Elizabeth Reilly is a financial advisor with TLG Advisors, Inc., holding a ChFC® designation and Series 63 and 65 licenses, with 29 years of industry experience. She has held previous roles at Simplicity Investments, Gallagher, Ameritas Advisory Services, and Horace Mann Investors, among others. 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 manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, offering services such as portfolio management, comprehensive financial planning, and fiduciary services for retirement plans.

Christopher Henderson is an investment advisor at TLG Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Simplicity Investments, Global Retirement Partners, LLC, and Coordinated Capital Securities, Inc. Outside of his advisory role, Henderson serves as an Independent Insurance Agent and is a board member of the National Association of Insurance and Financial Advisors (NAIFA) Wisconsin chapter. 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 services, comprehensive financial and estate planning, and ERISA fiduciary services, delivering advice through independent representatives and sub-advisors with an emphasis on fundamental analysis and Modern Portfolio Theory.

Leonard Cheah is an investment advisor representative with TLG Advisors, Inc. in Summit, NJ, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at The Leaders Group Inc., Compass Management Holdings LLC, and GWN Securities, Inc. Outside of his advisory work, he is co-founder and CFO of OC Tech, LLC, a company focused on creator ERP systems, and co-founder and CFO of Good Fire Co. LLC, a hot sauce brand. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection approach grounded in fundamental analysis and Modern Portfolio Theory, offering both sub-advised portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Andrew Cuevas is a financial advisor at TLG Advisors, Inc. based in Los Angeles, CA, with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Gideon, The Leaders Group Inc, Gideon Strategic Partners, M Holdings, Equitable Advisors, and AXA Advisors. TLG Advisors, Inc. serves a diverse client base ranging from individuals and high-net-worth clients to institutional investors. The firm focuses on investment supervisory services, portfolio management, and comprehensive financial planning, employing a manager selection process and Modern Portfolio Theory to build diversified portfolios, while also offering a digital investment program known as Starlight Portfolios.

Rachel Smith is an investment advisor representative at TLG Advisors, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Concourse Financial Group and related entities. Smith is also a vice president at Simplicity Group, where she is involved in insurance product sales to advisors. TLG Advisors, Inc. provides investment supervisory services, portfolio management, and comprehensive financial planning to a diverse clientele, including high-net-worth individuals, trusts, charitable organizations, corporations, and institutional investors. The firm uses fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, often managing accounts through a network of sub-advisors and program platforms.

Michael Petersen is a financial advisor with TLG Advisors, Inc. He holds the ChFC® designation and Series 65 and 63 licenses, and has 23 years of industry experience. His prior roles include positions at Allianz Life, Questar Capital Corporation, Woodbury Financial Services, and Osaic Wealth. Petersen is also the founder of VDM Wealth and serves as Vice President of Life at Howard Insurance, where he facilitates sales of life insurance products. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, charities, corporations, and institutional investors. The firm emphasizes manager selection and monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers a direct-to-consumer digital program called Starlight Portfolios.

Rhoneil Santo Tomas is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior roles include positions at AXA Advisors LLC and DSV Financial Inc, where he also serves as president, focusing on employee benefits. Santo Tomas is involved in several insurance-related businesses offering fixed life and disability insurance 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, providing investment supervisory services, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses a risk-based approach to portfolio construction.

Gary Gray is a financial advisor at TLG Advisors, Inc. with 42 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Nationwide Securities, LLC and Nationwide Insurance Company, as well as operating Gray Consulting Services since 2018, where he provides financial services consulting. 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 manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, offering investment supervisory services and portfolio management through a network of independent representatives and sub-advisors.

Michael Gubin is a financial advisor at TLG Advisors, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been affiliated with Schmidt Financial since 2012. Outside of his advisory role, he is involved in life insurance and annuity sales through his positions at Schmidt Financial and MAG Advisors Inc., where he serves as president and sole owner. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves a diverse client base including 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, and ERISA fiduciary services, employing a research approach based on fundamental analysis and Modern Portfolio Theory.

