Broker Check

Advisory Solutions is a dynamic team dedicated to delivering high-quality investment solutions and strategic guidance. Team members prioritize collaboration and communication, working closely with advisors to understand their unique business goals, preferences, and challenges. Whether it's providing investment suggestions, strategic guidance, or an in-depth advisory fee analysis, they are committed to delivering value-driven recommendations that help advisors succeed in a rapidly evolving environment.

Peter Essele

Peter Essele, CFA,® CFP,® CAIA
Senior Vice President, Head of Advisory Solutions

Sarah Quinn

Sarah Quinn
Director, Advisory Solutions

Brian Brelinsky

Brian Brelinsky, CPWA®
Director, Advisory Solutions

John Dorff

John Dorff, AIF,® ChFC®
Senior Consultant, Advisory Solutions

Collin Proehl

Collin Proehl
Platform Manager, Advisory Solutions

Mike Callahan

Mike Callahan
Consultant, Advisory Solutions

Kyle Pallanck

Kyle Pallanck
Platform Associate, Advisory Solutions

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