Athena Advisor Services, LLC

Daniel Alberth is a CFP® with 27 years of industry experience, currently with Athena Advisor Services, LLC, where he has worked for 15 years. Prior to that, he spent 10 years at Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as treasurer for the Schaumburg High School Band Boosters and co-hosts the Fierce Fiduciary Podcast, which focuses on financial education. Athena Advisor Services, LLC serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $82.2 million for about 187 clients. The firm offers discretionary asset management and financial planning, employing a combination of fundamental, technical, and cyclical analysis across various investment strategies with regular portfolio supervision and rebalancing.

Thomas Stecich is a financial advisor at Athena Advisor Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and Athena Advisor Services since 2013. Outside of his advisory role, Stecich serves as a volunteer firefighter at the Ogden Dunes Volunteer Fire Department and is treasurer of the Ogden Dunes Amateur Radio Club. Athena Advisor Services, LLC manages approximately $82.2 million for about 187 clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset management and financial planning, utilizing a blend of fundamental, technical, and cyclical analysis, with portfolios reviewed and rebalanced regularly.

Brian Beasley is a financial advisor at Athena Advisor Services, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Athena since 2013. Beasley co-hosts the Fierce Fiduciary Podcast and serves as an uncompensated administrator for several online investing discussion groups. Athena Advisor Services, LLC manages approximately $82.2 million for about 187 clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset management and financial planning, employing a mix of fundamental, technical, and cyclical analysis with regular portfolio reviews and rebalancing.