Luke Pawelkiewicz is a financial advisor at FourStar Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services and Corey McQuade. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to manage diversified portfolios primarily on a discretionary basis, tailoring strategies to clients’ risk tolerance and time horizon.

Charles Brokop is a financial advisor at FourStar Wealth Advisors, LLC with 20 years of industry experience. He holds the Series 65 designation and previously worked at Clear Stream Advisors for 18 years before joining FourStar in 2023. Brokop is currently involved in unwinding Clear Stream Advisors and may engage in consulting activities going forward. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizon.

John Rice is a financial advisor at FourStar Wealth Advisors, LLC in Las Vegas, NV, holding the ChFC® designation and Series 63 license with 44 years of industry experience. He previously worked at NPB Financial Group, LLC and IFG Group before joining FourStar in 2022. Outside of his advisory role, he has an insurance agent position unrelated to his investment work. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage client portfolios primarily on a discretionary basis, allocating assets across various securities and third-party managers tailored to risk tolerance and time horizon.

Mark Karstrom is a Series 66-licensed advisor at FourStar Wealth Advisors, LLC with 19 years of industry experience. He has worked at FourStar since 2020 and previously held roles at Noyes Advisors LLC and David A. Noyes & Company. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to tailor portfolios using a range of investment vehicles, managing assets primarily on a discretionary basis.

Christopher Reardon is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 65 license with 12 years of industry experience. He has been with FourStar Wealth Advisors since 2014. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to manage portfolios tailored to clients’ risk tolerance and time horizon, often utilizing mutual funds, ETFs, individual securities, options, and third-party independent managers.

Laura Swanson is a financial advisor with FourStar Wealth Advisors, LLC in Chicago, IL, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has worked at multiple firms, including Realta Equities, Inc., Great Point Capital, LLC, and Purshe Kaplan Sterling Investments. Swanson also serves as Director of Operations at FourStar Insurance Services, LLC. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis to tailor portfolios using a range of investment vehicles, including mutual funds, ETFs, individual securities, and private funds, with ongoing monitoring and management.

Don Leander is a CFP® with 26 years of experience in the financial services industry. He currently works at FourStar Wealth Advisors, LLC and previously spent 44 years at Financial Planning Strategies. Outside of his advisory work, he volunteers with a music ministry through The Sunflowers Inc. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a blend of fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizon.

Anthony Scalia is a financial advisor at FourStar Wealth Advisors, LLC with 32 years of industry experience. He holds a Series 63 license and has worked at FourStar since 2023. His prior experience includes roles at Nobles & Richards, GVC Capital LLC, and Woodbury Financial Services. Outside of finance, Scalia is a managing partner of Humm Energy and co-owner of a self-storage business. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement-plan consulting, employing a blend of fundamental and technical analysis with portfolios tailored to client risk tolerance and time horizon.

Kenneth Roberts is a financial advisor at FourStar Wealth Advisors, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at FourStar since 2020. Prior to that, he was with Iwc Asset Management and WESPAC Advisors. Roberts is a part owner of America Matters Media and hosts the radio show "Ken's Bulls & Bears Report." He is also the author of *The Tactical Option Investor* and owns Fat Tail Trading & Research. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis and manages client portfolios primarily on a discretionary basis using a range of investment vehicles tailored to clients’ risk tolerance and time horizons.

Bryan Principe is a financial advisor with FourStar Wealth Advisors, LLC in Providence, RI. He holds Series 65 and Series 66 licenses and has seven years of industry experience. Prior to joining FourStar in 2019, he worked at Fieldstone Financial Management Group and the City of Providence. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, discretionary portfolio management, and retirement-plan consulting, using a blend of fundamental and technical analysis to tailor portfolios according to clients’ risk tolerance and time horizon.

Marc Lawrence is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 65 designation with three years of industry experience. His career includes roles at Merino Wealth Management, Mark Brown State Farm, Ryan Whitson State Farm, Rosen Harwood, Citizens Bank of Fayette, and the University of Alabama. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs both fundamental and technical analysis, managing portfolios with a variety of investment vehicles tailored to clients’ risk tolerance and time horizon.

