Overland Park, KS Metcalf Avenue Office

Peter Hughes is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at LexAurum Advisors since 2016. He holds Series 63, 65, and 66 licenses. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms as a sub-adviser. The firm employs a multi-advisor team and emphasizes diversified portfolios based on modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analysis.

Virginia Shields is a financial advisor with LexAurum Advisors in Overland Park, KS, holding a Series 66 designation and 19 years of industry experience. She has been with LexAurum Advisors since 2016 in various roles. LexAurum Advisors manages approximately $1.27 billion for individuals, families, businesses, institutional clients, and other advisory firms through a multi-advisor team. The firm uses diversified portfolios based on modern portfolio theory and combines fundamental, market-trend, and economic-cycle analysis, offering model allocations primarily through low-cost ETFs and services that include discretionary rebalancing on third-party platforms.

James Boldt is a financial advisor at LexAurum Advisors with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LexAurum Advisors in 2022, he worked at Allstate Insurance Co for 12 years and has been involved in his own financial firms since 2021. Outside of advisory work, he is co-owner of a property management company. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, including the use of low-cost ETFs and proprietary model allocations.

Rochelle Tocchini is a financial advisor with Lexaurum Advisors who holds Series 63 and Series 65 designations and has 14 years of industry experience. She has worked at Lexaurum Advisors since 2018 and previously was associated with Summit Financial Group and Summit Brokerage Services from 2016 to 2018. Tocchini is also the owner of Gemini Financial Advisors, where she is involved in fixed and traditional insurance sales, and she serves as a notary public. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm employs a multi-advisor team approach, managing approximately $1.27 billion with diversified portfolios guided by modern portfolio theory and a standardized program using low-cost ETFs.

John Leis is a financial advisor with Lexaurum Advisors in Overland Park, KS, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He worked at American Century Investment Services Inc. from 1993 to 2017 before joining Lexaurum Advisors in 2018. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team and emphasizes diversified portfolios based on modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analysis.

Joshua Paletta is a financial advisor with LexAurum Advisors who holds Series 63 and Series 66 credentials and has 16 years of industry experience. His prior roles include positions at Whitaker Myers Wealth Managers, Almanack Investment Partners, and J.P. Morgan Securities. Outside of his advisory work, he owns a homestead farm raising sheep, chickens, and ducks, and he coaches a faith-based wealth coaching course in group and one-on-one settings. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and uses diversified portfolios aligned with modern portfolio theory, often implementing low-cost ETF model allocations through its Golden Rule Program.

Michael Desantis is a CFA® charterholder and holds a Series 66 license, with 14 years of industry experience. He has worked at LexAurum Advisors since 2019 and previously was employed by World Class Unlimited and VSR Financial Services. Outside of his advisory role, he owns and operates a home restoration business. LexAurum Advisors serves individuals, families, businesses, institutional clients, and other advisory firms with investment management, financial planning, and retirement-plan services. The firm manages approximately $1.27 billion using diversified portfolios aligned with modern portfolio theory and offers a multi-advisor team approach with discretionary and non-discretionary engagements.

Bryce Grahn is a financial advisor at LexAurum Advisors with two years of industry experience. He holds a Series 65 designation and has worked at LexAurum Advisors since 2023. Prior to his current role, he was involved in construction and fencing and has experience at Herring Bank and in academic positions. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analysis.