Advisors at this firm
Joshua D
Series 63, Series 65
Spring Grove, IL
Strive Financial Group, LLC
Joshua Da More is a financial advisor with Strive Financial Group, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Strive Financial Group since 2024 and concurrently at Wellington Wealth Strategies LLC since 2023. Prior to these roles, he held positions at MML Investors Services, Mass Mutual Life Insurance Company, and Assurance Technologies, Inc. He is also a licensed insurance agent involved in fixed insurance sales. Strive Financial Group is a registered investment adviser serving individuals, corporations, and qualified retirement plans with discretionary asset management, ERISA plan services, and financial planning. The firm employs a combination of quantitative and qualitative investment strategies tailored to client goals and maintains a notably high client-to-advisor ratio across its six-advisor team.
Logan R
Series 66
Green Bay, WI
Strive Financial Group, LLC
Logan Rueckl is a financial advisor at Strive Financial Group, LLC in Green Bay, WI, holding a Series 66 designation. He began his advisory career in 2025 with Morgan Stanley and has been with Strive Financial Group since 2026. Strive Financial Group provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals and plan sponsors, managing approximately $246.7 million in client assets. The firm uses a mix of quantitative and qualitative analysis to tailor portfolios based on client goals, time horizons, and risk tolerance.
John H
Series 65
Carmel, IN
Strive Financial Group, LLC
John Hillman is a financial advisor at Strive Financial Group, LLC in Carmel, IN, holding a Series 65 designation. He has been with Strive Financial Group since 2025 and has no prior industry experience before joining the firm. Outside of advisory work, he is also licensed as an insurance agent affiliated with the firm. Strive Financial Group serves individuals, corporations, and qualified retirement plans by providing discretionary asset management, ERISA plan services, and financial planning. The firm employs both quantitative and qualitative analysis to tailor portfolio management to clients’ goals and risk tolerances.
Hayley L
Series 63, Series 65
Green Bay, WI
Strive Financial Group, LLC
Hayley Lenz is a financial advisor at Strive Financial Group, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and BMO Harris Financial Advisors. Outside of her advisory role, she operates a personal business called Loopie's Liquidation Lounge. Strive Financial Group serves individuals, corporations, and qualified retirement plans with discretionary asset management, ERISA plan services, and financial planning. The firm uses a combination of quantitative and qualitative analysis and manages portfolios tailored to clients’ goals and risk tolerances.
Joseph H
Series 63, Series 65
Carmel, IN
Strive Financial Group, LLC
Joseph Hillman is a financial advisor at Strive Financial Group, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Wellington Wealth Strategies, LLC and MassMutual Life Insurance Company. Outside of financial advising, Hillman is the owner and sales lead of M. E. D. Distribution, a medical implant distribution company. Strive Financial Group serves individuals, corporations, and qualified retirement plans, offering discretionary asset management, ERISA plan services, and financial planning. The firm uses both quantitative and qualitative analysis to tailor portfolio management to clients’ goals and risk tolerances.
Christopher B
CFP®, Series 65
Carmel, IN
Strive Financial Group, LLC
Christopher Bauchle is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Strive Financial Group, LLC and Wellington Wealth Strategies, LLC, and also serves with the Indianapolis Fire Department and the United States Air Force Reserve. Outside of financial advising, he has managerial responsibilities at BCK Properties and maintains a role as a licensed insurance agent. Strive Financial Group is a registered investment adviser serving individuals, corporations, and qualified retirement plans. The firm provides discretionary portfolio management tailored to client goals and risk tolerances, utilizing both quantitative and qualitative strategies, and offers ERISA plan services and financial consulting.
Thomas R
CFP®, Series 63, Series 65
Luxemburg, WI
Strive Financial Group, LLC
Thomas Rueckl is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience primarily serving families in Northeastern Wisconsin. He is a CERTIFIED FINANCIAL PLANNER® professional and holds a Bachelor of Science degree in Business Administration from the University of Wisconsin – Green Bay. Thomas focuses on managing new wealth, personal retirement planning, portfolio management services, and retirement income strategies, offering clients a comprehensive approach tailored to their individual needs. Thomas emphasizes building long-term relationships through accessibility, responsiveness, and knowledge, guiding clients as they make important financial decisions. Alongside his professional role, he is actively involved in his community as a board member of the Ribbon of Hope Foundation. Thomas resides in Luxemburg, Wisconsin with his wife Nikki; they have three sons and one granddaughter. His personal interests include football, golfing, hunting, photography, traveling, and spending time with family.
Gregory F
Series 63, Series 65
Carmel, IN
Strive Financial Group, LLC
Gregory Freeman is a financial advisor at Strive Financial Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Wellington Wealth Strategies, LLC and MML Investor Services. Freeman is also a licensed insurance agent involved in fixed insurance sales. Strive Financial Group serves individuals, corporations, and qualified retirement plans with discretionary asset management, ERISA plan services, and financial planning. The firm employs both quantitative and qualitative analysis to tailor portfolio management to client goals and risk tolerances and manages a notably high client-to-advisor ratio within its six-advisor team.
Ross G
Series 63, Series 65
Carmel, IN
Strive Financial Group, LLC
Ross Gaddy is a financial advisor with Strive Financial Group, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms, including Wellington Wealth Strategies and Mass Mutual, and has a background that includes a brief period at Gaddy and Gaddy Law Firm. Gaddy is also a licensed insurance agent involved in fixed insurance sales. Strive Financial Group serves individuals, corporations, and qualified retirement plans with discretionary asset management, ERISA plan services, and financial planning. The firm manages portfolios using both quantitative and qualitative analysis and offers specialized strategies tailored to clients’ goals and risk tolerances.