Centerpoint Advisory Group, LLC

James Flanagan is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Centerpoint Advisory Group, LLC and has previously worked at Personal Financial Group. Outside of his advisory role, he serves as a volunteer board member for the Lee's Summit Girls Softball Association. Centerpoint Advisory Group provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a multifaceted investment approach, combining fundamental, technical, quantitative, cyclical, and modern portfolio theory analyses, and typically manages accounts on a discretionary basis with ongoing monitoring and regular reviews.

Parker Madl is a financial advisor at Centerpoint Advisory Group, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Financial Partners Group, Inc., Transamerica Capital Inc, and American Century Investment Services Inc. Outside of advising, he is a partner in a business that creates outdoor products and participates as an independent insurance agent. Centerpoint Advisory Group serves individuals, high-net-worth clients, and pension/profit-sharing plans by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a multifaceted investment approach combining fundamental, technical, quantitative, and cyclical analyses, and utilizes both in-house and third-party managers.

Alan Rickert is a CFP® professional with 33 years of industry experience. He is currently with Centerpoint Advisory Group, LLC, where he has worked since 2022. Prior to that, he spent several years with Personal Financial Group and has been affiliated with LPL Financial since 1992. Rickert is also a notary public. Centerpoint Advisory Group provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a comprehensive investment process that incorporates multiple analytical methods and manages accounts typically on a discretionary basis with ongoing monitoring and regular reporting.

Parker Moeder is a CFP® and holds a Series 65 license with two years of experience in financial advising at Centerpoint Advisory Group, LLC. He has also worked since 2012 at Eric J Moeder CPA & Associate. Centerpoint Advisory Group provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a multi-faceted investment approach that includes fundamental, technical, quantitative, and cyclical analyses, along with options strategies and third-party manager referrals.

William Padek is a financial advisor at Centerpoint Advisory Group, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2002, Personal Financial Group from 2011 to 2019, and joined Centerpoint Advisory Group in 2022. Centerpoint Advisory Group provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, pension consulting, and referrals to third-party managers. The firm uses a combination of fundamental, technical, quantitative, cyclical, and modern portfolio theory analyses and employs various trading strategies, managing accounts primarily on a discretionary basis with ongoing monitoring and regular reporting.