Tyler Walbridge is a CFP®-designated financial advisor with eight years of industry experience. He has worked at Vanguard from 2017 to 2021 before joining Strategic Wealth Investment Group, LLC in 2021. Walbridge is based in Denver, CO, and holds a Series 63 license. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, also serving corporations and business entities. The firm employs both proprietary and third-party model portfolios, using a range of analytical methods, and retains overall responsibility for client suitability while sometimes delegating trading to third parties.

Thomas Treshock is a CFP® with six years of experience in the financial services industry, currently advising at Strategic Wealth Investment Group, LLC. He has held roles at Strategic Wealth Designers, C&A Financial Group, Cadaret Grant & Co., Inc., Petersen Advisors, Russell Reynolds, Toll Brothers, and the Borough of Monmouth Beach. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, applying multiple investment analysis methods while overseeing third-party managers for trading and maintaining client suitability.

Michael Reeves is a financial advisor at Strategic Wealth Investment Group, LLC in Dallas, TX, with 14 years of industry experience. He holds Series 65 and Series 63 designations and has worked at several firms including Global Financial Private Capital, Carlson Financial, and WealthRemedy LLC. Reeves also provides insurance quotes for life insurance and fixed indexed annuities as an insurance agent. Strategic Wealth Investment Group offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, along with services for corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, employing various investment analysis methods and may delegate trading to third-party managers while maintaining client suitability oversight.

Robert De Lessio is a Series 65-licensed advisor with seven years of industry experience, currently with Strategic Wealth Investment Group, LLC. He previously worked at Renewal by Andersen for two years and is also a Licensed Insurance Agent. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, with investment analysis incorporating fundamental, technical, cyclical, and charting methods.

Jonathan Weston is a financial advisor at Strategic Wealth Investment Group, LLC in Louisville, KY. He holds a Series 65 credential and has one year of industry experience. Prior to joining Strategic Wealth Investment Group, he worked at NEXT Industries for two years and Tooling Resource, Inc. for eight years. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities with discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create tailored investment advisory contracts, typically managing portfolios on a discretionary basis.

Phillis Pilvinis is a financial advisor at Strategic Wealth Investment Group, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at PSP Financial Services LLC and Paramount Financial Advisors II, LLC. Outside of her advisory role, she serves as a board member for Atomic Technologies, a data delivery service. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment plans, often implementing them on a discretionary basis.

Dominic Portaro is a financial advisor with Strategic Wealth Investment Group, LLC in Louisville, KY. He holds a Series 65 designation and has one year of industry experience. Prior to joining Strategic Wealth Investment Group, he worked at Strategic Wealth Designers for two years and was a student for ten years. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses a combination of internally developed and third‑party model portfolios, employing fundamental, technical, cyclical, and charting methods, and may delegate trading to third-party managers while retaining responsibility for client suitability.

Quinn Teague is a financial advisor at Strategic Wealth Investment Group, LLC with six years of experience in the industry. He holds Series 63 and Series 65 designations. His prior experience includes roles at Equitable Advisors and Meijer. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm utilizes both internally developed and third-party model portfolios, combining various investment analysis methods and offering access to private placements for accredited investors.

Thomas Reilly is a financial advisor at Strategic Wealth Investment Group, LLC in Louisville, KY, holding a Series 65 credential with eight years of industry experience. He has been with Strategic Wealth Investment Group since 2017 and previously worked at Bellarmine University from 2014 to 2018. Outside of advising, Reilly owns two businesses established in 2022: Rising Inc and Greenlights Inc. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create tailored investment advisory contracts, with portfolios monitored and rebalanced regularly and occasionally including allocations to private offerings or externally managed vehicles.

Erik Bosman is a financial advisor with Strategic Wealth Investment Group, LLC, holding a Series 65 designation and five years of industry experience. Prior to joining Strategic Wealth Investment Group in 2021, he was involved with Strategic Wealth Designers starting in 2020 and operated Chefs Hat Cafe from 2011 to 2020. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop client-specific investment advisory contracts and manages firm-developed model portfolios that are regularly monitored and rebalanced.

