BENCHMARK INVESTMENT ADVISORS LLC

Jamie Tebbe is a financial advisor at Benchmark Investment Advisors LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gentry Private Wealth Management, PRO Style Financial, and Sunpoint Securities. Benchmark Investment Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm uses a proprietary Economic Margin framework and intrinsic valuation combined with momentum factors to manage assets through model portfolios and customized allocations, offering discretionary trading, periodic rebalancing, and tax-loss harvesting.

Thomas Walshe is a financial advisor at Benchmark Investment Advisors LLC in Chicago, holding a Series 65 designation with four years of industry experience. He previously worked at Ruffalo Noel Levitz from 2017 to 2021 and has been with Benchmark since 2021. Benchmark Investment Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a discretionary asset management approach using model portfolios and customized allocations, with an investment process centered on a proprietary Economic Margin framework and intrinsic valuation methods.

John Swift is a CFA® charterholder with 21 years of industry experience. He has worked at Benchmark Investment Advisors LLC since 2017 and previously at Gentry Private Wealth Management LLC. Outside of his advisory role, he teaches a CFA review program. Benchmark Investment Advisors serves individual investors, pension plans, trusts, and corporate clients through discretionary asset management, retirement-plan consulting, and sub-advisory services. The firm employs a proprietary Economic Margin framework and intrinsic valuation methods within a model portfolio approach, complemented by client education materials and tactical investment overlays.