Wealth Advisory Solutions, LLC

Tyler Needler is a financial advisor with Wealth Advisory Solutions, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Wealth Advisory Solutions since 2017 and previously held roles at Canterbury Investment Management, Elkhorn Securities, and Elkhorn Investments, LLC. Wealth Advisory Solutions, LLC offers financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes an individualized process that includes creating a written financial plan and Investment Policy Statement, and implements strategies through strategic and tactical asset allocation using a combination of fundamental and technical analysis.

Eve Smith is a financial advisor with Wealth Advisory Solutions, LLC in Zionsville, IN, holding a Series 65 designation and two years of experience. Her prior work includes roles at The Monument Circle Group, Milliman-Indianapolis Health, WTW, and multiple positions at Purdue University. Wealth Advisory Solutions, LLC offers financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a detailed fact-finding process to create customized financial plans and implements investment strategies through a combination of strategic and tactical asset allocation.

Rick Davis is a financial advisor with Wealth Advisory Solutions, LLC in Zionsville, IN, holding a Series 65 designation and six years of industry experience. He previously worked at Henriott Group for 17 years and is the founder and President of Q4 Advisors, a firm specializing in insurance-based products. In addition to his advisory roles, Davis is the founder and president of Stridz, LLC, a personal finance app aimed at educating young adults, and serves as a continuing lecturer on Entrepreneurship and Innovation at Purdue University. Wealth Advisory Solutions provides financial planning, investment consulting, and asset management to individuals, retirement plans, trusts, charitable organizations, and businesses, employing a strategic and tactical asset allocation approach with both discretionary and non-discretionary management.

Steven Smith is a financial advisor at Wealth Advisory Solutions, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he co-owns a business that buys and sells historic cars. Wealth Advisory Solutions, LLC offers financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses an individualized process to develop written financial plans and Investment Policy Statements, implementing strategies through a mix of fundamental and technical analysis with both discretionary and non-discretionary account management.

Kyle Marburger is a financial advisor with Wealth Advisory Solutions, LLC, holding a Series 65 designation and nine years of industry experience. His prior roles include positions at Sterling & Stein Financial Services and O'Neill Asset Management, LLC. Marburger is involved in insurance services through a separate business activity under the O'Neill Asset Management name. Wealth Advisory Solutions, LLC provides financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a process that begins with detailed fact-finding and planning, followed by strategic and tactical asset allocation using both fundamental and technical analysis across a range of investment vehicles.

Elizabeth Sturgeon is a financial advisor at Wealth Advisory Solutions, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney and Intelligent Design Advisors, LLC. Outside of her advisory role, she serves as president and a board member of Heath Farms Inc., an agricultural business. Wealth Advisory Solutions, LLC provides financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a personalized approach that includes developing written financial plans and Investment Policy Statements, and uses strategic and tactical asset allocation with a combination of fundamental and technical analysis.

Johnelle Smith is a financial advisor with Wealth Advisory Solutions, LLC, holding a Series 66 designation and 25 years of industry experience. She has worked at Wealth Advisory Solutions since 2019 and has prior experience with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she co-owns Sandj's Toys LLC, a business focused on buying and selling historic cars. Wealth Advisory Solutions, LLC provides financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a process that begins with a detailed fact-finding session and written financial plan, implementing strategies through both discretionary and non-discretionary accounts using a strategic and tactical asset allocation approach.

M Warren is a Certified Financial Planner® with 25 years of industry experience, currently serving at Wealth Advisory Solutions, LLC. He has previously worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wealth Advisory Solutions, LLC provides financial planning, investment consulting, and asset management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a structured process that includes a detailed fact-finding session, written financial plans, and investment policy statements, implementing strategies through both discretionary and non-discretionary accounts with a blend of fundamental and technical analysis.