Signature Resources Capital Management, LLC

Serena Nguyen is a financial advisor with Signature Resources Capital Management, LLC, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at OneAmerica Securities and several insurance firms. Outside of advising, she is a licensed insurance agent. Signature Resources Capital Management serves individual and high-net-worth clients, trusts and estates, and retirement plan sponsors with investment management, financial planning, and retirement-plan consulting. The firm uses a Global Target Risk strategy focused on diversification and customization to meet client objectives.

Michael Bornstein is a financial advisor with Signature Resources Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His previous roles include positions at MassMutual, Park Avenue Securities, Guardian Life Insurance Company, and MML Investors Services. He is also an agent with Signature Resources Insurance and Financial Services, engaging in insurance sales and service. Signature Resources Capital Management advises individual and high-net-worth clients, trusts and estates, and retirement plan sponsors, offering investment management, financial planning, and retirement-plan consulting. The firm employs a Global Target Risk strategy focused on broad diversification and customized model portfolios and serves as a sub-advisor to Envestnet’s TAMP while publicly disclosing performance results.

Simon Goldin is a CFP® and Series 66 registered advisor with three years of industry experience. He is currently with Signature Resources Capital Management, LLC, where he has been since 2025. His prior experience includes roles at OneAmerica Securities, MML Investors Services LLC, and MassMutual Life Insurance Co. Signature Resources Capital Management advises individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and retirement-plan consulting. The firm employs a Global Target Risk strategy emphasizing diversified portfolios with equity tilts, customizes model portfolios to client needs, and serves as a sub-advisor to Envestnet’s TAMP.

Kevin Messenger is an Investment Advisor Representative at Signature Resources Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Signature Resources Capital Management since 2010. In addition, he has roles at MML Investors Services LLC and MassMutual Life Insurance Company. Messenger is also involved in insurance sales and service through Signature Resources Insurance and Financial Services. Signature Resources Capital Management advises individual and high-net-worth clients, trusts, estates, and retirement plan sponsors, offering investment management, financial planning, and retirement-plan consulting. The firm employs a Global Target Risk investment approach with diversified portfolios and customizations based on client objectives.

Russtin Siadatian is a financial advisor at Signature Resources Capital Management, LLC with nine years of industry experience. He holds a Series 65 credential and is also a Certified Divorce Financial Analyst, providing specialized divorce planning and analysis. Additionally, he engages in business consulting and insurance sales through his other activities. Signature Resources Capital Management serves individual and high-net-worth clients, trusts and estates, and sponsors employer-sponsored retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing a Global Target Risk strategy focused on diversification and customization of portfolios.

Aleksandar Glebov is a financial advisor with Signature Resources Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Company and MML Investors Services. Signature Resources Capital Management advises individual and high-net-worth clients, trusts and estates, and sponsors of employer-sponsored retirement plans, offering investment management, financial planning, and retirement-plan consulting. The firm uses a Global Target Risk strategy focused on diversified mutual funds and ETFs, equity tilts, and customized model portfolios.

Gregory Kaltenbach is a financial advisor with Signature Resources Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and Signator Investors, Inc. He is also active as an insurance agent. Signature Resources Capital Management advises individual and high-net-worth clients, trusts and estates, and retirement plan sponsors, providing investment management, financial planning, and retirement-plan consulting. The firm uses a Global Target Risk strategy focused on diversified mutual funds and ETFs, equity tilts, and customized portfolios.

Brian Henderson is a CFA® charterholder serving as an advisor at Signature Resources Capital Management, LLC with one year of industry experience. He is also the founder and sole member of Henderson Financial Consulting LLC, where he conducts investment research and provides expert witness consulting. Additionally, he is an associate professor of finance at The George Washington University. Signature Resources Capital Management advises individual and high-net-worth clients, trusts, estates, and retirement plan sponsors offering investment management, financial planning, and retirement-plan consulting. The firm employs a Global Target Risk strategy focused on diversification and customization, managing approximately $304 million in discretionary assets.

Michelle Mai is a financial advisor with Signature Resources Capital Management, LLC in San Diego, CA, holding a Series 65 credential and 13 years of industry experience. She has been with Signature Resources Capital Management since 2016 and also operates College Planning Source, a college planning business she founded in 2005. In addition, Mai is an independent insurance agent providing insurance sales and services since 2008. Signature Resources Capital Management advises individual and high-net-worth clients, trusts, estates, and retirement plan sponsors, offering discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a Global Target Risk investment approach focused on broad diversification and customized model portfolios, managing approximately $303.9 million in discretionary assets.

Richard Tso is a financial advisor at Signature Resources Capital Management, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at OneAmerica Securities, American United Life, and Grant Thornton. Outside of advising, he is a licensed real estate agent assisting clients with property transactions. Signature Resources Capital Management advises individual and high-net-worth clients, trusts, estates, and retirement plan sponsors, offering investment management, financial planning, and retirement-plan consulting. The firm employs a Global Target Risk strategy with diversified model portfolios and serves as a sub-advisor to Envestnet’s TAMP.

Joshua Matyas is a CFP® professional with one year of industry experience, currently serving as an advisor at Signature Resources Capital Management, LLC. His prior experience includes roles at Blankinship & Foster, LLC and his academic background includes four years at San Diego State University. Signature Resources Capital Management advises individual and high-net-worth clients, trusts and estates, and sponsors of employer-sponsored retirement plans. The firm employs a Global Target Risk investment strategy focused on diversified mutual funds and ETFs, offering customized model portfolios and financial planning services.

Samuel Lee is a financial advisor at Signature Resources Capital Management, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at OneAmerica Securities, Statera Insurance Solutions, American United Life, and MML Investors Services. Signature Resources Capital Management advises individual and high-net-worth clients, trusts, estates, and retirement plan sponsors, offering investment management, financial planning, and retirement-plan consulting. The firm uses a Global Target Risk strategy focused on diversification and customized model portfolios, managing approximately $303.9 million in discretionary assets.

Lesley Batson is a financial advisor at Signature Resources Capital Management, LLC, holding a Series 65 credential and beginning her advisory career in 2026. Her prior experience includes roles at OneAmerica, MassMutual Insurance Company, Ameritas, Rebel Rock Wealth, and The North Highland Company. Signature Resources Capital Management advises individual and high-net-worth clients, trusts and estates, and sponsors of employer-sponsored retirement plans, offering investment management, financial planning, and retirement-plan consulting. The firm employs a Global Target Risk strategy emphasizing diversification and customization, and serves as a sub-advisor to Envestnet’s TAMP.

Anthony Rossi is a financial advisor with Signature Resources Capital Management, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at several firms, including Park Avenue Securities, Pacific Advisors, and Mass Mutual Investors Services. Rossi is also involved in insurance sales and service through Signature Resources Insurance and Financial Services. Signature Resources Capital Management advises individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors, offering investment management, financial planning, and retirement-plan consulting. The firm uses a Global Target Risk investment strategy focused on diversification and customization, managing approximately $304 million in discretionary assets.

Alexander Lashkari is a financial advisor at Signature Resources Capital Management, LLC with two years of industry experience. He holds a Series 66 designation and has worked with firms including OneAmerica Securities, American United Life, and MassMutual Life Insurance Company. Lashkari formerly operated Lashkari Wealth Management, LLC. Signature Resources Capital Management advises individual and high-net-worth clients, trusts, estates, and retirement plan sponsors, offering investment management, financial planning, and retirement-plan consulting. The firm’s investment approach emphasizes a Global Target Risk strategy with diversified model portfolios tailored to client objectives and risk tolerance.