CLG LLC

Bryan Hernandez is a financial advisor at CLG LLC with eight years of industry experience and holds the Series 66 designation. His prior roles include positions at Purshe Kaplan Sterling, Cetera Investment Advisers LLC, Cetera Advisor Networks LLC, Halbert Hargrove, and LPL Financial. He is also licensed to sell fixed and traditional insurance products. CLG LLC is a multi-advisor registered investment adviser managing nearly $954 million across 20 advisors for approximately 1,386 clients. The firm serves individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and retirement consulting with a blend of fundamental and technical investment strategies.

John Cartwright is a financial advisor at CLG, LLC with 60 years of industry experience. He holds a Series 63 designation and has worked at Purshe Kaplan Sterling Investments and Cetera Investment Advisers LLC before joining CLG in 2016. Cartwright is also the owner and president of John D. Cartwright & Associates, Inc., an insurance agency he has operated since 1974. CLG, LLC is a multi-advisor registered investment adviser managing approximately $953.8 million for about 1,386 clients. The firm serves individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and retirement consulting with investment strategies that include fundamental and technical analysis, trading, options, and tax-efficient asset management.

Elizabeth Carr is a financial advisor with CLG LLC in Long Beach, CA, holding a Series 63 designation and bringing 37 years of industry experience. She has previously worked at Purshe Kaplan Sterling Investments and Cetera Investment Advisers LLC and is also a partner at John D. Cartwright & Associates, Inc. CLG LLC is a multi-advisor registered investment adviser managing approximately $953.8 million across 20 advisors for about 1,386 clients. The firm serves individuals, trusts, retirement plans, and business entities, offering comprehensive portfolio management, financial planning, and retirement consulting with a combination of fundamental and technical investment strategies.

Kimberley Neff is a financial advisor at CLG LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments, Cetera Investment Advisers LLC, and Cetera Advisor Networks LLC. Neff provides financial planning and insurance advice tailored to client needs. CLG LLC is a multi-advisor registered investment adviser managing approximately $953.8 million for individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement consulting, combining fundamental and technical investment strategies with specialized services such as held-away account management and digital asset recommendations.

Paul Heising is a CFP® professional with 23 years of experience in the financial services industry. He is currently a partner at CLG LLC and has previously worked at Purshe Kaplan Sterling Investments and Cetera Advisor Networks. Outside of advisory work, Heising serves as president of Pegasus Wealth Management Inc., a non-investment related business. CLG LLC is a multi-advisor registered investment adviser managing approximately $953.8 million for individuals, trusts, retirement plans, and business entities. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental and technical investment strategies and maintaining various structural features including broker-dealer and insurance platform affiliations.

Christian Luke Fermin is a financial advisor with CLG LLC in Long Beach, CA, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments and Cetera Investment Advisers LLC. Outside of finance, he has been involved with Gods Vision Inc / Cornerstone Church for ten years. CLG LLC is a multi-advisor registered investment adviser managing approximately $954 million for individuals, trusts, retirement plans, and business entities. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a combination of fundamental and technical investment strategies while maintaining several structural features like broker-dealer and insurance platform affiliations.

Pamela Eckenrode is a financial advisor with CLG, LLC, holding a Series 63 designation and over 30 years of industry experience. She has worked at Purshe Kaplan Sterling Investments, Cetera Investment Advisers LLC, and Cetera Advisor Networks LLC, and has been with CLG, LLC since 2016. Outside of advisory work, she is a partner and part owner of a family holding company. CLG, LLC is a multi-advisor registered investment adviser managing approximately $953.8 million across 20 advisors for individuals, trusts, retirement plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting, using a blend of fundamental and technical investment strategies and offering services such as held-away account management and commission-free insurance products.

