Sentinel Advisory Group, LLC

Peter Shulla is a financial advisor with Sentinel Advisory Group, LLC, holding Series 63, 65, and 66 licenses and 20 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. He is also involved in fixed insurance sales. Sentinel Advisory Group, LLC provides financial planning and asset management services for individuals and retirement plans, offering portfolio management, retirement-plan consulting, and employer HSA consulting. The firm utilizes Commonwealth Financial Network’s managed account programs and employs asset-allocation principles and modern portfolio theory in its investment approach.

Karly Costanzo is a CFP® with seven years of industry experience, currently serving as a financial advisor at Sentinel Advisory Group, LLC. Her prior experience includes roles at Northwestern Mutual Investment Services, LLC, Commonwealth Financial Network, and Bronfman E. L. Rothschild. Outside of advisory work, she has involvement in fixed insurance sales. Sentinel Advisory Group provides financial planning and asset management services for individuals and retirement plans. The firm uses asset-allocation principles and modern portfolio theory in its discretionary managed accounts and offers retirement-plan consulting and employer HSA advice alongside traditional wealth management.

Nathan Keeling is a financial advisor with Sentinel Advisory Group, LLC, holding the CFP® and ChFC® designations and the Series 63 license, with 11 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Commonwealth Financial Network. Outside of advisory services, he is involved in fixed insurance sales. Sentinel Advisory Group, LLC provides financial planning and asset management services for individuals and retirement plans, offering portfolio management, fee-based advisory services, retirement-plan consulting, and employer HSA consulting. The firm utilizes Commonwealth Financial Network’s discretionary managed account programs and incorporates asset-allocation principles and modern portfolio theory in its investment approach.

Kelsee Guest is a financial advisor with Sentinel Advisory Group, LLC in Middleton, WI, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Northwestern Mutual Investment Services LLC, and various other financial and corporate firms. Sentinel Advisory Group provides financial planning and asset management services for individuals and retirement plans, offering portfolio management, retirement-plan consulting, and employer HSA consulting. The firm utilizes Commonwealth Financial Network’s discretionary managed account programs and incorporates asset-allocation principles and modern portfolio theory in its investment approach.

Michael Harmelink is a CFA® charterholder affiliated with Sentinel Advisory Group, LLC and has over two decades of experience in investment management. Prior to joining Sentinel Advisory Group in 2025, he worked at the State of Wisconsin Investment Board from 2001 to 2025. He also serves as a consultant for Global Advisory Partners, providing corporate investor relations consulting. Sentinel Advisory Group offers financial planning and asset management services for individuals and retirement plans, including discretionary managed accounts based on asset-allocation principles and modern portfolio theory. The firm provides retirement-plan consulting, employer HSA consulting, and uses third-party research and wrap programs to support portfolio construction and rebalancing.

Cary Grunder is a financial advisor at Sentinel Advisory Group, LLC with 35 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include long tenures at Northwestern Mutual Wealth Management Company and its affiliated entities. Sentinel Advisory Group provides financial planning and asset management services to individuals and retirement plans, offering portfolio management, retirement-plan consulting, and employer HSA consulting. The firm utilizes discretionary managed accounts through Commonwealth Financial Network’s PPS programs, employing asset-allocation principles and modern portfolio theory with ongoing portfolio monitoring and tax-harvesting.

Brenton Cashore is a financial advisor at Sentinel Advisory Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network and Northwestern Mutual in various capacities between 2009 and 2025. Sentinel Advisory Group provides financial planning and asset management services for individuals and retirement plans, offering portfolio management, fee-based advisory services, and retirement-plan consulting. The firm uses asset-allocation principles and modern portfolio theory in its managed accounts and provides employer-focused services alongside traditional wealth management.