Shih Hua Liu is a financial advisor at Arete Wealth Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked with Portsmouth Financial Services, Inc. and Woodbury Financial Services, Inc. Prior to joining Arete Wealth Advisors, he managed his own DBA, SWM Financial. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations and integrates affiliated financial businesses and product channels in its service offerings.

Miao Ling Guan is a financial advisor at Arete Wealth Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Portsmouth Financial and Morgan Stanley. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis and employs both advisor-driven and proprietary rule-based model allocations, while also utilizing third-party sub-advisers and acting as an ERISA fiduciary when applicable.