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Ronald W
Series 63
Kentfield, CA
Fortitude Advisory Group L.L.C.
Ronald Weintraub is a financial advisor with Fortitude Advisory Group L.L.C. in Kentfield, CA, holding a Series 63 designation and 26 years of industry experience. He has worked with Argentus Securities, LLC since 2013 and Argentus Advisors, LLC since 2011. Outside of his advisory role, he owns a permanent and temporary employment agency and is involved in insurance sales including life, health, disability, annuities, and long-term care. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates through a network of financial advisors who offer portfolio management, recommend third-party managers, and support held-away account reporting, with a structure that includes multiple affiliated entities and offices.
Steven F
Series 63, Series 65, Series 66
Warrensburg, MO
Fortitude Advisory Group L.L.C.
Steven Farr is a financial advisor with Fortitude Advisory Group L.L.C. in Warrensburg, Missouri, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior experience includes roles at Edward Jones, Securities America Advisors, and Walnut Street Securities. Outside of advising, he is the owner of an advertising business, The Passport Inc., and RaiseWay in Boonville, Missouri. Fortitude Advisory Group L.L.C. serves individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses, offering portfolio management and financial planning through a team of advisors. The firm employs a range of strategies including discretionary and non-discretionary account management, third-party money manager selection, and overlay services, and operates with multiple affiliated entities across several offices.
Stacy S
Series 65
Gig Harbor, WA
Fortitude Advisory Group L.L.C.
Stacy Shields is a Series 65 licensed financial advisor with seven years of industry experience. She is currently with Fortitude Advisory Group L.L.C. and has prior experience at Dynamic Wealth Advisors, SJ Wealth Management LLC, and TRUEBLUE. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm employs a network of financial advisors who offer portfolio management, third-party manager selection, and overlay services, operating from multiple offices and utilizing affiliated entities to support its advisory activities.
Craig J
Series 63, Series 65
Gig Harbor, WA
Fortitude Advisory Group L.L.C.
Craig Johnsen is a financial advisor at Fortitude Advisory Group L.L.C. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Argentus Advisors, LLC (Dba: Sound Wealth Partners) since 2016, with prior roles at Private Advisory and Strategic Capital Group LLC. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates as a team across multiple offices and offers portfolio management, third-party manager selection, and overlay services.
Scott M
CFA®
New York, NY
Fortitude Advisory Group L.L.C.
Scott Mills is a CFA® charterholder with four years of industry experience. He is currently an advisor at Fortitude Advisory Group L.L.C. in New York, NY. Prior to this role, he worked for 12 years at Voya Investment Management. He is also involved with Charity Footprints, where he has been active since 2017. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals and their retirement trusts, as well as pension and profit-sharing plans, charitable organizations, and some businesses. The firm manages accounts through a network of financial advisors and operates multiple affiliated entities across more than five offices.
Ryan F
Series 65
Gig Harbor, WA
Fortitude Advisory Group L.L.C.
Ryan Finnigan is a financial advisor with Fortitude Advisory Group L.L.C. in Gig Harbor, WA. He holds a Series 65 designation and has 13 years of industry experience, including roles at Argentus Advisors, LLC (Dba: Sound Wealth Partners), Private Advisory, and Strategic Capital Group LLC. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers services through a team of advisors who manage accounts on a discretionary or non-discretionary basis and supports held-away account reporting and negotiated performance-based fee arrangements for select clients.
Ruben R
Series 63, Series 65
New York, NY
Fortitude Advisory Group L.L.C.
Ruben Ramirez Jr. is a financial advisor with Fortitude Advisory Group L.L.C. in New York, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Quint Capital, Eagles Coast Capital, Private Advisor Group, LPL Financial, Halen Capital, and Advisors Asset Management. He is also CEO and Chief Investment Officer of Fortitude (DBA ProActive Planning Partners) and Co-Founder/CEO of P3 Asset Management. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm offers portfolio management and financial planning through a network of financial advisors and operates multiple affiliated entities, including P3 Asset Management.
Christopher K
CFP®, Series 63, Series 65
Lakewood, WA
Fortitude Advisory Group L.L.C.
