Strategic Wealth Investment Group, LLC

Tyler Walbridge is a CFP® with eight years of industry experience, currently serving as an advisor at Strategic Wealth Investment Group, LLC. He has previously worked at Vanguard and Strategic Wealth Designers. Strategic Wealth Investment Group serves individual and high-net-worth clients as well as select business entities, providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized investment plans, typically implemented on a discretionary basis.

Thomas Treshock is a CFP® professional with six years of industry experience. He is currently with Strategic Wealth Investment Group, LLC and has previously worked at firms including C&A Financial Group, Cadaret Grant & Co., Inc., and Petersen Advisors. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop client-specific investment advisory contracts, typically implementing these plans on a discretionary basis.

Michael Reeves is a financial advisor at Strategic Wealth Investment Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Global Financial Private Capital, Carlson Financial, WealthRemedy LLC, and Innovative Health Insurance Design. Outside of his advisory role, he provides insurance quotes for life insurance and fixed indexed annuities as an insurance agent. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by offering discretionary portfolio management and financial planning services. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment plans, often implementing them on a discretionary basis.

Robert De Lessio is a financial advisor with Strategic Wealth Investment Group, LLC in Louisville, KY, holding a Series 65 license and six years of industry experience. He has been with Strategic Wealth Investment Group since 2017 and previously worked at Renewal by Andersen from 2015 to 2017. De Lessio is also a licensed insurance agent. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create customized investment advisory contracts and operates model portfolios that are monitored and rebalanced regularly.

Jonathan Weston is a financial advisor at Strategic Wealth Investment Group, LLC in Louisville, KY. He holds a Series 65 credential and has one year of industry experience. Prior to joining Strategic Wealth Investment Group, he worked at NEXT Industries for two years and Tooling Resource, Inc. for eight years. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities with discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create tailored investment advisory contracts, typically managing portfolios on a discretionary basis.

Phillis Pilvinis is a financial advisor at Strategic Wealth Investment Group, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at PSP Financial Services LLC and Paramount Financial Advisors II, LLC. Outside of her advisory role, she serves as a board member for Atomic Technologies, a data delivery service. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment plans, often implementing them on a discretionary basis.

Dominic Portaro is a financial advisor at Strategic Wealth Investment Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Strategic Wealth Designers. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment advisory contracts and typically manages portfolios on a discretionary basis.

Quinn Teague is a financial advisor at Strategic Wealth Investment Group, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors and Meijer. Outside of finance, he has experience with Puccini's Smiling Teeth. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to create customized investment advisory contracts and manages model portfolios that are monitored and rebalanced regularly.

Thomas Reilly is a financial advisor at Strategic Wealth Investment Group, LLC in Louisville, KY, holding a Series 65 credential with eight years of industry experience. He has been with Strategic Wealth Investment Group since 2017 and previously worked at Bellarmine University from 2014 to 2018. Outside of advising, Reilly owns two businesses established in 2022: Rising Inc and Greenlights Inc. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create tailored investment advisory contracts, with portfolios monitored and rebalanced regularly and occasionally including allocations to private offerings or externally managed vehicles.

Erik Bosman is a financial advisor with Strategic Wealth Investment Group, LLC, holding a Series 65 designation and five years of industry experience. Prior to joining Strategic Wealth Investment Group in 2021, he was involved with Strategic Wealth Designers starting in 2020 and operated Chefs Hat Cafe from 2011 to 2020. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop client-specific investment advisory contracts and manages firm-developed model portfolios that are regularly monitored and rebalanced.

Spencer Bryzeal is a financial advisor at Strategic Wealth Investment Group, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Strategic Wealth Designers, Securian Financial Services Inc, and Minnesota Life Insurance Company. Outside of his advisory role, Bryzeal volunteers with St. Jude Children’s Research Hospital and serves on the Young Friends of Kids board, organizing fundraising events for charitable causes. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop customized investment advisory contracts, often implementing these plans on a discretionary basis.

John Robinson is a financial advisor at Strategic Wealth Investment Group, LLC in Tampa, FL, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Strategic Wealth Designers, Florida Financial Advisors, Digital Science, STEMCELL Technologies, and Moffitt Cancer Center. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop customized investment advisory contracts and manages model portfolios that are monitored and rebalanced regularly.

Shawn Harper is a financial advisor with Strategic Wealth Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to create tailored investment advisory contracts, typically implementing them on a discretionary basis with firm-developed model portfolios that are regularly monitored and rebalanced.

Andrew Seter is a financial advisor with Strategic Wealth Investment Group, LLC in Denver, CO. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Strategic Wealth Investment Group, he held roles at Thrivent Financial and Thrivent Investment Management Inc, and worked at Target for several years. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to develop client-specific investment advisory contracts, typically implementing these plans on a discretionary basis.

Jordan Schwartz is a financial advisor with Strategic Wealth Investment Group, LLC in Louisville, KY, holding a Series 65 designation and 10 years of industry experience. He is the owner of Jean and Jordan, LLC, a virtual success coaching company, and maintains a blog targeted at millennials. His prior experience includes roles at Bass Realty and operating independent leasing and consulting businesses. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop tailored investment plans, which are typically managed on a discretionary basis and may include allocations to private placements and externally managed vehicles.