Stacy Heistand is a CFP® with 23 years of experience in the financial services industry. She has worked at Asset Strategy Retirement Plan Consultants, LLC since 2009 and previously held positions at Asset Strategy Consultants, LLC, Asset Strategy Advisors, LLC, Cetera Wealth Services, LLC, and Invesmart Advisors Inc. Heistand serves as a Senior Consultant at Asset Strategy Retirement Plan Consultants, LLC. Asset Strategy Retirement Plan Consultants, LLC provides investment advisory and pension consulting services to individuals and retirement plans, focusing on long-term, buy-and-hold strategies and diversified asset allocation. The firm primarily offers non-discretionary investment management and specializes in advising participant-directed retirement plans.

Keaton Macut is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at Asset Strategy Retirement Plan Consultants, LLC since 2018 and previously spent seven years at USI Insurance Services. Asset Strategy Retirement Plan Consultants, LLC provides investment advisory and pension consulting services to individuals and retirement plans, including defined benefit, 401(k), and profit-sharing plans. The firm emphasizes long-term, buy-and-hold investment strategies and diversified asset allocation, primarily offering non-discretionary investment management and recommendations to trustees and clients.

William Wright is a Series 65-licensed financial advisor with 11 years of experience. He has worked at Asset Strategy Consultants and Asset Strategy Retirement Plan Consultants, LLC since 2015 and has been self-employed since 2014. Asset Strategy Retirement Plan Consultants, LLC provides investment advisory and pension consulting services to individuals, including high-net-worth clients, and retirement plans such as defined benefit plans, 401(k)s, and profit-sharing plans. The firm focuses on long-term, buy-and-hold strategies with diversified asset allocation and primarily offers non-discretionary investment management.

Clark Frese is a financial advisor with Asset Strategy Retirement Plan Consultants, LLC and holds 22 years of industry experience. He has worked at Asset Strategy Retirement Plan Consultants since 2008 and was previously associated with Charles River Retirement Consultants, Inc. and Invesmart Advisors Inc. He is also a licensed insurance agent and occasionally offers insurance products to clients. Asset Strategy Retirement Plan Consultants, LLC provides investment advisory and pension consulting services to individuals, including high-net-worth clients, and to retirement plans such as defined benefit plans and 401(k)s. The firm emphasizes long-term, buy-and-hold strategies with diversified asset allocation and primarily delivers non-discretionary investment recommendations to trustees and clients.