Adaptive Financial Consulting, LLC

Rachelle Kovacs is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with Adaptive Financial Consulting, LLC, where she has worked since 2018. Kovacs previously held roles at Stratos Wealth Partners and LPL Financial. Adaptive Financial Consulting provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension plans, and businesses. The firm customizes portfolios based on client objectives and employs multiple analytical approaches, coordinating with clients’ tax and estate professionals when appropriate.

Jonathan Grundman is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has worked at Adaptive Financial Consulting, LLC since 2017 and has been with Stratos since 2015. Adaptive Financial Consulting provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and standalone consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a combination of fundamental, quantitative, technical, and modern portfolio theory analyses.

Luke Parton is a ChFC® with 13 years of industry experience, currently serving as an advisor at Adaptive Financial Consulting, LLC since 2016. He is also an independent licensed insurance agent. Adaptive Financial Consulting provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and businesses, managing approximately $508 million in client assets with customized investment strategies and integrated financial planning.

Michael Krueger is a financial advisor with Adaptive Financial Consulting, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Stratos Wealth Advisors and Nationwide Financial. Outside of advisory work, he is a consultant and minority owner of Power People Fitness, LLC, a fitness equipment sales business serving primarily commercial clients. Adaptive Financial Consulting provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and businesses. The firm customizes portfolios according to client objectives and risk tolerance, employing a combination of fundamental, quantitative, technical, and modern portfolio theory analyses.

Jeremy Thompson is a Certified Financial Planner™ and holds a Series 66 license with 23 years of industry experience. He has been with Adaptive Financial Consulting, LLC since 2017 and previously worked at Stratos Wealth Partners, LTD. from 2012 to 2017. Thompson is also a licensed insurance agent. Adaptive Financial Consulting, LLC is a team of six advisors serving individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers customized portfolio management and financial planning services, employing a blend of fundamental, quantitative, technical, and modern portfolio theory analyses.

Tobias Yearms is a financial advisor at Adaptive Financial Consulting, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Stratos Wealth Partners. Tobias is also a licensed insurance agent and occasionally offers commissionable insurance products to clients. Adaptive Financial Consulting provides portfolio management, financial planning, pension consulting, and standalone consulting services to individuals, high-net-worth clients, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses.