Planrock Wealth Strategies, LLC

Alexander Pazdan is a financial advisor at PlanRock Wealth Strategies, LLC with over 20 years of industry experience. He holds the Series 65 designation and has worked previously at Victory Capital Management and Persistent Capital Management. His current role involves working within a team-based environment at PlanRock. PlanRock Wealth Strategies provides fee-based, discretionary investment management and model-portfolio services to individuals, institutions, and other financial advisers. The firm emphasizes ETFs, mutual funds, and other liquid instruments through strategic and tactical asset-allocation models, and operates proprietary NYSE-listed ETFs while serving as a sub-advisor to pooled investment vehicles.

Pleshetta Loftin is a financial advisor with Planrock Wealth Strategies, LLC, holding Series 63, Series 65, and Series 66 credentials and seven years of industry experience. Her prior roles include work at Wildflower Investments LLC, Persistent Capital Partners LLC, Fleming & Associates, LLC, and Allstate Insurance Company. She also works as a business and compliance consultant with Persistent Capital Partners. PlanRock Wealth Strategies provides discretionary, fee-based investment management and advisory services to individual investors, institutions, registered investment companies, and independent financial advisors. The firm serves as adviser to a family of exchange-traded funds and offers sub-advisory and outsourced model-portfolio due-diligence services, using strategic and tactical asset-allocation models implemented under written Investment Policy Statements.

David Moore is a CFP® with 16 years of industry experience and currently serves at PlanRock Wealth Strategies, LLC. His prior roles include positions at Victory Capital Management, Compass Advisory Partners LLC, and FSC Securities Corporation. Outside of financial advising, he manages Tailwinds Aviation, LLC, an aircraft holding company. PlanRock Wealth Strategies provides fee-based, discretionary investment management and model-portfolio services to individuals, institutions, and other financial advisers. The firm emphasizes ETFs, mutual funds, and other liquid instruments through strategic and tactical asset allocation, and operates proprietary NYSE-listed ETFs while serving as a sub-advisor to registered investment companies.

Daniel Banaszak is a CFA® charterholder affiliated with PlanRock Wealth Strategies, LLC. He has experience with Victory Capital from 2015 to 2019 and has been self-employed since 2020. Banaszak has been with PlanRock Investment Management, LLC since 2023. PlanRock Wealth Strategies provides fee-based, discretionary investment management and model-portfolio services to individuals, institutions, and other financial advisers. The firm manages approximately $64.4 million across about 35 client relationships and emphasizes ETF and mutual fund investments using strategic and tactical asset-allocation models.

Angela Moore is a financial advisor at PlanRock Wealth Strategies, LLC in Franklin, TN, holding a Series 65 designation with four years of industry experience. She previously worked at Compass Advisory Partners and PlanRock Investments LLC, and earlier was affiliated with the University of Findlay. PlanRock Wealth Strategies provides fee-based, discretionary investment management and model-portfolio services to individuals, institutions, and financial advisers. The firm manages approximately $64.4 million across around 35 client relationships, utilizing ETFs, mutual funds, and other liquid instruments through strategic and tactical asset allocation models with ongoing monitoring and rebalancing.