Insights Vault

Oliver Gooden, CFA -  Chief Investment Officer, CG Advisor Network 

Jeb Burns -  Chief Investment Officer, MERS of Michigan 

John Evangelista, CFP -  Financial Advisor 

Aleia MacDonaald, CFP -  Financial Advisor 

Dave Robinson, CFP -  Financial Advisor 

Jeff Casey, CFP - Financial Advisor 

Jeff Roman, CFP - Financial Advisor 

Austin Brown, ChFC - Financial Advisor 

Joseph Crumley -  Financial Analyst 

Drew Finnegan - Financial Advisor 

LPL’s, our custodian of client assets, has cash swept through the LPL Insured Cash Account (ICA) and LPL Deposit Cash Account (DCA) is federally insured.  ICA and DCA accounts are insurable by the FDIC up to $2,500,000 per client for an individual and $5,000,000 for joint accounts.  LPL Financial is a member firm of the Securities Investor Protection Corporation (SIPC). Membership provides account protection up to a maximum of $500,000 per client, of which $250,000 may be claims for cash. For an explanatory brochure, please visit www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of client accounts up to an overall aggregate firm limit of $750,000,000 in the event a firm cannot meet its obligations to securities clients, subject to conditions and limitations. 

 Advisory services are offered through CG Advisory Services a Registered Investment Adviser. Registration with the SEC does not imply a certain level of skill or training.

Several employees of Wisdom Financial Advisors are affiliated with CG Advisory Services. Jeff Kercorian is an Investment Adviser Representative registered with CG Advisory Services through which he offers investment advisory services.

Please review CG Advisory Services Privacy Policy and the firm’s disclosure documents, including Form ADV Part 2A and Part 3/Form CRS, for additional information about our services, fees, and conflicts of interest. These documents are available on the SEC’s Investment Adviser Public Disclosure (IAPD) website at https://adviserinfo.sec.gov/. Form ADV Part 2B, which provides information specific to individual investment adviser representatives, is available upon request by contacting the adviser directly.

The information provided on this website is for informational purposes only and should not be considered personalized investment, financial planning, tax, or accounting advice. You should consult with an attorney, tax professional, or accountant regarding your specific situation before making any financial decisions.

By clicking on certain links within this site, you may leave our website and access third-party content. These external sites are not affiliated with, monitored by, or endorsed by CG Advisory Services. We make no representations as to the accuracy or completeness of information contained on any external website. Links are provided solely for your convenience and informational purposes."