Mitchell Smith is a financial advisor at TLG Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at The Leaders Group Inc and Kestra Financial Services, Inc. He is also a managing principal and partner at Vanbridge, where he oversees business operations. TLG Advisors serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm’s investment approach emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, with many accounts managed through sub-advisors and program platforms.

Maura Mandell is a financial advisor at TLG Advisors, Inc. with three years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at DBM Legal & Business Services and 4M Ventures LLC, where she has been involved since 2012. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, using a research approach based on fundamental analysis and Modern Portfolio Theory.

Richard Wall Jr. is a financial advisor at TLG Advisors, Inc. with a Series 65 credential and over two years of industry experience. He is also an attorney and owner of Richard J Wall Jr PC LLO, providing estate planning services. Additionally, he serves as trustee of the John Stone Trust Agreement and owns Cornhusker Financial Solutions, which refers clients for insurance and annuity products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory, portfolio management, and comprehensive financial and estate planning services.

Mary Schaaf is a financial advisor with TLG Advisors, Inc. based in Erie, PA. She holds Series 63 and Series 65 credentials and has 46 years of industry experience. Her prior work includes roles at The Leaders Group Inc and North Coast Brokerage/Capitas Financial, and she served in Erie County from 2012 to 2020. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Robert Amoruso is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA, holding a Series 66 designation and 17 years of industry experience. He has previously worked at The Leaders Group Inc and M Holdings Securities, Inc., and serves as CEO of Gideon Strategic Partners LLC. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors, providing portfolio management, financial planning, and fiduciary services. The firm’s investment approach emphasizes manager selection and diversification using fundamental analysis and Modern Portfolio Theory, supported by a network of independent advisors and sub-advisors.

Jeffrey Tipton is a Series 65-licensed financial advisor at TLG Advisors, Inc. with one year of industry experience. Prior to joining TLG Advisors, he spent 36 years at Dwitts Inc. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services that include investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

Thomas Zirbes is a financial advisor with TLG Advisors, Inc. based in Summit, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at firms such as CRI Securities, North Star Consultants, Park Avenue Securities, and Guardian Life Insurance Company. He is also head of sales at White Swan, a life insurance and sales marketing business. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and fiduciary services, employing manager selection and fundamental analysis within a Modern Portfolio Theory framework to construct diversified portfolios.

Timothy Gelinas is an advisor at TLG Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Estate Settlement Services Inc. and The Leaders Group, Inc. for over two decades. Outside of his advisory work, he teaches classes about unique sites in Israel at various churches, schools, and senior groups. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services that include investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

J Mackenbach is a financial advisor with TLG Advisors, Inc. based in Columbus, OH, holding a Series 66 designation and 29 years of industry experience. His career includes long tenures at Valmark Securities, Inc., Minnesota Mutual, and his own firm, Mackenbach & Associates. He is also involved with Wealth Advantage Group, where he engages in insurance sales and client servicing. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, combining fundamental analysis and Modern Portfolio Theory with a client risk-based approach.

Douglas Clermont is a financial advisor with TLG Advisors, Inc., holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at The Leaders Group, Inc., GBS Insurance & Financial Services, Principal Life Insurance Co., and PrinCor Financial Services. He is also licensed as an outside insurance agent, selling fixed life, fixed annuities, disability, long-term care, and health insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to customize portfolios reviewed quarterly.

Barwick Barfield Jr. is a financial advisor at TLG Advisors, Inc. with 25 years of industry experience. He has been with TLG Advisors and The Leaders Group Inc. since 2007. In addition to his advisory role, he is an independent insurance agent based in Baton Rouge, LA. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of fundamental analysis, Modern Portfolio Theory, and a direct-to-consumer program called Starlight Portfolios.

Kerry Pulliam is a financial advisor at TLG Advisors, Inc. with 36 years of industry experience. He holds a Series 63 designation and has worked at Gowers & Associates since 2017, Mercury Financial Group from 2010 to 2017, and Reed Tyler, LLC since 2004. Outside of advising, he is involved in life insurance sales and marketing as the owner and manager of Reed Tyler LLC and serves as an insurance sales executive for employee benefit plans. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach includes manager selection, ongoing monitoring, and asset allocation-based portfolio construction, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor passive, active, or blended fund portfolios.

Peter Cooper is a financial advisor at TLG Advisors, Inc. with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including The Leaders Group Inc and B. Riley Wealth Management. Outside of his advisory role, he manages the life and health department at Amabrokus Inc., an insurance business he has been involved with since 1993. TLG Advisors serves a diverse client base ranging from individuals and trusts to institutional investors, providing services such as portfolio management, financial planning, and fiduciary services for retirement plans. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and it offers both advisor-managed portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Justin Sykes is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at The Leaders Group Inc., Millennium Brokerage Group, and Nationwide Securities LLC. Outside of advisory work, he is active as an independent insurance agent, focusing on the sale of individual life insurance, long-term care, and annuities. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Benyamin Levy is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior work includes roles at Prudential Insurance Company of America, Penn Mutual Life Insurance Company, and Hornor, Townsend, & Kent LLC. Outside of his advisory work, he has been involved with American Cyberspace. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring to build diversified portfolios, and offers both traditional investment advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Michael Kleinstein is a financial advisor with TLG Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at The Leaders Group Inc, FSG, Alt Fund Distributors LLC, Catalyst Funds, and BNY Mellon Securities Corporation. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering services via independent advisors, sub-advisors, and a direct-to-consumer digital program called Starlight Portfolios.

Jessica Titus is a financial advisor at TLG Advisors, Inc. with seven years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, among others. In addition to her advisory role, she serves as a Senior Internal Partner in sales at BKA Financial. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring, utilizing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both sub-advisor managed accounts and a direct-to-consumer digital investment program called Starlight Portfolios.

Diane Goldman is a Series 65-licensed financial advisor at TLG Advisors, Inc. with experience dating back to 2006, including roles at New Agency Partners and Creative Financial Services. She also works as an independent insurance agent focusing on retirement income planning and annuities. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves a diverse client base including individuals, retirement plans, trusts, and institutional investors. The firm combines fundamental research and Modern Portfolio Theory in its investment approach and offers both traditional advisory services and a direct-to-consumer platform called Starlight Portfolios.

Jaquelyn Morbitzer is a Series 66-licensed financial advisor with eight years of industry experience. She is currently with TLG Advisors, Inc. and has previously held roles at The Leaders Group Inc., Golconda Partners, J.P. Morgan Securities, and First Republic Securities Company, LLC. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm offers portfolio management, comprehensive financial planning, and fiduciary services, utilizing manager selection and ongoing monitoring grounded in fundamental analysis and Modern Portfolio Theory.

Richard Maholchic is a ChFC® credentialed financial advisor with 32 years of industry experience. He is affiliated with TLG Advisors, Inc. and has held roles at Pacific Southwest Financial, The Leaders Group, Inc., Lincoln Investment Planning, and Capitas Distributors, Inc. In addition to his advisory work, Maholchic consults for law firms on insurance matters and facilitates life settlement situations on a reactive basis. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, financial and estate planning, and ERISA fiduciary services with a portfolio construction approach based on fundamental analysis and Modern Portfolio Theory.