Jonathan Loer is a CFP® with 22 years of industry experience, currently serving as an advisor at Renaissance Wealth Advisors, LLC since 2019. His previous roles include positions at Fieldstone Financial Management Group, Concert Wealth Management, and Fidelity. Renaissance Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages around $110 million across approximately 93 client relationships, using a combination of fundamental, technical, and cyclical analysis along with AI-supported research to customize portfolios that incorporate ETFs, mutual funds, stocks, and bonds. It has a notable focus on cross-border family planning for a significant non-U.S. client base.

Lauris Lambergs is a financial advisor at Renaissance Wealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Fieldstone Financial Management Group and RayLign Advisory. Since 2019, he has been with Renaissance Wealth Advisors in Newton, MA. Renaissance Wealth Advisors provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $110 million across about 93 client relationships, using a long-term oriented investment approach supplemented by fundamental, technical, and cyclical analysis along with AI-supported tools. It has notable experience serving a significant non-U.S. client base and expertise in cross-border family planning.