Research Financial Strategies

J. Brian King is a financial advisor at Research Financial Strategies with 21 years of industry experience. He holds the ChFC® and Series 66 designations. King is also the owner of 323 Consulting LLC, a business focused on college planning and insurance. Research Financial Strategies provides investment management, asset allocation, and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm employs a technical analysis and active trading approach with a focus on risk mitigation and ETF-centric strategies, managing approximately $254 million in discretionary assets through a team of six advisors.

Neal Bobys is a financial advisor at Research Financial Strategies with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Research Financial Strategies and Reutemann Financial Solutions since 2013. Outside of advisory work, he serves as Vice President and Treasurer of eCruisers.com LLC, a shuttle cart transportation company, and is involved in media buying through Executive Media Communications, Inc. Research Financial Strategies provides investment management, asset allocation, and financial planning services to individuals, including high-net-worth clients, as well as pension plans and trusts. The firm employs a technical analysis and active trading approach with proprietary indicators and focuses on risk mitigation through a disciplined sell-side strategy, primarily using ETF-centric portfolios managed on a discretionary basis.

Paul Cella is a ChFC® credentialed financial advisor with 34 years of industry experience. He is affiliated with Research Financial Strategies, a team-based firm, and has held roles at League Capital Markets, League Med, Purshe Kaplan Sterling Investments, and International Assets Investment Management. Outside of his advisory work, he is involved in sales and referral activities related to fixed insurance, property and casualty insurance, and advanced planning through several affiliated entities. Research Financial Strategies provides investment management, asset allocation, and financial planning services to individuals, pension and profit-sharing plans, and trusts. The firm employs a technical analysis and active trading approach focused on risk mitigation and manages approximately $254 million in discretionary assets through a team of six advisors.

John Reutemann Jr. is a CFP® with 50 years of industry experience, currently serving at Research Financial Strategies, where he has worked since 1992. He has also been affiliated with Purshe Kaplan Sterling Investments since 2012 and operates Reutemann Financial Solutions, Inc. outside of his firm role. In addition to his advisory work, he teaches and coaches professional advisors through an LLC focused on continuing education for licensed professionals and is an author. Research Financial Strategies provides investment management, asset allocation, and financial planning services to individuals, pension plans, and trusts, managing approximately $254 million in discretionary assets. The firm employs a technical analysis and active trading approach centered on proprietary indicators and risk mitigation, delivering primarily ETF-focused strategies on a discretionary basis through a team of six advisors.

Richard Scott is a financial advisor with Research Financial Strategies, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Reutemann Financial Solutions, Research Financial Strategies, Purshe Kaplan Sterling Investments, and Yurich Financial Group. Outside of his advisory roles, he is a 50% owner of Yurich Financial Group, which provides CPA, tax preparation, and estate planning services on a seasonal basis. Research Financial Strategies manages approximately $254 million in discretionary assets for individuals, pension plans, trusts, and other entities. The firm employs a technical analysis and active trading approach focused on risk mitigation, primarily using ETFs, and offers services through a hybrid model that includes broker-dealer and insurance channels.

Lance Yurich is a financial advisor with Research Financial Strategies, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Reutemann Financial Solutions, Research Financial Strategies, Purshe Kaplan Sterling Investments, and Yurich Financial Group. Outside of his advisory role, Yurich is president of a private family metal fabricating business, where he reviews income tax returns and major purchases. Research Financial Strategies is a team of six advisors managing approximately $254 million in discretionary assets. The firm serves individuals, pension and profit-sharing plans, and trusts, employing an ETF-centric, technically driven investment approach with active trading and risk mitigation.