Bentley Financial Group

Michael Gritis is a CFP® with 22 years of industry experience, currently serving at Bentley Financial Group since 2014. He has also been affiliated with LPL Financial LLC since 2009 and operates Gritis & Associates, a tax preparation and accounting firm. Bentley Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis, uses options for hedging when appropriate, and incorporates third-party Independent Managers, managing approximately $393 million in discretionary assets.

John Gritis is a financial advisor with Bentley Financial Group in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Bentley Financial Group since 2014 and has prior experience at LPL Financial LLC and Domino, Gritis & Co. Gritis is also a one-third owner of a manufacturing company and provides tax preparation and corporate accounting services through his firm, Gritis & Associates, Ltd. Bentley Financial Group offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $393 million in discretionary client assets, employing fundamental analysis, hedging strategies when appropriate, and third-party independent managers, with ongoing portfolio monitoring and formal annual reviews.

Steven Salerno is a financial advisor with Bentley Financial Group in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Bentley Financial Group since 2017 and has been associated with LPL Financial, LLC since 2005. Bentley Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $393 million in discretionary assets and employs a client-directed investment approach that includes fundamental analysis, options hedging, and third-party independent managers.

Michelle Pezzulo is a CFP® with eight years of industry experience currently serving at Bentley Financial Group in Downers Grove, IL. She has been with Bentley Financial Group and LPL Financial since 2016 and previously worked at Bear Construction Company. Michelle is also a notary public for the state of Illinois. Bentley Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $393 million in discretionary client assets, utilizing fundamental analysis, options hedging, third-party independent managers, and multiple LPL-sponsored managed account programs.

Jeffrey Gritis is a CFP® with 22 years of industry experience, currently serving at Bentley Financial Group since 2014. He has also worked with LPL Financial and Waterstone Financial Group, and operates Gritis & Associates, where he provides tax preparation services. Bentley Financial Group offers investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs fundamental analysis and third-party independent managers, providing both asset management and retirement-plan advisory services while managing approximately $393 million in discretionary client assets.