SPG Advisors LLC

Brandon Accardo is a financial advisor with SPG Advisors LLC in Kirkland, WA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Northwestern Mutual and FSC Securities Corporation. He also spends significant time as an insurance agent with No Bull Financial, LLC dba Leverage Planners. SPG Advisors LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, tailoring investment strategies to client objectives and risk tolerance. The firm integrates financial planning with portfolio management and offers services that include collaboration with affiliated money managers and specialized real estate investment programs.

Nathan Mayer is a financial advisor at SPG Advisors LLC with two years of industry experience. He holds the Series 66 designation and has worked at several firms including Equitable Advisors, LLC, Koenig Financial Group, and Harbour Investments, Inc. Outside of finance, he has experience as a delivery driver for Uber Eats and Grubhub. SPG Advisors LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm combines fundamental and technical analysis to tailor asset allocation and integrates financial planning into the advisory relationship, with ongoing portfolio monitoring and periodic reviews.

Loren Downs is a financial advisor at SPG Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has been with SPG Advisors since 2016. In addition to his advisory role, Loren devotes half of his time to insurance-related activities through Strategic Benefits Inc., where he is involved in client management and insurance services. SPG Advisors LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, using a combination of fundamental and technical analysis tailored to each client’s objectives and risk tolerance. The firm integrates financial planning with portfolio management and may collaborate with third-party money managers to implement strategies.

Joseph Duncan is a financial advisor at SPG Advisors LLC in Kirkland, WA, holding a Series 65 designation with seven years of industry experience. He previously worked at The Retirement Solution from 2014 to 2020 before joining SPG Advisors, where he has been since 2020. SPG Advisors LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm’s investment approach combines fundamental and technical analysis tailored to client objectives, with integrated financial planning covering estate, tax, insurance, and cash-flow considerations.

Gretchen Curtis is a financial advisor with SPG Advisors LLC in Kirkland, WA, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Auxano Advisors LLC from 2013 to 2019 before joining SPG Advisors. SPG Advisors LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm’s investment approach combines fundamental and technical analysis tailored to each client’s objectives, with integrated financial planning covering estate, tax, insurance, and cash-flow considerations.

David Stryzewski is a financial advisor at SPG Advisors LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at SPG Advisors since 2016. In addition to his advisory role, he owns Sound Tax Planning LLC, a firm employing CPAs and attorneys to assist with tax and legal document planning, and serves as a national mentor and educator providing financial education and marketing training to advisors. SPG Advisors LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm tailors asset allocation to client objectives and risk tolerance, integrates financial planning into the advisory relationship, and maintains a formal co-provider relationship with an affiliated money manager.

Tyler Lively is a CFP® with 10 years of experience in financial advising. He is currently with SPG Advisors LLC, where he has worked since 2023, following eight years at The Retirement Solution Inc. and two years at Retirement Income Solutions Inc. SPG Advisors LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm combines fundamental and technical analysis to tailor asset allocation according to client objectives and risk tolerance, integrating financial planning into ongoing portfolio management.

Chad Bushon is a CFP® professional with 26 years of industry experience, currently serving as an advisor at SPG Advisors LLC. His prior roles include positions at Joslin Capital Advisors, Charles Schwab and Co., and TD Ameritrade. SPG Advisors LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, utilizing a combination of fundamental and technical analysis tailored to each client’s objectives. The firm integrates financial planning with portfolio management and maintains formal relationships with affiliated money managers and insurance agencies.