Jackie Martin is a financial advisor with TLG Advisors, Inc. in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has previously worked at Midwood Financial, Fifth Third Securities, FIFTH THIRD BANK, and LPL Financial. Outside of her advisory role, she operates a sole proprietorship involved in reselling clothing and cosmetics. 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 combines fundamental research and Modern Portfolio Theory in its portfolio construction and offers a direct-to-consumer program called Starlight Portfolios alongside traditional advisory and ERISA fiduciary services.

Thomas Prybylo is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. His prior roles include positions at The Leaders Group Inc, Grove Point Investments, LLC, Grove Point Advisors, LLC, MBAdvisors, and H. Beck, Inc. Outside of his advisory work, he is an independent insurance agent and owner of a consulting business. TLG Advisors, Inc. manages 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, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, employing a research approach based on fundamental analysis and Modern Portfolio Theory.

James Roberts is a financial advisor at TLG Advisors, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Intera Capital Partners LLC and CenterPoint Capital Management. Roberts serves on investment committees for the Children's Home Society and Gustavus Adolphus College endowments and advises iBorrow on insurance investor access to real estate loan assets. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring through fundamental analysis and Modern Portfolio Theory, offering diversified portfolios managed by independent advisors and sub-advisors, along with a direct-to-consumer digital program called Starlight Portfolios.

Karen Creel is a financial advisor with TLG Advisors, Inc. and holds Series 63 and Series 65 licenses. She has 15 years of industry experience, with prior roles at First Republic Securities Company, LLC, Rockefeller Financial LLC, and Aurelia Private Office. She also heads wealth structuring at SEQUENT (FLORIDA) LLC. 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 to build diversified portfolios, offering both traditional advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Jonathan Gerrard is a financial advisor with TLG Advisors, Inc. based in Summit, NJ. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Gerrard Advisors LLC, The Leaders Group, Douglas Gerrard, TIAA-CREF, Merrill, and Penn Mutual Life Insurance Company. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension plans, and other institutional investors. The firm offers investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, using manager selection and ongoing monitoring grounded in fundamental analysis and Modern Portfolio Theory.

John Rousos is a financial advisor at TLG Advisors, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Highland Capital Brokerage and Investacorp Advisory Services. He is also involved in wholesaling and insurance-related activities through FSG. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client 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.

Edwin Colvin Jr. is a financial advisor with Tlg Advisors, Inc. and holds the Series 63 and Series 65 licenses, with 41 years of industry experience. He has been associated with Capitas Financial LLC and The Leaders Group, Inc. since 2009. Outside of his advisory roles, he is a partner and agent at Pinnacle Group, which supports life insurance and annuity brokerage services. 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 comprehensive financial planning, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory.

Morgan Christiansen is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Pinnacle Insurance & Financial Services, LLC and The Beaches Needs, LLC since 2016, with prior experience at Levy Restaurants. Outside of his advisory role, he owns a consulting firm specializing in business development. TLG Advisors 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 and portfolio management, employing manager selection, fundamental analysis, and Modern Portfolio Theory to build diversified portfolios, and also offers a direct-to-consumer digital investment program.

Mark Gori is a Series 66-licensed advisor with six years of industry experience. He is currently affiliated with TLG Advisors, Inc. and The Leaders Group Inc. Prior to these roles, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. TLG Advisors, Inc. serves a diversified client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both advisor-managed and direct-to-consumer investment programs.

Tedd Meyer is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at TLG Advisors, Inc. and has previously held roles at J Alden Associates, Inc., Hornor Townsend & Kent Inc., Penn Mutual Life Insurance Co., and Northrop Grumman. Meyer is also a director at Newcleus LLC, where he provides life insurance solutions to credit unions, and he maintains an independent insurance agent role focused on life insurance sales. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory services, comprehensive financial and estate planning, and ERISA fiduciary services, employing a research approach based on fundamental analysis and Modern Portfolio Theory.

Joseph Guess is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has been with TLG Advisors and The Leaders Group since 2007 and has also worked with Guardian Life Insurance Company since 2006. Outside of advisory work, he owns and manages two farms and sells life and health insurance through various carriers. 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.