Joshua Rogers is a financial advisor with Arete Wealth Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been associated with Arete Wealth Advisors and its related entities since 2007 and serves as CEO and Chairman of Arete Wealth Inc., the holding company for several financial services and consulting firms. Outside of his advisory work, Rogers is involved in renewable energy projects through board and managing member roles, and he produces films with Night Radio Film, Inc. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary rule-based portfolio models, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable, integrating these services with affiliated financial businesses and product channels.

Nicholas Boetjer is a financial advisor at Arete Wealth Advisors, LLC with 19 years of industry experience. He has held positions at Wells Fargo Clearing and Wells Fargo Bank, N.A. before joining Arete in 2021. He holds the Series 66 designation and is also licensed as a fixed insurance sales agent. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary rule-based investment models, manages assets primarily on a discretionary basis, and acts as an ERISA fiduciary when applicable.

Jonathan Fratesi is a financial advisor at Arete Wealth Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Arete Wealth Management since 2009 and Financial Resource Management, Inc. from 2008 to 2022. Outside of his advisory role, he serves as a trustee of the Joe David Meals Irrevocable Trust and works as a worship planning consultant at First Evangelical Church. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Andrew Dorr is a Series 66-licensed financial advisor with Arete Wealth Advisors, LLC, located in West Des Moines, IA. He has 17 years of industry experience and has been with Arete Wealth Advisors and Arete Wealth Management since 2012. Outside of his advisory role, he serves as a trustee for Bergman Academy, a nonprofit foundation, and is a partner in several financial and tax preparation service businesses. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory services, utilizing both advisor-driven and proprietary rule-based model allocations.

Morgan Hill is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with multiple firms, including Center Street Advisors, Inc., and Brookstone Capital Management LLC. Morgan is also the owner and president of Hill & Hill Financial, LLC, where he sells fixed insurance products. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis, employing both advisor-driven and proprietary rule-based model allocations, while also offering access to third-party sub-advisers and acting as an ERISA fiduciary when applicable.

David Hua is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at National Securities Corporation for 12 years before joining Arete Wealth Management LLC in 2022. Outside of his advisory role, Hua is a restaurant investor through SOM BO LLC. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and offers comprehensive portfolio management with regular monitoring.

Juan Matallana is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors, National Securities Corporation, and Katerra. Outside of his advisory role, Matallana serves as a board member and COO of SEFT FC Corporation, a nonprofit semi-professional soccer team. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management and employs both advisor-driven and proprietary rule-based model allocations, combining third-party sub-advisers and ongoing account monitoring.

Benjamin Morrow is a CFP® with 15 years of industry experience, currently serving as an advisor at Arete Wealth Advisors, LLC. He has been with Arete Wealth Advisors and its affiliated entities since 2012 and also has a role at Insight Wealth Group since 2010. Outside of his advisory work, Morrow owns a media podcast called The Perfect Capitalism Project and serves as a board member of the Mosaic Foundation. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of advisor-driven and proprietary model allocations and uses third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Robert Abramowitz is a financial advisor at Arete Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including National Asset Management, Oppenheimer, and Raymond James Financial. Outside of his advisory role, he is the owner of CARA Corp Capital One Bank for tax purposes. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, utilizing both advisor-driven and proprietary model allocations, and integrates with affiliated financial businesses and product channels.

Kevin Leblanc is a financial advisor at Arete Wealth Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Center Street Securities, Inc., Securities America Advisors, and USAdvisors Wealth Management. Outside of his advisory roles, he operates LeBlanc Financial Alliance, an insurance sales agency. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Giorgio Lo Menzo is a financial advisor at Arete Wealth Advisors, LLC in Sunrise, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Arete Wealth Advisors, he worked in the education sector for over a decade at various schools. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm uses a combination of discretionary portfolio management, proprietary model allocations, and third-party sub-advisers to manage assets.

Bryson Walker is a financial advisor with Arete Wealth Advisors, LLC in San Antonio, TX, holding Series 63 and Series 66 licenses and having three years of industry experience. Prior to joining Arete Wealth Advisors and its affiliated entities in 2025, he worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. from 2023 to 2025. Outside of finance, he has held positions in the hospitality industry. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of advisor-driven and proprietary rule-based model allocations, utilizes third-party sub-advisers, and monitors accounts regularly while acting as an ERISA fiduciary when appropriate.

Victoria Pantaleo is a financial advisor at Arete Wealth Advisors, LLC with eight years of industry experience. She holds the Series 66 designation and has worked at Golub Capital since 2023, and previously at BlackRock from 2017 to 2023. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it employs third-party sub-advisers alongside a due-diligence process for recommended managers and private investments.

Joseph Godchaux Jr. is a Series 65-credentialed financial advisor with 34 years of industry experience. He is affiliated with Arete Wealth Advisors, LLC and has been involved with DCG Agency Inc. since 2005. Outside of his advisory role, he is engaged in several business ventures including ownership and partnership positions in insurance agencies and other financial services, as well as investments in banking and hospitality sectors. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and employs both advisor-driven and proprietary model allocations while acting as an ERISA fiduciary when applicable.

Dastin Mudijana is a financial advisor with Arete Wealth Advisors, LLC in New York, NY. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Arete Wealth Management LLC, Creed Equities, Grow Investment, Ayers Asia Asset Management, and Victoria Manajemen Investments. Outside of advisory work, he is a paid plasma donor at Biolife Plasma Services. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it incorporates third-party sub-advisers and due diligence in its investment process.

Jack Burk is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He has been with Arete Wealth Advisors and Arete Wealth Management LLC since 2008. Burk holds the Series 66 designation. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory services, employing both advisor-driven and proprietary model allocations while acting as an ERISA fiduciary when applicable.

Michael Tretola is a financial advisor at Arete Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ladenburg, Thalmann & Co., Inc. and National Securities Corporation. He is involved with the Port Washington Business Improvement District. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and other entities. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and it offers access to third-party money managers and comprehensive financial planning services.

Todd Doorenbos is a financial advisor at Arete Wealth Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Hollander Capital since 2012, where he serves as Chief Executive Officer. He is also a partner at DD Werks, LLC, a due diligence and analysis firm, and an investment committee member at Insight Wealth Group. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Abhishek Sheth is a financial advisor at Arete Wealth Advisors, LLC in New York, NY, with 22 years of industry experience. He has previously worked at National Asset Management, Inc. and National Securities Corporation. Sheth holds Series 63 and Series 65 licenses. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations while integrating affiliated financial businesses and product channels.

Jeb Kirkpatrick is a financial advisor with Arete Wealth Advisors, LLC in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Arete Wealth Advisors since 2022 and previously spent six years with National Securities Corporation. Outside of advisory work, he is involved in insurance sales. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary rule-based models, and it employs third-party managers while serving as an ERISA fiduciary when applicable.