TLG Advisors, INC.

Ryan Gibbons is an investment advisor representative at TLG Advisors, Inc. with four years of industry experience. He has worked at firms including Rockefeller Financial LLC, First Republic Securities Company, and Morgan Stanley. Gibbons is also associated with Sequent (Florida) LLC in a wealth planning and administrative capacity. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of portfolio management, financial and estate planning, and ERISA fiduciary services.

Grant Morgan is an investment advisor representative at TLG Advisors, Inc. with three years of industry experience. He holds the Series 66 designation and has prior experience at firms including Thrivent Financial and Choice Insurance, a Vizance Company, where he also serves as an insurance advisor. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, delivering advice through independent representatives and using a research approach based on fundamental analysis and Modern Portfolio Theory.

Jonathan Johnen is a CFP® with five years of industry experience, currently serving as an independent advisor at TLG Advisors, Inc. He has been affiliated with The Leaders Group, Inc. since 2020 and has also maintained a longstanding role at Farr Johnen & Associates since 2007. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through services such as portfolio management, financial and estate planning, and ERISA fiduciary services. Its investment approach includes fundamental analysis, Modern Portfolio Theory, and a direct-to-consumer platform called Starlight Portfolios.

James Murphy Sr. is a financial advisor with TLG Advisors, Inc., holding the ChFC® designation and Series 63 license, and has 44 years of industry experience. His career includes long tenures at Securities Management & Research, Inc. and American National Insurance Company, as well as ongoing involvement with Horizon Insurance Group LLC. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving a diverse client base including individuals, retirement plans, trusts, and institutional investors. The firm employs a research-driven approach combining fundamental analysis and Modern Portfolio Theory, offering services such as investment supervisory, portfolio management, and ERISA fiduciary services, alongside its direct-to-consumer Starlight Portfolios program.

Charles Arnold is a financial advisor with TLG Advisors, Inc. in Highlands Ranch, CO, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked with Winbak Farms LLC for nine years and has been with The Leaders Group Inc since 2012. Arnold is also licensed as an independent life insurance agent. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets and serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Harold Alvarado is a financial advisor at TLG Advisors, Inc. with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Simplicity Investments, Lincoln Financial Distributors, Transamerica Life Insurance Company, and E*TRADE Capital Management, among others. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, employing a research approach based on fundamental analysis and Modern Portfolio Theory.

Katie Clark is a CFP® with 27 years of industry experience, currently affiliated with TLG Advisors, Inc. She has worked at The Leaders Group, Inc. since 2013 and Brian K Adams & Assoc since 2011. Outside of her advisory roles, she serves as Executive Director and Co-National Sales Manager for BKA Financial, LLC, where she is involved in advanced insurance planning and business operations. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Maria Bannon is a financial advisor with TLG Advisors, Inc. and holds a Series 66 designation. She has 22 years of industry experience, including roles at The Leaders Group, Inc. and Nationwide Securities, LLC. In addition to her advisory work, she is involved in life insurance sales and office management at Ausband Chapman LLC. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, employing a research approach based on fundamental analysis and Modern Portfolio Theory.

Roger Eth is a financial advisor at TLG Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Securities Corporation and RDK Advisors. He is also involved in business development activities with Global Succession Planning, IPA Strategies, and RDK Advisors as an insurance agent. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, using a research approach based on fundamental analysis and Modern Portfolio Theory.

William Biles is a financial advisor with TLG Advisors, Inc. based in Charlotte, NC. He holds the CFP® designation along with Series 63, 65, and 66 licenses and has 23 years of industry experience. His prior roles include positions at Investacorp, Highland Capital, and SunTrust Bank. Outside of his advisory work, he is president of Insurance Consulting & Design, an insurance business. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, and ERISA fiduciary services. Their approach combines fundamental analysis, Modern Portfolio Theory, and a direct-to-consumer platform called Starlight Portfolios, which assigns clients to passive, active, or blended fund portfolios based on risk questionnaires.

Scott George is a financial advisor with TLG Advisors, Inc. in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with The Leaders Group, Inc. since 2016 and is also president of Premier One Financial Company, where he is involved in insurance sales and services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

Benjamin Schwarz is a financial advisor at TLG Advisors, Inc. in Denver, CO, holding a Series 66 designation with seven years of industry experience. His prior experience includes roles at ValMark Securities, Inc. and 1789 Wealth Strategies LLC. Outside of his advisory work, he engages in automotive photography as a hobby and occasional paid work. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Lisa Lee is an investment advisor representative at TLG Advisors, Inc. with two years of industry experience. She previously worked at The Leaders Group Inc and Transamerica Financial Advisors, Inc. Outside of her advisory role, she owns Elite Global Lending Inc, a residential and commercial mortgage lending business. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, charitable organizations, businesses, and institutional investors. The firm provides investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Curtis Holland is a CFP® with three years of experience in financial advising, currently with TLG Advisors, Inc. He has previously worked at Hopwood Financial Services, Global Advisor Group, and LPL Financial. Outside of his advisory role, he mentors and assists in the caretaking of an adult with special needs. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of investment supervisory services, comprehensive financial planning, and ERISA fiduciary services, utilizing manager selection, ongoing monitoring, and asset allocation-based portfolio construction.

John Desselle is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 designations and has 19 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc., Nationwide Investment Services Corporation, and Allstate Insurance Co. He also provides financial education services as a retirement consultant with Lincoln Financial. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, using a combination of fundamental analysis and Modern Portfolio Theory in its investment approach.