Nicholas Van Noort is a CFP® professional with nine years of experience in the financial services industry. He is currently with SG Financial and SG Retirement Planning LLC, where he has worked since 2024. His prior roles include positions at New Skool Media, MoLei Financial, and Personal Capital Advisors Corporation. SG Financial provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, particularly business owners. The firm emphasizes a planning-first approach and combines fundamental analysis with modern portfolio theory, generally managing accounts on a discretionary basis.

Scott Groskreutz is a financial advisor at SG Financial with five years of industry experience and a Series 65 credential. His prior experience includes roles at ASB Financial and Spring Mobile. He is also a managing partner at Annuity Fundamentals, LLC, where he trains and supports agents on fixed insurance products, and he acts as an agent referring clients to trust services through Integrated Trust Systems. SG Financial provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, with a focus on business owners. The firm combines fundamental analysis and modern portfolio theory in its investment process and offers a planning-first engagement known as the SG Summit GamePlan for life and business-to-wealth alignment.