Financial Professionals
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Rodney Au-Yeung
California
Rodney Au-Yeung is a seasoned financial professional with 25 years of experience in the financial services industry, dedicated to helping clients achieve their retirement goals. As the founder of AR 21 Investments Advisory Service, Rodney is passionate about promoting financial literacy, empowering clients to make informed investment decisions tailored to their unique needs.
Based in sunny Los Angeles, California, Rodney enjoys an active lifestyle outside of work, participating in outdoor activities such as hiking, biking, and kayaking. His commitment to both his clients and his community underscores his holistic approach to financial planning and personal well-being.
Investment Advisory Services offered through Discipline Wealth Solutions, Inc., an SEC-registered Investment Adviser. AR 21 Investment Advisory Service and Discipline Wealth Solutions, Inc are separate and independent entities. SEC registration does not constitute an endorsement by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability.
Bryan Byrd
Arizona, New Mexico
Bryan R. Byrd grew up in Rock Springs, Wyoming, before relocating to Mesa, Arizona at the age of 11 in 1990. Tragedy struck early in his life with the loss of his mother shortly after the move, followed by the death of his father when Bryan was 19. These experiences have shaped his dedication to financial security and resilience.
His professional life started early at 12, working at his family's Baskin-Robbins franchise in Mesa, where he took on significant responsibilities by high school. After his father's passing, Bryan moved to Albuquerque, New Mexico, to attend the University of New Mexico. He transitioned from majoring in Emergency Medicine after 3 years to Finance, reflecting his commitment to helping others navigate financial stability.
With over 21 years in the financial markets, he has specialized in financial planning and wealth management, serving as a Fiduciary and dedicated Investment Advisor Representative for over 14 years, with additional experience in commercial insurance and employee benefits insurance. His approach to financial advising is comprehensive, ensuring that financial strategies and fess are in sync with clients' life goals and circumstances.
Professional Qualifications
Education: Bachelor's degree in Finance from the Anderson School of Management, University of New Mexico.
Licenses: Series 66, New Mexico Life and Health Insurance License.
Outside of his professional life, Bryan is an avid golfer. This passion not only connects him with his community but also shaped his recreational activities:
Sports Endeavors
Bryan has shared his love for youth sports by coaching golf, and football.
Bryan also served as a caddie on the PGA Tour Canada during the summer of 2018, offering him unique insights into professional golf which complements his varied interests and career in financial advising. Bryan still caddies in amateur and professional qualifying events.
Bryan's hobbies extend beyond sports; he is an accomplished photographer, with his work showcased in a gallery in Chevy Chase, Maryland., capturing the beauty in landscapes and the intricate details of macro photography.
As the Founder and President of Byrd Asset Management, LLC, Bryan's mission remains steadfast in providing the kind of financial advisory service that prioritizes transparency, accessibility, and a genuine investments for his clients' financial health, wellbeing and helping families across the United States to prepare for both the expected and unexpected events of life.
Investment Advisory Services offered through Discipline Wealth Solutions, Inc, a SEC registered Investment Adviser. Byrd Asset Management, LLC and Discipline Wealth Solutions, Inc are separate and independent entities.
Anthony Colancecco Jr, CFP®, CRPC™
South Carolina
Anthony is a Wealth Advisor and Chief Operating Officer for Discipline Wealth Solutions and Ballentine Capital Advisors. As a Certified Financial Planner™, Chartered Retirement Planning Counselor℠ and a Smartvestor Pro™ with Dave Ramsey, his passion is guiding clients through their financial journey to help achieve their financial goals. Continuously stressing the importance of building and maintaining client relationships, he provides clients and our firm with the market knowledge, technology, and resources they require to effectively meet their needs. Anthony has over 12 years of experience in the Financial Services industry holding various positions. Anthony brings a level of detail and knowledge that is invaluable to our team and to our clients. Anthony and his wife Jaclyn live in Greer, South Carolina. They have two wonderful daughters Vienna and Selena. As a Philadelphia native, Anthony enjoys rooting for Philadelphia sports teams, playing golf, and spending time with his family.
Renee Cuchetti
Michigan
Renee Cuchetti brings over 35 years of expertise as a Financial Advisor and Wealth Manager, proudly serving clients in Birmingham, Michigan. She is currently registered with Discipline Wealth Solutions, LLC, and is the founder of Cuchetti Financial Partners, LLC, a firm dedicated to creating personalized financial plans that help clients achieve their present and future goals for more than three decades.
Renee holds the Series 63 (Uniform Securities Agent State Law Examination) and Series 65 (Uniform Investment Adviser Law Examination) licenses. She is a proud alumna of Oakland Community College, Michigan State University, and The American College of Financial Services.
Throughout her career, Renee has specialized in crafting tax-efficient investment portfolios and comprehensive retirement planning strategies, delivering trusted guidance to help her clients secure their financial futures.