Spencer Bryzeal is a Series 66-licensed financial advisor with five years of industry experience, currently with Strategic Wealth Investment Group, LLC. His prior experience includes roles at Strategic Wealth Designers and several financial services and insurance firms. He is involved in community outreach as a volunteer organizer for fundraising events benefiting St. Jude Children's Research Hospital and serves on the Young Friends of Kids board. Strategic Wealth Investment Group offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, utilizing a combination of internally developed and third-party model portfolios. The firm employs a multi-method investment analysis approach and provides access to private placements for accredited investors.

David Dreier is a financial advisor at Strategic Wealth Investment Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked at multiple firms including Valmark Advisers, Secure Future Advisors, and Peak Retirement Planning, Inc. Prior to his financial career, he was involved with P413 Sports for three years. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, applying various investment analysis methods, and features minority ownership interests in private and exchange-traded funds.

John Robinson is a Series 65-licensed financial advisor with two years of industry experience, currently with Strategic Wealth Investment Group, LLC. His prior roles include positions at Strategic Wealth Designers, Florida Financial Advisors, and Digital Science, following a decade of work in healthcare-related organizations such as STEMCELL Technologies and Moffitt Cancer Center. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a blend of internally developed and third-party model portfolios, using multiple investment analysis techniques, and may utilize third-party managers for trading while maintaining overall client suitability responsibility.

Shawn Harper is a financial advisor with Strategic Wealth Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to create tailored investment advisory contracts, typically implementing them on a discretionary basis with firm-developed model portfolios that are regularly monitored and rebalanced.

Andrew Seter is a financial advisor at Strategic Wealth Investment Group, LLC in Denver, CO, with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Thrivent Financial and Target. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, using multiple investment analysis methods and sometimes delegating trading to sub-advisers while retaining overall suitability responsibility.

Jordan Schwartz is a financial advisor with Strategic Wealth Investment Group, LLC in Louisville, KY, holding a Series 65 designation and 10 years of industry experience. He is the owner of Jean and Jordan, LLC, a virtual success coaching company, and maintains a blog targeted at millennials. His prior experience includes roles at Bass Realty and operating independent leasing and consulting businesses. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop tailored investment plans, which are typically managed on a discretionary basis and may include allocations to private placements and externally managed vehicles.

Ashlie Dague is a financial advisor at Strategic Wealth Investment Group, LLC in Atlanta, GA, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at Strategic Wealth Designers, Tel Aviv University, Grade Power Learning, Darktrace, and New York University. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment plans, typically implemented on a discretionary basis.

Aaron Kinsey is a financial advisor at Strategic Wealth Investment Group, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Strategic Wealth Designers. Outside of his advisory role, Kinsey teaches a retirement-focused class at DeSales High School. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, using diverse investment analysis methods and may delegate trading to sub-advisers while maintaining overall client suitability.

Jeanine Morris is a financial advisor with Strategic Wealth Investment Group, LLC in Louisville, KY, holding a Series 66 credential and two years of industry experience. Her prior work includes roles at Edward Jones, American Fidelity, and Strategic Wealth Designers. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses internally developed and third-party model portfolios and employs a variety of investment analysis methods while maintaining overall responsibility for client suitability.

Grant Sandberg is a financial advisor with Strategic Wealth Investment Group, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Strategic Wealth Designers, Newport Group Consulting LLC, and Price Financial Services. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment strategies, typically implemented on a discretionary basis.

Madeleine Muldoon is a CFP® with two years of industry experience, currently with Strategic Wealth Investment Group, LLC. She has previously worked at LPL Financial LLC and Northwest Financial Advisors. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing both internally developed and third-party model portfolios. The firm manages a variety of traditional assets and offers access to private placements for accredited investors.

Scott Pilvinis is a CFP® professional with seven years of industry experience, currently serving at Strategic Wealth Investment Group, LLC since 2022. His prior roles include positions at PSP Financial Services LLC and PSP & Associates, Inc. In addition to his advisory work, he is involved in insurance sales through PSP & Associates, Inc. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a blend of internally developed and third-party model portfolios and incorporates fundamental, technical, cyclical, and charting methods in its investment analysis.

