Greenbush Financial Group, LLC

Michael Ruger is a Certified Financial Planner® with 20 years of industry experience, currently serving at Greenbush Financial Group, LLC. He has been with Greenbush since 2007 and also holds roles at Crump and American Portfolios Financial Services, Inc. Outside of his advisory work, he acts as a medical broker for Advocate Health. Greenbush Financial Group provides investment advisory, financial planning, and retirement-plan consulting to individual and employer-sponsored clients, including high-net-worth individuals. The firm manages approximately $498 million and utilizes both fundamental and technical analysis in portfolio management.

Bradley Harkness is a financial advisor at Greenbush Financial Group, LLC with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at American Portfolios Financial Services, Inc. and The Ayco Company L.P. Since 2019, he has served as a trustee for the Scotia Glenville Elks, overseeing the finances of the lodge. Greenbush Financial Group provides investment advisory, financial planning, and retirement-plan consulting to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm manages approximately $498 million across discretionary and non-discretionary accounts and employs both fundamental and technical analysis in portfolio management.

David Wojeski is a financial advisor with Greenbush Financial Group, LLC, holding Series 65 and Series 66 credentials and four years of industry experience. He has been associated with Greenbush Financial Group since 2001 and concurrently works with Wojeski & Company CPA's, P.C., a certified public accounting firm he has been involved with since 1997. Outside of financial advising, he serves as co-trustee of a family trust and is engaged in several business ventures, including technology support and forensic accounting services. Greenbush Financial Group provides investment advisory, financial planning, and retirement plan consulting to individual clients, including high-net-worth individuals, and employer-sponsored retirement plans. The firm manages approximately $498 million across several hundred households and employs both fundamental and technical analysis in portfolio management while offering a proprietary retirement plan solution and ERISA fiduciary consulting.

Robert Mangold Jr. is a CFP® and holds a Series 66 license, with 11 years of industry experience. He is affiliated with Greenbush Financial Group, LLC and has worked at Crump and American Portfolios Financial Services, Inc. since 2015. Outside of his advisory role, he serves as Treasurer of the Greenbush Youth Soccer Club. Greenbush Financial Group provides investment advisory, financial planning, and retirement-plan consulting to individual clients, including high-net-worth individuals, and employer-sponsored retirement plans. The firm manages approximately $498 million across discretionary and non-discretionary accounts and employs both fundamental and technical analysis in portfolio management.