Vantage Point Financial, LLC

Ronald Braun is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Vantage Point Financial, LLC since 2022. He previously worked at Spc and Sigma Financial Corporation from 2011 to 2022. Braun is a board member of the Greater Northville UM Alumni Club, a volunteer role involving periodic meetings and coordination. Vantage Point Financial provides investment advisory and related services to individuals, families, high-net-worth clients, business owners, and entrepreneurs. The firm employs a customized, fundamentals-based investment approach with a long-term orientation, offering diversified portfolio construction, financial planning, tax consulting, and retirement plan support.

Sophia Tronolone is a financial advisor at Vantage Point Financial, LLC with one year of industry experience. She holds the Series 65 designation and previously worked at 4Wealth Advisors, Inc. Prior to her advisory career, she held roles outside finance including positions at Zazu Salon & Day Spa and Jamba. Vantage Point Financial provides investment advisory and related services to individuals, families, high-net-worth clients, business owners, and entrepreneurs. The firm employs a customized, fundamentals-based investment approach with a long-term orientation, offering diversified portfolios and integrated tax planning through affiliated entities.

John Woodrome is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Vantage Point Financial, LLC. His prior roles include positions at Maxele Advisors, LLC, TD Ameritrade, and MetLife Securities Inc. He is a board member of the Christian Brothers College High School Alumni association. Vantage Point Financial provides investment advisory and related services to individuals, families, high-net-worth clients, business owners, and entrepreneurs. The firm employs a customized, fundamentals-based investment approach with a long-term orientation, offering diversified portfolios and integrated tax and financial planning services.

Garrett Jensen is a financial advisor at Vantage Point Financial, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Commerce Bank for six years. Vantage Point Financial provides investment advisory and related services to individuals, families, high-net-worth clients, business owners, and entrepreneurs. The firm employs a customized, fundamentals-based investment approach with a long-term orientation, offering services that include discretionary investment management, financial planning, tax planning, and retirement plan support.

Donald Robinson is a financial advisor with Vantage Point Financial, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Vantage Point Financial in 2022, he worked at Thomas Canale and Northwestern Mutual in various capacities. Outside of his advisory role, Robinson serves as an ordained minister and is vice president and board member of Youth Outreach Services, Inc., a nonprofit serving youth and families in the Chicago area. Vantage Point Financial provides investment advisory and related services to individuals, families, high-net-worth clients, business owners, and entrepreneurs. The firm employs a customized, fundamentals-based investment approach with a long-term orientation, offering diversified portfolios and integrating tax planning and other services through affiliated entities.

Shea Brown is a financial advisor at Vantage Point Financial, LLC with a Series 65 credential and no prior industry experience. Before joining Vantage Point Financial in 2023, Shea worked in the hospitality industry and held teaching positions at multiple colleges and a high school. Vantage Point Financial provides investment advisory and related services to individuals, families, high-net-worth clients, business owners, and entrepreneurs. The firm employs a customized, fundamentals-based investment approach with a long-term orientation, offering diversified portfolios and integrating tax planning and retirement support alongside portfolio management.

Ryan Turnquist is a financial advisor at Vantage Point Financial, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Wells Fargo and Northwestern Mutual Investment Services. Outside of his advisory role, he serves as a youth lacrosse head coach for Project Missouri Lacrosse. Vantage Point Financial provides investment advisory and related services to individuals, families, high-net-worth clients, business owners, and entrepreneurs. The firm employs a fundamentals-based, long-term investment approach, constructing diversified portfolios and integrating tax planning and other services through affiliated entities.

Nicholas Reiland is a financial advisor at Vantage Point Financial, LLC with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Spc and Sigma Financial Corporation. He is a co-author of the book *Elevate Your Retirement* published in 2025. Vantage Point Financial provides investment advisory and related services to individuals, families, high-net-worth clients, business owners, and entrepreneurs. The firm employs a customized, fundamentals-based investment approach with a long-term orientation, offering diversified portfolios and integrated tax planning through affiliated entities.

Adam Iorfida is a financial advisor at Vantage Point Financial, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Bunzl Distribution USA, Chaifetz Arena Box Office, and Seque Partners, JTC Group. Vantage Point Financial provides investment advisory and related services to individuals, families, high-net-worth clients, business owners, and entrepreneurs. The firm employs a customized, fundamentals-based investment approach with a long-term orientation and offers a range of services including discretionary investment management, financial planning, tax planning, and retirement plan support.

Timothy Kuntz is a CFP® with 10 years of industry experience, currently serving at Vantage Point Financial, LLC since 2019. He previously worked at Sigma Financial Corporation and Spc. He is a co-author of the book *Elevate Your Retirement*, published in 2025. Vantage Point Financial provides investment advisory and related services to individuals, families, high-net-worth clients, business owners, and entrepreneurs. The firm employs a customized, fundamentals-based investment approach with a long-term orientation, offering diversified portfolios and integrated tax and insurance services through affiliated entities.

Ryan Decker is a CFP® professional with one year of experience at Vantage Point Financial, LLC. Prior to joining Vantage Point Financial, he worked at PriceWaterHouseCoopers for five years and has been affiliated with North Central College for nine years. He is the founder and owner of Wealthency LLC, a financial education provider, and CentArbitrage LLC, a sports information business. Vantage Point Financial offers investment advisory and related services to individuals, families, high-net-worth clients, business owners, and entrepreneurs. The firm employs a customized, fundamentals-based investment approach with a long-term orientation, providing diversified portfolios and integrating tax planning through affiliated entities when appropriate.

Jeremy Reiland is a financial advisor with Vantage Point Financial, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Prosperity Capital Advisors and The Chamberlin Group for ten years each. In addition to his advisory role, Reiland is a licensed insurance agent with Reiland Financial Group, Inc., offering life and health insurance products and Medicare planning. Vantage Point Financial provides investment advisory and related services to individuals, families, high-net-worth clients, business owners, and entrepreneurs. The firm employs a customized, fundamentals-based investment approach with a long-term orientation, offering diversified portfolios and integrated tax and insurance services.

Paul Delmotte is a financial advisor at Vantage Point Financial, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Inlay Digital and Urge Juice. Outside of his advisory role, he owns and operates Modern Eagle Golf, a private golf simulator club. Vantage Point Financial provides investment advisory and related services to individuals, families, high-net-worth clients, business owners, and entrepreneurs. The firm employs a customized, fundamentals-based investment approach with a long-term orientation, offering diversified portfolios and integrated tax planning through affiliated entities.

Andrew Kristofic is a financial advisor at Vantage Point Financial, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Kristofic is also a licensed insurance agent for life and health insurance products. Vantage Point Financial provides investment advisory and related services to individuals, families, high-net-worth clients, business owners, and entrepreneurs. The firm employs a fundamentals-based, long-term investment approach and offers customized portfolio management, financial planning, tax planning, and retirement plan support.

Patrick May is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Vantage Point Financial, LLC and has previously worked at Prosperity Capital Advisors, The Chamberlin Group Tax & Wealth Advisors, and Scottrade, Inc. In addition to advisory work, Mr. May is a licensed insurance agent offering fixed insurance products including life insurance, annuities, and disability insurance. Vantage Point Financial provides investment advisory and related services to individuals, families, high-net-worth clients, business owners, and entrepreneurs. The firm uses a customized, fundamentals-based investment approach with a long-term orientation, offering diversified portfolios and integrating tax planning and other services through affiliated entities.