Dustin Newton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ascent Financial Group since 2020. His prior roles include positions at LPL Financial, Cetera Advisors, and S&P Global Market Intelligence. Outside of advising, he is a partner in a family real estate rental business. Ascent Financial Group provides comprehensive financial planning and portfolio management primarily for individual and high-net-worth clients. The firm applies a mix of fundamental, technical, cyclical, and economic analysis to manage client accounts on a discretionary basis, delivering ongoing planner access and regular portfolio monitoring.

Andrew Mohrmann is a financial advisor at Ascent Financial Group with a Series 65 designation and over 10 years of industry experience. Prior to joining Ascent Financial Group in 2026, he worked at Truist Bank for a decade. Ascent Financial Group provides comprehensive financial planning and portfolio management primarily for individual and high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to manage client portfolios on a discretionary basis and offers continuous planner access alongside implementation over time.

Michael O'Shaughnessy is a financial advisor at Ascent Financial Group with a Series 65 designation and one year of industry experience. Prior to joining Ascent Financial Group, he worked at Journey Health & Lifestyle, Stanley Black & Decker, and Capital One. He volunteers with CancerLINC, providing assistance with account organization and debt consolidation to individuals affected by cancer. Ascent Financial Group offers comprehensive financial planning and portfolio management services primarily for individual and high-net-worth clients. The firm employs a mix of fundamental, technical, cyclical, and economic analysis to manage client portfolios on a discretionary basis and provides ongoing planner access and implementation.