Trillium Wealth LLC

Ashley Janosek is a CFP® and holds a Series 65 license with one year of industry experience. She has worked at Trillium Wealth LLC since 2024 and also serves as an accountant preparing tax returns for Trillium Tax, LLC. Prior to this, she held positions at CWM, LLC, OSAIC, Securities America, Inc., Watts & Associates, and Synergy Financial Services. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other business entities. The firm combines multiple investment approaches including quantitative, fundamental, technical, and economic analysis, and manages over $544 million in discretionary assets across roughly 625 client relationships.

James Smith III is a financial advisor with Trillium Wealth LLC in Monroe, LA, holding Series 63 and Series 66 designations and possessing 19 years of industry experience. His career includes roles at firms such as NewEdge Advisors, LPL Financial, Raymond James & Associates, and Morgan Keegan & Company. Trillium Wealth LLC offers portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, corporations, and other entities. The firm employs a diverse investment approach incorporating quantitative, fundamental, technical, and economic analysis, and manages over $544 million in discretionary assets across roughly 625 client relationships.

Thomas Skelley is a financial advisor at Trillium Wealth LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Carson Wealth, CWM, LLC, Wealthcare Advisory Partners LLC, and LPL Financial. Outside of advisory work, he is involved in managing several real estate entities. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other business entities. The firm uses a blend of quantitative, fundamental, technical, and economic analysis in its investment decisions and offers a broad range of services, including fiduciary support and coordination with affiliated tax and insurance professionals.

Cherry Laska is a CFP® with eight years of industry experience, currently serving as an advisor at Trillium Wealth LLC. Her prior roles include positions at Morgan Stanley Private Bank, Carson Wealth Management, and Capital Financial Services. Outside of her advisory work, she is a published fiction author and operates CGL Productions & Consulting, LLC. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and private placement investment services to individuals, trusts, pension plans, corporations, and other business entities. The firm employs a range of investment strategies and offers additional services including fiduciary support and coordination with affiliated tax and insurance entities.

Lucas Thompson is a financial advisor with Trillium Wealth LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at CWM, LLC and Thrivent Financial. Outside of his advisory work, he has been involved with The Write Stuff. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other business entities. The firm uses quantitative, fundamental, technical, and economic analysis in its investment approach and manages over $544 million in discretionary assets across approximately 625 clients.

Matthew Gomoll is a financial advisor at Trillium Wealth LLC with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Carson Wealth and DGS Capital Management. Outside of his advisory role, he serves as a Battalion Executive Officer in the U.S. Army Reserve and is the founder of Two-One Alpha Group, LLC. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other entities. The firm utilizes a mix of quantitative, fundamental, technical, and economic analysis, incorporating long- and short-term strategies and strategic asset allocation, and manages over $544 million in discretionary assets.

Steven Laska is a financial advisor with Trillium Wealth LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His background includes roles at firms such as Carson Wealth, Hodges Capital Management, and Carson Group Holdings. Since 2018, he has also been the owner of Cor Leonis Consulting, a non-investment-related consulting business. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other business entities. The firm employs multiple investment strategies and integrates private fund commitments while managing over $544 million in discretionary assets across approximately 625 clients.