Christopher Kimball is a CFP® with 32 years of experience in the financial industry. He is currently with Fortitude Advisory Group L.L.C., where he has worked since 2022, and previously spent 12 years at Money Concepts Capital Corp. Outside of finance, he is a professional musician who has played drums in various bands since 1973 and is involved in nonprofit and educational activities, including serving as president of the board for Network Tacoma and teaching at Tacoma Covenant Bible Seminary. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm employs a team-based approach, offering portfolio management and financial planning through a network of advisors who manage accounts and work with third-party money managers.
Andrew F
Series 63, Series 66
Gig Harbor, WA
Fortitude Advisory Group L.L.C.
Andrew Finnigan is a financial advisor at Fortitude Advisory Group L.L.C. with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Quint Capital Corporation, Sound Wealth Partners, and Kitsap Bank. Outside of finance, he is a managing member and co-owner of Old Loyal Films, LLC, an independent film production company, and owns Blue Mouse Theatre, a movie theater in Tacoma, WA. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates through a team of advisors offering portfolio management, financial planning, and access to third-party money managers across multiple offices and affiliated entities.
Gregory M
Series 66
New York, NY
Fortitude Advisory Group L.L.C.
Gregory Mallia is a financial advisor with Fortitude Advisory Group L.L.C. in New York, NY, holding a Series 66 designation and 11 years of industry experience. He has worked with Fortitude Advisory Group since 2019 and previously held roles at Private Advisor Group, LLC and LPL Financial, LLC. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates through a network of financial advisors offering portfolio management and third-party manager selection, among other services, and maintains multiple affiliated entities and offices.
Maia T
Series 63, Series 65
Laramie, WY
Fortitude Advisory Group L.L.C.
Maia Thomas is a financial advisor at Fortitude Advisory Group L.L.C. with 33 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Valda Partners, Purshe Kaplan Sterling Investments, Inc., and tru Independence Asset Management. Fortitude Advisory Group provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates through a team of financial advisors offering discretionary and non-discretionary account management, third-party money manager recommendations, and overlay services across multiple offices.
Martin S
Series 63, Series 66
Toms River, NJ
Fortitude Advisory Group L.L.C.
Martin Saltzman is a financial advisor with Fortitude Advisory Group L.L.C. in Toms River, NJ, holding Series 63 and Series 66 designations and bringing 43 years of industry experience. He has worked with Summitalliance Advisors since 2008 and with Leigh Baldwin & CO., LLC since 2006. Outside of advisory activities, he is involved in fixed insurance products including term, whole, long-term care, and health insurance on a minimal basis. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm offers portfolio management and financial planning through a network of advisors who manage accounts with discretionary or non-discretionary authority and may recommend third-party money managers.
Matthew S
Series 66
Plantation, FL
Fortitude Advisory Group L.L.C.
Matthew Sanes is a financial advisor with Fortitude Advisory Group L.L.C. He holds a Series 66 designation and has 14 years of industry experience. Sanes serves as managing director of both Leveraged Solutions, LLC and Wealth Innovations, LLC, where he provides investment advice, financial planning, and insurance recommendations. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm employs a team approach with multiple offices and affiliated entities, offering portfolio management, third-party manager selection, and held-away account reporting.
Jacinta E
Series 66
Gig Harbor, WA
Fortitude Advisory Group L.L.C.
Jacinta Earl is a financial advisor at Fortitude Advisory Group L.L.C. in Gig Harbor, WA, holding a Series 66 designation with eight years of industry experience. She has worked previously at LPL Financial, Kitsap Bank, Commonwealth Financial Network, and Quint Capital Corp. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm offers portfolio management through a network of advisors who manage accounts on a discretionary or non-discretionary basis and also supports held-away account reporting and performance-based fee arrangements for select clients.
Louis S
Series 63
Toms River, NJ
Fortitude Advisory Group L.L.C.
Louis Scatigna is a financial advisor with Fortitude Advisory Group L.L.C. He holds the Series 63 designation and has 42 years of industry experience. He has worked at Summitalliance Advisors since 2008 and Leigh Baldwin & CO., LLC since 2006. Outside of advising, he hosts a weekly financial and economic radio show called "The Financial Physician," authors a book by the same name, and engages in public speaking approximately once a year. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates through a team of Financial Advisors who manage accounts on both discretionary and non-discretionary bases, offering portfolio management, third-party manager selection, and overlay services.
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