Charlotte Rasmussen is a financial advisor at Ascent Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including MML Investors Services, LLC, NYLIFE Securities LLC, and MassMutual Life Insurance Co. Outside of her advisory roles, she has experience in the hospitality and insurance industries. Ascent Advisors is a team-based firm that provides portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust (DST) consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines modern portfolio theory with quantitative, fundamental, technical, and charting analysis, emphasizing long-term trading and regular portfolio monitoring.

Christopher Bloch is a financial advisor at Ascent Advisors with six years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at OSAIC, Securities America, Inc, and Mutual of Omaha Advisors. Outside of advisory work, he is also involved in insurance sales, focusing on prospecting and protecting clients from financial exposure. Ascent Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting. The firm combines modern portfolio theory with quantitative, fundamental, technical, and charting analysis, emphasizing long-term trading and regular portfolio monitoring without imposing account minimums.

Derrick Girard is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Ascent Advisors, where he has worked since 2025. His prior experience includes roles at AdvisorNet Financial, DgIRARD Consulting, ionlake, LLC, and Roundbank. Ascent Advisors offers portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust (DST) consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a blend of modern portfolio theory and quantitative, fundamental, technical, and charting analysis, focusing on long-term trading and regular portfolio monitoring.

Benjamin Bernard is a financial advisor at Ascent Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked previously at OSAIC and Triad Advisors. Bernard is also a licensed insurance producer, involved in the sales of health, life, and long-term care insurance products. Ascent Advisors provides portfolio management, financial planning, pension consulting, and specialized Delaware Statutory Trust consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines modern portfolio theory with quantitative, fundamental, technical, and charting analysis to guide long-term investment decisions and regularly monitors client portfolios.