Plus Group Wealth Advisors, LLC

Brent Neis is a financial advisor with Plus Group Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Plus Group Wealth Advisors since 2019 and previously held roles at Securities America Advisors, Inc. and Securities America, Inc. Since 2000, he has operated as a sole proprietor providing fixed insurance sales. Plus Group Wealth Advisors, LLC offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, and businesses. The firm manages approximately $137 million across about 484 client relationships, tailoring portfolios based on client goals, time horizons, and risk tolerance.

Jay Lauer is a financial advisor at Plus Group Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Securities America Advisors, Inc. and Securities America, Inc. He also owns a separate business, Jay Lauer's 680 Main Street Building, LLC. Plus Group Wealth Advisors, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to individuals, charitable organizations, and business entities. The firm manages approximately $137 million and tailors portfolios based on client goals, time horizon, and risk tolerance using both fundamental and technical analysis.

Matthew Dirkse is a financial advisor with Plus Group Wealth Advisors, LLC and holds a Series 65 designation. He has one year of experience in the industry, having joined Plus Group Wealth Advisors in 2025. Prior to this, he worked at Whistling Straits and held roles in education and retail. Plus Group Wealth Advisors, LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, and business entities. The firm manages approximately $137 million across about 484 client relationships, tailoring portfolios to clients’ goals, time horizons, and risk tolerances.

Thomas Volkmann is a financial advisor at Plus Group Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has been with Plus Group Wealth Advisors since 2021. Prior to his advisory role, he was a full-time student for ten years. Plus Group Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, and business entities. The firm manages approximately $137 million across 484 client relationships, tailoring portfolios based on client goals, time horizons, and risk tolerance.