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Press Release

Waterloo Businessman Ross Barbatti Named to Board of Advantage Financial Group

(CEDAR RAPIDS, Iowa) Ross Barbatti of Net Worth Advisors in Waterloo has been appointed to the board of directors of Advantage Financial Group (AFG), a privately held professional partnership based in Cedar Rapids with offices in 12 states. “Ross has made significant contributions to the growth and success of our company,” said Joe Russo, AFG chairman and CEO. “While his professional achievements are impressive, it is his leadership and ethics that have brought real value to AFG and contributed to our success in the financial services industry. Our clients are better served because of Ross.”

Barbatti joined Net Worth Advisors in 2003 and specializes in individual consulting and planning opportunities. He holds a Bachelor of Science degree from Iowa State University and has extensive business management experience. Barbatti’s professional registrations and industry examinations include FINRA Series 7 General Securities Representative, held with LPL Financial and State Securities Series 66 Uniformed Combined State Law Examination, held with LPL Financial, Net Worth Advisors, and Advantage Investment Management.

Founded in 2001, AFG provides independent financial advisors with access to the financial products, intellectual capital and specialized resources they require to meet their clients’ sophisticated financial needs. For more information, visit www.officialafg.com.

Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning offered through Net Worth Advisors. Other advisory services offered through Advantage Investment Management (AIM). AIM, AFG, and Net Worth Advisors are registered investment advisors and separate entities from LPL Financial.


Cincinnati Businessman Souders Named CEO of Advantage Investment Management

(CEDAR RAPIDS, Iowa) Dan Souders, president of Souders Financial Group in Cincinnati, has been appointed CEO of Advantage Investment Management, a wholly owned subsidiary of Advantage Financial Group (AFG), a privately held professional partnership based in Cedar Rapids with offices in 12 states. Souders will continue as advisor and portfolio strategist at Souders Financial Group, where he provides executive oversight and designs, analyzes and provides recommendations for client portfolios. “Dan has made significant contributions to the growth and success of our company,” said Joe Russo, AFG chairman and CEO. “While his professional achievements are impressive, it is his leadership and ethics that have brought real value to AFG and contributed to our success in the financial services industry. Our clients are better served because of Dan.”

Mr. Souders earned his Bachelor of Business Administration degree from the University of Cincinnati in 1986. In addition to his Certified Financial Planner certification, he is also active in the Financial Services Institute.

Founded in 2001, AFG provides independent financial advisors with access to the financial products, intellectual capital and specialized resources they require to meet their clients’ sophisticated financial needs. For more information, visit www.officialafg.com.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Advantage Investment Management (AIM) a registered investment advisor. AIM, AFG, and Souders Financial Group are separate entities from LPL Financial.


LaCrosse Businessman Appointed to Advantage Financial Group Compensation Committee

(CEDAR RAPIDS, Iowa) Ken Schmocker has been named chairman of the Compensation Committee of Advantage Financial Group (AFG), a privately-held professional partnership based in Cedar Rapids, Iowa, with offices in 12 states. He is principal of Schmocker Financial Services in LaCrosse, which offers a variety of financial planning services, including investment opportunities, retirement planning, insurance plans, education and estate planning, and risk management. “Ken has made significant contributions to the growth and success of our company,” said Joe Russo, AFG chairman and CEO. “While his professional achievements are impressive, it is his leadership and ethics that have brought real value to AFG and contributed to our success in the financial services industry. Our clients are better served because of Ken.”

Mr. Schmocker has a Bachelor of Science degree from the University of Wisconsin-LaCrosse and is a Charter Life Underwriter and Charter Financial Consultant.

Founded in 2001, AFG provides independent financial advisors with access to the financial products, intellectual capital and specialized resources they require to meet their clients’ sophisticated financial needs. For more information, visit www.officialafg.com.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Advantage Investment Management (AIM) a registered investment advisor. AIM, AFG, and Schmocker Financial Services are separate entities from LPL Financial.


Lafayette Businessman Bryan Holder Named President of Advantage Investment Management

(CEDAR RAPIDS, Iowa) Bryan Holder has been appointed president of Advantage Investment Management (AIM), while continuing as principal of Cornerstone Financial in Lafayette. AIM is a wholly owned subsidiary of Advantage Financial Group (AFG), a privately-held professional partnership based in Cedar Rapids, Iowa, with offices in 12 states. “Bryan has made significant contributions to the growth and success of our company,” said Joe Russo, AFG chairman and CEO. “While his professional achievements are impressive, it is his leadership and ethics that have brought real value to AFG and contributed to our success in the financial services industry. Our clients are better served because of Bryan.”

Mr. Holder joined the securities industry in 1998 after graduating from Purdue University’s Krannert School of Management. He is a Certified Financial Planner, a member of the Financial Planning Association and Financial Services Institute.

Founded in 2001, AFG provides independent financial advisors with access to the financial products, intellectual capital and specialized resources they require to meet their clients’ sophisticated financial needs. For more information, visit www.officialafg.com.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Advantage Investment Management (AIM) a registered investment advisor. AIM, AFG, and Cornerstone Financial are separate entities from LPL Financial.