Brian Walsh is a financial advisor with The Ascent Group, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Osaic Wealth, Inc., Vested Advisors, LLC, and Ameritas Life Insurance Corp. He is also the owner of Cruzen, an LLC developing a mobile services app. The Ascent Group manages approximately $4.93 billion and serves over 3,500 clients through a team of four advisors. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and subadvisory services, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and proprietary model portfolios.

Catherine Town is a financial advisor at The Ascent Group, LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at Osaic Wealth, Inc., Triad Advisors, Ameritas Investment Company, LLC, and Walsh & Nicholson Financial. The Ascent Group manages approximately $4.93 billion and offers discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and subadvisory services to a diverse client base including individuals, trusts, and institutions. The firm employs a range of investment strategies, including mutual funds, ETFs, model portfolios, and independent managers.

Brian Walsh is a financial advisor with The Ascent Group, LLC, holding the ChFC® designation and over 40 years of industry experience. His career includes roles at OSAIC, Triad Advisors, and Ameritas Life Insurance, among others. Outside of his advisory work, Walsh is involved in motivational speaking and serves as immediate past president on the board of trustees for the Million Dollar Round Table Foundation. The Ascent Group, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, families, and institutions. The firm employs a combination of discretionary and non-discretionary portfolio management, model-based strategies, and third-party managers, supported by digital platforms such as Schwab Intelligent Portfolios.

Kevin Nicholson is a financial advisor with The Ascent Group, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Ameritas Life Insurance, Triad Advisors, and OSAIC. In addition to his advisory work, he is a licensed independent insurance agent and co-owner of Walsh & Nicholson Financial Group. The Ascent Group, LLC provides investment management, financial planning, and consulting services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm manages approximately $4.76 billion in assets and employs a combination of discretionary and non-discretionary portfolio management, model portfolios, and third-party managers, serving a broad client base through a 15-advisor team.

Andrue Nicholas is a financial advisor with The Ascent Group, LLC, holding Series 65 and Series 63 licenses and starting his career in 2026. Prior to joining The Ascent Group, he has experience with Osaic Wealth, Alera Group, Hardenbergh Insurance Group, Citrin Cooperman, Group One Trading, and The Haverford Trust Company. The Ascent Group, LLC provides investment management, financial planning, and consulting services to a broad range of clients, including individuals, high net worth clients, families, trusts, businesses, institutions, and retirement plans. The firm combines discretionary and non-discretionary portfolio management with a variety of model portfolio options and digital delivery platforms, managing approximately $4.76 billion in assets across 4,177 clients.

Timothy Seiders is an investment adviser representative at The Ascent Group, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including OSAIC, Triad Advisors, and Ameritas Life Insurance Corp. He also owns One Stop Financial Services, a sole proprietorship providing insurance sales and fixed insurance products. The Ascent Group is a registered investment adviser managing approximately $4.93 billion and offers a range of services including discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm serves individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans through a network of advisor representatives and third-party platforms.