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230 Second Street SE, Suite 200 Cedar Rapids, IA 52401
Phone: 319.366.7300 Toll-Free: 800.235.4770 Fax: 319.862.0754


Team

 

Joseph Russo

AFG Chairman, Chief Executive Officer

(319) 366-7300

Joseph Russo is Chairman and CEO of Advantage Financial Group (AFG). He is licensed as a General Securities Principal, Municipal Bond Principal, Listed Options Principal, and Registered Investment Advisor Representative.

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Mr. Auerbach founded Wealth Strategies Group, Inc. as a full-service financial services firm dedicated to providing successful executive, professional, and business owner clients with impartial advice and targeted strategies.

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Melissa Darden

AFG Executive Vice President & Director

(319) 366-7300

Ms. Darden has been in the industry 27 years and serves as Executive Vice President, Director and Secretary of Advantage Financial Group (AFG) and was vital in the development of Advantage Investment Management LLC (AIM).

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Mr.Holder is a CERTIFIED FINANCIAL PLANNER ™ professional and a Certified Fund Specialist. In addition to being a financial advisor, Bryan is the Principal of Cornerstone Financial and oversees the firm’s Daily Operations

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Mr Lally's on the Board of Directors at Advantage Financial Group and is the President/Co-Founder of Gladstone Associates LLC, a mid market investment banking firm. Paul Lally and Gladstone Associates are unaffiliated with LPL Financial.

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Ken Schmocker graduated from the University of Wisconsin-LaCrosse with a Bachelor of Science Degree. He is a Charter Life Underwriter (CLU) and a Charter Financial Consultant (ChFC). Ken owns and operates Schmocker Financial Services.

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Mr. Barbatti joined the Board of Directors for Advantage Financial Group in 2016. He specializes in individual consulting, has extensive business management experience and holds a B.S. from Iowa State University.

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Cindy Morin

AFG Chief Financial Officer

(319) 366-7300

Ms. Morin serves as Chief Financial Officer and Chair of the Budget and Finance Committee. A graduate of Davenport University, Ms. Morin was formerly the Chief Financial Officer of National Logistics Management (NLM).

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Terry graduated from Keene State College with a degree in Business Management and earned the designation (CRPC) Chartered Retirement Planning Counselor. He is also the Founder and Managing Principal of SCH Financial Group, LLC in Naples, FL

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Louise Holtz

Vice President, IT, Billing and OSJ Services

(319) 366-7300

Ms. Holtz currently serves as Vice President, Information Technology, Billing and OSJ Services for both AFG and AIM. She has been in the Financial Services Industry over 25 years.

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Ms. Rogers is the Administrative Manager for Advantage Financial Group. For 13 years she has assisted AFG advisors with everything from processing paperwork to problem resolution.

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Matthew Clark

Registered Paraplanner and Social Media Relations

(319) 366-7300

Matthew Clark is an Administrative Assistant and Social Media Relations Manager for Advantage Financial Group. He is in charge of the group's Social Media and overall Internet presence and works on a multitude of other projects as needed.

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Ms. Benaka serves as Receptionist and Administrative Assistant for Advantage Financial Group. Angie began working out of high school as a Graphic Specialist for McLeodUSA. She remained with the company through the transition to Yellow...

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