Cherry Laska is a CFP® with eight years of industry experience, currently serving as an advisor at Trillium Wealth LLC. Her prior roles include positions at Morgan Stanley Private Bank, Carson Wealth Management, and Capital Financial Services. Outside of her advisory work, she is a published fiction author and operates CGL Productions & Consulting, LLC. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and private placement investment services to individuals, trusts, pension plans, corporations, and other business entities. The firm employs a range of investment strategies and offers additional services including fiduciary support and coordination with affiliated tax and insurance entities.

Steven Laska is a financial advisor with Trillium Wealth LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His background includes roles at firms such as Carson Wealth, Hodges Capital Management, and Carson Group Holdings. Since 2018, he has also been the owner of Cor Leonis Consulting, a non-investment-related consulting business. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other business entities. The firm employs multiple investment strategies and integrates private fund commitments while managing over $544 million in discretionary assets across approximately 625 clients.