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Joshua D

Series 63, Series 65

Spring Grove, IL

Strive Financial Group, LLC

Joshua Da More is a financial advisor with Strive Financial Group, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Wellington Wealth Strategies LLC, TrustWealth Strategies, MML Investors Services, Mass Mutual Life Insurance Company, and Assurance Technologies, Inc. He is also licensed as an insurance agent and engages in fixed insurance sales. Strive Financial Group, LLC is a registered investment adviser serving individual and high-net-worth clients, as well as qualified retirement plans, with discretionary asset management, financial planning, and ERISA retirement-plan services. The firm employs both quantitative and qualitative analysis across a range of strategies, including long-term allocations, trading, options, and alternative investments, with regular portfolio monitoring and rebalancing.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting General estate planning guidance Retirement income strategy Founder/Business Owner
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Logan R

Series 66

Green Bay, WI

Strive Financial Group, LLC

Logan Rueckl is a financial advisor at Strive Financial Group, LLC with a Series 66 designation and one year of industry experience. Prior to joining Strive, he held roles at Morgan Stanley Private Bank, Morgan Stanley, and Matrix Sciences. Strive Financial Group is a registered investment adviser founded in 2024 that provides discretionary asset management, financial planning, and retirement-plan services to individual and high-net-worth clients. The firm employs both quantitative and qualitative analysis to manage portfolios across various strategies, conducting regular reviews and portfolio rebalancing.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting General estate planning guidance Retirement income strategy Founder/Business Owner
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John H

Series 65

Carmel, IN

Strive Financial Group, LLC

John Hillman is a financial advisor at Strive Financial Group, LLC in Carmel, IN, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he was a full-time student for ten years. Outside of advisory services, he is also licensed as an insurance agent. Strive Financial Group, LLC, founded in 2024, provides discretionary asset management, financial planning, and ERISA retirement-plan services to individual, high-net-worth clients, and qualified retirement plans. The firm employs a combination of quantitative and qualitative analysis across various investment strategies and conducts regular portfolio reviews including rebalancing and tax-loss harvesting.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting General estate planning guidance Retirement income strategy Founder/Business Owner
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Hayley L

Series 63, Series 65

Green Bay, WI

Strive Financial Group, LLC

Hayley Lenz is a financial advisor at Strive Financial Group, LLC with 17 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at LPL Financial and BMO Harris Financial Advisors, Inc. Outside of her advisory role, she operates a personal business called Loopie's Liquidation Lounge. Strive Financial Group, LLC offers discretionary asset management, financial planning, and ERISA retirement-plan services to individual and high-net-worth clients, as well as qualified retirement plans. The firm employs both quantitative and qualitative analysis to manage portfolios with strategies ranging from long-term allocations to trading and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting General estate planning guidance Retirement income strategy Founder/Business Owner
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Joseph H

Series 63, Series 65

Carmel, IN

Strive Financial Group, LLC

Joseph Hillman is a financial advisor at Strive Financial Group, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with firms including Wellington Wealth Strategies, LLC and MassMutual Life Insurance Company. Outside of financial advising, Hillman is involved in a medical implant distribution company, M. E. D. Distribution, where he is a sales owner. Strive Financial Group, LLC provides discretionary asset management, financial planning, and ERISA retirement-plan services to individual and high-net-worth clients. The firm employs a combination of quantitative and qualitative analysis to manage portfolios using a variety of strategies, and conducts regular portfolio reviews with rebalancing and tax considerations.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting General estate planning guidance Retirement income strategy Founder/Business Owner
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Christopher B

CFP®, Series 65

Carmel, IN

Strive Financial Group, LLC

Christopher Bauchle is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Strive Financial Group, LLC and has previously worked at Wellington Wealth Strategies, LLC. Outside of his advisory roles, Bauchle serves with the Indianapolis Fire Department and the United States Air Force Reserve. Strive Financial Group, LLC provides discretionary asset management, financial planning, and retirement-plan services to individual and high-net-worth clients. The firm employs a combination of quantitative and qualitative analysis across various investment strategies, including long-term allocations, trading, options, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting General estate planning guidance Retirement income strategy Founder/Business Owner
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Thomas R

CFP®, Series 63, Series 65

Luxemburg, WI

Strive Financial Group, LLC

Thomas Rueckl is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience primarily serving families in Northeastern Wisconsin. He is a CERTIFIED FINANCIAL PLANNER® professional and holds a Bachelor of Science degree in Business Administration from the University of Wisconsin – Green Bay. Thomas focuses on managing new wealth, personal retirement planning, portfolio management services, and retirement income strategies, offering clients a comprehensive approach tailored to their individual needs. Thomas emphasizes building long-term relationships through accessibility, responsiveness, and knowledge, guiding clients as they make important financial decisions. Alongside his professional role, he is actively involved in his community as a board member of the Ribbon of Hope Foundation. Thomas resides in Luxemburg, Wisconsin with his wife Nikki; they have three sons and one granddaughter. His personal interests include football, golfing, hunting, photography, traveling, and spending time with family.

Wealth management General retirement planning Retirement income strategy Income planning Founder/Business Owner Parents
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Sandesh A

Series 63, Series 66

Carmel, IN

Strive Financial Group, LLC

Sandesh Arles is a financial advisor at Strive Financial Group, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and Valeo Financial Advisors. He is also involved as a member of Arles Capital LLC, a holding company for his investment advisory practice. Strive Financial Group, LLC provides discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients, along with ERISA retirement-plan services. The firm uses a combination of quantitative and qualitative analysis to manage portfolios through various strategies, including long-term allocations, trading, options, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting General estate planning guidance Retirement income strategy Founder/Business Owner
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Gregory F

Series 63, Series 65

Carmel, IN

Strive Financial Group, LLC

Gregory Freeman is a financial advisor at Strive Financial Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wellington Wealth Strategies, LLC and MassMutual Life Insurance Company. Freeman is also involved as an insurance agent affiliated with Strive Financial Group. Strive Financial Group, LLC is a registered investment adviser serving individual and high-net-worth clients, as well as qualified retirement plans. The firm offers discretionary asset management, financial planning, and ERISA retirement-plan services, utilizing a combination of quantitative and qualitative strategies across various investment approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting General estate planning guidance Retirement income strategy Founder/Business Owner
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Mark S

Series 65

Nashville, TN

Strive Financial Group, LLC

Mark Shannon is a financial advisor with Strive Financial Group, LLC in Nashville, TN. He holds a Series 65 designation and has been with Strive Financial Group since 2026. Prior to joining the firm, his background includes roles in hospitality and hospitality-related businesses. Strive Financial Group, LLC is a registered investment adviser founded in 2024 that provides discretionary asset management, financial planning, and ERISA retirement-plan services to individual and high-net-worth clients. The firm uses a combination of quantitative and qualitative analysis to manage portfolios across various strategies, including long-term allocations, trading, options, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting General estate planning guidance Retirement income strategy Founder/Business Owner
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Ross G

Series 63, Series 65

Carmel, IN

Strive Financial Group, LLC

Ross Gaddy is a financial advisor at Strive Financial Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wellington Wealth Strategies, MML Investor Services, and Mass Mutual Life Insurance Company. Gaddy is also licensed as an insurance agent, engaging in fixed insurance sales. Strive Financial Group, LLC is a registered investment adviser founded in 2024 that offers discretionary asset management, financial planning, and ERISA retirement-plan services to individual and high-net-worth clients. The firm employs both quantitative and qualitative analysis to manage portfolios across a variety of strategies, including long-term allocations, trading, options, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting General estate planning guidance Retirement income strategy Founder/Business Owner
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