ELE Advisory Services, Inc

Bradley Maples is a CFP® professional with 14 years of industry experience, currently serving as an Investment Advisor Representative at ELE Advisory Services, Inc. He has been associated with Ele Wealth Solutions, Inc and R And R Group since 2016. Outside of his advisory role, he works as a tennis instructor and serves as a substitute teacher in the Unita County School District. ELE Advisory Services is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, business owners, and charitable organizations with portfolio management, financial planning, and retirement planning seminars. The firm employs fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and offers both discretionary and non-discretionary management along with referrals to third-party money managers.

Ellis Liddell is a financial advisor with ELE Advisory Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He is involved in multiple business ventures including coaching organizations, mortgage services, and charitable activities such as the ELE Cares Foundation, where he serves as director. Liddell is also a motivational speaker and hosts a program called The Wealth Whisperer. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm provides ongoing portfolio management, financial planning, and retirement seminars, emphasizing fundamental analysis and client-specific Investment Policy Statements, with most assets managed on a non-discretionary basis.

Sharon Sykes is a CFP® professional with 30 years of industry experience, currently serving at ELE Advisory Services, Inc. since 2020. Her prior roles include positions at IP Financial Advisory Services, Innovation Partners LLC, and Financial Counseling Services LLC. Outside of advisory work, she is involved as an independent contractor selling fixed life insurance and supports the growth of Financial Wealth Solutions Inc. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, and retirement seminars, using fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and reviews.

Bardette Hicks is a financial advisor with ELE Advisory Services, Inc. based in Southfield, MI, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining ELE Advisory Services in 2021, Hicks worked at Pruco Securities, LLC and has a long tenure at Comerica Bank from 1977 to 2016. Outside of advisory work, Hicks is also a licensed real estate agent with Virtual Real Estate Services, LLC. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm provides portfolio management, financial planning, and monthly retirement seminars, utilizing fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and regular reviews.

Craig Sorenson is a financial advisor with ELE Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His career includes roles at multiple financial services and insurance firms, including Financial Wealth Solutions Inc. and 1st Consumer Insurance Agency, where he has been active for over a decade. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, and access to third-party advisers using a primarily fundamental analysis approach and emphasizes non-discretionary management with client-specific investment policies.

Stephan Dickens Greenaway is a financial advisor at ELE Advisory Services, Inc with two years of industry experience. He holds a Series 65 designation and owns WealthFit LLC, a business focused on tailored fitness plans and financial literacy education for youth and athletic clients. His prior experience includes roles at 1st Consumer Agency and Financial Wealth Solutions. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, and retirement planning seminars, utilizing fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and monitoring.

Marcelle Gordon is a financial advisor with ELE Advisory Services, Inc. in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes roles at Fifth Third Securities and Fifth Third Bank, along with extensive tenure at ELE Advisory Services and ELE Wealth Management. Outside of advisory work, she owns Celmar Consulting Group, LLC, which provides notary, proofreading, and administrative services. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm emphasizes fundamental analysis and client-specific investment policy statements, offering portfolio management, financial planning, and third-party adviser selection across a broad range of investment products.

Kelly Larson is an Investment Advisor Representative at ELE Advisory Services, Inc. with two years of industry experience. Prior to joining ELE Advisory Services, Larson held roles at several related entities, including ELE Wealth Solutions, Financial Wealth Solutions, and 1st Consumer Insurance Agency, where Larson is also a general agent involved in life and health insurance products. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, third-party adviser selection, and retirement planning, employing fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and monitoring.

Ellis Liddell is an investment advisor at ELE Advisory Services, Inc. with four years of industry experience. Prior to his advisory role, he worked in the restaurant and entertainment sectors and attended Kennesaw State University. He is also involved in insurance sales and mortgage services through affiliated entities. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations with portfolio management, financial planning, and retirement seminars. The firm uses fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and regularly monitors accounts, offering primarily non-discretionary management alongside referrals to third-party money managers.

Tammie Parran is an investment advisor representative with ELE Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Her career includes roles at multiple affiliated entities within the ELE group since 2001. Outside of advisory services, she is involved in several business ventures, including leadership positions in coaching and consulting, logistics, a mobile cigar lounge, and co-ownership of companies providing drug testing and concession services. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, and third-party adviser selection, utilizing fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and reviews.

Steven Mitchell is a financial advisor with ELE Advisory Services, Inc. in Phoenix, AZ, holding Series 65 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Innovation Partners Inc., Securities America, Inc., Waddell & Reed, Inc., and Thrivent Financial for Lutherans. Mitchell is also involved in insurance sales and marketing through separate financial and insurance agencies. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, and third-party adviser selection, utilizing fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and ongoing portfolio review.

Allan Leffler is a financial advisor with ELE Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining ELE Advisory Services, he worked at Financial Wealth Solutions, Appreciation Financial, and Family First Teambuilders LLC. In addition to his advisory role, he is a sales representative for Financial Wealth Solutions, focusing on insurance sales and service. ELE Advisory Services is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, business owners, and charitable organizations. The firm offers portfolio management, financial planning, third-party adviser selection, and retirement planning seminars, using fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and monitoring.

William Glaspie is a financial advisor at ELE Advisory Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Pfs Investments Inc and Primerica Financial Services. In addition to his financial advisory roles, he serves as an instructional dean for Orange County Public Schools. ELE Advisory Services is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, business owners, and charitable organizations with portfolio management, financial planning, and retirement seminars. The firm uses fundamental analysis and client-specific Investment Policy Statements to guide asset allocation and offers both discretionary and non-discretionary management, along with referrals to third-party money managers.