Henry Eilefson is a financial advisor at Secured Retirement Advisors, LLC in St. Louis Park, MN, holding a Series 66 designation with one year of industry experience. His prior roles include positions at W&S BROKERAGE Services, Inc. and Western Southern Life. He has also worked in educational and public health sectors, including The College of Saint Scholastica and the Metropolitan Mosquito Control District. Secured Retirement Advisors, LLC manages approximately $255 million for around 600 clients through a team of four advisors. The firm provides personalized financial planning, discretionary and non-discretionary portfolio management, third-party adviser selection, and pension consulting services, employing a mix of fundamental and technical analysis, long- and short-term strategies, and option writing.

Michael Poissant is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Secured Retirement Advisors, LLC. His previous roles include positions at LPL Financial, Concord Wealth Partners, Personal Wealth Partners, and H. Beck, Inc. Secured Retirement Advisors, LLC manages approximately $255 million for about 600 clients with a four-advisor team, providing personalized financial planning, portfolio management, third-party adviser selection, and pension consulting services. The firm employs a mix of fundamental and technical analysis and uses strategies including option writing and direct indexing, with an emphasis on transparency around performance and conflicts of interest.

Ryan Fossey is a financial advisor with Secured Retirement Advisors, LLC and holds Series 66, Series 63, and Series 65 licenses. He has 12 years of industry experience, including roles at Thrivent Investment Management, Fossey Capital Management, L.L.C., and FHI Group, where he served as General Manager and Portfolio Manager. Secured Retirement Advisors, LLC manages approximately $255 million for around 600 clients, providing personalized financial planning, portfolio management, third-party adviser selection, and pension consulting services. The firm employs a combination of fundamental and technical analysis, option writing, and direct-indexing strategies, and incorporates AI tools in its investment process.

Joseph Lucey is a CFP® with 12 years of industry experience, currently serving at Secured Retirement Advisors, LLC. He has been with Secured Retirement Associates, LLC and Secured Retirement Advisors, LLC since 2007. Outside of advisory services, he manages an insurance agency through which he sells insurance products. Secured Retirement Advisors is an SEC-registered firm that offers personalized financial planning, portfolio management, third-party adviser selection, and pension consulting to individuals, high-net-worth clients, and retirement plans. The firm employs both fundamental and technical analysis, including options strategies and structured products, to tailor portfolios to client objectives.

Dylan Malberg is a CFP® and holds Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Secured Retirement Advisors, LLC since 2016. He may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. Secured Retirement Advisors manages approximately $255 million for around 600 clients, offering personalized financial planning, portfolio management, third-party adviser selection, and pension consulting services. The firm employs a range of investment strategies including option writing and incorporates direct-indexing and AI tools in its process.