James Beaudreau III is a financial advisor at Asset Strategies Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes eight years at Drury Hotels. Asset Strategies Group, LLC provides portfolio management and consulting services primarily to individual and high-net-worth clients. The firm employs a combination of modern portfolio theory, asset-allocation techniques, and various analytical approaches, operating mainly on a non-discretionary basis with client approval required for trades.

Connie Terrell is a financial advisor with Asset Strategies Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She previously worked at TransUnion for nine years and at nTHRIVE for one year. She has been with Asset Strategies Group since 2009. Asset Strategies Group, LLC provides portfolio management and consulting services primarily to individual and high-net-worth clients. The firm employs a blend of asset-allocation techniques with technical, fundamental, quantitative, and cyclical analysis, operating mainly on a non-discretionary basis and offering client-driven investment restrictions and hourly consulting engagements.