4Wealth Advisors, Inc.

Jason Poschinger is a financial advisor at 4Wealth Advisors, Inc. in Indianapolis, IN, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Prudential Insurance Company of America and Cetera Investment Services. Outside of his advisory role, he is employed as a Family Services Advisor at Flanner Buchanan, a funeral and cremation planning service. 4Wealth Advisors, Inc. serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and pension consulting. The firm integrates investment advisory with affiliated accounting and insurance services, using customized strategies and multiple investment approaches including long-term, short-term, and technical analysis.

Rita Bunch is a financial advisor with 31 years of industry experience, currently serving at 4Wealth Advisors, Inc. and Purshe Kaplan Sterling Investments. She holds the Series 63 and Series 65 designations. In addition to her advisory roles, she is involved with 4Wealth Insurance Group, where she evaluates life insurance needs and assists with applications. 4Wealth Advisors, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers customized investment strategies and operates affiliated accounting and insurance entities as part of an integrated service model.

Christopher Gonzales is a financial advisor at 4Wealth Advisors, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked at Brickwork Financial Planning, Ltd., 4Wealth Advisors, Inc., IPI Wealth Management, Inc., and Investment Planners Inc. Gonzales also works as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. 4Wealth Advisors, Inc. serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, modular financial planning, and pension consulting, utilizing customized accounts, model portfolios, and various investment strategies with ongoing monitoring and reviews.

Terrence Heafey is a CFP® professional with 29 years of industry experience. He is affiliated with 4Wealth Advisors, Inc., where he has worked since 2017. His prior experience includes roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc., Brickwork Financial Planning, LTD, Ipi Asset Management, Inc., and Investment Planners, Inc. Outside of his advisory work, Heafey serves as a school board member for Palos Consolidated Elementary School District 118. 4Wealth Advisors, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, plans, trusts, charitable organizations, and businesses. The firm employs a variety of investment strategies and maintains an integrated structure with affiliated accounting and insurance entities.

Gregory Nickum is a CFA® charterholder with 22 years of industry experience. He has been with 4Wealth Advisors, Inc. since 2023 and previously worked at Retirement Income Management, Inc. for 12 years. 4Wealth Advisors, Inc. serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing portfolio management, financial planning, and pension consulting. The firm offers customized investment strategies and integrates affiliated accounting and insurance services within its advisory structure.

Ryan Kavois is a CFP® professional with 19 years of industry experience. He is affiliated with 4Wealth Advisors, Inc. and Brickwork Financial Planning, Ltd., where he serves as Secretary, Treasurer, and Owner. His career includes roles at IPI Asset Management, Inc. and Investment Planners, Inc. 4Wealth Advisors, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm integrates investment management with accounting and insurance services through affiliated entities and employs a range of strategies including technical analysis and third-party sub-advisers.

Michael Mcevoy is a financial advisor at 4Wealth Advisors, Inc. He holds a Series 65 credential and has recently entered the industry. Prior to joining 4Wealth Advisors, he worked in various roles including positions at Liberty University and Plan A Wealth Management. Outside of finance, he is the CEO of Interviewee LLC, an AI-powered job interview preparation platform. 4Wealth Advisors, Inc. serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with portfolio management, financial planning, and pension consulting. The firm offers customized investment strategies and maintains an integrated referral network including accounting and insurance affiliates.

Hally Dunn is a financial advisor at 4Wealth Advisors, Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments for 10 years. Dunn is also an agent with 4Wealth Insurance Group, assisting clients with life, disability, and long-term care insurance. 4Wealth Advisors, Inc. serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by offering portfolio management, financial planning, and pension consulting. The firm integrates investment advisory services with affiliated accounting and insurance entities to provide a comprehensive approach.

Peter Steigerwald is a financial advisor at 4Wealth Advisors, Inc. with 14 years of industry experience. He holds a Series 65 designation and has held roles at Retirement Income Management, Inc. and The Lending Company. Outside of advising, he has served as Vice President of Mortgage Lending at Guaranteed Rate in Chicago. 4Wealth Advisors, Inc. serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing portfolio management, financial planning, and pension consulting. The firm combines customized accounts, model portfolios, and third-party sub-advisers with ongoing monitoring and employs a range of investment strategies along with affiliated accounting and insurance services.

Peter Recchia is a financial advisor with 24 years of industry experience, currently serving at 4Wealth Advisors, Inc. in Burr Ridge, IL. He holds Series 63 and Series 65 licenses and has been with 4Wealth Advisors and its affiliated entities since 2012. Outside of advisory work, he is involved as president of 4Wealth CPAS, LLC, an accounting and tax practice. 4Wealth Advisors, Inc. serves individuals, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses by providing portfolio management, financial planning, and pension consulting. The firm integrates investment advisory services with affiliated accounting and insurance practices, offering tailored portfolio strategies combined with ongoing monitoring and periodic reviews.

William Tasker is a financial advisor at 4Wealth Advisors, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at Retirement Income Management, Inc. and Mach 6, LLC. He also serves as an adjunct professor teaching finance classes at Lewis University. 4Wealth Advisors, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers customized investment strategies and integrates accounting and insurance services through affiliated entities.