Edward Kollada Jr. is a CFP® with 29 years of industry experience, currently serving at FourStar Wealth Advisors, LLC since 2024. His prior roles include positions at LPL Financial, Global Retirement Partners, Kestra Financial Services, Strategic Retirement Partners, and The Bensman Group. He is also the owner and president of Elite Wealth Partners, Inc., a firm specializing in tax preparation, accounting, and insurance. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizon.

Shailesh Negandhi is a financial advisor at FourStar Wealth Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses with 21 years of industry experience. His prior experience includes roles at UBS Financial Services and Bridgeway Wealth Partners. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis and manages portfolios primarily on a discretionary basis, tailored to clients’ risk tolerance and time horizon.

Ralph Jackson III is a financial advisor at FourStar Wealth Advisors, LLC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 26 years. Outside of his advisory role, he serves as a board member for Athletic Scholarships R US, an organization assisting high school student-athletes in obtaining college scholarships. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis, managing portfolios primarily on a discretionary basis with a diverse range of investment vehicles tailored to client risk tolerance and time horizon.

Casey Bright is a CFP® with 12 years of experience in the financial industry. He is currently with FourStar Wealth Advisors, LLC and previously worked at LPL Financial and Edward Jones. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, discretionary portfolio management, and retirement-plan consulting, using a combination of fundamental and technical analysis to tailor portfolios primarily on a discretionary basis according to client risk tolerance and time horizon.

Tammy Roman is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Byline Bank from 2016 to 2023. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management. The firm employs a mix of fundamental and technical analysis, managing portfolios primarily on a discretionary basis with allocations tailored to clients’ risk tolerance and time horizon.

Peggy Martin is a financial advisor at FourStar Wealth Advisors, LLC in San Jose, CA, holding the ChFC® and Series 66 designations with 27 years of industry experience. She has worked at FourStar since 2022 and has been with Family Wealth Consultants, Inc. for over 21 years, where she is also an owner. Martin serves as president of ISPF-AAUW, a nonprofit advocating for women and girls, and holds board roles as treasurer of the Morgan Hill Community Foundation and CFO of the Susan Charles Bergoff Foundation. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage client assets across a variety of investment vehicles, often on a discretionary basis tailored to risk tolerance and time horizon.

Richard English is a financial advisor at FourStar Wealth Advisors, LLC in Arlington, TX, holding the ChFC® designation and Series 63 license with 27 years of industry experience. He previously worked at LPL Financial from 2014 to 2023 and is also associated with Nobles & Richards Inc. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management. The firm combines fundamental and technical analysis to tailor portfolios primarily managed on a discretionary basis, including mutual funds, ETFs, individual securities, and third-party managers.

James Mcmiller is a financial advisor with FourStar Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Supreme Alliance LLC, Advisors on Call, LLC, and Kingsbury Capital Investment Advisors, LLC. He is also a partner and consultant involved in cryptocurrency mining and facility development through Kennedy Mining. FourStar Wealth Advisors serves a diverse client base including individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement-plan consulting, utilizing a blend of fundamental and technical analysis to manage portfolios tailored to client risk tolerance and time horizon.

Mark Ramos is a financial advisor with FourStar Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at LPL Financial, Principal Securities, and J.P. Morgan Securities. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm utilizes a mix of fundamental and technical analysis to tailor portfolios across various asset classes and also operates private funds and pooled investment vehicles.

Edward Munoz is a financial advisor at FourStar Wealth Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at various firms including LPL Financial, Principal Securities Inc, and MetLife Securities INC. Outside of his advisory role, Munoz officiates soccer games in Sparta Township, NJ. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis, managing client portfolios primarily on a discretionary basis with a range of investment vehicles tailored to clients’ risk tolerance and time horizon.

Perry Bindelglass is a financial advisor at FourStar Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at FourStar since 2023. Outside of his advisory role, he owns and operates Perry Bindelglass Foods, LLC, a company that sells sauces through a website and wholesale channels, and runs Bindelglass Photography, a professional photography business focused on event coverage. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis, managing portfolios with a range of securities and third-party managers tailored to clients’ risk tolerance and time horizon.

