RiverPath Investments LLC

Larry Stiver is a financial advisor with RiverPath Investments LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with RiverPath Investments since 2015 and has also been involved with Sterling Advisors Inc, Storehouse Financial, and his own entity, Larry Stiver. Outside of advisory roles, he owns an insurance agency offering employee benefits and special risk insurance and serves as CFO and owner of VistaCore, a firm providing hour banking for fringe benefits. RiverPath Investments LLC offers customized asset management and retirement-plan consulting to individuals, trusts, pension, and corporate clients. The firm employs fundamental, technical, and cyclical analysis with continuous portfolio monitoring and provides access to an Institutional Intelligent Portfolios™ program through Schwab.

John Kelly is a CFP® with 40 years of experience in the financial services industry. He has worked at RiverPath Investments LLC since 2016 and previously held positions at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he serves as Vice President and Program Chair for a nonprofit focused on education about retirement issues. RiverPath Investments LLC provides customized asset management and retirement-plan consulting to individuals, trusts, and corporate clients, utilizing a combination of fundamental, technical, and cyclical analysis. The firm offers individualized portfolios and access to an Institutional Intelligent Portfolios™ program with continuous portfolio monitoring and automated features.

Tim Brockway is a financial advisor with RiverPath Investments LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at RiverPath Investments since 2015 and previously at Storehouse Financial and Mass Mutual Life Insurance. Outside of his advisory role, Tim owns ASG Insurance and Financial Services, Inc., which provides life and health insurance services. RiverPath Investments LLC offers customized asset management and retirement-plan consulting to individuals, trusts, pension plans, and corporate clients. The firm employs fundamental, technical, and cyclical analysis, providing portfolios with a range of securities and access to an Institutional Intelligent Portfolios™ program through Schwab.

Brayden Cleland is a CFP® professional with three years of industry experience, currently with RiverPath Investments LLC. His prior roles include positions at Allworth Financial, L.P. and Ridgeview Financial Planning. RiverPath Investments LLC provides customized asset management and retirement-plan consulting to individuals, trusts, pension, and corporate clients, utilizing fundamental, technical, and cyclical analysis. The firm offers portfolios composed of various securities and access to an Institutional Intelligent Portfolios™ program through Schwab, with a focus on continuous monitoring and automated rebalancing.

Daniel Weiler is a CFP® professional with 26 years of industry experience. He has been with RiverPath Investments LLC since 2015 and previously worked at Storehouse Financial, LLC for 12 years. In addition to his advisory role, he is a licensed insurance agent specializing in life-only, variable contracts, and accident and health insurance. RiverPath Investments LLC provides customized asset management and retirement-plan consulting to individuals, trusts, pension plans, and corporate clients. The firm employs fundamental, technical, and cyclical analysis to manage portfolios that include stocks, bonds, ETFs, options, and other securities, offering automated rebalancing and tax-loss harvesting through an institutional platform administered by Schwab.