Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.

Peter Kane is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include work at Lion Street Financial and Peak Value Advisors, where he provided fractional CFO and business consulting services. Outside of advisory work, he serves as financial officer and minority owner of SmartLab Partners, LLC, a clinical laboratory serving skilled nursing facilities. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting through a disciplined investment process that combines fundamental and technical analysis with a relative-strength methodology.

Leonardo Irizarri is a financial advisor at Csenge Advisory Group, LLC with six years of industry experience. He holds a Series 65 designation and has worked with Wealth Transfer Advisors, LLC and Wealth Transfer Consultants, LLC since 2016. Outside of advising, he serves as an agency supervisor and insurance agent at Wealth Transfer Consultants, an independent insurance agency. Csenge Advisory Group offers investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and businesses. The firm uses a combination of fundamental and technical analysis with a relative strength methodology and a top-down approach to tailor portfolios through discretionary or model-based management.

Christopher Woodard is a CFP® professional affiliated with Csenge Advisory Group, LLC, based in Clearwater, FL. He holds Series 65 and Series 66 licenses and has two years of industry experience. He has worked at Cassidy and Company since 2013. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families, providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process that combines fundamental and technical analysis with a relative-strength methodology to manage risk and customize portfolios primarily using mutual funds and ETFs.

Blaine Hess is a CFP® with 29 years of industry experience, currently serving as an advisor at Csenge Advisory Group, LLC. He has held roles at Integrity Alliance, Lion Street Financial, and FSC Securities Corporation and is the owner of Hess Segal Group LLC, a full-service wealth management firm. Hess also serves as Vice Chair of the Board of Directors for the Rally Foundation, a childhood cancer research nonprofit. Csenge Advisory Group provides asset management and financial planning services to charitable organizations, corporations, and individual clients, including high-net-worth families. The firm employs a rigorous, top-down investment process combining fundamental and technical analysis, primarily using mutual funds and ETFs, and offers both discretionary portfolio management and customized asset-allocation advice.

Shelley Nadel is a CFP® professional with 18 years of experience in financial advising. She is currently associated with Csenge Advisory Group, LLC and has held roles at Integrity Alliance, LLC and Lion Street Advisors. Outside of her advisory work, she owns Food and Finance with Shelley LLC, which provides financial literacy education to employees of various companies. Csenge Advisory Group offers investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical analysis approach, emphasizing a relative strength methodology and a top-down process to customize client portfolios using discretionary management or model-based allocations.

Roger Bedillion is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Csenge Advisory Group since 2011 and has also been affiliated with Lion Street Financial since 2019. Bedillion is a licensed insurance agent and occasionally offers insurance products to clients. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals by providing asset management, asset-allocation advice, financial planning, and corporate retirement plan consulting. The firm uses a rigorous relative-strength methodology combined with fundamental and technical analysis to construct portfolios primarily composed of mutual funds and ETFs, customizing allocations to meet client goals.

Troy Young is a CFP® professional with 27 years of industry experience. He is affiliated with Csenge Advisory Group, LLC and has held prior roles at Lion Street Advisors and FSC Securities Corporation. Outside of his advisory work, he is an author and serves on several nonprofit and community boards in the Atlanta area. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis in its investment process, offering customized portfolio management through discretionary or model-based strategies.

Nicholas Morrison is a CFP® professional with 14 years of industry experience. He is currently affiliated with Csenge Advisory Group, LLC and has previously worked with Fidelity Investments and its related entities. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals by providing asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis, primarily using mutual funds and ETFs, and offers both discretionary and non-discretionary portfolio management.

Jason Haddad is a financial advisor at Csenge Advisory Group, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked with Independent Financial Partners and Blueprint Wealth Alliance. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals, providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, focusing on mutual funds and ETFs to tailor portfolios to client goals.

Anthony Pampel is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Lion Street Financial, LLC and Lion Street Advisors since 2022, and owns True Life Financial Planning, LLC, a registered investment advisory firm focused on financial planning. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individual clients by offering asset management, asset-allocation advice, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, primarily utilizing mutual funds and ETFs to tailor portfolios to client goals.

Harold Cooley is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 credentials and over 42 years of industry experience. His career includes roles at Integrity Alliance, Lion Street Financial, Navitas Wealth Advisors, and FSC Securities Corporation. Outside of advisory work, he owns and supervises rental properties and a solar farm in North Carolina. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting, employing a top-down investment process focused on reducing volatility through diversified portfolios primarily composed of mutual funds and ETFs.

James Cannon is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Compass Advisory Partners, FSC Securities Corp, and his own CPA firm, Cannon, Clark, Holman & Associates, where he works as a tax preparer. Outside of advisory work, he owns Cannon Financial, which involves insurance sales. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting through a network of independent advisors, using a rigorous investment process that combines fundamental and technical analysis with a relative-strength methodology.

Chris Wakefield is an Investment Advisor Representative with Csenge Advisory Group, LLC, holding a Series 66 designation and over 12 years of industry experience. He has worked at several firms including Compass Advisory Partners, LLC and FSC Securities Corporation. Outside of his advisory roles, he serves as a board member for Kids Putnam, an organization supporting families with children who have developmental delays. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients including high-net-worth families. The firm provides asset management, financial planning, and retirement plan consulting through a disciplined investment process that combines fundamental and technical analysis with a relative-strength methodology, primarily utilizing mutual funds and ETFs.

Marcus Woods is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes two decades at FSC Securities Corporation and roles at Lion Street Financial and Integrity Alliance, LLC. Outside of advisory work, he operates a sole proprietorship focused on health and life insurance sales. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individuals including high-net-worth families, offering asset management, financial planning, and corporate retirement plan consulting. The firm uses a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, primarily constructing portfolios with mutual funds and ETFs.

Brian Bristow is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at The Ridgeback Group, LLC, Jiffy.AI, and CUNA Mutual Group, including CUNA Brokerage Services. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm’s investment approach combines fundamental and technical analysis with a relative strength methodology and a top-down process, offering customized portfolio management through discretionary and model-based allocations.

Amanda Woo is a financial advisor at Csenge Advisory Group, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Fidelity Brokerage Services LLC. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with a relative strength methodology and a top-down investment process, offering customized portfolio management through discretionary or model-based approaches.

John Draper is a financial advisor with Csenge Advisory Group, LLC and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Royal Alliance Associates and Cambridge Investment Research. Draper is also an independent insurance agent involved with multiple insurance companies and operates Draper Financial Group, LLC. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting, using a combination of fundamental and technical analysis within a structured investment process that emphasizes risk management and customized portfolio allocations.

Stephen Wingard is a financial advisor with Csenge Advisory Group, LLC and holds a Series 63 designation. He has 29 years of industry experience, including roles at Madison Avenue Securities, Lion Street Financial, and IPS RIA LLC. Wingard is also a partner at The Wingard Group, which operates under the name Wayfinder Wealth. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm uses a systematic investment process combining fundamental and technical analysis with a relative-strength methodology to construct diversified portfolios primarily composed of mutual funds and ETFs.

Larry Tolbert is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Lion Street Advisors and FSC Securities Corp. Outside of advisory work, he serves as president of the Tennessee Chapter of the Ferrari Club of America. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm employs a disciplined investment process combining fundamental and technical analysis with a relative-strength methodology, primarily using mutual funds and ETFs to tailor portfolios to client goals.