Secure Asset Management, L.L.C.

Zachary Honess is a financial advisor with Secure Asset Management, L.L.C. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Hancock Capital Management, Inc., Cadaret Grant, and Paceline Financial. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, providing personalized financial planning and discretionary investment management alongside pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis within discretionary strategies and frequently utilizes third-party money managers and trading signals.

Shadi Maasri is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Northwestern Mutual, Fidelity Investments, Merrill, and Bank of America. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis with both long- and short-term strategies, often utilizing third-party money managers and managing held-away employer accounts through third-party platforms.

Barbara Tourscher is a financial advisor at Secure Asset Management, L.L.C. with 39 years of industry experience. She holds the Series 63 designation and has worked at firms including Aurora Securities Inc, LPL Financial, Investment Planning Services, and Cadaret, Grant & Co., Inc. Outside of her advisory role, she is involved with Creek Corner LLC, a real estate rental business in Tunkhannock, PA. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis in its discretionary strategies and frequently utilizes third-party money managers and trading signals.

Marc Neville is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior work includes roles at LPL Financial, SCF Investment Advisors, and Aurora Securities. Outside of his advisory work, he is an officer of Neville Financial Group, Inc., which provides financial consulting, estate planning, and tax preparation services. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering personalized financial planning and discretionary investment management alongside pension consulting for retirement plans. The firm employs a range of investment strategies guided by written policy statements and periodic reviews, often utilizing third-party money managers and platforms for held-away account management.

Terry Bonnett is a financial advisor at Secure Asset Management, L.L.C. with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Aurora Securities, LPL Financial, Concorde Investment Services, The Huntington Investment Company, and PNC. Outside of his advisory role, he is a co-owner of Lucky Me T Shop LLC, a business that designs and sells t-shirts online, and he also works as a part-time driver for Uber, Lyft, and DoorDash. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis with long- and short-term strategies and frequently utilizes third-party money managers and held-away account management.

Peter Ruh is a financial advisor at Secure Asset Management, L.L.C. in Boulder, CO, holding Series 63 and Series 66 licenses with 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC, RFG Advisory, LLC, and Aurora Securities Inc. He is also the founder of BlueBird Advisory, an investment-related business. Secure Asset Management, L.L.C. serves individual clients, including both non-high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies guided by written Investment Policy Statements and uses third-party money managers and trading signals, with a notable focus on held-away employer account management.

Gregg Huxley Jr. is a financial advisor at Secure Asset Management, L.L.C. with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Secure Asset Management since 2023, previously serving at SCF Investment Advisors and Forthright Capital. Outside of advising, he is a licensed real estate broker assisting clients with property transactions and holds a life insurance license. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting. The firm employs a mix of fundamental, technical, and cyclical analysis within its discretionary strategies and frequently utilizes third-party money managers and trading signals.

Sean Geary is a financial advisor with Secure Asset Management, L.L.C. in Troy, MI. He holds a Series 65 designation and has prior experience at Flagstar Bank and Wells Fargo. In addition to his advisory role, he is also an insurance agent with Secure Investors Group, spending a significant portion of his time on insurance-related activities. Secure Asset Management, L.L.C. serves individual clients, including both non-high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a variety of investment strategies guided by written Investment Policy Statements and uses third-party money managers and trading signals, managing approximately $890 million in assets under management.

Charlie Kirven is a financial advisor with Secure Asset Management, L.L.C. in Houston, TX, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at NEXT Financial Group and ownership of Money and Investment Concepts, where he has been involved in business management and sales since 1984. Secure Asset Management primarily serves individual clients, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies guided by written policies and periodic reviews, often utilizing third-party money managers and managing held-away employer accounts through third-party platforms.

Giovanni Malatesta is a financial advisor at Secure Asset Management, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Investment Services, Wells Fargo Clearing, and BBVA-affiliated entities. Secure Asset Management primarily serves individual clients across various wealth levels, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a disciplined investment approach combining fundamental, technical, and cyclical analysis and frequently utilizes third-party money managers and held-away account management.

Robert Langhorst is a financial advisor at Secure Asset Management, L.L.C. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Concorde Asset Management and Dempsey Lord Smith. Outside of his advisory role, Langhorst is president of 1031 Consulting and Services Group, a consulting firm. Secure Asset Management primarily serves individual clients, ranging from non-high-net-worth to high-net-worth households, offering personalized financial planning and discretionary investment management. The firm employs a variety of investment strategies and frequently utilizes third-party money managers and trading signals.

Bangjie Yang is a financial advisor at Secure Asset Management, L.L.C. with one year of industry experience and a Series 66 designation. Prior to joining Secure Asset Management, Yang has worked in various roles including at Real Estate Transition Solutions and USI Insurance Services, and serves in the Army National Guard. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis across long- and short-term strategies, often utilizing third-party money managers and held-away account management.

Scott Barth is a financial advisor with Secure Asset Management, L.L.C., holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for 12 years. Outside of his advisory role, Barth serves on the board of directors for Staton Oaks HOA and owns a holding company for St. Croix Cellars, a winery, which requires approximately five hours of weekly involvement. Secure Asset Management, L.L.C. serves individual clients ranging from non‑high-net-worth to high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analyses, often utilizing third-party money managers and trading signals, and manages held-away employer accounts through a third-party platform.

Frederick Feliciano is a financial advisor at Secure Asset Management, L.L.C. with 31 years of industry experience. He holds a Series 63 designation and has worked previously at Western International Securities, Inc. and Financial West Group. He also performs notary services related to estate planning as a California Notary Public. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, offering financial planning, discretionary investment management, and pension consulting for retirement plans. The firm typically uses discretionary strategies guided by written Investment Policy Statements and employs a combination of fundamental, technical, and cyclical analysis.

Taylor Armstrong is a financial advisor with Secure Asset Management, L.L.C. in Kirkland, WA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Concorde Asset Management, Concorde Investment Services, Aurora Securities, Voya Financial Advisors, and a winery business. Outside of advising, he is the owner of Armstrong Capital LLC and serves as a financial and research analyst for Real Estate Transition Solutions. Secure Asset Management primarily serves individual clients, offering personalized financial planning and discretionary investment management alongside pension consulting for retirement plans. The firm employs a range of investment strategies guided by written policies and periodic reviews, utilizing fundamental, technical, and cyclical analysis as well as third-party managers and trading signals.