KMG Fiduciary Partners, LLC

Shane Meyer is a financial advisor at KMG Fiduciary Partners, LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for ten years before joining KMG Fiduciary Partners in 2020. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors, offering financial planning, discretionary wealth management, and retirement plan consulting. The firm employs a long-term financial planning approach with strategic asset allocation and tactical overlays, managing approximately $1.6 billion in assets across a multi-office platform.

Andrew Hellstedt is a financial advisor at KMG Fiduciary Partners, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors, offering financial planning, consulting, discretionary wealth and portfolio management, and retirement plan consulting. The firm employs a long-term financial planning approach with strategic asset allocation and tactical overlays, managing about $1.6 billion in assets across multiple offices.

Robert Thompson is a financial advisor at KMG Fiduciary Partners, LLC in Miami, FL, holding a Series 65 designation with six years of industry experience. His prior work history includes positions at ARGI Investment Services and Price Waterhouse Coopers. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors, providing financial planning, discretionary wealth management, and retirement plan consulting. The firm manages approximately $1.6 billion in assets and employs a strategic asset-allocation approach combined with tactical security selection across a broad multi-office platform.

Adelaina Welch is a financial advisor with KMG Fiduciary Partners, LLC in Birmingham, MI, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She worked at Morgan Stanley Smith Barney LLC from 2013 to 2020 before joining KMG Fiduciary Partners, where she has been since 2020. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors, offering financial planning, discretionary wealth management, and retirement plan consulting. The firm manages approximately $1.6 billion in assets and employs a long-term financial planning approach combined with strategic asset allocation and tactical overlays across multiple offices.

Richard Kaser is a CFP® professional with 35 years of industry experience. He has been with KMG Fiduciary Partners, LLC since 2018 and previously worked at Morgan Stanley in various capacities from 2009 to 2018. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors, offering financial planning, discretionary wealth management, and retirement plan consulting. The firm manages approximately $1.6 billion in assets and employs a strategic asset-allocation approach combined with tactical security selection across a broad multi-office platform.

Cameron Kaser is a CFP® with six years of industry experience, currently affiliated with KMG Fiduciary Partners, LLC in Toledo, OH. He has been associated with the University of Arizona since 2015. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors, offering a range of financial planning, consulting, discretionary wealth management, and retirement plan services. The firm manages approximately $1.6 billion in assets and employs a strategic asset-allocation approach combined with tactical security selection across multiple offices.

Brandon Grimm is a financial advisor with KMG Fiduciary Partners, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Sigma Financial Corporation and Foresters Equity before joining KMG Fiduciary Partners in 2024. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors with financial planning, consulting, discretionary wealth and portfolio management, and retirement plan consulting. The firm employs a long-term financial planning approach combined with strategic asset allocation and tactical overlays, managing approximately $1.6 billion in assets across a broad multi-office platform.

Steven Berner is a CFP® professional at KMG Fiduciary Partners, LLC with 32 years of industry experience. He worked at Morgan Stanley Smith Barney for 10 years before joining KMG Fiduciary Partners in 2020. Outside of his advisory role, he is a silent partner in a business providing specialized hockey lessons to youth. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors, offering financial planning, discretionary wealth management, and retirement plan consulting. The firm manages approximately $1.6 billion in assets and employs a multi-office platform with a strategic asset-allocation approach combined with tactical security selection.

Benjamin Kusner is a financial advisor at KMG Fiduciary Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for 10 years before joining KMG Fiduciary Partners in 2020. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors, offering financial planning, discretionary wealth management, and retirement plan consulting. The firm manages approximately $1.6 billion in assets and employs a strategic asset allocation approach combined with tactical overlays across multiple offices.

David Kaser is a CFP® with 42 years of industry experience, currently serving at KMG Fiduciary Partners, LLC since 2018. Prior to joining KMG, he worked at Morgan Stanley in various roles including Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2018. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors with financial planning, discretionary wealth and portfolio management, and retirement plan consulting. The firm employs a long-term financial planning approach with strategic asset allocation and tactical overlays, managing about $1.6 billion in assets across approximately ten advisors and multiple offices.

Aaron Mechling is a financial advisor with KMG Fiduciary Partners, LLC in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated before joining KMG Fiduciary Partners in 2018. KMG Fiduciary Partners serves individual clients, high net worth households, and institutional plan sponsors, offering financial planning, discretionary wealth management, and retirement plan consulting. The firm employs a strategic asset-allocation approach with tactical overlays and manages approximately $1.6 billion in assets across a broad multi-office platform.