StraightLine

Kyle Zammit is a financial advisor at StraightLine with two years of industry experience. He holds a Series 65 designation and has worked at StraightLine since 2023. Prior to that, he spent nine years in Washington Township and had brief roles at Mercury and other positions in 2022. StraightLine serves individual investors, retirement-plan sponsors, small businesses, and institutional clients by providing discretionary investment management, financial planning, and participant education through seminars and webinars. The firm uses proprietary model portfolios emphasizing mutual funds and ETFs and supports a large client base with a ten-advisor team.

Doris Karras is a financial advisor at StraightLine with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at StraightLine and its predecessor Straightline Group LLC since 2005. StraightLine serves individual investors, retirement-plan sponsors, small businesses, and institutional clients by providing discretionary investment management, financial planning, and participant education through seminars, webinars, and newsletters. The firm uses proprietary model portfolios and an internal Research Department to guide investment decisions while managing a large client base relative to its advisory team.

Jason Fisher is a financial advisor at StraightLine with 20 years of industry experience. He has been with StraightLine Group LLC since 2004 and holds a Series 66 designation. Jason is licensed to sell insurance products to clients who have insurance needs. StraightLine serves individual investors, retirement-plan sponsors, small businesses, and institutional clients by providing discretionary investment management, financial planning, and participant education through seminars and webinars. The firm uses proprietary model portfolios and an internal research team to guide investment decisions and supports a large client base with a ten-advisor team.

Zachary Rivard is a CFP® and holds a Series 65 license with six years of industry experience. He currently works at StraightLine and has previously been affiliated with ACT TWO Financial Advisors, DBS Investment Advisers, and PNC Financial Services. Outside of his advisory role, he is a landlord of a rental property. StraightLine serves individual investors, retirement-plan sponsors, small businesses, and institutional clients by providing discretionary investment management, financial planning, and participant education services. The firm employs proprietary model portfolios and ongoing account monitoring to support a large client base with a ten-advisor team.

Gaurav Mehra is a financial advisor at StraightLine with 15 years of industry experience. He holds a Series 65 designation and has been with StraightLine since 2008. StraightLine serves individual investors, retirement-plan sponsors, small businesses, and institutional clients by providing discretionary investment management, portfolio allocation, financial planning, and cash management. The firm emphasizes participant education through group meetings, webinars, and newsletters, and uses proprietary model portfolios supported by an internal Research Department.

Robert Rickey is a CFP® with 31 years of industry experience, currently serving at StraightLine. He previously worked for TIAA-Cref Individual & Institutional Services for 25 years and has been involved with TruNor Consulting & Coaching Services. Mr. Rickey is an investor and advisory board member for Financial Wellness Labs, a financial wellness company providing digital tools and coaching, and also serves on the advisory board of CIO Group, a registered investment adviser using proprietary analytics and AI for family office portfolios. StraightLine serves individual investors, retirement-plan sponsors, small businesses, and institutional clients with investment management, financial planning, and participant education services. The firm uses proprietary model portfolios and an internal research team to guide investment decisions, combining traditional advisory services with licensed insurance activities.

Bethany Mosshart is a financial advisor at StraightLine in Troy, MI, holding a Series 65 designation with 15 years of industry experience. She has been with StraightLine since 2003. StraightLine serves individual investors, retirement-plan sponsors, small businesses, and institutional clients by providing discretionary investment management, financial planning, and participant education through seminars and webinars. The firm uses proprietary model portfolios and an internal Research Department to guide investment decisions, managing a large client base with a ten-advisor team.

Michael Rice is a financial advisor at StraightLine with 11 years of industry experience. He holds a Series 65 designation and has been with StraightLine Group LLC since 2013. StraightLine serves individual investors, retirement-plan sponsors, small businesses, and institutional clients by offering discretionary investment management, financial planning, and guided services focused on participant education and communication. The firm uses proprietary model portfolios and an internal Research Department to inform investment decisions, managing a large client base with a team of ten advisors.

Dennis Raffin is a Series 65 licensed advisor at StraightLine with two years of industry experience. He has been associated with StraightLine since 2008, including his current role at Straightline Group LLC since 2023. StraightLine serves individual investors, retirement-plan sponsors, small businesses, and institutional clients by providing discretionary investment management, portfolio allocation, financial planning, and cash management. The firm emphasizes participant education through seminars and webinars and uses proprietary model portfolios that incorporate mutual funds, ETFs, and both long- and short-term trading strategies.

Michael Bisaro is a financial advisor at StraightLine with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StraightLine Group, LLC since 2004. Outside of his advisory role, he is involved with Questal, Inc., a financial wellness company that provides digital tools and personalized coaching but does not offer investment advice. StraightLine serves individual investors, retirement-plan sponsors, small businesses, and institutional clients by providing discretionary investment management, portfolio allocation, financial planning, and cash management. The firm uses proprietary model portfolios and an internal Research Department to guide investment decisions, emphasizing mutual funds and ETFs, while also focusing on participant education through seminars and communications.