James Alberts is a financial advisor at N.E.W. Advisory Services, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Woodbury Financial and Geneos Wealth Management Inc. Alberts is also the owner of Alberts CPA and Associates, LLC, where he works as a CPA. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans, offering asset management, modular financial planning, and 401(k)/retirement plan consulting. The firm uses model portfolios primarily composed of mutual funds and ETFs, alongside individual stocks, bonds, and options, and maintains a long-term investment orientation based on fundamental, technical, and economic analysis.

Amy Schmeckpeper is a financial advisor at N.E.W. Advisory Services, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at James Alberts, GENEOS Wealth Management Inc, Woodbury Financial Services, Alberts CPA & Associates, United Health Group, and Alberts & Heling CPAs. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans, offering asset management, modular financial planning, and 401(k)/retirement plan consulting. The firm uses model portfolios primarily composed of mutual funds and ETFs with a long-term investment approach guided by fundamental, technical, and economic analysis.