she has worked for one year. Her prior experience includes roles at CS Planning Corp., Global Financial Private Capital, LLC, and Thayer & Co. Additionally, she worked with an organization called Dancing Angels for six years. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies with regular client reviews.

James Haynes is a financial advisor at Advisory Solutions Group with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Wealth Enhancement Brokerage Services, LPL Financial, BMO Harris Bank, Kestra Financial, and Waddell & Reed. Outside of advisory roles, he has been involved with Amazon Flex since 2018 and operated a dispatch service, Dashing Dispatchers, from 2013 to 2020. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies with regular client reviews.

Matthew Fevola is a financial advisor at Advisory Solutions Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CS Planning Corp and Stark Financial Advisers, Inc. In addition to his advisory roles, Fevola operates as an independent insurance agent recommending fixed and life insurance products. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm employs a diversified investment approach that incorporates quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies with periodic rebalancing and at least annual client reviews.

Sharlee Cretors is a CFP® professional with 23 years of experience in the financial industry. She currently works at Advisory Solutions Group and previously held roles at Avior Wealth Management, LLC and SC Financial Services, Inc. She is also the owner and managing member of Optimized Business Transitions, LLC, which assists business owners with planning and executing business transitions. Advisory Solutions Group serves retail clients and other registered investment advisory firms by providing financial planning, consulting, portfolio management, and turnkey back-office services. The firm employs diversified portfolios using quantitative, momentum, and fundamental analysis, and offers both discretionary and non-discretionary strategies with regular client reviews.

Tami Heuring is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 66 licenses. She has 17 years of industry experience, including roles at Wealth Enhancement Advisory Services and LPL Financial. She also works as a bookkeeper for Hunter Homes LLC, a non-investment related business. Advisory Solutions Group serves retail clients and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis while offering discretionary and non-discretionary strategies with periodic rebalancing and regular client reviews.

Noemi Ortega is a financial advisor at Advisory Solutions Group with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Union Capital Company for 19 years. Ortega has been with Advisory Solutions Group since 2026. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies with regular client reviews.

Robert Burns is a financial advisor at Advisory Solutions Group with five years of industry experience. He has previously worked at CS Planning Corp. and operated Pillars of Success LLC, an entity overseeing two accounting firms. Mr. Burns also manages R.W. Burns & Sons LLC, a personal holding company. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms, employing a diversified investment approach that includes quantitative, momentum, and fundamental analysis.

Renee Reksc is a financial advisor at Advisory Solutions Group with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Cadaret, Grant & Co., Inc. for over 27 years. Outside of her advisory role, she prepares tax returns through her sole proprietorship and serves on the water management committee for the Laurel Lake Association. Advisory Solutions Group serves retail clients and other registered investment advisory firms by offering financial planning, consulting, portfolio management, and back-office services. The firm employs a diversified investment approach that includes quantitative, momentum, and fundamental analysis, and supports both discretionary and non-discretionary strategies.

Hoon Kang is a CFP® and ChFC® with 15 years of industry experience. He is currently with Advisory Solutions Group and has prior experience with Elliott Bay Advisors LLC, CS Planning Corp., and Cultivant LLC. Outside of his advisory work, he is involved in tax and accounting consulting and insurance through Elliott Bay Advisors LLC and Elliott Bay Insurance LLC. Advisory Solutions Group serves retail clients and supports other registered investment advisory firms through a combination of financial planning, consulting, portfolio management, and turnkey business services. The firm uses a diversified investment approach that incorporates quantitative, momentum, and fundamental analyses, and provides both discretionary and non-discretionary portfolio management.

Christian Kang is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Advisory Solutions Group in Bellevue, WA, and has held prior roles at CS Planning Corp and Elliott Bay Insurance LLC. In addition to his advisory work, Kang is a licensed life insurance agent and a member of Cultivant LLC, a marketing-focused business. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other RIAs. The firm constructs diversified portfolios using quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies along with model portfolios and research support to affiliated firms.

