Advisory Solutions Group

Kathleen Rentz is a Series 65 licensed advisor with 11 years of industry experience. She is currently with Advisory Solutions Group, where she has worked for one year. Her prior experience includes roles at CS Planning Corp., Global Financial Private Capital, LLC, and Thayer & Co. Additionally, she worked with an organization called Dancing Angels for six years. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies with regular client reviews.

James Haynes is a financial advisor at Advisory Solutions Group with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Wealth Enhancement Brokerage Services, LPL Financial, BMO Harris Bank, Kestra Financial, and Waddell & Reed. Outside of advisory roles, he has been involved with Amazon Flex since 2018 and operated a dispatch service, Dashing Dispatchers, from 2013 to 2020. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies with regular client reviews.

Matthew Fevola is a financial advisor at Advisory Solutions Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CS Planning Corp and Stark Financial Advisers, Inc. In addition to his advisory roles, Fevola operates as an independent insurance agent recommending fixed and life insurance products. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm employs a diversified investment approach that incorporates quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies with periodic rebalancing and at least annual client reviews.

Sharlee Cretors is a CFP® professional with 23 years of experience in the financial industry. She currently works at Advisory Solutions Group and previously held roles at Avior Wealth Management, LLC and SC Financial Services, Inc. She is also the owner and managing member of Optimized Business Transitions, LLC, which assists business owners with planning and executing business transitions. Advisory Solutions Group serves retail clients and other registered investment advisory firms by providing financial planning, consulting, portfolio management, and turnkey back-office services. The firm employs diversified portfolios using quantitative, momentum, and fundamental analysis, and offers both discretionary and non-discretionary strategies with regular client reviews.

Tami Heuring is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 66 licenses. She has 17 years of industry experience, including roles at Wealth Enhancement Advisory Services and LPL Financial. She also works as a bookkeeper for Hunter Homes LLC, a non-investment related business. Advisory Solutions Group serves retail clients and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis while offering discretionary and non-discretionary strategies with periodic rebalancing and regular client reviews.

Noemi Ortega is a financial advisor at Advisory Solutions Group with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Union Capital Company for 19 years. Ortega has been with Advisory Solutions Group since 2026. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm constructs broadly diversified portfolios using quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies with regular client reviews.

Robert Burns is a financial advisor at Advisory Solutions Group with five years of industry experience. He has previously worked at CS Planning Corp. and operated Pillars of Success LLC, an entity overseeing two accounting firms. Mr. Burns also manages R.W. Burns & Sons LLC, a personal holding company. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms, employing a diversified investment approach that includes quantitative, momentum, and fundamental analysis.

Renee Reksc is a financial advisor at Advisory Solutions Group with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Cadaret, Grant & Co., Inc. for over 27 years. Outside of her advisory role, she prepares tax returns through her sole proprietorship and serves on the water management committee for the Laurel Lake Association. Advisory Solutions Group serves retail clients and other registered investment advisory firms by offering financial planning, consulting, portfolio management, and back-office services. The firm employs a diversified investment approach that includes quantitative, momentum, and fundamental analysis, and supports both discretionary and non-discretionary strategies.

Hoon Kang is a CFP® and ChFC® with 15 years of industry experience. He is currently with Advisory Solutions Group and has prior experience with Elliott Bay Advisors LLC, CS Planning Corp., and Cultivant LLC. Outside of his advisory work, he is involved in tax and accounting consulting and insurance through Elliott Bay Advisors LLC and Elliott Bay Insurance LLC. Advisory Solutions Group serves retail clients and supports other registered investment advisory firms through a combination of financial planning, consulting, portfolio management, and turnkey business services. The firm uses a diversified investment approach that incorporates quantitative, momentum, and fundamental analyses, and provides both discretionary and non-discretionary portfolio management.

Christian Kang is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Advisory Solutions Group in Bellevue, WA, and has held prior roles at CS Planning Corp and Elliott Bay Insurance LLC. In addition to his advisory work, Kang is a licensed life insurance agent and a member of Cultivant LLC, a marketing-focused business. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other RIAs. The firm constructs diversified portfolios using quantitative, momentum, and fundamental analysis, offering both discretionary and non-discretionary strategies along with model portfolios and research support to affiliated firms.

Eric Hallin is a financial advisor with Advisory Solutions Group who holds Series 63 and Series 66 licenses and has 16 years of industry experience. His prior roles include positions at CS Planning Corp., Bank of America, Merrill, J.P. Morgan Securities, and Chase Investment Services Corp. Advisory Solutions Group, also known as FocusPoint Solutions, serves retail clients and supports other registered investment advisory firms with financial planning, portfolio management, and turnkey business services. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and provides model portfolios, research, and reporting to RIAs.

Wesley Kang is a Series 65 licensed financial advisor with five years of industry experience. He is currently with Advisory Solutions Group and has prior experience at CS Planning Corp and Elliott Bay Insurance LLC. Kang is also involved as an LLC member in Cultivant LLC, a marketing business. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients and supports other registered investment advisory firms with financial planning, consulting, portfolio management, and turnkey back-office services. The firm uses diversified portfolios based on quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies, along with model portfolios and detailed reporting to RIA firms.

Kyle Marks is a financial advisor with Advisory Solutions Group and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at Secu Life Insurance Company, Members Trust Company, and Credit Union Investment Services. He is also affiliated with Wealth Enhancement Advisory Services. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other RIAs. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies with periodic rebalancing and client reviews.

Michael Gregory is a financial advisor with Advisory Solutions Group in Libertyville, Illinois, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Wealth Enhancement Group, Gladstone Wealth Partners, J.P. Morgan Securities, UBS Financial Services, and Oppenheimer. Outside of advisory work, he serves as a FINRA arbitrator. Advisory Solutions Group serves retail clients and supports other registered investment advisory firms by providing financial planning, consulting, portfolio management, and back-office services. The firm employs a diversified investment approach incorporating quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary strategies with regular client reviews.

Hailey Hall is a financial advisor with Advisory Solutions Group and holds the Series 66 designation. She has five years of industry experience, including roles with Wealth Enhancement Advisory Services and LPL Financial. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis, and offers both discretionary and non-discretionary strategies with regular client reviews.