MHS Advisory Services, LLC

John Sherwin is a CFP® with 24 years of industry experience, currently serving as President at MHS Advisory Services, LLC. He has held roles at Osaic Wealth, Inc. since 2018 and has been involved with MHS Advisory Services and its affiliated entities since 2015. Sherwin oversees operations across multiple related businesses, including health insurance and property and casualty agencies. MHS Advisory Services, LLC provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm serves a broad client base with customized asset allocation and employs a variety of analytical approaches, offering both discretionary and limited non-discretionary management.

Thomas Hokr is a financial advisor at MHS Advisory Services, LLC with 42 years of industry experience. He holds the ChFC® designation and is registered with Series 63 and Series 66 licenses. His career includes roles at Royal Alliance Associates, INC. and MHS Insurance Agency. Outside of his advisory work, he serves on the board of MN Veterans Pantry, a nonprofit organization, and is president of the Glen Edin Homeowners Association. MHS Advisory Services, LLC provides financial advice and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized asset allocation and rebalancing using a variety of investment approaches and products, serving both non-high-net-worth and high-net-worth clients.

Jeffrey Sells is a financial advisor at MHS Advisory Services, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at MHS Advisory Services since 2015, as well as at Osaic Wealth, Inc. from 2018 to present. He is also involved with MHS Insurance Agency, where he serves as a representative offering life, disability, property and casualty insurance, and employee benefits. MHS Advisory Services, LLC provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of analytical approaches and customizes asset allocation with a variety of investment vehicles, serving both non-high-net-worth and high-net-worth clients.

Steven Hill is a financial advisor with MHS Advisory Services, LLC in Minnetonka, MN, holding a Series 66 credential and bringing 10 years of industry experience. His prior roles include positions at Royal Alliance Associates, Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. Outside of advisory work, he provides administrative support within MHS Companies and MHS Insurance Agency. MHS Advisory Services, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, third-party adviser selection, and pension consulting. The firm customizes asset allocation and portfolio rebalancing using a range of investment approaches and products tailored to client goals.