Eric Hallin is a financial advisor with Advisory Solutions Group who holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior roles include positions at CS Planning Corp., Bank of America, Merrill, J.P. Morgan Securities, and Chase Investment Services Corp. Advisory Solutions Group, also known as FocusPoint Solutions, serves retail clients and supports other registered investment advisory firms with financial planning, portfolio management, and turnkey business services. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and provides model portfolios, research, and reporting to RIAs.

Wesley Kang is a Series 65 licensed financial advisor with five years of industry experience. He is currently with Advisory Solutions Group and has prior experience at CS Planning Corp and Elliott Bay Insurance LLC. Kang is also involved as an LLC member in Cultivant LLC, a marketing business. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports other registered investment advisory firms with financial planning, consulting, portfolio management, and turnkey back-office services. The firm uses diversified portfolios based on quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies, along with model portfolios and detailed reporting to RIA firms.

Kyle Marks is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at Secu Life Insurance Company, Members Trust Company, and Credit Union Investment Services. He is also affiliated with Wealth Enhancement Advisory Services. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other RIAs. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies with periodic rebalancing and client reviews.

Michael Gregory is a financial advisor with Advisory Solutions Group in Libertyville, Illinois, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Wealth Enhancement Group, Gladstone Wealth Partners, J.P. Morgan Securities, UBS Financial Services, and Oppenheimer. Outside of advisory work, he serves as a FINRA arbitrator. Advisory Solutions Group serves retail clients and supports other registered investment advisory firms by providing financial planning, consulting, portfolio management, and back-office services. The firm employs a diversified investment approach incorporating quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies with regular client reviews.

Hailey Hall is a financial advisor with Advisory Solutions Group and holds the Series 66 designation. She has five years of industry experience, including roles with Wealth Enhancement Advisory Services and LPL Financial. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis, and offers both discretionary and non-discretionary strategies with regular client reviews.

Kurt Cretors is a financial advisor at Advisory Solutions Group with 21 years of industry experience. He holds a Series 65 designation and has previously worked at Avior Wealth Management, LLC and SC Financial Services, Inc. In addition to his advisory role, he owns and manages Optimized Business Transitions, LLC, a firm that assists business owners with planning and executing business transitions. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports other registered investment advisory firms through financial planning, consulting, portfolio management, and turnkey business services. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and provides both discretionary and non-discretionary portfolio management.

Tiffany Riedel is a financial advisor with Advisory Solutions Group, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She previously worked at Avior Wealth Management, LLC and SC Financial Services, Inc. before joining her current firm. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and offers turnkey business and back-office services to other RIAs. The firm constructs diversified portfolios using quantitative, momentum, and fundamental analysis, providing both discretionary and non-discretionary strategies alongside model portfolios and research for advisor firms.

Michelle Hagelin is a financial advisor with Advisory Solutions Group in Plymouth, MN, holding Series 63 and Series 65 licenses with 20 years of industry experience. She previously worked at Ameriprise Financial Services, LLC from 2006 to 2026 before joining Advisory Solutions Group. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients with financial planning, consulting, and portfolio management while also providing back-office and business services to other RIAs. The firm employs diversified portfolios combining quantitative, momentum, and fundamental analysis and supports RIAs with model implementation, research, and administration through a hybrid adviser-plus-service-provider model.

Ashley Eckles is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 65 licenses. She has three years of industry experience, including previous roles at Oak & Vine Wealth Management and CS Planning Corp. Outside of financial advising, she operates AE Clean, a residential and short-term rental cleaning business. Advisory Solutions Group serves retail clients and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and supports RIAs with model implementation, asset allocation, and account administration.

