Mark Bertrang is a financial advisor with Interactive Financial Advisors, holding the ChFC® designation and Series 63 and 66 licenses. He has 37 years of industry experience, including prior roles at Brooklight Place Securities, Inc. and Fortune Financial Services. Bertrang is also president of Financialoscopy Inc., a fixed insurance sales and service business, and is an author of non-investment products. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and advisory consulting. The firm manages assets primarily through discretionary, model-based strategies using ETFs and mutual funds, employing tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool.

Nathan Becker is a financial advisor at Interactive Financial Advisors with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Newport Group and Wells Fargo Investments. Outside of his advisory role, Becker serves as an operations and research specialist at Financialoscopy Inc., a fixed insurance sales and service business. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified model portfolios, leveraging third-party managers and proprietary processes to support client objectives within a multi-advisor network.