Fourstar Wealth Advisors, LLC

Luke Pawelkiewicz is a financial advisor at Fourstar Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services and Corey McQuade. Fourstar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm manages portfolios primarily on a discretionary basis, using both fundamental and technical analysis, and offers tailored wealth management services that may include private fund management and advice on privately placed securities.

Charles Brokop is a financial advisor at FourStar Wealth Advisors, LLC with 19 years of industry experience. He holds a Series 65 designation and has worked at Clear Stream Advisors since 2005. Brokop previously held positions at NextGen ETFs LLC. He is also the owner and registered investment adviser representative of Clear Stream Advisors, which he is in the process of unwinding and may continue as a consulting activity. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management using a range of investment vehicles and combines fundamental and technical analysis tailored to clients’ risk tolerances and objectives.

John Rice is a financial advisor at FourStar Wealth Advisors, LLC with 44 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining FourStar Wealth Advisors in 2022, he worked at IFG Group and NPB Financial Group, LLC. Outside of his advisory role, he is also an insurance agent. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages portfolios primarily on a discretionary basis, using both fundamental and technical analysis tailored to clients’ risk tolerances and objectives.

Mark Karstrom is a financial advisor with Fourstar Wealth Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Noyes Advisors LLC and David A. Noyes & Company. Karstrom is also associated with Realta Equities, Inc. and Realta Investment Advisors. Fourstar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm manages portfolios primarily on a discretionary basis, using both fundamental and technical analysis, and offers tailored wealth management solutions.

Christopher Reardon is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, with 11 years of industry experience. He holds a Series 65 designation and has been with FourStar since 2014. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting for individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm manages portfolios primarily on a discretionary basis using a range of securities and employs both fundamental and technical analysis tailored to clients’ risk tolerances and objectives.

Laura Swanson is a financial advisor with FourStar Wealth Advisors, LLC in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her career includes roles at Realta Equities, Inc., Great Point Capital, LLC, Purshe Kaplan Sterlings Investments, and Cabot Lodge Securities LLC. She is also the Director of Operations at FourStar Insurance Services, LLC, overseeing administration, operations, and client services. FourStar Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management using a combination of fundamental and technical analysis tailored to clients’ risk tolerances and objectives.

Don Leander is a CFP® with 25 years of experience in financial advising and is affiliated with Financial Planning Strategies, LLC in Colorado Springs, CO. He has worked with Financial Planning Strategies since 1982 and also spent time at Fourstar Wealth Advisors, LLC. Outside of his advisory work, he volunteers for a music ministry with The Sunflowers Inc. Financial Planning Strategies provides wealth management and comprehensive financial planning services for individuals, trusts, and estates. The firm manages approximately $77.6 million in assets on a non-discretionary basis, focusing on mutual funds, equities, and ETFs with a fundamental value approach and dynamic asset allocation.

Anthony Scalia is a financial advisor at Fourstar Wealth Advisors, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Nobles & Richards and GVC Capital LLC. Outside of advising, he is involved in commercial real estate as the owner of Scalia Properties and a 50% partner in Presto Storage, as well as serving as managing director of Humm Energy. Fourstar Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages portfolios primarily on a discretionary basis using a range of securities and employs both fundamental and technical analysis tailored to clients’ risk tolerances and objectives.

Kenneth Roberts is a financial advisor at FourStar Wealth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FourStar since 2020. Prior to that, he was with IWC Asset Management and Wespac Advisors. Outside of his advisory role, Roberts is the author of *The Tactical Option Investor* and hosts the radio show "Ken's Bulls & Bears Report" on America Matters Media, where he is also a part owner. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm manages portfolios primarily on a discretionary basis using a mix of mutual funds, ETFs, individual securities, options, and independent managers, employing both fundamental and technical analysis tailored to clients’ risk tolerances and objectives.

Bryan Principe is a financial advisor at FourStar Wealth Advisors, LLC with six years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Fieldstone Financial Management Group and the City of Providence. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages portfolios primarily on a discretionary basis using a combination of fundamental and technical analysis, tailored to clients’ risk tolerances and objectives.

Marc Lawrence is a Series 65-licensed financial advisor with Fourstar Wealth Advisors, LLC in Chicago, IL, and has two years of industry experience. His prior roles include positions at Merino Wealth Management, Mark Brown State Farm, and Ryan Whitson State Farm. Fourstar Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages portfolios primarily on a discretionary basis using a mix of mutual funds, ETFs, individual securities, options, and independent managers, employing both fundamental and technical analysis tailored to clients’ risk tolerances and objectives.

Edward Kollada is a financial advisor at FourStar Wealth Advisors, LLC with 29 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining FourStar Wealth Advisors in 2024, he worked at firms including LPL Financial, Global Retirement Partners, Kestra Financial Services, Strategic Retirement Partners, The Bensman Group, and NFPSI. Outside of his advisory role, Kollada is owner and president of Elite Wealth Partners, Inc, a tax preparation and accounting business. FourStar Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages portfolios primarily on a discretionary basis using a range of instruments and combines fundamental and technical analysis tailored to client risk tolerances and objectives.

Shailesh Negandhi is a financial advisor at FourStar Wealth Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials with 20 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Bridgeway Wealth Partners. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management using fundamental and technical analysis, tailoring portfolios to clients’ risk tolerances and objectives.

Ralph Jackson is a financial advisor at FourStar Wealth Advisors, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 16 years. Outside of his advisory role, he serves on the board of Athletic Scholarships R US, an organization that assists high school student athletes in obtaining college scholarships. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management using a range of securities and tailors strategies to clients’ risk tolerances and objectives.

Casey Bright is a CFP® with 12 years of industry experience, currently serving as a financial advisor at FourStar Wealth Advisors, LLC. Prior to joining FourStar in 2024, he worked at LPL Financial for one year and spent ten years at Edward Jones. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management using mutual funds, ETFs, individual securities, options, and independent managers, combining fundamental and technical analysis tailored to clients’ risk tolerances and objectives.