Craig Martin is a CFP® and ChFC® with 25 years of industry experience. He is currently with FourStar Wealth Advisors, LLC and also serves as the owner of Family Wealth Consultants, Inc., where he has been involved in private fund management, due diligence, fund administration, and portfolio management since 1998. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs both fundamental and technical analysis and typically manages client portfolios on a discretionary basis, tailored to risk tolerance and time horizon, with a range of investment vehicles including mutual funds, ETFs, individual securities, options, and third-party managers.

John Walsh is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 66 designation with 20 years of industry experience. His prior roles include positions at Oppenheimer and Realta Equities, Inc. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage client portfolios across a variety of securities and investment vehicles, often on a discretionary basis tailored to risk tolerance and time horizon.

Sharif Sharif is a financial advisor with FourStar Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at LPL Financial and Woodbury Financial Services. Sharif also operates a side business called The Other Side of Medicine. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizon.

Azmi Sharif is a financial advisor at FourStar Wealth Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Nobles and Richards, Inc., LPL Financial, and Woodbury Financial Services. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to tailor portfolios to client risk tolerance and time horizon, managing assets primarily on a discretionary basis across a range of investment vehicles.

Dan Sklar is a financial advisor at FourStar Wealth Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for eight years and Cetera Investment Advisers and Cetera Advisor Networks. Outside of his advisory work, he is the owner and inventor of ICLEANME, a hand sanitizer product developed during the COVID pandemic that has resulted in two patents. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to tailor portfolios primarily managed on a discretionary basis according to clients’ risk tolerance and time horizon.

Richard Taylor is a CFP® professional with 34 years of industry experience, currently serving at FourStar Wealth Advisors, LLC since 2024. His prior experience includes eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs both fundamental and technical analysis, managing portfolios primarily on a discretionary basis with a focus on diversification across multiple asset types tailored to client risk tolerance and time horizon.

Raymond Sullivan Jr. is a financial advisor with FourStar Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and having 33 years of industry experience. He has worked at FourStar since 2020 and previously held roles at PKS Advisory Services, Purshe Kaplan Sterling Investments, Forum Financial Management, and his own firm Sullivan & Sullivan, Ltd, where he also maintains a CPA accounting and tax practice. Sullivan serves as president and treasurer of the Sertoma Speech-Hearing Center, a nonprofit organization. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm utilizes a combination of fundamental and technical analysis and manages portfolios primarily on a discretionary basis tailored to client risk tolerance and time horizon, including allocations to mutual funds, ETFs, individual securities, options, third-party managers, and private funds.

Nicholas Ginnodo is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding the Series 66 designation with three years of industry experience. Prior to joining FourStar, he worked at Riverpoint Wealth Management and The Vanguard Group. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs both fundamental and technical analysis and manages client portfolios primarily on a discretionary basis, tailoring investments to risk tolerance and time horizon.

Evan Kasal is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 65 designation. He joined FourStar in 2024 and has prior experience at The Power Company, NielsenIQ, Billtrust, Keeper, and CDW. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis, managing diversified portfolios tailored to clients’ risk tolerance and time horizon.

Mark Harmon is a Series 65-licensed financial advisor with FourStar Wealth Advisors, LLC in Chicago, IL, bringing 29 years of industry experience. He has worked at FourStar since 2016 and previously held roles at Kingsview Wealth Management, LLC and Everett Wealth Solutions, Inc. Harmon also works as an independent insurance agent, providing life insurance sales as part of overall financial planning. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage diversified portfolios, including mutual funds, ETFs, individual securities, options, and third-party managers, typically on a discretionary basis tailored to client risk tolerance and time horizon.

Liam Duffy is a financial advisor at FourStar Wealth Advisors, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at John B. Sanfilippo And Son, Lifetime Fitness, and Joe's Brewery. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis and manages portfolios mainly on a discretionary basis, tailoring investments to clients’ risk tolerance and time horizon.

