Asset Allocation Strategies, LLC

Robert Lee is a financial advisor at Asset Allocation Strategies, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Orchard Kingdom and Florida Financial Advisors. Lee is also involved with ValuTeachers Inc. as an independent insurance agent, focusing on marketing fixed and indexed annuity products to public school employees. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors as well as plan sponsors and trustees. The firm employs strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plan assistance and investment policy reviews.

Kyle Tetreault is an investment advisor representative at Asset Allocation Strategies, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in life insurance and annuity sales since 2015, including his role as Executive National Sales Director at Valuteachers. He also owns Longevity Financial, which focuses on insurance sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation methods and offers portfolio-based financing alongside traditional portfolio management.

Robert Doehrer is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 65 license and bringing one year of industry experience. He has held roles at GLP & Associates and FCE Group, LLC, and has over two decades of prior experience including six years at MRPR Group, P.C. Outside of advising, he owns a business and tax consulting firm, FCE Group LLC, and is involved as treasurer and member of Utopia Chocolates LLC, a chocolate candy company. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment approach emphasizes strategic asset allocation using quantitative techniques and model portfolios, with additional offerings that include portfolio financing strategies and formal partnerships with third-party managers.

Michael Lucarelli is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with GLP Investment Services and GLP and Associates since 2000 and owns IM & IM Services, Inc., a flow-through commission entity. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation process using quantitative techniques and manages portfolios through proprietary models, ETFs, and third-party managers.

Matthew Wynalda is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with GLP & Associates, Inc. and GLP Investment Services, LLC since 2002 and joined Asset Allocation Strategies in 2016. Outside of his advisory roles, he is a partner in WynLund Farms LLC, which leases land for farming and hunting. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s approach emphasizes strategic asset allocation using quantitative techniques and offers advanced portfolio financing strategies alongside traditional portfolio management.

Benjimin June is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63, 65, and 66 credentials and two years of industry experience. His prior work includes roles at Principal Securities Inc., Principal Life Insurance Company, and GLP & Associates. Outside of his advisory work, he is involved in a consumer packaged goods business and operates as a delivery driver. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation process using quantitative techniques and offers supplemental services such as 529 assistance and investment policy reviews.

David Sawinski is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at GLP & Associates, Inc. and GLP Investment Services, LLC since 2002, and joined Asset Allocation Strategies in 2020. Outside of advisory roles, he serves as president of DPS Financial Inc., which focuses on investment and retirement planning. Asset Allocation Strategies, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced strategic asset allocation methods and offers supplemental services including 529 plan assistance and portfolio financing options.

David Barden is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials. He has experience in life insurance and annuity sales through GLP & Associates and concurrently manages Bardens Farm Market, a fresh food market and farm in South Haven, MI. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plan assistance and advisor-reviewed investment policies.

Adam Laurie is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked at GLP Investment Services and GLP and Associates since 2011 and 2013, respectively, before joining Asset Allocation Strategies in 2026. Asset Allocation Strategies offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm emphasizes strategic asset allocation using quantitative techniques and manages portfolios through model portfolios, ETFs, and third-party managers, with additional services that include portfolio-based financing and synthetic borrowing strategies.

Rocio Espinosa is a financial advisor with Asset Allocation Strategies, LLC in Miami Beach, FL, holding a Series 65 credential and four years of industry experience. She previously worked at First Advisors National and GLP Investment Services, LLC. Outside of her advisory role, she serves as National Sales Director for Valuteachers, Inc., where she is involved in insurance sales including fixed-indexed annuities and life insurance. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a quantitative, strategic asset allocation process and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.

Romonia Lee is a financial advisor with Asset Allocation Strategies, LLC and holds Series 63 and Series 65 licenses. She has 10 years of industry experience with prior roles at Equity Services Inc, Virginia College, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of her advisory practice, she serves as National Sales Director and agent with ValuTeachers, an ongoing business she has been involved with since 2008. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation process using quantitative techniques and offers portfolio financing options alongside traditional portfolio construction.

Shoumya Saha is a financial advisor at Asset Allocation Strategies, LLC with 17 years of industry experience. Saha holds Series 63 and Series 65 designations and has worked with GLP Investment Services, LLC and GLP and Associates Inc. Outside of advisory work, Saha is involved in life insurance and fixed/index annuity sales through GLP & Associates and owns Sho's Consulting, Inc., which also focuses on fixed insurance and annuity sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s approach centers on strategic asset allocation using quantitative techniques and offers supplemental services such as 529 plan assistance and plan-sponsor investment policy reviews.

Stefan Ropp is a financial advisor at Asset Allocation Strategies, LLC with seven years of industry experience. He holds a Series 66 designation and has worked with GLP Investment Services, LLC and GLP & Associates, LLC since 2017. Outside of advisory services, he is involved in life insurance and fixed/index annuity sales as an insurance agent. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to both individual investors and institutional clients. The firm’s investment approach emphasizes strategic asset allocation using quantitative models and offers supplemental services such as 529 plan assistance and employer retirement account advisory.

Andre' Bell is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at ELE Wealth Management, Inc., ELE Advisory Services, Inc., and Lincoln Investment. Outside of advising, he has engaged in insurance sales through ELE Wealth Management. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs a strategic asset allocation approach using quantitative techniques and offers advanced portfolio financing options alongside traditional portfolio management.

Connor Baker is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 66 credential and three years of industry experience. He has worked at Northwestern Mutual Wealth Management Company and United Wholesale Mortgage. In addition to his advisory role, Baker is licensed as an insurance agent involved in life insurance, fixed and indexed annuity sales, as well as group medical, life, and disability insurance sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm’s investment process emphasizes strategic asset allocation using quantitative methods and offers services that include employer-sponsored retirement account advice and portfolio financing options.