Jason Hoeltzel is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Kissling Financial Services, LLC. His prior experience includes roles at Foundations Investment Advisors, Secure Money Advisors, Prudential Insurance Company of America, and Park Avenue Securities. Kissling Financial Services is an independent advisory firm providing fee-based portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a tactical allocation strategy combining fundamental, technical, and cyclical analysis, utilizing a range of investment vehicles including equities, mutual funds, ETFs, and structured bank notes.

Timothy Kissling is a financial advisor with Kissling Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Madison Avenue Securities, Inc., and leadership at Kissling Amoroso & Co., Inc., a CPA firm where he serves as president and owner. Outside of financial advising, he is involved in several manufacturing businesses specializing in metallized film and maintains ownership interests in these ventures. Kissling Financial Services is an SEC-registered firm managing approximately $165 million in assets for individuals, trusts, estates, charitable organizations, and businesses. The firm uses a custom tactical allocation strategy incorporating fundamental, technical, and cyclical analysis, and includes a broad range of investments such as exchange-listed securities, fixed income, mutual funds, ETFs, BDCs, publicly traded partnerships, and structured bank notes.