Money Concepts Advisory Service

Darlene Van Beek is a Series 66-licensed financial advisor with 12 years of experience, currently serving at Money Concepts Capital Corp since 2014. She owns Van Beek Advisors, LLC, a non-investment related business, and serves as a board member of the East Cobb Business Association. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a mix of model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion across about 14,700 clients.

Jason Fiore is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 12 years of industry experience. He has been with Money Concepts Capital Corp since 2013 and previously operated Fiore Enterprises Inc for ten years. Outside of his advisory role, he manages business operations at Comarck Communications LLC and owns Pioneer Valley Trading LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory to manage assets.

Arthur Wright is a financial advisor with Money Concepts Capital Corp in Centerville, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Money Concepts Capital Corp since 1994. Outside of his advisory role, he owns and operates an antiques sales and repair business and serves as an ordained Congregational minister. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs using model portfolios, third-party sub-advisers, and applies fundamental and technical analysis alongside modern portfolio theory.

Kirk Paulsen is a financial advisor with Money Concepts Capital Corp in Mt. Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Money Concepts Capital Corp since 2013. Outside of his advisory role, he is the owner of River Oak Partners LLC, an investment-related business. Money Concepts Advisory Service (MCAS) serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, managing approximately $3.33 billion across about 14,700 clients. The firm utilizes a blend of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis along with modern portfolio theory to guide asset allocation and account rebalancing.

Brett Beimers is a financial advisor with Money Concepts Capital Corp in Grandville, MI, holding Series 63 and Series 65 licenses and having five years of industry experience. He has held roles at Federal Benefits Academy and operates Beimers Financial Services LLC, where he provides CPA and tax preparation services. He also engages in teaching and coaching through Federal Benefits Academy. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage client assets.

Stanford Lindquist III is a financial advisor with Money Concepts Capital Corp in Saint Peters, MO, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Money Concepts Capital Corp since 1993. Lindquist is also an officer at Wealth Concepts, Corp., an independent insurance agency. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a variety of managed programs using model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis.

John Pallo is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Money Concepts Capital Corp since 2003. Outside of his advisory role, he is the owner of Flat 6, LLC, a tax entity unrelated to investment activities. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients using a variety of managed programs that incorporate model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Jay Triemstra is a financial advisor with Money Concepts Capital Corp in St. John, Indiana, holding a Series 66 designation and 27 years of industry experience. He has been with Money Concepts Capital Corp since 2008. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients with $3.33 billion in assets under management.

Justin Patellaro is a financial advisor at Money Concepts Capital Corp with CFP®, CFA®, and Series 66 credentials and five years of industry experience. His prior roles include positions at Sequoia Financial Group, Eide Bailly Advisors, Consilium Wealth Management, Simplex Wealth Management, Armanino, BDO USA, and KPMG. He holds an active real estate license in Arizona and California but does not practice as a realtor. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs with both discretionary and non-discretionary account structures, utilizing model portfolios and third-party sub-advisers to implement asset allocation and rebalancing strategies.

Maverick Calton is a Series 65-licensed financial advisor with Money Concepts Capital Corp and Dodds Wealth Advisors LLC, bringing one year of industry experience. Prior to his advisory roles, he held various positions in retail and catering. He also provides administrative support at Dodds Wealth Advisors, including client communications and meeting coordination. Money Concepts Advisory Service offers portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages multiple programs using model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis.

Lisa Stanford is a Series 66-licensed financial advisor with Money Concepts Capital Corp, bringing 17 years of industry experience. She has been with Money Concepts since 2006. Outside of her advisory role, Lisa is involved as a board member and secretary of the Boonville Area Chamber of Commerce, works with Flack Broadcasting, and owns a DJ business called DJ Unicorn Chaos. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory to manage assets and rebalance accounts.

Shawn Kost is a financial advisor with Money Concepts Capital Corp in New Albany, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with several firms, including Raymond James Financial Services and Edward Jones. Outside of his advisory role, Kost is the CEO of Ohio Valley Medex Inc., a family business, where he serves as an officer and board member. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, combining model portfolios and third-party sub-advisers with fundamental and technical analysis.

Jason Grosse is a financial advisor with Money Concepts Capital Corp in Washington, MO, holding Series 63 and Series 65 credentials and with 10 years of industry experience. He has been with Money Concepts Capital Corp since 2015 and has also worked at Matthew Haeffner Financial Services LLC since 2022. Outside of his advisory role, he is involved with Grosse Financial Services LLC and Matthew Haeffner Financial Services LLC in non-investment related capacities. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory to manage assets.

Thomas Harris is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Money Concepts Capital Corp since 2016 and previously at Fifth Third Securities from 2014 to 2016. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Daniel Wolf is a financial advisor with Money Concepts Capital Corp in Cincinnati, OH, holding a Series 63 designation and 36 years of industry experience. He has been with Money Concepts Capital Corp since 1995. Outside of his advisory role, he owns JDSA, LLC and Wolf Asset Management, LLC, both non-investment related businesses. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment approaches, including model portfolios and third-party sub-advisers, serving approximately 14,700 clients with around $3.33 billion in assets under management.