Tlg Advisors, Inc.

Grant Morgan is an investment advisor representative at TLG Advisors, Inc. with three years of industry experience. He holds the Series 66 designation and has prior experience at firms including Thrivent Financial and Choice Insurance, a Vizance Company, where he also serves as an insurance advisor. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, delivering advice through independent representatives and using a research approach based on fundamental analysis and Modern Portfolio Theory.

Nathaniel Francescato is a financial advisor with TLG Advisors, Inc. based in Golden, CO, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His work history includes roles at Simplicity Investments, Aeterna Capital LLC, Upmarket Securities LLC, and Townsend & Associates, Inc., among others. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, and institutional investors. The firm focuses on manager selection and monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios and offers both traditional advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Jonathan Johnen is a CFP® professional with six years of industry experience, currently serving at TLG Advisors, Inc. He has been associated with The Leaders Group, Inc. since 2020 and has also been involved with Farr Johnen & Associates since 2007. TLG Advisors, Inc. provides investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring, portfolio diversification through fundamental analysis and Modern Portfolio Theory, and offers a direct-to-consumer digital program called Starlight Portfolios.

James Murphy Sr. is a financial advisor with TLG Advisors, Inc. based in Nashville, TN, holding a ChFC® designation and Series 63 license. He has 44 years of industry experience, including long tenures at Securities Management & Research, Inc. and American National Insurance Company. He is also involved with Horizon Insurance Group LLC as an independent representative advising securities clients. TLG Advisors, Inc. serves a diverse client base that includes individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services and portfolio management using a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, with offerings that include a direct-to-consumer digital program called Starlight Portfolios.

Charles Arnold is a financial advisor at TLG Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Winbak Farms LLC and The Leaders Group Inc. for extended periods. TLG Advisors serves a wide range of clients including individuals, high-net-worth clients, trusts, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and it offers services through independent advisors, sub-advisors, and a direct-to-consumer digital platform called Starlight Portfolios.

Katie Clark is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. She has previously held roles at Simplicity Investments and Brian K Adams & Associates. In addition to her advisory work, she is an executive director and co-national sales manager at BKA Financial, LLC, where she is involved in advanced insurance planning and business operations. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm uses fundamental analysis and Modern Portfolio Theory to create diversified portfolios and offers both traditional portfolio management and a digital program called Starlight Portfolios.

Maria Bannon is a financial advisor with TLG Advisors, Inc. and holds a Series 66 designation. She has 23 years of industry experience, including 12 years at Nationwide Securities, LLC and 6 years at The Leaders Group, Inc. In addition to her advisory role, she manages office operations and life insurance sales at Ausband Chapman LLC. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm uses fundamental analysis and Modern Portfolio Theory for portfolio construction and offers both sub-advised management and a direct-to-consumer digital program, Starlight Portfolios.

Roger Eth is a financial advisor with TLG Advisors, Inc. in Fair Oaks Ranch, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes roles at Lincoln Financial Securities Corporation and Intercontinental Wealth Advisors, LLC. He is also involved in business development as an insurance agent with multiple entities, including Global Succession Planning, LLC and IPA Strategies. TLG Advisors serves a diverse client base, providing investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services for ERISA-qualified retirement plans. The firm’s investment process emphasizes manager selection and monitoring, utilizing fundamental analysis and Modern Portfolio Theory to create diversified portfolios, and offers a direct-to-consumer digital program called Starlight Portfolios.

William Biles is a CFP® professional with 24 years of experience in the financial services industry. He is currently associated with TLG Advisors, Inc. and has a background that includes roles at Bluestone Insurance/PLAN, Investacorp, Highland Capital, and SunTrust Bank. Outside of his advisory work, he serves as president of Insurance Consulting & Design. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and comprehensive financial planning, employing a manager selection process and Modern Portfolio Theory to build diversified portfolios.

Scott George is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with The Leaders Group, Inc. for 10 years and Premier One Financial Company for 11 years, where he serves as president overseeing insurance sales and services. TLG Advisors, Inc. serves a diverse client base including individuals, trusts, institutions, and retirement plans, providing portfolio management, financial planning, and fiduciary services. The firm emphasizes manager selection and monitoring, utilizing fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, and offers a direct-to-consumer digital investment program called Starlight Portfolios.

Benjamin Schwarz is a financial advisor with TLG Advisors, Inc. in Cuyahoga Falls, Ohio, holding a Series 66 designation and eight years of industry experience. He has previously worked with ValMark Securities, Inc. and currently has additional roles in insurance strategy and production. Outside of finance, he engages in automotive photography as a hobby and occasional source of income. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services and portfolio management using manager selection and Modern Portfolio Theory, and it offers a direct-to-consumer digital platform called Starlight Portfolios.

Lisa Lee is an investment advisor representative at TLG Advisors, Inc. with three years of industry experience. She previously worked at The Leaders Group Inc and Transamerica Financial Advisors, Inc. Ms. Lee also owns Elite Global Lending Inc, a mortgage lending business serving residential and commercial clients. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, employing fundamental analysis and Modern Portfolio Theory, and offers both advisory and digital investment programs.

Curtis Holland is a CFP® with three years of industry experience currently affiliated with TLG Advisors, Inc. He has previously worked at Simplicity Investments, Lincoln Financial Distributors, Hopwood Financial Services, Global Advisor Group, and LPL Financial. Outside of his advisory role, he serves as a mentor assisting in the caretaking of an adult with special needs. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering both traditional portfolio management and a direct-to-consumer digital program, Starlight Portfolios.

John Desselle is a financial advisor at TLG Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Simplicity Investments, Lincoln Financial Distributors, Allstate Insurance Co, and Voya Financial Advisors, Inc. He also provides financial education as a retirement consultant. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm focuses on manager selection and monitoring to construct diversified portfolios, offering services through independent advisors, sub-advisors, and a direct-to-consumer digital program called Starlight Portfolios.

Mary Justice is an investment advisor representative at TLG Advisors, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with Nationwide Securities LLC and Avery Insurance Agency, Inc. Justice is also president and principal agent of Justice-Killam Insurance Services, Inc., a property and casualty insurance agency. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.