Life, Inc. Retirement Services

Matthew Ruttenberg is a financial advisor with Life, Inc. Retirement Services in Delaware, Ohio, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has previously worked at Cambridge Investment Research Advisors, J.W. Cole Advisors, Fifth Third Securities, and PRUCO Securities. Outside of his advisory role, Ruttenberg is a co-owner of a financial planning firm and part-owner of a financial education provider. Life, Inc. Retirement Services offers portfolio management, financial planning, and pension/401(k) consulting primarily to retail clients. The firm uses documented Investment Policy Statements and employs fundamental and quantitative analysis alongside modern portfolio theory in managing mostly non-discretionary accounts.

Brian Anderson is a financial advisor at Life, Inc. Retirement Services with 16 years of industry experience. He has worked at Nationwide Investment Services Corporation since 2012 and joined Life, Inc. Retirement Services in 2019. Life, Inc. Retirement Services provides portfolio management, financial planning, and pension/401(k) consulting services to individual clients and small-business plan sponsors, focusing on fundamental analysis and modern portfolio theory to support a long-term investment approach.

Kurt Altrichter is a financial advisor with Life, Inc. Retirement Services in Delaware, OH, holding a Series 65 designation and nine years of industry experience. He previously worked at HighMark Wealth Management and Heritage Wealth Architects. Outside of his advisory role, Mr. Altrichter serves as an Infantry Officer in the Army National Guard and is Treasurer on the Board of Directors for the Saint Thomas Academy Alumni Association. Life, Inc. Retirement Services provides portfolio management, financial planning, and pension/401(k) consulting to individuals and small-business plan sponsors, focusing on a long-term trading approach using fundamental and quantitative analysis. The firm manages most assets on a non-discretionary basis and operates across five offices with a team of four advisors.

Ryan Neff is a financial advisor at Life, Inc. Retirement Services with 11 years of industry experience. He holds a Series 65 designation and has been with Life, Inc. since 2014. The firm provides portfolio management, financial planning, and pension/401(k) consulting services to individuals and small-business plan sponsors, using fundamental analysis, quantitative models, and modern portfolio theory to guide investment decisions. Life, Inc. serves mostly non-high-net-worth clients and manages assets primarily on a non-discretionary basis across multiple offices.

Jaya Prakash Gadela is a financial advisor at Life, Inc. Retirement Services with one year of industry experience. He holds a Series 65 designation and has previous work experience at Computer Concepts Inc, Finvest Financials LLC, Hegemon Group International, RJHub Solutions LLC, and Ameritek Global Inc. Life, Inc. Retirement Services provides portfolio management, financial planning, and pension/401(k) consulting primarily to retail clients and employee benefit plans. The firm uses fundamental and quantitative analysis alongside modern portfolio theory and focuses on long-term trading, managing both discretionary and non-discretionary accounts with total assets under management of approximately $91.6 million.