Nicholas Tieri is a financial advisor at Strategic Wealth Investment Group, LLC in Dallas, TX, holding Series 63 and Series 66 credentials with four years of industry experience. His prior roles include positions at Bank of America, Merrill, and several other financial firms. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs internally developed and third-party model portfolios, drawing on fundamental, technical, cyclical, and charting methods, and it serves as a fund sponsor with minority ownership in select private and exchange-traded funds.

Joshua Smith is a financial advisor at Strategic Wealth Investment Group, LLC in Ponte Vedra, FL, holding Series 65 and Series 66 licenses with eight years of industry experience. Prior to joining Strategic Wealth Investment Group in 2018, he was self-employed from 2008 to 2018 and worked at MH Equipment from 2016 to 2018. He is also involved in executive benefits and insurance services outside of his advisory role. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios and employs fundamental, technical, cyclical, and charting methods in its investment analysis.

Austen Leninger is a financial advisor at Strategic Wealth Investment Group, LLC with five years of industry experience. He holds the Series 66 credential and has previously worked at Cetera and First Financial Equity Corporation. Leninger serves as an elected board member of the Fresh Start Women’s Foundation, a nonprofit organization. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a combination of internally developed and third-party model portfolios. The firm employs a diverse investment analysis approach and sponsors private and exchange-traded funds that it may recommend to clients.

John Gehri is a CFP® and ChFC® with 21 years of experience in the financial industry. He is currently with Strategic Wealth Investment Group, LLC, where he has worked since 2024. Prior to this, Gehri held positions at several firms including Fidelity Brokerage Services LLC and Harvest Financial Advisors. Outside of his advisory work, he operates a tax filing service as a sole partner. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, while also serving corporations and business entities. The firm employs a mix of internally developed and third-party model portfolios, utilizing various investment analysis methods and offering access to private placements for accredited investors.

Jacob Provart is a Series 66-credentialed advisor with eight years of industry experience. He has worked at Strategic Wealth Investment Group, LLC since 2020 and previously held roles at Fidelity Investments and Ameriprise Financial. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing traditional assets and offering access to private placements for accredited investors. The firm employs a combination of internally developed and third-party model portfolios, utilizing multiple investment analysis methods and may delegate trading duties while maintaining client suitability responsibility.

Hairo Rodriguez Pena is a financial advisor at Strategic Wealth Investment Group, LLC in Tampa, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Strategic Wealth Investment Group, he worked at Strategic Wealth Designers and spent eight years at Lakeland Automall. Outside of finance, he is involved in a home flipping business as a sole proprietor, managing home renovations and sales. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, uses multiple investment analysis methods, and offers access to private placements for accredited investors.

Jason Moore is a financial advisor at Strategic Wealth Investment Group, LLC in Atlanta, GA, with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Strategic Wealth Advisors, Avantax Investment Services, Legacy Capital Advisors, and LPL Financial, among others. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, drawing on various investment analysis methods, and may delegate trading while retaining overall client suitability responsibility.

Bradley Gaines is a financial advisor with Strategic Wealth Investment Group, LLC in Louisville, KY. He holds a Series 65 designation and has four years of industry experience. Prior to joining Strategic Wealth Investment Group in 2021, he was the managing partner at Reset Strategies from 2011 to 2019. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities with discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment plans, typically implemented on a discretionary basis.

Peter Gayle is a financial advisor at Strategic Wealth Investment Group, LLC in Tampa, FL, holding a Series 66 designation with nine years of industry experience. Prior to joining Strategic Wealth Designers in 2025, he spent 20 years with Prudential Insurance Company of America and Pruco Securities, LLC. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop client-specific investment strategies, often implementing these plans on a discretionary basis.

Matthew Dicken is a financial advisor at Strategic Wealth Investment Group, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials. Dicken is the founder and chairman of Total Return Capital Management, a private equity fund, and is involved in several non-investment businesses including a racing team, a consulting firm, and a retirement education company. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment plans, often implementing them on a discretionary basis through firm-developed model portfolios.