James Vanderbeek is a financial advisor at Connect Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Keystone Wealth Advisors and several management companies. Vanderbeek is also involved in managing a non-investment related management company. Connect Financial Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, small businesses, trusts, and other entities. The firm develops customized investment policy statements and uses a combination of fundamental, technical, and cyclical analysis with both long-term and tactical strategies.

Tyler Vanderbeek is a CFP® and Series 66 licensed advisor with 17 years of industry experience. He is currently with Connect Financial Advisors, where he has worked since 2022. Prior to that, he held positions at Keystone Wealth Advisors, Keystone Properties Holdings, Vancor Inc., and has been the owner of Beeks Inc. since 2002, a non-investment related business. Connect Financial Advisors is a state-registered team advisory firm serving individuals, small businesses, trusts, and retirement accounts. The firm manages discretionary portfolios and provides written financial planning using a range of investment strategies, including fundamental, technical, and cyclical analysis.

Adam Anderson is a financial advisor at Connect Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones and Ameriprise Financial Services. Anderson is also a general partner at Tree Line Income, LP, where he manages capital for a private fund. Connect Financial Advisors is a state-registered team advisory firm serving individuals, small businesses, trusts, and retirement accounts with discretionary portfolio management and written financial planning services. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and manages approximately $58.6 million in discretionary assets across about 443 client relationships.