SPG Advisors LLC

Brandon Accardo is a financial advisor with SPG Advisors LLC in Kirkland, WA, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include positions at Northwestern Mutual and FSC Securities Corporation. He is also an insurance agent with No Bull Financial, LLC dba Leverage Planners. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis to guide investment decisions and incorporates mutual funds, ETFs, and specialized strategies, supported by detailed client investment policy statements and risk assessments.

Nathan Mayer is a financial advisor at SPG Advisors LLC with two years of industry experience and a Series 66 designation. Prior to joining SPG Advisors, he worked at Equitable Advisors and Koenig Financial Group. Outside of his advisory role, Mayer works part-time as a delivery driver for Uber Eats and Grubhub. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm blends fundamental and technical analysis to implement portfolios using mutual funds, ETFs, and other strategies, while coordinating comprehensive planning that may include estate, tax, insurance, and retirement issues.

Loren Downs is a financial advisor with SPG Advisors LLC in Kirkland, WA, holding a Series 65 designation and 10 years of industry experience. He has been with SPG Advisors since 2016 and is also involved with Strategic Benefits, Inc. DBA Sound Planning Group, where he spends 50% of his time managing client relations and supporting insurance services. SPG Advisors LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a mix of fundamental and technical analysis to implement diversified investment strategies. The firm’s offerings include coordinated estate, tax, insurance, and retirement planning, with unique affiliations and compliance structures distinguishing its approach.

Joseph Duncan is a Series 65-licensed financial advisor at SPG Advisors LLC with eight years of industry experience. He worked at The Retirement Solution from 2014 to 2020 before joining SPG Advisors, where he has been since 2020. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis to implement portfolios using mutual funds, ETFs, and other strategies, and coordinates planning across estate, tax, insurance, and retirement issues.

Gretchen Curtis is a financial advisor at SPG Advisors LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Auxano Advisors LLC for six years before joining SPG Advisors. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm utilizes both fundamental and technical analysis in its investment approach, employing mutual funds, ETFs, and specialized strategies, and coordinates comprehensive planning that may include estate, tax, insurance, and retirement issues.

David Stryzewski is a financial advisor with SPG Advisors LLC in Kirkland, WA, holding a Series 65 designation and 12 years of industry experience. He is the owner of Sound Tax Planning LLC, a tax planning firm employing CPAs and attorneys, and serves as a National Mentor, Educator, and Trainer for Simplicity Financial Marketing Inc., providing financial education and marketing training to advisors nationwide. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a blend of fundamental and technical analysis to guide investment decisions and offers a range of strategies including mutual funds, ETFs, and leveraged or short positions, while coordinating planning across estate, tax, insurance, and retirement matters.

Tyler Lively is a CFP® certificant with 11 years of industry experience. He currently works at SPG Advisors LLC, where he has been since 2023, following eight years at The Retirement Solution Inc. From 2015 to 2017, he was also associated with Retirement Income Solutions Inc. SPG Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis to develop portfolios that include mutual funds, ETFs, and other strategies, while coordinating planning around estate, tax, insurance, and retirement issues.

Chad Bushon is a CFP® professional with 27 years of industry experience, currently serving at SPG Advisors LLC. His prior work includes roles at Charles Schwab and TD Ameritrade, among others. SPG Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis, using mutual funds, ETFs, and other strategies, and coordinates planning across estate, tax, insurance, and retirement matters.