Investment Advisory Services offered through Discipline Wealth Solutions, Inc., an SEC-registered Investment Adviser. Cuchetti Financial Partners, LLC and Discipline Wealth Solutions, Inc are separate and independent entities. SEC registration does not constitute an endorsement by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability.
Russell “Tug” Harlan, AIF, ARPC
Pennsylvania
russ@harlanfinancial.com
717-826-1664
Born and raised in Glenmoore PA, Russell Harlan, Jr. (aka Tug) graduated from The Haverford School and went on to earn a BS in environmental science from Susquehanna University. After several years in the environmental industry, he embarked on a journey to pursue a career in the financial services field where he has spent the past 15 years helping individuals and businesses navigate the financial landscape to make the most prudent financial decisions. Russell lives in Lancaster, PA with his wife, Sherri, and two sons, Grayson and Tanner.
Russell holds a number of licenses, certifications and accreditations that certify his educational requirements, competence and understanding of the principles of fiduciary duty, and ethical standards to carry out a fiduciary standard of care and service in the best interest of his clients, including:
- Series 65 License (Uniform Investment Advisor Law Examination)
- Life, Accident & Health License
- Accredited Investment Fiduciary (AIF®)
- Accredited Retirement Plan Consultant (ARPC)
Harlan Financial, LLC provides unparalleled, personalized financial planning services to a broad range of individuals and businesses. From retirement, financial and wealth planning to insurance optimization and 401(k) plan management, we are here to ensure that all your financial decisions are made carefully and with your best interests in mind.
Website and Disclosure Documents: https://www.harlanfinancial.com/
Investment Advisory Services offered through Discipline Wealth Solutions, Inc, a SEC registered Investment Adviser. Harlan Financial and Discipline Wealth Solutions, Inc are separate and independent entities. SEC registration does not constitute an endorsement of the firm by the commission nor does it indicate that the adviser has attained a particular level of skill or ability.
Harlan Financial, LLC is a Registered Investment Advisor regulated by the States the company does business in, in accordance and compliance with applicable securities laws and regulations.
George W. Johnson, MBA
Michigan
George.Johnson@V8InvestmentAdvisors.com
586-980-2522
As a fiduciary and dedicated financial advisor with over 22 years of experience in financial planning and wealth management, George W. Johnson is driven by one simple principle: ensuring the financial well-being of his clients. Through his work with V8 Investment Advisors, he has helped hundreds of families achieve their financial goals, offering retirement and estate planning, investments that align with family objectives, and insurance solutions to protect against loss.
George takes a holistic approach to financial planning, understanding that it’s not just about numbers – it’s about clients' goals and dreams. He considers all aspects of financial life, recognizing that decisions in one area can have a ripple effect across others. With a Series 65 license, a Michigan Life Insurance license, and both Bachelor's and Master's degrees in Business Management, George provides informed, up-to-date financial advice backed by a solid educational foundation.
Outside of work, George has shared over 30 years with his remarkable wife, Bethany, and together they are proud parents of four amazing children. In his spare time, he enjoys coaching soccer, participating in Boy Scouts, teaching karate and guitar, and spending quality time with his family.
Whether it’s simplifying complex financial matters or guiding clients through the planning process, George is committed to being the kind of advisor he would want for himself: approachable, clear, and genuinely invested in his clients' success.
William Josyln
New Jersey, New York
William (Will) Joslyn is the founder of Joslyn Financial Services. He lives in Greenfield Center, New York, with his fiancé, Brittney, where they enjoy the tranquility and community spirit of the area. Will's career began in the telecom industry, where he developed a strong sense of technological innovation and customer-focused practices. Outside of advising clients and analyzing market trends, he stays active with martial arts and fitness. His passion for discipline, perseverance, and holistic well-being is reflected in his financial practice, where he focuses on achieving balance, resilience, and optimal outcomes for his clients.
Investment Advisory Services offered through Discipline Wealth Solutions, Inc, a SEC registered Investment Adviser. Joslyn Financial Services and Discipline Wealth Solutions, Inc are separate and independent entities. SEC registration does not constitute an endorsement of the firm by the commission nor does it indicate that the adviser has attained a particular level of skill or ability.
Orlando Luna
Texas
Orlando Luna, originally from Corpus Christi, Texas, graduated with a Bachelor of Business Administration in Management from Texas State University in 2000. After a successful career in Corporate America, he transitioned into the financial industry in 2013. As a financial advisor, Orlando is passionate about guiding individuals and families toward achieving their financial goals and securing their future. In his free time, he enjoys reading, staying active with fitness, fishing, and tending to his garden.
Joseph W Petry Sr
New Jersey, New York
joe.petry@pfsecurities.com
518-598-3371
Joseph W. Petry Sr. is a dedicated father of three and has been married for over 20 years. He achieved the rank of Eagle Scout and served as an altar boy. With a passion for music, he spent five years as a music educator in the Albany City Schools, earning the title of Educator of the Year. Joseph has also coached various sports, including baseball, basketball, football, and track. Raised in humble circumstances, he developed a keen interest in finances and education. In 2002, he transitioned from formal education to a career in finance and is now the proud owner of Petry Financial Services.