Ryan Long is a CFA® charterholder affiliated with Advisory Solutions Group in Portland, OR, with one year of industry experience. He previously worked at FocusPoint Solutions Inc for 15 years before joining Advisory Solutions Group and Wealth Enhancement Group. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses diversified portfolios incorporating quantitative, momentum, and fundamental analysis and supports RIAs with model implementation, account administration, and access to held-away retirement assets.

Mark O’Neill is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Advisory Solutions Group and has previously worked at Ameriprise Financial Services, Inc. Outside of his advisory role, O’Neill serves as a captain and medic for the Roseville Fire Department and is a trustee for the Roseville Firefighter’s Relief Association. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports registered investment advisory firms with financial planning, consulting, portfolio management, and back-office services. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies along with model portfolios and research support.

Nicholas Seltun is a financial advisor with Advisory Solutions Group, holding Series 63 and Series 66 registrations and 17 years of industry experience. His prior roles include positions at Seltun Financial Group, CS Planning Corp., and O'Connor Capital Advisory. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios, offering both discretionary and non-discretionary strategies along with model portfolios and research support for RIA firms.

Taylor Leary is a CFP®-designated financial advisor at Advisory Solutions Group with 16 years of industry experience. He has worked previously at Four Points Wealth Management LLC, CS Planning Corp., and Presidential Brokerage, Inc./Forta Financial. Leary is also a licensed insurance producer appointed with multiple carriers since 2010. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and supports other registered investment advisory firms with turnkey business and back-office services. The firm employs a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies alongside comprehensive model implementation and reporting.

Spencer Shelman is a CFA® charterholder with 16 years of industry experience. He currently serves as an advisor at Advisory Solutions Group and previously worked for Palouse Capital Management, Inc. for 11 years. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and supports RIAs with asset allocation, model implementation, and account administration.

Kevin Krieg is a financial advisor at Advisory Solutions Group with 19 years of industry experience. He holds a Series 66 designation and has previously worked at CS Planning Corp., Next Financial Group, Inc., and Questar Asset Management. Krieg is also involved as a life and health insurance agent and owns Wealth & Income Solutions, LLC, an investment advisory business. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies alongside model portfolios and detailed research support.

Kelly Stecklein is a CFP® professional with 23 years of experience in the financial services industry. She has worked at multiple firms including Advisory Solutions Group, CS Planning Corp., and Cetera Advisor Networks. Outside of advising, Stecklein is involved in health coaching as a Certified Integrative Nutrition Health Coach, serves on the Frisco Sanitation Board and Colorado Secure Savings board, and teaches yoga. Advisory Solutions Group, where Stecklein is affiliated, serves retail clients with financial planning, consulting, and portfolio management, and provides back-office services to other RIAs. The firm employs a diversified portfolio approach combining quantitative, momentum, and fundamental analysis, and supports RIAs with model portfolios, detailed reporting, and management of held-away retirement assets.

Steven Eaton is a financial advisor with Advisory Solutions Group and holds the Series 63 and Series 65 designations. He has 14 years of industry experience and has previously worked with firms including BancWest Investment Services and First Command. Eaton also provides investment advisory services through Wealth Enhancement Advisory Services, an independent registered investment advisor. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and other registered investment advisory firms by offering financial planning, consulting, portfolio management, and turnkey business and back-office services. The firm employs diversified portfolios using quantitative, momentum, and fundamental analysis and supports RIA firms with model implementation and account administration.

Michael Reksc is a financial advisor with Advisory Solutions Group in Binghamton, NY, holding Series 63 and Series 65 licenses with four years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Cadaret, Grant & Co., Inc., and operating Renee Reksc Financial Services. Outside of his advisory work, he has served in law enforcement with the Binghamton/Broome County Police for over 19 years. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back‑office services to other registered investment advisory firms. The firm constructs diversified portfolios using quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies with regular client reviews, and supports other RIAs with model portfolios, research, and administrative services.