Kurt Ehmann is a financial advisor with CLG LLC in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Cetera Investment Advisers LLC, and Cetera Advisor Networks LLC. He is also involved in business development for John D Cartwright and Associates, a regional support firm for advisors. CLG, LLC is a multi-advisor registered investment adviser managing approximately $953.8 million across 20 advisors for about 1,386 clients. The firm serves individuals, trusts, retirement plans, and business entities with services including portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental and technical investment approaches.

Dennis Smith is a financial advisor at CLG LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Cetera Investment Advisers LLC, Cetera Advisor Networks LLC, and Stratis Financial. Outside of his advisory duties, Smith serves as Immediate Past President of the Rotary Club of Long Beach and is President of the Long Beach Rotary Charitable Foundation. CLG LLC is a multi-advisor registered investment adviser managing approximately $953.8 million for about 1,386 clients, including individuals, trusts, retirement plans, and business entities. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a mix of fundamental and technical investment strategies and supporting tax-efficient asset location through third-party held-away account management.

Melissa Andrizzi Sobel is a financial advisor at CLG LLC in Long Beach, CA, holding a Series 65 designation with one year of industry experience. Prior to joining CLG LLC, she worked at Beach Cities Health District for seven years and Silverado Senior Living for one year. CLG LLC is a multi-advisor registered investment adviser managing approximately $953.8 million for about 1,386 clients. The firm serves individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting with an investment approach that combines fundamental and technical methods alongside diverse strategies.

Kenneth Lee is a CFP® professional with 30 years of industry experience, currently serving as an advisor at CLG LLC. His career includes roles at Purshe Kaplan Sterling Investment and Cetera Advisor Networks LLC. Outside of his advisory work, he is a partner in Super Ag, Ltd, a family-owned real estate venture. CLG, LLC is a multi-advisor registered investment adviser managing nearly $954 million across 20 advisors for over 1,300 clients. The firm serves individuals, trusts, retirement plans, and business entities with comprehensive portfolio management, financial planning, and retirement consulting, employing a range of investment strategies that incorporate both fundamental and technical analysis.

Robert Sowder is a financial advisor with CLG LLC in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investment, Cetera Advisor Networks, and LPL Financial LLC. Outside of advising, he owns R.H. Sowder Enterprises, an S-Corporation established for liability mitigation and tax purposes. CLG LLC is a multi-advisor registered investment adviser managing approximately $953.8 million for about 1,386 clients, including individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement consulting using a combination of fundamental and technical investment strategies, and it integrates broker-dealer and insurance platforms alongside third-party held-away account management.

Connor Campbell is a financial advisor at CLG LLC with nine years of industry experience and holds a Series 66 designation. He previously worked at PKS Investments and Cetera, including a seven-year tenure at Cetera Advisor Networks LLC. Outside of his advisory role, Campbell serves as a board member for the 5 Ryan Foundation, a nonprofit organization focused on financial assistance and fundraising. CLG LLC is a multi-advisor registered investment adviser managing approximately $953.8 million for individuals, trusts, retirement plans, and business entities. The firm offers portfolio management, financial planning, and retirement plan consulting using a combination of fundamental and technical investment approaches and provides services including commission-free insurance products and third-party held-away account management.

Elizabeth Mcelravey is a CFP® professional with 32 years of industry experience, currently serving as an advisor at CLG LLC. Her prior roles include positions at Purshe Kaplan Sterling Investments and Cetera Advisor Networks LLC. She also owns Mcelravey Financial Planning, a business focused on expense management and administrative services. CLG LLC is a multi-advisor registered investment adviser managing approximately $953.8 million for around 1,386 clients. The firm serves individuals, trusts, retirement plans, and business entities, offering comprehensive portfolio management, financial planning, and retirement plan consulting with a combination of fundamental and technical investment strategies.

Robert Koerner is a financial advisor with CLG LLC in Prosper, TX, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Cetera Advisor Networks. CLG LLC is a multi-advisor registered investment adviser managing approximately $953.8 million for about 1,386 clients, including individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, employing a combination of fundamental and technical investment strategies and maintaining a range of services including commission-free insurance products and digital asset recommendations.