Investment Advisory Services offered through Discipline Wealth Solutions, Inc, a SEC registered Investment Adviser. Petry Financial Services and Discipline Wealth Solutions, Inc are separate and independent entities. SEC registration does not constitute an endorsement of the firm by the commission nor does it indicate that the adviser has attained a particular level of skill or ability.
Brooks Stahlnecker
Pennsylvania
brooks@stahlneckergroup.com
570-279-6099
I have been a financial advisor for 27 years, 19 of which I have owned my own firm The Stahlnecker Group. We specialize in asset management and retirement planning. I have been a guest speaker on financial planning for Budding Leaders for the Susquehanna Valley and the last 5 years won Best of the Susquehanna River Valley in the Investment Advisor and Financial Consultant categories.
I am also the founder of the Financial Fire Drill which is a program that partners my 30 years of firefighting experience with my 27 years of financial planning to create a unique employee financial wellness/financial literacy program. We can help clients build a financial safety net to protect their families in the event of an emergency and also use the strategies and tactics to analyze their retirement plan to ensure a positive outcome.
I am also active in the community where I have been a Little League softball coach, a state certified firefighter and a member of the local Masonic Lodge and Moose International Lodge.
Investment Advisory Services offered through Discipline Wealth Solutions, Inc, a SEC registered Investment Adviser. The Stahlnecker Group and Discipline Wealth Solutions, Inc are separate and independent entities. SEC registration does not constitute an endorsement of the firm by the commission nor does it indicate that the adviser has attained a particular level of skill or ability.
James A Studer, MBA
Hawaii, Ohio
jstuder@myfinancialwings.com
513-696-4551
In 2002, after a distinguished career in the Air Force where he was selected to the rank of Colonel, James transitioned into the financial sector as a Financial Advisor while also pursuing a civilian flying career.
By 2005, he had established Financial Wings LLC, a premier Registered Investment Advisory Firm in Lebanon, Ohio. As the visionary Founder and President, he successfully guided the firm, providing tailored financial solutions to individuals and small businesses until 2024.
In a strategic move, James integrated Financial Wings into Discipline Wealth Solutions, preserving the esteemed Financial Wings brand. With offices in Lebanon, Ohio, and Kaneohe, Hawaii, James brings over 22 years of extensive financial expertise, advocating for a client-centric philosophy of passive investing with a focus on cost efficiency.
Investment Advisory Services offered through Discipline Wealth Solutions, Inc, a SEC registered Investment Adviser. Financial Wings and Discipline Wealth Solutions, Inc are separate and independent entities. SEC registration does not constitute an endorsement of the firm by the commission nor does it indicate that the adviser has attained a particular level of skill or ability.
Jason Young
Florida
Jason.young@fyhelp.com
772-236-4232
Raised in rural Michigan, Jason Young grew up with a deep appreciation for the great outdoors and small-town values. From baling hay on his uncle’s farm to discovering Michigan's best fishing spots, Jason’s upbringing instilled in him a strong work ethic and a profound respect for nature.
Jason's commitment to service runs deep, beginning with his time as a firefighter and extending to his role as a volunteer Ambassador with his local Chamber of Commerce. His entrepreneurial spirit led him to found and build multiple small businesses, giving him firsthand experience with the challenges faced by today's self-employed individuals and small business owners.
As the founder of Forever Young Financial, LLC, Jason combines his passion for service with his expertise in financial planning. Through personalized education and strategic planning, he helps his clients understand, build, and preserve their wealth, offering them peace of mind for the future.
Investment Advisory Services offered through Discipline Wealth Solutions, Inc, a SEC registered Investment Adviser. Forever Young Financial, LLC and Discipline Wealth Solutions, Inc are separate and independent entities. SEC registration does not constitute an endorsement of the firm by the commission nor does it indicate that the adviser has attained a particular level of skill or ability.
Our Professionals
Why choose Discipline Wealth Solutions?
We know inflation and taxes will reduce the value of a poorly designed portfolio or retirement plan, so it is critical to have a plan that combats these potentially destructive forces to your client’s wealth. The creation and execution of good retirement plan for most can be the difference between financial peace and financial turmoil.
We work for you and not Wall Street, so we are able to independently and objectively assess, review, and analyze how the wealth of your clients can provide an income for their lifetime as well as a legacy for multiple generations.
You are entrusted with some of the most important decisions your clients will make in their lifetime, so we believe it is critical that your financial partners help structure your client’s portfolio and retirement income to capture returns based on the market and not on a manager. That’s our promise and the responsibility of a good fiduciary.
We believe you have the right to seek a relationship with a trusted, qualified financial partner, whether that is us or another. We are honored if we are entrusted with this responsibility.
