Advisor Share Wealth Management, LLC

Stephen Harper is a financial advisor at Advisor Share Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Simplicity Wealth, LLC. Outside of his advisory role, Harper owns Preservation Wealth Consultants LLC, a tax preparation and advisory service, and serves as an enrolled agent with the IRS. He also speaks periodically at local churches. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a platform used by independent advisers and utilizes third-party sub-advisers and model portfolios to implement client strategies, with ongoing evaluation and oversight of those managers.

Donald Hoffman is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has been with Horter Investment Management since 2017 and also serves as a broker for Roadmap4Retirement, an insurance business focused on providing solutions for pre-retirees and retirees since 1986. Additionally, he is involved with New Life Church in Renton as a service director, managing video image magnification and volunteer coordination. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a platform for independent advisers and employs quantitative and qualitative criteria to select and monitor third-party sub-advisers and model portfolios tailored to client risk profiles.

Richard Kirk is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Peace of Mind Wealth Management, Virtue Capital Management, Horter Investment Management, and Lifeguard Retirement Planning. Outside of his advisory role, Kirk is an insurance broker at Lifeguard Retirement Planning, where he sells annuity, life, long-term care, and senior health insurance products. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm uses a web-based platform for investment and practice management, typically implements client strategies through third-party sub-advisers and model portfolios, and conducts ongoing evaluations to monitor performance and risk.

Matthew Brady is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 65 designation and two years of industry experience. He is also the President and CEO of Brady Benefits & Associates, LLC, where he provides employee benefits advice including 401(k), 403(b), individual indexed universal life insurance, and annuities. Advisor Share Wealth Management serves individuals, professional investment advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a platform that supports independent advisers through selection and oversight of third-party managers and model portfolios, employing both discretionary and non-discretionary management approaches.

Donald Cameron is a financial advisor at Advisor Share Wealth Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone Capital Management, Tcm Securities, Inc, and Cameron Financial, a business he has been involved with since 1995. In addition to his advisory work, he is an agent involved in the sale of life insurance, fixed annuities, and long-term care insurance products. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a platform that supports independent advisers and employs a manager selection process based on quantitative and qualitative criteria to implement client strategies.

Kurt Berry is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at First Advisors National, Vanderbilt Securities, Regulus Advisors, and Massmutual. He is also the owner of Stillwater Financial, LLC, where he works as a financial health coach and provides insurance sales and strategies for families. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm uses a web-based platform for independent advisers and typically implements client strategies through third-party sub-advisers and model portfolios, with ongoing manager evaluation to maintain alignment with client goals.

Jason Siebert is a financial advisor at Foundations Investment Advisors LLC with Series 65 credentials and one year of industry experience. He is also the president of JJAVERY Inc, where he manages marketing, finances, sales, and customer service related to life insurance and annuities. Foundations Investment Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, registered investment companies, and businesses. The firm offers portfolio management, financial planning, education workshops, and sub-advisory services through a large network of affiliated offices and licensed representatives.

Michael Nolan is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked at Allstate Financial Advisors, LLC, and Allstate Insurance Co., among other roles. Nolan is also the owner of Premier Personal Services LLC, through which he manages business expenses and staff compensation. Advisor Share Wealth Management serves individuals, professional investment advisers, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm uses a web-based platform to support independent advisers and focuses on recommending third-party sub-advisers and model portfolios tailored to client risk profiles.

Veronica Osmonov is a CFP® with 12 years of industry experience, currently serving at Advisor Share Wealth Management, LLC. Her prior roles include positions at Peace of Mind Private Wealth Management, Horter Investment Management, and self-employment since 2009. She also works as an insurance agent selling insurance and annuities. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by providing portfolio management, financial planning, and advisory services. The firm utilizes third-party sub-advisers and model portfolios, employing both discretionary and non-discretionary management based on client risk profiles.

James Wisdom is a CFP® with 14 years of industry experience, currently serving at Advisor Share Wealth Management, LLC. He has worked at Harvest Investment Services, LLC since 2015 and operates James L. Wisdom Insurance Services, focusing on fee-based consumer-driven health financial planning and occasional life and long-term care insurance sales. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a platform that supports independent advisers and uses third-party sub-advisers and model portfolios, with ongoing evaluation based on quantitative and qualitative criteria.

Walter Wittrock is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Trek Financial since 2015 and has been president of WITTROCK FINANCIAL, Inc., an investment-related business, since 2003. Outside of his advisory roles, he serves as vice president of Great Lakes Fish Growers and works as a solicitor providing subscription-based estate planning software. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by offering portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a web-based investment platform and typically implements strategies through third-party sub-advisers and model portfolios, employing quantitative and qualitative criteria to monitor and select managers.

Shaun Vaught is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. He has worked with Cetera Advisor Networks LLC since 2015 and operates Vaught and Muela Insurance Services, where he sells and services insurance products. Outside of his financial career, he serves as a pastor at Christian Worship Center, a role he has held since 1995. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a web-based platform for independent advisers and emphasizes manager selection and oversight through quantitative and qualitative evaluations.

Gary Sipos is a Series 65-licensed financial advisor with 17 years of industry experience. He is affiliated with Advisor Share Wealth Management, LLC and has worked at Retirement Wealth Advisors and Donor Motivation San Francisco. Outside of his advisory role, he founded College Cash Solutions, a company that assists families with college financial planning and aid processes. Advisor Share Wealth Management serves individual investors, professional advisers, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm uses a platform to support independent advisers and typically implements strategies through third-party sub-advisers and model portfolios, with ongoing manager evaluation and oversight.

Clifford Camarda is a CFP® and ChFC® with 29 years of experience in financial advising. He is currently with Advisor Share Wealth Management, LLC and has held various roles including owner and advisor at Camarda Wealth Advisory Group and Peak Alpha Wealth Management. He is also a licensed real estate agent involved in referring clients interested in real estate transactions. Advisor Share Wealth Management serves individuals, professional advisers, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm uses a combination of third-party sub-advisers and model portfolios to implement client strategies, with ongoing evaluation and monitoring of managers based on quantitative and qualitative criteria.

David Montermini is a Series 65-credentialed financial advisor with eight years of industry experience. He currently works at Advisor Share Wealth Management, LLC and has previously been associated with CoreCap Advisors, Virtue Capital Management, LLC, and Horter Investment Management. In addition to his advisory role, he serves as President of Dreck Inc. DBA Montermini Investments & Insurance, a life and health agency. Advisor Share Wealth Management serves individuals, professional investment advisers, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes the use of third-party sub-advisers and model portfolios, employing quantitative and qualitative criteria to monitor and evaluate managers.