Joseph Dieckhaus is a financial advisor with Advisory Solutions Group and holds a Series 66 designation. He has 19 years of industry experience and previously worked with firms including LPL Financial and Riversource Distributors Inc. He also serves as Chief Compliance Officer for Wealth Enhancement Advisory Services. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports other registered investment advisory firms with financial planning, portfolio management, and back-office services. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers model implementation, research, and account administration solutions.

Andrea Anastasio is a Series 65-licensed advisor with one year of industry experience. She is currently affiliated with Advisory Solutions Group and True North Wealth Advisors, with prior experience at CS Planning Corp, MassMutual, and State Street Investment Management. Andrea serves as a board member of The American Fondouk, a nonprofit veterinary hospital supporting working equines in Fez, Morocco. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary portfolio management strategies.

Amy Campbell is a financial advisor with Advisory Solutions Group and holds a Series 66 designation. She has 12 years of industry experience, including roles at Wealth Enhancement Group and LPL Financial LLC. Amy’s background includes positions with multiple Cetera entities and Summit Brokerage Services. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies with regular rebalancing and client reviews.

Damali Errar is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 66 credentials. She has 15 years of industry experience and has worked with firms such as Lincoln Investment, UBS Financial Services, and Wells Fargo Clearing. Errar is also a licensed real estate broker in Sebring, Florida. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and offers turnkey business and back-office services to other registered investment advisory firms. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis, while supporting RIAs with portfolio management, model implementation, and administrative services.

Ann Doty Mitchell is a financial advisor with Advisory Solutions Group, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. Her prior roles include positions at Cetera and Summit Brokerage Services. Outside of her advisory work, she is involved in small entrepreneurial ventures including production and sales of handmade bows and homemade fudge, as well as operating a reusable litter collection business. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm utilizes a diversified investment approach combining quantitative, momentum, and fundamental analysis, and offers portfolio management, financial planning, and consulting services.

Devin Paine is a financial advisor with Advisory Solutions Group, holding Series 63 and Series 65 licenses and five years of industry experience. His work history includes roles at Wealth Enhancement Group, Palouse Capital Management, PFS Investments Inc., Primerica Financial Services, and a prior career at Intel. He is also the owner of The Success Promise, LLC, a business entity established for investment-related purposes. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm employs diversified portfolios using quantitative, momentum, and fundamental analysis and supports RIAs with model implementation, account administration, and management of external retirement assets.

Stephanie Cain is a financial advisor at Advisory Solutions Group with 24 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Wealth Enhancement Group and its affiliated entities since 2007. In addition to her advisory role, Cain is a notary public. Advisory Solutions Group (doing business as FocusPoint Solutions) serves retail clients and supports other registered investment advisory firms with business and back-office services. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary portfolio management strategies.

Ryan Laux is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 66 credentials. He has 20 years of industry experience and has worked at various firms including Edward Jones, Stifel Nicolaus, and Cetera Advisors. Outside of finance, he owns and operates businesses related to firearms and professional clothing for law enforcement and emergency services, as well as serving as lead pyrotechnician for Premier Pyrotechnics. Advisory Solutions Group serves retail clients and other registered investment advisory firms, offering financial planning, consulting, and portfolio management. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and provides both discretionary and non-discretionary strategies along with turnkey back-office services for RIAs.

Mark Johnson is a financial advisor at Advisory Solutions Group with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including RBC Capital Markets and LPL Financial. Johnson is also involved with Wealth Enhancement Advisory Services as a registered administrator. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives, offering financial planning, consulting, and portfolio management. The firm also provides turnkey business and back-office services to other registered investment advisory firms and constructs diversified portfolios using quantitative, momentum, and fundamental analysis.

Kenneth Bolton is a financial advisor with Advisory Solutions Group, holding Series 63 and Series 66 designations and 37 years of industry experience. His prior roles include positions at Milestone Private Wealth Management, CS Planning Corp., and Wells Fargo Advisors Financial Network. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and supports RIAs with model implementation, reporting, and held-away asset management.