Bethany Yerk

Lawrence Zimbler is a financial advisor at 4Square Advisory Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes extensive involvement with tax preparation and education through the National Association of Tax Professionals. Outside of advisory work, he owns a tax-related business that provides tax return preparation, advice, and continuing education for tax professionals. 4Square Advisory Services, Inc. provides portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm uses client-specific Investment Policy Statements and a fundamental-analysis approach to tailor investment strategies, and it is affiliated with accounting and tax services.

Daniel Ryan is a financial advisor with Daniel Ryan Financial LLC, holding a Series 65 credential and 11 years of industry experience. He previously worked at Jackson Financial for eight years before founding his current independent firm. Outside of advising, he assists with a family farm’s land leasing, taxes, and insurance, and works part-time in lumber and hardware sales. Daniel Ryan Financial LLC provides portfolio management and financial planning to individuals, high-net-worth clients, and business entities, as well as consulting services for employer-sponsored retirement plans. The firm emphasizes pension consulting and participant education, managing portfolios using a combination of cyclical and fundamental analysis with modern portfolio theory.

Kenneth Schrauben is a financial advisor at Retirement Capital Services LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Horter Investment Management and Research Money Management, LLC. Outside of advising, he owns and manages rental real estate through Equity Pro Shop LLC. Retirement Capital Services LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, using a written Investment Policy Statement to document goals and risk tolerance. The firm employs a range of investment techniques including discretionary management, options strategies, and allocations to alternative investments.

Adam Hirzel is a CFP® professional with seven years of industry experience, currently serving as an advisor at Stratus Advisory Group, Inc. since 2013. He has been associated with related entities including Stratus Financial Services Corporation and Stratus Financial Corporation since 2009. Stratus Advisory Group provides tailored financial planning, consulting, and portfolio management services to individual clients—including both high-net-worth and non-high-net-worth households—as well as small to mid-size businesses. The firm employs a fundamental investment approach supplemented by cyclical and technical analysis, and offers both discretionary and non-discretionary account management.

John Hirzel is a CFP® professional with 12 years of industry experience, currently serving at Stratus Advisory Group, Inc. He has been with Stratus Advisory Group since 2013 and holds leadership roles in affiliated non-investment related entities, including a tax planning and accounting firm and an insurance agency. Stratus Advisory Group serves individual clients, including high-net-worth and non-HNW households, as well as small to mid-size businesses, providing tailored financial planning, consulting, and portfolio management. The firm employs a fundamental investment approach supplemented by cyclical and technical methods and offers both discretionary and non-discretionary services.