TSG Advice Partners, LLC

Meghan Mader is a CFP® professional with 21 years of experience in financial advising. She currently works at TSG Advice Partners, LLC and has previously been with Collaborative Financial Partners LLC and Ameriprise Financial Services, Inc. since 2004. TSG Advice Partners, LLC provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm combines an institutional modeling system with ETF-centered model portfolios and offers additional services such as retirement-plan consulting, tax preparation, and bookkeeping.

Isao Shoji is a CFP® with 19 years of industry experience, currently serving as a financial advisor at TSG Advice Partners, LLC since 2019. Prior to joining TSG, he worked at Ameriprise Financial Services, Inc. for 13 years. Outside of advising, he is involved in business operations as a member of SG Capital LLC. TSG Advice Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm uses an institutional modeling system focused on ETF-centered portfolios with a long-term orientation and offers in-house tax preparation and bookkeeping services.

Lindsay Wolf is a financial advisor at TSG Advice Partners, LLC with 22 years of industry experience. She holds a Series 65 designation and has previously worked at NewEdge Advisors, Mid Atlantic Financial Management, and IDS Life Insurance Company, among others. Outside of her advisory role, she owns Integritas Capital Wealth Consulting, a transition consulting business. TSG Advice Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs an institutional modeling system primarily using ETF-centered portfolios with a long-term orientation and offers additional services including retirement-plan consulting, tax preparation, and bookkeeping.

Christopher Schumacher is a CFP® with 20 years of industry experience. He has worked at TSG Advice Partners, LLC since 2019 and previously spent 13 years at Ameriprise Financial Services, Inc. in Columbus, OH. TSG Advice Partners, LLC provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs an institutional modeling system primarily using ETF-centered model portfolios with a long-term orientation, and also offers in-house tax preparation and bookkeeping services.

Alvin Asiamah is a financial advisor at TSG Advice Partners, LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at SG Capital LLC and Ameriprise Financial Services, Inc. since 2010. TSG Advice Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm’s investment approach uses an institutional modeling system with ETF-centered model portfolios and incorporates tax preparation and bookkeeping services as part of its offerings.

Jonathan Roby is a CFP® professional with five years of industry experience. He has worked at TSG Advice Partners, LLC since 2019 and previously was with S G Capital LLC and Mount Vernon Nazarene University. TSG Advice Partners, LLC provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm’s investment approach is based on an institutional modeling system using ETF-centered model portfolios and includes in-house tax preparation and bookkeeping services as part of its advisory offerings.

Blake Farmer is a financial advisor at TSG Advice Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2012 to 2019. Blake has been with TSG Advice Partners since 2019. TSG Advice Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs an institutional modeling system focused on ETF-centered model portfolios and offers additional services including retirement-plan consulting, tax preparation, and bookkeeping.

Angel Brown is a CFP® with 25 years of industry experience and holds a Series 66 license. She has been with Valic Financial Advisors, Inc. since 2007. Brown is based in San Diego, CA, and is currently affiliated with TSG Advice Partners, LLC. TSG Advice Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm’s investment approach utilizes an institutional modeling system with ETF-centered model portfolios and offers additional services such as retirement-plan consulting, tax preparation, and bookkeeping.

Ryan Leary is a CFP®-certified financial advisor with two years of industry experience, currently with TSG Advice Partners, LLC. His prior experience includes roles at Equitable Advisors, Cambly, Stonebridge Wealth Strategies, and AXA Advisors. TSG Advice Partners, LLC provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs an institutional modeling system with ETF-centered portfolios and offers in-house tax preparation and bookkeeping services as part of its comprehensive advisory approach.

John Loveday is a CFP® professional with five years of industry experience, currently serving at TSG Advice Partners, LLC since 2020. He has also worked with Collaborative Financial Partners LLC and several other financial services firms earlier in his career. Loveday holds an insurance license through Collaborative Insurance Partners. TSG Advice Partners, LLC provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm employs an institutional modeling system with ETF-centered portfolios and offers in-house tax preparation and bookkeeping services alongside retirement-plan consulting.