John Eberle is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with 26 years of industry experience. His prior roles include positions at Vivaldi Capital Management LLC, Taiber Kosmala, and Fiduciary Financial Partners LLC. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis with diversified asset allocation, managing portfolios primarily on a discretionary basis tailored to clients’ risk tolerance and time horizon.

Catherine Bearce is a CFP® and ChFC® with 23 years of industry experience. She is currently with FourStar Wealth Advisors, LLC and has previously worked at Nobles & Richards, Integrated Wealth Concepts, LPL Financial, Lincoln Financial Advisors, and Ameriprise. Outside of her advisory role, she manages several business entities related to alternative investments and asset protection. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis, managing client portfolios diversified across mutual funds, ETFs, individual securities, options, and third-party managers, often on a discretionary basis tailored to client objectives.

David Bindelglass is a financial advisor at FourStar Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cantella & Co., Inc. and Morgan Stanley in both its Private Bank and Smith Barney divisions. In addition to his advisory role, he is also licensed to sell various lines of non-securities insurance products. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizon.

Nick Moylan is a financial advisor at FourStar Wealth Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, JP Morgan Securities, Hayden Royal, Great Lakes & Atlantic Wealth Managers and Advisory, and Morgan Stanley. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, discretionary portfolio management, and retirement-plan consulting, using a combination of fundamental and technical analysis to tailor portfolios according to clients’ risk tolerance and time horizon.

Chad Tipps is a Chartered Financial Consultant (ChFC®) with seven years of industry experience, currently advising clients at FourStar Wealth Advisors, LLC. He previously worked at Financial Planning Strategies for nine years and has experience with Charis Christian Center. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting tailored to clients’ risk tolerance and time horizon.

Kurt Mogilnicki is a financial advisor with FourStar Wealth Advisors, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at FourStar since 2019 and previously held positions at Brooks, Berkley & Chase, Commonwealth Financial Network, Bank of America, N.A., and Merrill. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis and manages client assets across a range of securities and investment vehicles, with portfolios tailored to risk tolerance and time horizon.

Michael Wyrostek is a financial advisor with FourStar Wealth Advisors, LLC in Cape Coral, FL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has worked at FourStar since 2017 and previously spent 14 years at Broker Dealer Financial Services. Outside his advisory work, he serves as a reverse mortgage specialist, educating and assisting clients with reverse mortgage applications. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to tailor portfolios primarily on a discretionary basis, allocating assets among mutual funds, ETFs, individual securities, options, and third-party managers.

Craig McWilliams is an investment advisor representative at FourStar Wealth Advisors, LLC with 14 years of industry experience. He has worked at firms including Profor Securities, HLD Hedge Funds, and Great Point Capital. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to allocate assets across various securities and independent managers, tailoring portfolios to client risk tolerance and time horizon.

Joseph Mcvey is a financial advisor with FourStar Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and over 43 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Morgan Stanley, where he worked from 2009 to 2019. Outside of his advisory work, he is a co-owner of Cypress Ice, LLC, a retail business focused on vending ice and purified water. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to manage tailored portfolios primarily on a discretionary basis and also operates private funds and pooled investment vehicles.

Brian Kasal is a financial advisor with FourStar Wealth Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with FourStar Wealth Advisors since 2014 and also serves as CEO of FourStar Insurance Services, LLC, an insurance sales business he founded in 2015. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage portfolios tailored to clients’ risk tolerance and time horizon, often employing mutual funds, ETFs, individual securities, options, and third-party managers.

Lamartine Hardman IV is a financial advisor at FourStar Wealth Advisors, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work experience includes roles at Nobles & Richards, Inc., Resurgent Financial Advisors, Harmony Grove Wealth Management, Eudaimonia Partners, LLC, and MS Howells & Co. Outside of his advisory work, he serves as a director for the Northeast Georgia Boy Scouts, a nonprofit organization. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement-plan consulting, combining fundamental and technical analysis with diverse investment options tailored to clients' risk tolerance and time horizon.