AAN Wealth Advisors LLC

Joshua Postlewaite is a financial advisor at AAN Wealth Advisors LLC in Canton, OH, holding a Series 65 designation with two years of industry experience. Prior to joining AAN Wealth Advisors, he worked for eight years at Midwest Dental and Smile Brands. AAN Wealth Advisors provides advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and investment companies. The firm uses a risk tolerance questionnaire and Investment Policy Statement to recommend model portfolios and employs an external subadvisor to manage and rebalance client portfolios on a discretionary basis.

Jeremy Pizzolato is a financial advisor at AAN Wealth Advisors LLC with seven years of industry experience. He holds the Series 65 designation and has previously worked at Virtue Capital Management, LLC and Horter Investment Management, LLC. In addition to his advisory role, he is involved in insurance sales focused on burial insurance policies. AAN Wealth Advisors provides advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and investment companies, offering investment management through recommended subadvisors along with project consulting and financial planning. The firm oversees external subadvisors who manage model portfolios on a discretionary basis and operates multiple offices to serve its clients.

Stephen Leitzell is a CFP® and ChFC® with 44 years of experience in the financial industry. He is currently with AAN Wealth Advisors LLC and has previous experience with Garden State Investment Advisory Services, Garden State Securities, and Questar Asset Management. Outside of advisory work, he is the owner of Income & Asset Preservation, LLC, which focuses on insurance sales and service. AAN Wealth Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and investment companies. The firm provides advisory services through model portfolio recommendations and ongoing oversight, working with unaffiliated subadvisors who manage discretionary portfolios.

Justin Atkinson is a financial advisor with AAN Wealth Advisors LLC in Canton, OH, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at AAN Wealth Advisors since 2019 and has prior experience with Atlas Growth Partners GP, LLC, Atlas Resources, LLC, and Anthem Securities, Inc. AAN Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and investment companies by offering investment management through recommended subadvisors, financial planning, and project consulting. The firm uses a risk tolerance questionnaire and Investment Policy Statement to recommend model portfolios and oversees portfolio implementation through an unaffiliated subadvisor.

Denise Grace is a financial advisor with AAN Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at AlphaStar Capital Management, LLC, Virtue Capital Management, LLC, and has been the owner and insurance agent at Grace Financial Group, LLC since 2008, where she spends a significant portion of her time offering insurance products. AAN Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and investment companies by providing investment management through recommended subadvisors, project consulting, and financial planning. The firm uses a risk tolerance questionnaire and Investment Policy Statement to guide portfolio recommendations and oversees an external subadvisor to manage and rebalance client portfolios.

Douglas Sanders is a financial advisor at AAN Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Affinity Advisory Network, LLC and World Finance Group. Sanders is also licensed to sell insurance products and dedicates part of his time to this activity. AAN Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and investment companies by providing investment management through a recommended subadvisor, along with project consulting and financial planning. The firm uses a risk tolerance questionnaire and Investment Policy Statement to recommend model portfolios and oversees an unaffiliated subadvisor that manages those portfolios on a discretionary basis.

Olivea Jett is a financial advisor with AAN Wealth Advisors LLC, holding a Series 65 credential and having two years of industry experience. She has worked at Stidham Financial Services and is involved with Bail Bond Financing, Inc. Ms. Jett holds insurance licenses in Life & Health and Property & Casualty, dedicating a significant portion of her time to insurance-related activities. AAN Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and investment companies by providing investment management through recommended subadvisors, along with project consulting and financial planning. The firm uses a risk tolerance questionnaire and Investment Policy Statement to guide model portfolio recommendations and collaborates with an external subadvisor to manage and rebalance client portfolios.

Joshua Rochon is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Advisory Alpha, LLC. His prior roles include positions at TFO Wealth Partners, JDR Financial, Fourth Dimension Financial Group, and Fifth Third Securities and Private Bank. In addition to his advisory work, he is a licensed insurance agent involved in the sale of fixed insurance products. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors, managing a diverse set of managed portfolio series through a fund-of-funds approach with discretionary portfolio management.

Daniel Stidham is a financial advisor with AAN Wealth Advisors LLC in Paragould, Arkansas, holding a Series 65 designation and seven years of industry experience. He has worked at AAN Wealth Advisors since 2019 and previously at Strategic Planning Associates and VisionPoint Advisory Group, LLC. In addition to his advisory role, Stidham is a licensed insurance agent and occasionally offers insurance products to clients. AAN Wealth Advisors provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and investment companies. The firm uses an external subadvisor to manage model portfolios on a discretionary basis and operates across seven offices.

Susan Morrison is a CFP® professional with 21 years of experience in financial advising. She is currently with AAN Wealth Advisors LLC and has previously worked at Ameriprise Financial Services and Transamerica Financial Advisors. In addition to her advisory role, she operates a law practice specializing in estate planning. AAN Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and investment companies by providing investment management through recommended subadvisors, as well as project consulting and financial planning. The firm uses a risk tolerance questionnaire and an Investment Policy Statement to recommend model portfolios and oversees an external subadvisor that manages and rebalances these portfolios on a discretionary basis.

Jesse Mays is a financial advisor with AAN Wealth Advisors LLC in Lake Oswego, OR. He holds Series 63 and Series 65 licenses and has been in the industry since 2014, including experience at Velapoint Insurance and Affinity Advisory Network. He is actively involved in writing annuity and life insurance policies through his role at Affinity Advisory Network. AAN Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and investment companies by providing investment management via recommended subadvisors, project consulting, and financial planning. The firm employs a risk tolerance questionnaire and Investment Policy Statement to guide model portfolio recommendations and relies on an external subadvisor for portfolio management and rebalancing.