The Capital Advisory Group Advisory Services, LLC

Michael Jungwirth is a financial advisor at The Capital Advisory Group Advisory Services, LLC with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial LLC, Edward Jones, and United Planners Financial Services. Outside of his advisory role, he is involved with Hydrostat Inc. and is an author with MGI Publishing. The Capital Advisory Group Advisory Services, LLC is an SEC-registered investment adviser managing approximately $403 million for about 470 clients. The firm’s seven-advisor team provides discretionary portfolio management, financial planning, pension consulting, and estate plan settlement services, using a variety of analytical methods and investment strategies tailored to client suitability.

Mark Foreman is a financial advisor with The Capital Advisory Group Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at LPL Financial LLC, United Planners Financial Services, and a position on the First Minnesota Bank Board of Directors. He is also involved in tax preparation and accounting through Foreman and Airhart. The Capital Advisory Group Advisory Services, LLC is an SEC-registered investment adviser managing approximately $403 million for about 470 clients through a seven-advisor team. The firm provides discretionary portfolio management, financial planning, pension consulting, and estate plan settlement services, employing a range of analytical methods and strategies with ongoing monitoring and regular client reviews.

Michael Ruggieri is a financial advisor with The Capital Advisory Group Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial LLC, United Planners' Financial Services, and has experience in property and casualty insurance. He is also involved in authoring through MGI Publishing. The Capital Advisory Group Advisory Services, LLC is an SEC-registered investment adviser managing approximately $403 million for about 470 clients. The firm offers discretionary portfolio management, financial planning, pension consulting, estate plan settlement services, and educational seminars, employing a range of investment strategies and conducting regular client reviews.

Joseph Dombro is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at The Capital Advisory Group Advisory Services, LLC, United Planners Financial Services, and other firms. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Brett Machtig is a financial advisor with The Capital Advisory Group Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at LPL Financial and United Planners Financial Services, as well as entrepreneurial ventures such as American Training Videos, Inc. and authorship through MGI Publications, LLC. The Capital Advisory Group Advisory Services, LLC is an SEC-registered investment adviser managing approximately $403 million for about 470 clients through a team of seven advisors. The firm provides discretionary portfolio management, financial planning, pension consulting, and estate plan settlement services, employing a variety of analytical methods and strategies with regular performance reviews and client meetings.