Signal Advisors Wealth, LLC

Joshua Taffer is a financial advisor with Signal Advisors Wealth, LLC, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo and Ameriprise Financial Services. Outside of advising, he is the owner of Jesiolowski Taffer Consulting LLC, which provides business consulting and coaching, and he serves as head coach for the Mississippi Futbol Club. Signal Advisors Wealth offers investment management and financial planning services to retail and independent registered investment adviser clients. The firm employs a top-down, macro-environmental investment approach utilizing tactical asset allocation and a mix of fundamental, quantitative, and technical analysis across various asset classes.

Levi Allison is a financial advisor at Signal Advisors Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Encompass More Asset Management LLC and Stokes Retirement Ltd. Outside of advisory work, he is also licensed as an insurance agent, engaging in the sale of various insurance products. Signal Advisors Wealth provides investment management and financial planning services to individual, high-net-worth, family, and business clients. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, offering discretionary model portfolios and third-party manager strategies through its Signal Platform.

Nolan Stokes is a financial advisor at Signal Advisors Wealth, LLC with two years of industry experience. He holds a Series 65 credential and has worked at several firms, including Foundations Investment Advisors and Encompass More Asset Management LLC. Outside of his advisory role, he is involved as a life and annuity insurance producer at Forest Ridge Private Wealth LLC. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach emphasizing tactical asset allocation and sector rotation, managing over $1.3 billion in discretionary assets across a team of ten advisors.

Patrick Scobie is a financial advisor at Signal Advisors Wealth, LLC with 10 years of industry experience and holds a Series 65 designation. He has previously worked at Cabana Asset Management and operated his own advisory firm, Patrick S. Scobie PC. Outside of advising, he serves as chairman of the board for Mason Companies, Inc., a catalog sales business. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach that includes tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Brian Nephew is a financial advisor at Signal Advisors Wealth, LLC in Detroit, MI, with eight years of industry experience. He holds the Series 63 and Series 65 designations and has worked at JB Capital, LLC since 2020. His prior experience includes roles at JohnsonBrunetti/JB Capital and METLIFE SECURITIES Inc. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a growth/value framework across various asset classes.

Eric Barr is a financial advisor at Signal Advisors Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Geowealth Management LLC and other advisory firms. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach that includes tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Josef Waltenbaugh is a financial advisor at Signal Advisors Wealth, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including J.W. Cole Advisors, INC. and Global Financial Private Capital, LLC. Outside of his advisory role, Josef serves as CFO of RepPro LLC, a software-as-a-service company. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

James Morris is a ChFC® and Series 66 designated financial advisor with 20 years of industry experience. He is currently with Signal Advisors Wealth, LLC and has held roles at TruChoice, The Leaders Group, Inc., and Questar Asset Management, among others. Morris also serves as a registered representative for The Leaders Group and is Chief Compliance Officer at Signal Advisors Wealth. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach emphasizing tactical asset allocation, sector rotation, and a relative growth/value framework across various asset classes.

Steven Rich is a financial advisor with Signal Advisors Wealth, LLC in New Smyrna Beach, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at AE Wealth Management, Anders & Anders Financial Group, Madison Avenue Securities, and M Holdings Securities. He is also the owner and operator of New Smyrna Beach Retirement Solutions, where he sells various insurance products. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Kyon Pannill is a financial advisor at Signal Advisors Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Compound Planning / Alternative Wealth, Wealthspan Investment Management, and Retirement Wealth Advisors, among other firms. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a relative growth/value framework across various asset classes.

Paul Kisielewski is a financial advisor with Signal Advisors Wealth, LLC in Asheville, NC, holding a Series 65 designation and one year of industry experience. He has worked at Lionhead Financial Planning and has prior experience with Southern Appalachian Anglers and JustRite Manufacturing. In addition to his advisory role, he is also active as an insurance agent involved in the sales of various insurance products. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation, sector rotation, and a combination of fundamental, quantitative, and technical analysis.

Jason Inman is a financial advisor at Signal Advisors Wealth, LLC with 21 years of industry experience. He holds a Series 65 designation and has worked previously at Level Four Advisory Services, LPL Financial, OneAmerica Securities, and American United Life. Inman is also involved in non-investment-related life insurance sales through Legacy Wealth Partners and Legacy Wealth Management. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent RIAs through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach, utilizing tactical asset allocation, sector rotation, and a mix of fundamental, quantitative, and technical analysis.

Alan Crouse is a CFP® professional at Alight Financial Advisors, LLC with 16 years of industry experience. He previously worked at TIAA-CREF and Transamerica Retirement Advisors, among other firms. In addition to his advisory role, he serves as an online instructor for Dalton Education, teaching the CFP Board's required curriculum to financial professionals. Alight Financial Advisors, LLC provides retirement-focused investment advice and account management to participants in employer-sponsored defined contribution plans. The firm uses sub-advisory services and proprietary modeling from Financial Engines Advisors to generate diversified portfolio allocations, offering both non-discretionary online guidance and discretionary Professional Management.

Paul Buckle is a CFP® and Series 65-licensed advisor with nine years of industry experience. He is currently with Signal Advisors Wealth, LLC and also serves as CEO of Paul Buckle CPA, PC, providing tax consulting services integrated into his financial planning work. Buckle has held prior roles at Lionhead Financial Planning, LLC, AE Wealth Management, and Raymond Marx Financial Advisory Group. Signal Advisors Wealth offers investment management and financial planning services to retail clients and independent RIAs, utilizing a top-down, macro-environmental investment approach that includes tactical asset allocation and sector rotation implemented through discretionary model portfolios. The firm manages over $1.3 billion in discretionary assets across a team of ten advisors.

Robert Falter is a financial advisor with Signal Advisors Wealth, LLC, holding a Series 65 designation and seven years of industry experience. He has worked with several firms, including Reliable Wealth Financial Group, LLC, where he serves as CEO and is involved in insurance sales and services. Signal Advisors Wealth provides investment management and financial planning services to retail and independent registered investment advisers. The firm employs a top-down, macro-environmental investment approach using tactical asset allocation, sector rotation, and a mix of fundamental, quantitative, and technical analysis across various asset classes.