Strategy Asset Managers L.L.C.

Alexander Hagstrom is a CFA® charterholder and a financial advisor with eight years of industry experience. He has been with Strategy Asset Managers, LLC since 2018 and previously worked at Holly Street Wealth Advisors, LLC and Fundamental Capital Management LLC. Strategy Asset Managers, LLC manages approximately $741.5 million on a discretionary basis, providing investment management, financial planning, and retirement plan consulting to individuals, pooled investment vehicles, and institutional sponsors. The firm employs four primary equity strategies and utilizes a blend of individual equities, ETFs, mutual funds, fixed income, and alternatives, supported by fundamental research and third-party data.

William Hamelin is a financial advisor with Strategy Asset Managers L.L.C. in Pasadena, CA, holding a Series 65 designation and three years of industry experience. He has worked at Strategy Asset Managers since 2021 and serves as a part-time management consultant for The Adept Group, Inc., assisting new team members in project transitions. Strategy Asset Managers manages approximately $741.5 million in discretionary assets and offers investment management, financial planning, and retirement plan consulting to individuals, pooled investment vehicles, and institutional sponsors. The firm employs several equity strategies supported by fundamental research and uses a combination of individual equities, ETFs, mutual funds, fixed income, and alternatives.

Harold Parker is a financial advisor at Strategy Asset Managers L.L.C. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IA Dorsey, Wright Money Management and Holly Street Wealth Advisors before joining his current firm in 2019. Strategy Asset Managers manages approximately $741.5 million on a discretionary basis, providing investment management, financial planning, and retirement plan consulting to individuals, pooled investment vehicles, and institutional sponsors. The firm employs multiple equity strategies supported by fundamental research and third-party data, managing accounts primarily on a discretionary basis with regular reviews and rebalancing.

David Chong is a financial advisor with Strategy Asset Managers L.L.C. in Pasadena, CA, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at firms such as Wells Fargo Advisors LLC and Newbridge Securities Corporation. Strategy Asset Managers, LLC manages approximately $741.5 million on a discretionary basis, offering investment management, financial planning, and retirement plan consulting to individuals, pooled investment vehicles, and institutional sponsors. The firm employs multiple equity strategies supported by fundamental research and third-party data, and also sponsors private funds and provides model portfolios to third-party program sponsors.

Victor Martinez is a financial advisor with Strategy Asset Managers L.L.C. in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Merrill Lynch, and Bank of America. Outside of his advisory work, he is a member of Marstel Senior Homes LLC, a healthcare investment entity. Strategy Asset Managers, LLC manages approximately $741.5 million on a discretionary basis, serving individuals, high-net-worth clients, pooled vehicles, and institutional sponsors. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing multiple equity strategies supported by fundamental research and third-party data.

Thomas Hulick is a financial advisor at Strategy Asset Managers L.L.C. in Pasadena, CA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Newbridge Securities Corporation, Monarch Bay Securities, and Holly Street Wealth Advisors. Hulick is also the CEO and founder of Hulick Capital Management, LLC, an investment advisory firm. Strategy Asset Managers manages approximately $741.5 million on a discretionary basis, providing investment management, financial planning, and retirement plan consulting to individuals, pooled investment vehicles, and institutional sponsors. The firm employs multiple equity strategies supported by fundamental research and third-party data, and serves both direct clients and third-party program sponsors.

Gregory Wertz is a financial advisor at Strategy Asset Managers L.L.C. with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Strategy Asset Managers since 2020. Prior to that, he has been associated with Ardara Capital, L.P. since 2016. Strategy Asset Managers manages approximately $741.5 million on a discretionary basis, offering investment management, financial planning, and retirement plan consulting to individuals, pooled investment vehicles, and institutional sponsors. The firm employs a fundamental research-driven approach across multiple equity strategies and utilizes a combination of individual equities, ETFs, mutual funds, fixed income, and alternatives.

Joseph Traba is a financial advisor with Strategy Asset Managers L.L.C. in Pasadena, CA, holding a Series 63 designation and 28 years of industry experience. His career includes roles at The Leaders Group, Inc. and Stonemark Wealth Management (formerly Wespac Advisors Socal LLC). In addition to advising, he is involved in the sales and marketing of insurance products through Strategy Insurance Services, LLC. Strategy Asset Managers manages approximately $741.5 million on a discretionary basis, providing investment management, financial planning, and retirement plan consulting to individuals, pooled investment vehicles, and institutional sponsors. The firm employs a range of equity strategies supported by fundamental research and offers both discretionary portfolio management and model strategies to third-party program sponsors.

Liam Critchett is a financial advisor at Strategy Asset Managers L.L.C. in Pasadena, CA, holding a Series 65 designation. He joined the firm in 2025 and has prior experience at Westmont College and Loyola Marymount University. Strategy Asset Managers manages approximately $741.5 million on a discretionary basis, providing investment management, financial planning, and retirement plan consulting to individuals, pooled investment vehicles, and institutional sponsors. The firm employs a range of equity strategies and utilizes a mix of individual equities, ETFs, mutual funds, fixed income, and alternatives supported by fundamental research.