North Star Advisory Group, LLC

Mark Kangas is a CFP® with 23 years of industry experience. He is affiliated with North Star Advisory Group, LLC and has worked with Raymond James Financial Services since 2013. North Star Advisory Group serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides portfolio management, financial planning, sub-advisory services, and niche consulting on real estate and antiques and collectables, using a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ objectives and risk tolerances.

Forrest Kuchling is a financial advisor at North Star Advisory Group, LLC with a Series 65 designation and two years of industry experience. Prior to joining North Star Advisory Group, he held positions at Geauga Financial Advisors and has experience in various roles outside finance, including work at DoorDash and Inverness Country Club. North Star Advisory Group serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm customizes portfolios based on clients’ objectives and risk tolerances, employing a mix of fundamental, technical, and cyclical analysis, with an emphasis on fixed-income securities and mutual funds/ETFs.

Erik Keister is a financial advisor with North Star Advisory Group, LLC, holding a Series 66 designation and 22 years of industry experience. He is also the owner and attorney of Erik Keister Legal Services, LLC, a law firm, and serves as head coach of the Cleveland Fusion football team. Keister has been with North Star Advisory Group and affiliated firms since 2015. North Star Advisory Group serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm offers portfolio management, financial planning, and specialized consulting, combining traditional wealth management with niche services in real estate and collectibles.

Rachel Smylie is a financial advisor at North Star Advisory Group, LLC with a Series 65 designation and two years of industry experience. Prior to joining North Star, she worked at Skylight Financial Group and has experience in various roles including positions at Temple Emanu El Preschool, Temple Tifereth Israel, Stitch Fix, PNC Bank, and Huntington National Bank. North Star Advisory Group serves individual and high-net-worth clients as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm offers portfolio management, financial planning, and specialized consulting services, emphasizing a customized investment approach that includes fundamental, technical, and cyclical analysis.

Nicholas Stern is a Series 65-licensed advisor at North Star Advisory Group, LLC with less than one year of industry experience. His background includes several roles in education and golf-related positions prior to joining the firm. North Star Advisory Group serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers customized portfolio management and financial planning, employing a combination of fundamental, technical, and cyclical analysis with an emphasis on fixed-income securities and mutual funds/ETFs, along with specialized consulting on real estate and antiques and collectables.

Brian Duffield is a Series 65 licensed advisor with North Star Advisory Group, LLC, where he has worked since 2021. He has three years of industry experience, including prior roles at Highland Consulting, Union Home Mortgage, and New Century Capital. North Star Advisory Group serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations, offering portfolio management, financial planning, and specialized consulting on real estate and antiques and collectables. The firm customizes portfolios using fundamental, technical, and cyclical analysis, with a focus on fixed-income securities and mutual funds/ETFs.