Goldstone Financial Group, LLC

Joshua Beachler is a CFP® professional with nine years of industry experience. He is currently with Goldstone Financial Group, LLC and has previously worked at Clearwater Capital Partners, Bank of America, N.A., and Merrill Lynch. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, utilizing a combination of fundamental, technical, and quantitative methods consistent with modern portfolio theory. The firm offers portfolio management, written investment policy statements, and a variety of investment strategies including tactical ETF models and alternative approaches.

Jared Rus is a financial advisor at Goldstone Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in various roles including at Iowa State University and North Scott Senior High. Jared is also a licensed fixed annuity and insurance agent. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, utilizing a mix of fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers portfolio management, written investment policy statements, and employs tactical ETF models along with alternative strategies within its wrap programs.

Justin Reppy is a financial advisor at Goldstone Financial Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Goldstone Financial Group since 2015, including a prior role at TCM Securities, Inc. He is also a licensed insurance agent offering life and fixed annuity sales. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm employs a documented investment process using fundamental, technical, and quantitative methods, offering portfolio management, written investment policy statements, and a variety of account options including wrap-fee programs with sub-advised model portfolios.

Phillip Shaw is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Goldstone Financial Group, LLC since 2018. Prior to joining Goldstone, he worked at Money Managers Advisory, Money Managers, Ltd., and GF Investment Services, LLC. He is also a licensed insurance agent offering life and fixed annuity sales. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, utilizing a documented investment process that incorporates fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers both wrap-fee and transaction-based accounts, sub-advised model portfolios, and employs a range of alternative strategies including options-based and hedged approaches.

Brian Korienek is a financial advisor with Goldstone Financial Group, LLC, holding a Series 66 license and 12 years of industry experience. He has worked with Goldstone Financial Group since 2014 and was previously associated with TCM Securities Inc. He is also a licensed insurance agent offering life, health, and fixed annuities. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm employs a mix of fundamental, technical, and quantitative methods aligned with modern portfolio theory and offers a variety of strategies including tactical ETF models and alternative approaches such as options-based and hedged strategies.

Joseph Davidson is a Series 66-licensed financial advisor with five years of industry experience, currently with Goldstone Financial Group, LLC since 2021. His prior experience includes roles at Thrivent Financial and various educational institutions. He is also a licensed insurance agent authorized to sell life and fixed annuity products. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, utilizing a combination of fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers ongoing portfolio management, written investment policy statements, and employs tactical ETF models alongside alternative strategies within wrap-fee and transaction-based account options.

Anthony Pellegrino is a financial advisor at Goldstone Financial Group, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Goldstone Financial Group since 2015, and its predecessor GoldStone Financial Group since 2004. Outside of advisory services, he is a licensed insurance agent and is involved with Triad Partners, LLC, where he recruits and coaches insurance agents. He is also a minority co-owner of Nationwide Investment Solutions, LLC, which holds equity in Triad Wealth Partners, LLC. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm employs a documented investment process using a mix of fundamental, technical, and quantitative methods consistent with modern portfolio theory, including tactical ETF models and alternative strategies such as options-based and hedged approaches.

Kamil Bonifaciuk is a financial advisor with Goldstone Financial Group, LLC in Oakbrook Terrace, IL, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Goldstone Financial Group in 2022, he worked at Equitable Advisors, LLC and has experience in various roles including at the University of Illinois at Urbana Champaign. He is also a licensed insurance agent offering life and fixed annuity sales. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, utilizing a documented investment process that incorporates fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers portfolio management, written investment policy statements, and a range of investment strategies including tactical ETF models and alternative options-based approaches.

Matthew Rice is a CFA® charterholder and Series 63 licensee affiliated with Vistamark Investments. He has held roles as Chief Investment Officer and consultant at multiple firms, including Goldstone Financial Group, First Business Bank, and Vistamark Consulting LLC. Rice has over 25 years of experience with Dimeo Schnieder and Associates and CommonWealth Financial Network. Vistamark Investments is a small advisory team serving high-net-worth individuals, families, trusts, estates, businesses, nonprofit organizations, and qualified retirement plans. The firm employs a strategic asset allocation framework that integrates public and alternative asset classes, tailoring portfolios based on tax, liquidity, employer-related concentration, and other client-specific factors.

Andrew Owen is a financial advisor with Goldstone Financial Group, LLC, holding Series 63, 65, and 66 licenses and six years of industry experience. His prior roles include positions at MML Investor Services, MassMutual, and Northwestern Mutual. Outside of his advisory work, he serves as a baseball instructor at Bash Sports Academy. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm employs a documented investment process using fundamental, technical, and quantitative methods, offering portfolio management through both wrap-fee and transaction-based accounts with access to tactical ETF models and alternative strategies.

Galo Baca is a financial advisor at Goldstone Financial Group, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Envoy Advisory Inc., Christian Retirement Ministries, and Harvest Investment Services, LLC. His background also includes roles in education and community organizations. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, employing a documented investment process that combines fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers a range of strategies including tactical ETF models and alternative approaches such as options-based and hedged credit-spread strategies.

Jessica Debold is a CFP® professional with 17 years of experience in financial advising. She is currently with Goldstone Financial Group, LLC and previously worked at Buckingham Financial Group, Inc. and Financial Engines Advisors L.L.C. Outside of her advisory role, she assists with bookkeeping and income tax preparation for a residential construction business. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, utilizing a blend of fundamental, technical, and quantitative methods. The firm offers portfolio management, written investment policy statements, and a variety of investment strategies including tactical ETF models and alternative approaches involving options and leverage.