ASSET ALLOCATION STRATEGIES, llc

Robert Lee is a Series 65-licensed financial advisor with Asset Allocation Strategies, LLC. He has held various roles across several firms since 2015, including positions at Orchard Kingdom and Florida Financial Advisors. In addition to his advisory work, he is an independent insurance agent focusing on fixed and indexed annuity sales to public school employees. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients and plan sponsors, managing personal and employer-sponsored retirement accounts. The firm employs proprietary and third-party model portfolios, using quantitative asset allocation techniques and primarily ETFs, serving over 3,800 clients with approximately $767 million in assets under advisement.

Kyle Tetreault is an Investment Adviser Representative at Asset Allocation Strategies, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Asset Allocation Strategies and GLP Investment Services since 2021. Additionally, he serves as Executive National Sales Director at Valuteachers, where he manages life insurance and annuity sales and leads a team. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients and plan sponsors, managing both personal and employer-sponsored retirement accounts. The firm employs a range of portfolio management techniques, including proprietary and third-party models, and serves approximately 3,859 clients with $767 million in assets under advisement through a multi-team structure of 39 advisors.

Robert Doehrer is a financial advisor at Asset Allocation Strategies, LLC with one year of industry experience. He holds a Series 65 credential and has prior experience at GLP & Associates, FCE Group, LLC, MRPR Group, P.C., and Rhoades, Doehrer & Associates. Outside of advisory work, he is a CPA involved in tax preparation and business consulting, and he is a treasurer and member of Utopia Chocolates LLC, a chocolate candy business. Asset Allocation Strategies, LLC serves individual retail clients and plan sponsors, managing personal and employer-sponsored retirement accounts. The firm employs proprietary and third-party model portfolios using quantitative asset-allocation techniques and primarily utilizes ETFs for diversification and tax efficiency.

Richard Bellamy is a financial advisor with Asset Allocation Strategies, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at HSBC US NA for 12 years. Outside of advising, he is involved as an insurance agent marketing fixed and indexed annuity products to public school employees through ValuTeachers. Asset Allocation Strategies, LLC serves individual retail clients and plan sponsors, managing both personal and employer-sponsored retirement accounts. The firm employs quantitative asset-allocation methods and offers discretionary and non-discretionary portfolio management using proprietary and third-party models, serving nearly 3,900 clients with approximately $767 million in assets under advisement.

Indra Arango is a financial advisor at Asset Allocation Strategies, LLC with three years of industry experience. He holds a Series 65 designation and has been with the firm since 2022. In addition to his advisory role, Arango is president of Indra Arango, PA, a real estate agency, and he serves as an insurance agent specializing in annuity and life insurance sales, primarily for public school employees. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients and plan sponsors, managing retirement accounts and offering financial planning support. The firm employs quantitative asset-allocation methods and serves a diverse client base through a multi-team structure with 39 advisors.

Michael Lucarelli is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Asset Allocation Strategies since 2017 and maintains long-term roles at GLP Investment Services and GLP and Associates. Outside of his advisory work, he owns and manages several rental property businesses. Asset Allocation Strategies, LLC serves individual retail clients, including high-net-worth individuals, and plan sponsors by managing retirement accounts and providing financial planning. The firm uses a combination of proprietary and third-party model portfolios, employing quantitative asset-allocation techniques and primarily utilizing ETFs for diversification and tax efficiency.

Matthew Wynalda is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Asset Allocation Strategies since 2016 and has also been associated with GLP & Associates, Inc. and GLP Investment Services, LLC since 2002. Outside of advisory work, he is a partner in WynLund Farms LLC, which leases land for farming and hunting. Asset Allocation Strategies, LLC serves individual retail clients and plan sponsors, managing both personal and employer-sponsored retirement accounts. The firm employs quantitative asset allocation methods and offers both discretionary and non-discretionary portfolio management through proprietary and third-party models, serving a multi-team client base with approximately $767 million in assets under advisement.

