Alera Investment Advisors, LLC

Adam Bettis is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at TFB Advisors, LLC and Ameritas Advisory Services, LLC. Outside of his advisory work, he is a member and owner of Broadview Capital Management LLC, an S-Corp with no formal investment duties. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, businesses, and institutions. The firm employs a long-term, fundamental analysis approach and offers ERISA-focused plan services, combining internal management with both affiliated and independent investment platforms.

Mary O'brian is a financial advisor at Alera Investment Advisors, LLC with four years of industry experience. She has worked at The Waterford Group, LLC since 2011 and joined Alera Investment Advisors in 2025. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, businesses, and institutions. The firm employs a mix of internal and external managers to construct portfolios with a long-term focus and offers comprehensive services for retirement plans, including ERISA-related advisory and participant education.

Matthew Compton is a financial advisor with Alera Investment Advisors, LLC, holding Series 65 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at Aurora Private Wealth, APW Capital, Principal Securities, and Principal Life Insurance Company. Outside of his advisory work, he serves as Director of Retirement Services at Brio Financial Services, overseeing corporate retirement plan business. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and integrates insurance and pension-consulting platforms alongside comprehensive advisory and retirement-plan services.

Pamela Davis is a financial advisor with Alera Investment Advisors, LLC, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. Her career includes roles at Securian Financial Services, Minnesota Life, and Triad Advisors, among others. She is also involved with GCG Financial, where she provides fixed business insurance products alongside her advisory work. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm employs a mix of internal and external managers focusing on mutual funds, ETFs, equities, and fixed income, and provides ERISA-focused services for retirement plans.

Robert Yastrow is a financial advisor at Alera Investment Advisors, LLC with a Series 66 designation and experience beginning in 2024. His prior roles include positions at Osaic Wealth, Ryan Specialty, and Northmoor Country Club, as well as work related to sports camps and educational institutions. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios with a focus on long-term fundamental analysis and offers a range of ERISA-related services for retirement plans.

Robert Janson is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes positions at Minnesota Life Insurance Company and Ascend Financial Services, each spanning two decades, and roles at GCG Financial, Triad Advisors, and OSAIC. Outside of finance, he is a co-owner of a jewelry sale and design business with his wife and assists with an interior/exterior design business. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates insurance and pension-consulting platforms alongside its advisory services.

Brian Costello is a financial advisor at Alera Investment Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with The Waterford Group, LLC since 2011. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to a wide range of clients including individuals, families, trusts, businesses, and institutions. The firm employs a mix of internal management and external managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income, and also offers comprehensive ERISA-related services for retirement plans.

Brian Carlson is a CFP® with 22 years of industry experience, currently serving as Senior Vice President at Alera Investment Advisors, LLC. His prior experience includes roles at Securian Financial Services, Minnesota Life Insurance Company, and Triad Advisors, Inc. He is also a board member and grade director for the Arlington Heights Youth Basketball Association, a local nonprofit organization. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm employs a long-term investment approach using internal management, affiliate platforms, and independent managers, and offers comprehensive ERISA-focused services for retirement plans.

John Kwasigroch is a financial advisor at Alera Investment Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Securian Financial Services, Inc. and Triad Advisors, Inc. He is also involved with GCG Financial, providing fixed insurance products and investment advisory services. Alera Investment Advisors offers investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm combines internal management with affiliate and independent managers, focusing on long-term allocations to mutual funds, ETFs, equities, and fixed income, while providing ERISA-related services for retirement plans.

Linda Skoglund is a ChFC® credentialed financial advisor with 34 years of industry experience. She is currently with Alera Investment Advisors, LLC and has prior experience at Cambridge Investment Research Advisors and Ja Counter. Skoglund serves on the board of Alera Group and is president of 2LMK, LLC, a family limited partnership managing investment accounts and rental properties including farmland and a rental property in Costa Rica. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental analysis-driven investment approach and integrates its advisory services with insurance and pension consulting platforms.

Kaleb Cervantes is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Triad Advisors and McIrath & Eck. He also serves as a retirement plan operations manager within affiliated companies of Alera Group, managing day-to-day client interactions and plan reviews. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis driven investment approach and integrates advisory services with insurance and pension-consulting platforms.

Zachary Lansburgh is a Wealth Advisor at Alera Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has worked at OSAIC, Alera Group, and Triad Advisors. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm offers discretionary portfolio management, planning, consulting, and ERISA-focused plan services with a long-term investment approach utilizing mutual funds, ETFs, individual equities, and fixed income.

Brentford Price is a financial advisor with Alera Investment Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 28 years of industry experience. He has worked at several firms including OSAIC, Triad Advisors, and KMS Financial Services, and is involved with Wilson & Albers Company, LLC as a producer. Outside of his advisory work, he owns and manages a small portfolio of rental properties. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, businesses, and institutions. The firm uses a combination of internal management, affiliated platforms, and independent managers to construct portfolios with a long-term focus and offers ERISA-focused services for retirement plans.

Bradley Shaps is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 credential and bringing 22 years of industry experience. His career includes roles at Securian Financial Services, Minnesota Life Insurance Company, Triad Advisors, and GCG Financial. He serves on the board of trustees and the fundraising committee at Congregation Beth Shalom and is currently the vice president of fundraising there. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm employs a diversified investment approach utilizing internal management, affiliate platforms, and independent managers, with a focus on long-term fundamental analysis and offers comprehensive ERISA-related services for retirement plans.

Dalila Toledo is a financial advisor at Alera Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Triad Advisors, CitiGroup, and Zacks & Company. Toledo is also the Director of Compliance for Financial Services at Alera Group. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm offers discretionary portfolio management and ERISA-focused plan services, employing a long-term investment approach with internal and external managers.