ELE Advisory Services, Inc

Bradley Maples is a CFP® professional with 15 years of experience, currently serving at ELE Advisory Services, Inc. He has worked with Ele Wealth Solutions, Inc. and R And R Group since 2016. Outside of financial advising, he occasionally provides tennis lessons and has experience as a substitute teacher in Unita County School District. ELE Advisory Services, Inc. offers portfolio management, financial planning, and retirement seminars to individuals, business owners, and charitable organizations. The firm uses a customized investment approach based on fundamental analysis and documented risk tolerance, with most client accounts managed on a non-discretionary basis.

Ellis Liddell is a financial advisor at ELE Advisory Services, Inc. with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been involved in multiple business ventures including coaching, motivational speaking, mortgage services, and charitable work through the ELE Cares Foundation. Liddell is also a board member of the Educators With Purpose foundation. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars to individuals, business owners, and charitable organizations. The firm emphasizes fundamental analysis and customized Investment Policy Statements, managing portfolios across a range of asset classes while typically maintaining non-discretionary client accounts.

Sharon Sykes is a CFP® professional with 30 years of industry experience, currently serving at ELE Advisory Services, Inc. since 2020. Her prior roles include positions at IP Financial Advisory Services, Innovation Partners LLC, and Financial Counseling Services LLC. Outside of advisory work, she is involved as an independent contractor selling fixed life insurance and supports the growth of Financial Wealth Solutions Inc. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, and retirement seminars, using fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and reviews.

Bardette Hicks is a financial advisor with ELE Advisory Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses. Hicks has seven years of industry experience, including prior roles at Pruco Securities, LLC and eXp Realty, LLC. In addition to advising, Hicks works as a real estate agent with Virtual Real Estate Services, LLC. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars to individuals, business owners, and charitable organizations. The firm emphasizes fundamental analysis and customized investment policies while maintaining primarily non-discretionary management of client accounts.

Craig Sorenson is a financial advisor with ELE Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with multiple firms, including Financial Wealth Solutions Inc. and 1st Consumer Insurance Agency, where he has been involved since 2009. Sorenson is also associated with several related financial and insurance businesses. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning services to individuals, business owners, and charitable organizations. The firm employs a fundamental analysis approach with customized Investment Policy Statements, primarily managing client assets on a non-discretionary basis and offering a range of investment products alongside affiliated business services.

Stephan Dickens Greenaway is a financial advisor with ELE Advisory Services, Inc., holding a Series 65 designation and two years of industry experience. He is the owner of WealthFit LLC, a business focused on the youth and athletic market that combines fitness planning with financial literacy education. His prior work includes roles in insurance and pension consulting. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement seminars to individuals, business owners, and charitable organizations. The firm emphasizes fundamental analysis and customized Investment Policy Statements, with most client accounts managed on a non-discretionary basis.

Marcelle Gordon is a financial advisor with ELE Advisory Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes roles at Fifth Third Securities and Fifth Third Bank, along with extensive tenure at ELE Advisory Services and ELE Wealth Management. Outside of advisory work, she owns Celmar Consulting Group, LLC, which provides notary, proofreading, and administrative services. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm emphasizes fundamental analysis and client-specific investment policy statements, offering portfolio management, financial planning, and third-party adviser selection across a broad range of investment products.

Kelly Larson is an Investment Advisor Representative at ELE Advisory Services, Inc. with two years of industry experience. Prior to joining ELE Advisory Services, Larson held roles at several related entities, including ELE Wealth Solutions, Financial Wealth Solutions, and 1st Consumer Insurance Agency, where Larson is also a general agent involved in life and health insurance products. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, third-party adviser selection, and retirement planning, employing fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and monitoring.

Jessica Smith is a financial advisor with ELE Advisory Services, Inc. She holds a Series 66 designation and has 11 years of industry experience. Her prior work includes roles at Ameriprise Financial Services, Inc., First Advisors National, and Inlight Wealth. Outside of advising, she is involved with JLS Vision Services. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars to individuals, business owners, and charitable organizations. The firm emphasizes fundamental analysis and customized Investment Policy Statements to guide asset allocation and portfolio management, primarily operating with non-discretionary client accounts.

Ellis Liddell is an investment advisor representative at ELE Advisory Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his advisory role, he worked in the hospitality sector and at Kennesaw State University. ELE Advisory Services, Inc. provides financial planning, portfolio management, and retirement-planning seminars to individuals, business owners, and charitable organizations. The firm uses a fundamental analysis approach supported by customized Investment Policy Statements to guide asset allocation and portfolio management.

Tammie Parran is an investment advisor representative with ELE Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Her career includes roles at multiple affiliated entities within the ELE group since 2001. Outside of advisory services, she is involved in several business ventures, including leadership positions in coaching and consulting, logistics, a mobile cigar lounge, and co-ownership of companies providing drug testing and concession services. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, and third-party adviser selection, utilizing fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and reviews.

Steven Mitchell is a financial advisor with ELE Advisory Services, Inc. in Phoenix, AZ, holding Series 65 and Series 66 registrations and 13 years of industry experience. His prior roles include positions at Innovation Partners Inc., Securities America Advisors, and Waddell & Reed, Inc. Outside of his advisory work, he is involved in marketing and insurance sales through Financial Wealth Solutions Inc. and 1st Consumer Insurance Agency Inc. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars to individuals, business owners, and charitable organizations. The firm’s investment process centers on fundamental analysis and customized Investment Policy Statements, offering primarily non-discretionary account management and a range of investment options across multiple asset classes.

Allan Leffler is a financial advisor with ELE Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining ELE Advisory Services, he worked at Financial Wealth Solutions, Appreciation Financial, and Family First Teambuilders LLC. In addition to his advisory role, he is a sales representative for Financial Wealth Solutions, focusing on insurance sales and service. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, third-party adviser selection, and retirement planning seminars, using fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and monitoring.