Benjimin June is an investment advisor representative at Asset Allocation Strategies, LLC with two years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Principal Securities Inc and Principal Life Insurance Company. Outside of advising, he is involved in business development and production at Alpha Intelligence Inc., a consumer packaged goods company, and also works as a delivery driver and site capture specialist. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients and plan sponsors, managing retirement accounts and offering financial planning. The firm employs quantitative asset-allocation methods and serves clients through a multi-team structure with 39 advisors overseeing approximately $767 million in assets.

David Sawinski is a financial advisor with Asset Allocation Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Asset Allocation Strategies since 2020 and has also worked with GLP & Associates, Inc. and GLP Investment Services, LLC since 2002. Outside of his advisory role, he serves as president of DPS Financial Inc., focusing on investment and retirement planning. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients, including high-net-worth individuals, and plan sponsors. The firm employs a range of quantitative asset-allocation techniques and offers discretionary and non-discretionary portfolio management through proprietary and third-party models.

David Barden is an advisor at Asset Allocation Strategies, LLC with Series 63 and Series 65 credentials. He has experience in life insurance and annuity sales through GLP & Associates and has been involved with Bardens Farm Market, a fresh food market and farm, since 2006. His career includes roles at GLP Investment Services LLC, GLP & Associates, and Locker & Locker Properties. Asset Allocation Strategies, LLC serves individual retail clients and plan sponsors, managing retirement accounts and providing financial planning. The firm employs quantitative asset-allocation methods and offers both discretionary and non-discretionary portfolio management using proprietary and third-party models.

Rocio Espinosa is a financial advisor at Asset Allocation Strategies, LLC with four years of industry experience. She holds a Series 65 designation and has been with Asset Allocation Strategies since 2022. Outside of her advisory role, she serves as National Sales Director for Valuteachers, Inc., focusing on insurance sales in school districts. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients and plan sponsors, managing retirement accounts and offering financial planning and consulting. The firm employs proprietary and third-party model portfolios, using quantitative asset allocation techniques and commonly incorporating ETFs for diversification and tax efficiency.

Romonia Lee is a financial advisor at Asset Allocation Strategies, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Equity Services Inc and Transamerica Financial Advisors, Inc. Outside of her advisory role, she serves as National Sales Director and agent at ValuTeachers, a position she has held for over 18 years. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients and plan sponsors, managing both personal and employer-sponsored retirement accounts. The firm uses a combination of proprietary and third-party model portfolios, employing advanced asset allocation techniques and primarily utilizing ETFs for diversification and tax efficiency.

Shoumya Saha is a financial advisor with ASSET ALLOCATION STRATEGIES, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with GLP Investment Services, LLC and GLP and Associates Inc, and he owns SHO'S CONSULTING, INC., a consulting business focused on fixed insurance and annuity sales. He is also active as an insurance agent specializing in life insurance and annuities. ASSET ALLOCATION STRATEGIES, LLC serves individual retail clients and plan sponsors, managing retirement accounts and providing financial planning and consulting. The firm employs proprietary and third-party model portfolios, using advanced quantitative asset allocation techniques, and operates with a team of 39 advisors managing approximately $767 million in assets.

Stefan Ropp is a financial advisor at Asset Allocation Strategies, LLC with seven years of industry experience. He holds a Series 66 designation and has worked with GLP Investment Services, LLC and GLP & Associates, LLC. Outside of advisory work, he is also an insurance agent focusing on life insurance and fixed/index annuity sales and servicing. Asset Allocation Strategies, LLC serves individual retail clients and plan sponsors, managing personal and employer-sponsored retirement accounts. The firm employs quantitative asset-allocation methods and utilizes a mix of proprietary and third-party managed portfolios while maintaining custody primarily through Schwab Advisor Services.

Connor Baker is a financial advisor at Asset Allocation Strategies, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual and United Wholesale Mortgage. Outside of advisory work, he is also active as an insurance agent specializing in life insurance and fixed/index annuity sales. Asset Allocation Strategies, LLC serves individual retail clients, including high-net-worth individuals, and plan sponsors by managing personal and employer-sponsored retirement accounts. The firm employs a mix of proprietary and third-party model portfolios, using quantitative asset-allocation techniques and commonly incorporating ETFs for diversification and tax efficiency.