Advisors at this firm
George L
Series 63, Series 66
Apex, NC
BSG Advisers
George Leisure is a financial advisor at BSG Advisers with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Eagle Strategies LLC, Avenue Wealth Management, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he is involved in the sale of life, disability, and long-term care insurance products as a sole proprietor. BSG Advisers provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, business owners, and retirement plan sponsors. The firm uses a tailored approach combining asset allocation, various analytical methods, and third-party money managers, along with a structured financial education program and business-owner specific planning.
Kristofer A
Series 65
Apex, NC
BSG Advisers
Kristofer Alban is a financial advisor at BSG Advisers with a Series 65 designation. He has experience working at BSG Advisers since 2024 and concurrently operates a marketing consulting business. Alban also sells life, disability, and long-term care insurance products through a sole proprietorship. BSG Advisers provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, business owners, and retirement plan sponsors. The firm customizes advice and portfolio allocations using a combination of asset allocation strategies, analysis methods, and third-party money managers, alongside a structured financial education program and business-owner specific planning services.
Robert P
Series 63, Series 65, Series 66
Apex, NC
BSG Advisers
Robert Picha is a financial advisor at BSG Advisers with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Intelligent Insights, Inc., Business Owner Strategies Group LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of his advisory role, he operates a sole proprietorship selling life, disability, long-term care, and related insurance products. BSG Advisers provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, business owners, and retirement plan sponsors. The firm customizes portfolio allocations and planning strategies to client objectives and offers a formal financial education program alongside business-owner specific planning solutions.
Laird H
CFP®, Series 66
Apex, NC
BSG Advisers
Laird Hepburn is a CFP® professional with 17 years of experience in financial advising. He is currently a member of BSG Advisers and has worked previously at TLA Group, Inc., Business Owner Strategies Group, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved in the sale of insurance products and manages a multi-level marketing business focused on prepaid legal service subscriptions. BSG Advisers provides investment advisory and comprehensive financial planning to individuals, high-net-worth clients, business owners, and retirement plan sponsors. The firm customizes portfolio allocations based on client objectives, employs diverse analytical methods, and offers a formal financial education program along with business-owner specific planning services.
Suyoung C
Series 63, Series 65
Apex, NC
BSG Advisers
Suyoung Cha is a financial advisor with BSG Advisers in Overland Park, KS, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining BSG Advisers, Cha worked at AT&T, NYLIFE Securities LLC, New York Life Insurance Co, Topline Federal Credit Union, and Wells Fargo. Cha also operates a sole proprietorship selling life, disability, long-term care, and related insurance products. BSG Advisers provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, business owners, and retirement plan sponsors. The firm customizes advice and portfolio allocations using various analytical approaches and third-party money managers, and offers structured financial education programs alongside business-owner specific planning.
Justin S
CFP®, Series 66
Apex, NC
BSG Advisers
Justin Struble is a CFP® professional with 14 years of industry experience, currently serving at BSG Advisers. His prior roles include positions at AE Wealth Management and Global Financial Private Capital. Outside of advising, he is CEO of TNT Carpet Cleaning, LLC and is involved in managing vacation rentals through Ocean Treasures Topsail, LLC. BSG Advisers provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, business owners, and retirement plan sponsors. The firm customizes portfolio allocations using various analytical approaches and third-party money managers, and it offers a structured financial education program alongside business-owner specific planning.