Advisory Advocates LLC

Michael Cook is a financial advisor at Advisory Advocates LLC in Grand Rapids, MI, holding a Series 65 credential with six years of industry experience. His prior roles include positions at Legacy Planning & Associates, Inc. and BetterTrades, Inc. Outside of his advisory work, he is president and owner of Trendlogic, Inc., a non-investment related business. Advisory Advocates LLC provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, and business entities. The firm employs a combination of passive ETF-based strategies and active approaches such as tactical asset allocation, sector rotation, and option-protected overlay hedged models.

Larry Andreano is a financial advisor at Advisory Advococates LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at L.M. Kohn & Company and Royal Securities Co. Outside of his advisory work, he has a controlling interest in SAIL, LLC, a company that owns apartments and is managed by a third party. Advisory Advocates LLC provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, and business entities. The firm employs a combination of passive ETF-based strategies and active portfolio management, including tactical asset allocation and option-protected overlays, and utilizes affiliated sub-advisory arrangements in its investment approach.

Elizabeth Burgess is a financial advisor at Advisory Advocates LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at VOYA Financial Advisors, Legacy Planning & Associates, Inc., and Bankers Life. Outside of her advisory role, she is the managing member of Goldfinch Wealth Management, an LLC that holds ownership interest in Advisory Advocates. Advisory Advocates LLC provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, and business entities. The firm utilizes a combination of passive ETF-based models and active strategies, including tactical asset allocation and option-protected hedged models, with some portfolios sub-advised and rebalanced quarterly.

Joseph Degeorge is a financial advisor at Advisory Advocates LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Investment Consulting Group INC and Money Concepts Capital Corp. Outside of his advisory role, he is a special education teacher with the Durant Community School District. Advisory Advocates LLC provides financial planning, consulting, and discretionary portfolio management for individuals, trusts, estates, and business entities. The firm employs a combination of passive ETF-based strategies and more active approaches such as tactical asset allocation and option-protected overlay hedged models, with some portfolios sub-advised and rebalanced quarterly.

John Hill is a financial advisor at Advisory Advocates LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Luminist Capital, Wealth Watch Advisors, and Life Financial Wealth Management, where he remains owner and president. In addition to his advisory role, he offers life and health insurance and annuity products through Life Financial Wealth Management. Advisory Advocates LLC provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, and business entities. The firm employs a combination of passive ETF-based strategies and more active approaches such as tactical asset allocation, sector rotation, and option-protected overlay hedged models, with some portfolios sub-advised and rebalanced quarterly.

Joseph Bonadies is a financial advisor at Advisory Advocates LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at L.M. Kohn & Company. Outside of finance, he owns Palissage, LLC, a wine and beverage consulting business, where he serves as a consulting sommelier. He also participates on the City of Holland International Relations Commission. Advisory Advocates LLC provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, and business entities. The firm employs a combination of passive ETF-based strategies and active management, including tactical asset allocation and option-protected overlays, and may utilize third-party money managers such as Zacks Investment Management.

Alan Tubbergen is a financial advisor with Advisory Advocates LLC and holds a Series 65 designation. He has 15 years of industry experience and has worked at several firms, including PLG Planning, LLC and PLP Advisors, LLC. Outside of his advisory work, he is involved with Growth Management Group, where he assists businesses with cost savings. Advisory Advocates LLC provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, and business entities. The firm employs a combination of passive ETF-based strategies and more active approaches such as tactical asset allocation, sector rotation, and option-protected overlay models, often utilizing affiliated sub-advisers.