Rocklin, CA Office

Jeffrey Lorenz is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Advisory Alpha since 2021 and previously held roles at Mutual Advisors, LLC and Mutual Securities, Inc. He is also president of 401 Financial, where he is involved in insurance product sales. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, and offers portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a diverse range of managed portfolio strategies.

Ryan Trulove is a financial advisor at Advisory Alpha, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Triad Advisors, LLC, and Mutual Advisors, LLC. In addition to his advisory role, he provides notarial services and owns 401 Wealth Management, Inc., which supports investment-related activities. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and 529 and HSA platforms. The firm also acts as a subadvisor or co-advisor for other registered investment advisors, managing a diverse range of portfolios with an emphasis on multi-strategy fund-of-funds implementations.