Csenge Advisory Group, LLC

Peter Kane is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include work at Lion Street Financial and Peak Value Advisors, where he provided fractional CFO and business consulting services. Outside of advisory work, he serves as financial officer and minority owner of SmartLab Partners, LLC, a clinical laboratory serving skilled nursing facilities. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting through a disciplined investment process that combines fundamental and technical analysis with a relative-strength methodology.

Leonardo Irizarri is a financial advisor with Csenge Advisory Group, LLC and holds a Series 65 designation. He has six years of industry experience and has worked with Wealth Transfer Advisors, LLC and Wealth Transfer Consultants, LLC in addition to his current role. Outside of his advisory work, he serves as an agency supervisor and insurance agent at Wealth Transfer Consultants, an independent insurance agency. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting, using a systematic investment process that incorporates fundamental and technical analysis combined with a relative-strength methodology.

Christopher Woodard is a CFP® professional affiliated with Csenge Advisory Group, LLC, based in Clearwater, FL. He holds Series 65 and Series 66 licenses and has two years of industry experience. He has worked at Cassidy and Company since 2013. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families, providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process that combines fundamental and technical analysis with a relative-strength methodology to manage risk and customize portfolios primarily using mutual funds and ETFs.

Blaine Hess is a CFP® with 29 years of industry experience, currently serving as an advisor at Csenge Advisory Group, LLC. He has held roles at Integrity Alliance, Lion Street Financial, and FSC Securities Corporation and is the owner of Hess Segal Group LLC, a full-service wealth management firm. Hess also serves as Vice Chair of the Board of Directors for the Rally Foundation, a childhood cancer research nonprofit. Csenge Advisory Group provides asset management and financial planning services to charitable organizations, corporations, and individual clients, including high-net-worth families. The firm employs a rigorous, top-down investment process combining fundamental and technical analysis, primarily using mutual funds and ETFs, and offers both discretionary portfolio management and customized asset-allocation advice.

Shelley Nadel is a CFP®-certified financial advisor with 17 years of industry experience. She is currently with Integrity Alliance, LLC and also affiliated with Csenge Advisory Group, LLC and Lion Street Financial. Outside of her advisory roles, she owns Food and Finance with Shelley LLC, which provides financial literacy education to employees at various companies, focusing on educating women about money. Integrity Alliance serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and retirement consulting using various portfolio management approaches and custodial platforms.

Roger Bedillion is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Csenge Advisory Group since 2011 and has also been affiliated with Lion Street Financial since 2019. Bedillion is a licensed insurance agent and occasionally offers insurance products to clients. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals by providing asset management, asset-allocation advice, financial planning, and corporate retirement plan consulting. The firm uses a rigorous relative-strength methodology combined with fundamental and technical analysis to construct portfolios primarily composed of mutual funds and ETFs, customizing allocations to meet client goals.

Troy Young is a CFP® with 27 years of industry experience and is currently affiliated with Integrity Alliance, LLC. He has previously worked with Lion Street Advisors, Lion Street Financial, Csenge Advisory Group, and FSC Securities Corporation. Outside of his advisory work, he serves on several nonprofit and community boards, including Commitment to Excellence and Girls Inc of Greater Atlanta, and is the author of the book *The Journey: An African American Woman's Road Map to Independence*. Integrity Alliance serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers comprehensive asset management, financial planning, and retirement consulting, utilizing both advisor-managed and model-based portfolios with a variety of investment strategies and platforms.

Nicholas Morrison is a CFP® professional with 14 years of industry experience. He is currently affiliated with Csenge Advisory Group, LLC and has previously worked with Fidelity Investments and its related entities. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals by providing asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis, primarily using mutual funds and ETFs, and offers both discretionary and non-discretionary portfolio management.

Jason Haddad is a financial advisor at Csenge Advisory Group, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked with Independent Financial Partners and Blueprint Wealth Alliance. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals, providing asset management, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, focusing on mutual funds and ETFs to tailor portfolios to client goals.

Anthony Pampel is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Lion Street Financial, LLC and Lion Street Advisors since 2022, and owns True Life Financial Planning, LLC, a registered investment advisory firm focused on financial planning. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individual clients by offering asset management, asset-allocation advice, financial planning, and corporate retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis with a relative-strength methodology, primarily utilizing mutual funds and ETFs to tailor portfolios to client goals.

Harold Cooley is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 credentials and over 42 years of industry experience. His career includes roles at Integrity Alliance, Lion Street Financial, Navitas Wealth Advisors, and FSC Securities Corporation. Outside of advisory work, he owns and supervises rental properties and a solar farm in North Carolina. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting, employing a top-down investment process focused on reducing volatility through diversified portfolios primarily composed of mutual funds and ETFs.

James Cannon is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Compass Advisory Partners, FSC Securities Corp, and his own CPA firm, Cannon, Clark, Holman & Associates, where he works as a tax preparer. Outside of advisory work, he owns Cannon Financial, which involves insurance sales. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting through a network of independent advisors, using a rigorous investment process that combines fundamental and technical analysis with a relative-strength methodology.

Michael Gray is a financial advisor with Csenge Advisory Group, LLC and holds a Series 66 designation. He has three years of industry experience, including roles at Integrity Alliance, Lion Street Financial, and Fidelis Financial Strategies. Outside of his advisory work, he serves as Board President for Hope Springs Clinic, a nonprofit providing urgent mental health care services. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting, using a top-down investment process that combines fundamental and technical analysis to construct portfolios primarily with mutual funds and ETFs.

John Csenge III is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Csenge Advisory Group, LLC. He has worked at Integrity Alliance, LLC, Lion Street Financial, FSC, and has been with Csenge Advisory Group since 2016. Outside of his advisory role, he is the owner and CEO of Vitals AI, a business intelligence company serving advisors and businesses. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients including high-net-worth families. The firm offers asset management, financial planning, and retirement plan consulting through a network of independent advisors, utilizing a top-down investment process that combines fundamental and technical analysis to construct portfolios primarily with mutual funds and ETFs.

Michael Grimm is a CFP® professional with 14 years of industry experience, currently serving as an Investment Advisor Representative at Csenge Advisory Group, LLC. His prior experience includes roles at Charles Schwab and TIAA, and he also works as a Senior Planner at The Wingard Group DBA Wayfinder Group, providing holistic financial planning and investment advice. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting through a network of independent advisors, employing a systematic investment process focused on fundamental and technical analysis combined with a relative-strength methodology.