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George L

Series 66, Series 63

Apex, NC

BSG Advisers

George Leisure is a financial advisor at BSG Advisers with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Eagle Strategies, Avenue Wealth Management, NYLIFE Securities, and New York Life Insurance Company. In addition to his advisory role, he operates a sole proprietorship selling life, disability, and long-term care insurance products. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and small- to mid-sized retirement plans by providing financial planning, investment management, pension consulting, and insurance planning. The firm focuses on growth-oriented, diversified portfolios tailored to client needs and offers educational programs and business-owner planning services alongside discretionary account management.

Business succession planning Key person insurance & risk mitigation Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
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Kristofer A

Series 65

Apex, NC

BSG Advisers

Kristofer Alban is a financial advisor with BSG Advisers in Apex, NC, holding a Series 65 designation. He has experience in insurance product sales and marketing consulting as sole proprietor roles alongside his advisory work. Alban has been with BSG Advisers since 2024 and is also affiliated with ThriveCap LLC. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and retirement plans, providing financial planning, investment management, and pension consulting. The firm emphasizes growth-oriented, diversified portfolios tailored to client needs and delivers a range of educational programs and business-owner-focused services as part of its retirement-plan offerings.

Business succession planning Key person insurance & risk mitigation Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
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Robert P

Series 63, Series 65, Series 66

Apex, NC

BSG Advisers

Robert Picha is a financial advisor at BSG Advisers with 19 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at Intelligent Insights, Inc., MML Investors Services, Mass Mutual Life Insurance Company, and Equitable Advisors. In addition to his advisory role, he operates a sole proprietorship selling life, disability, long-term care, and related insurance products. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and small- to mid-sized retirement plans, offering comprehensive financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios tailored to clients’ needs and provides educational programs, including a structured Financial Wellness program and retirement-plan participant education.

Business succession planning Key person insurance & risk mitigation Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
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Laird H

CFP®, Series 66

Apex, NC

BSG Advisers

Laird Hepburn is a CFP® and holds a Series 66 license, with 17 years of industry experience. He is currently affiliated with BSG Advisers and has held roles at the TLA Group, Inc., Business Owner Strategies Group, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of advising, he is involved in the sale of insurance products and manages a multi-level marketing business focused on prepaid legal service subscriptions. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and small- to mid-sized retirement plans, offering financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios tailored to client-specific financial plans and incorporates educational programs and business-owner planning as distinguishing features.

Business succession planning Key person insurance & risk mitigation Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
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Suyoung C

Series 63, Series 65

Apex, NC

BSG Advisers

Suyoung Cha is a financial advisor with BSG Advisers in Apex, NC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining BSG Advisers, Cha worked at firms including Wells Fargo, New York Life Insurance Company, and NYLIFE Securities LLC. Outside of advisory roles, Cha is involved in the sale of life, disability, and long-term care insurance products as a sole proprietor. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and retirement plans, providing financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios tailored to clients’ financial plans and risk tolerance, and offers an active educational program including seminars and a Financial Wellness program as part of its retirement-plan services.

Business succession planning Key person insurance & risk mitigation Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
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Justin S

CFP®, Series 66

Apex, NC

BSG Advisers

Justin Struble is a financial advisor with BSG Advisers in Apex, NC, holding CFP® and Series 66 credentials and bringing 15 years of industry experience. His prior experience includes roles at AE Wealth Management and Wealth Caps, Inc. Outside of advising, he is involved in multiple business ventures, including serving as CEO of TNT Carpet Cleaning, LLC and as a general partner in vacation rental and family investment partnerships. BSG Advisers serves individuals, high-net-worth clients, business owners, trusts, and retirement plans, providing financial planning, investment management, pension consulting, and insurance planning. The firm emphasizes growth-oriented, diversified portfolios and offers educational programs and business-owner-focused services as part of its integrated approach.

Business succession planning Key person insurance & risk mitigation Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
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