Bellwether Investment Group, LLC

Lance Ray is a CFP® with 27 years of industry experience, currently serving as an advisor at Bellwether Investment Group, LLC since 2016. He has concurrently worked as a self-employed fixed insurance sales agent since 1998, focusing on life and health insurance products. Bellwether Investment Group serves individual and high-net-worth clients, as well as businesses, trusts, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm employs a combined fundamental and technical investment approach and maintains multiple offices despite its relatively small team size.

Charles Trew is a financial advisor with Bellwether Investment Group, LLC, holding a Series 65 license and three years of industry experience. He is also the managing member of Trew Tax & Insurance LLC, providing tax preparation and insurance services, and manages Trew Income Tax & Bookkeeping Service. Additionally, he is a partner in C&T Investments Partnership LLC, which manages real estate. Bellwether Investment Group serves individual and high-net-worth clients, as well as businesses, trusts, and retirement plans, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a combination of fundamental and technical analysis in its investment approach and utilizes a range of investment vehicles including individual equities, ETFs, and independent managers.

Connie West is a financial advisor with Bellwether Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Bellwether since 2008. Bellwether Investment Group serves individuals, businesses, trusts, estates, and retirement plan sponsors with financial planning, portfolio management, and retirement plan consulting. The firm uses a range of investment strategies, including equities, bonds, independent managers, and managed programs, and is notable for its multi-office structure and use of leverage and structured strategies when appropriate.

Martin Summitt is a financial advisor with Bellwether Investment Group, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Bellwether since 2008. Bellwether Investment Group provides advisory services to individuals, businesses, trusts, estates, and retirement plan sponsors, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a range of investment strategies, including equities, ETFs, bonds, independent managers, and managed programs, with tailored monitoring and rebalancing to meet client objectives.

John Lindsey is a financial advisor at Bellwether Investment Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Bellwether since 2008. Bellwether Investment Group provides advisory services to individuals, businesses, trusts, estates, and retirement plan sponsors, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a range of investment strategies including equities, ETFs, bonds, and managed programs, and is notable for its multi-office team structure and willingness to use leverage and structured strategies where appropriate.

Adivaraha Jayasankar is a financial advisor at Bellwether Investment Group, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Bellwether since 2023, following roles at Mainstay Capital Advisors and Wealth Foundations Solutions, LLC. Outside of his advisory role, Jayasankar is involved in insurance sales through Wealth Foundation Solutions and provides tax preparation and review services at Zoller, Swanson and Company. Bellwether Investment Group offers advisory services to individuals, businesses, trusts, estates, and retirement plan sponsors, delivering financial planning, portfolio management, and retirement consulting. The firm employs a range of investment strategies including equities, ETFs, bonds, and managed programs, and is notable for its multi-office team structure and use of leverage and structured strategies.