# SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC

SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC of ALISO VIEJO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 288129
- Type: SEC-registered investment adviser
- SEC file number: 801-110377
- Location: 120 VANTIS, SUITE 400, ALISO VIEJO, CA, 92656
- Phone: 949.460.9898
- Latest filing: 2026-03-25
- Regulatory AUM: $524.1M
- Non-discretionary AUM: $524.1M
- Clients: 3
- Accounts: 7

## Business model

- Compensation: Hourly, Fixed
- Clients served: Pensions

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| [Edward George O'Malley](https://search.stillhousedata.com/person/406001) | DIRECTOR | New York, NY |
| [Brett Ronald Schneider](https://search.stillhousedata.com/person/663101) | DIRECTOR; DIRECTOR - WEALTHSPIRE | — |
| [Veronica Ei Chun Moo](https://search.stillhousedata.com/person/663103) | DIRECTOR; DIRECTOR - WEALTHSPIRE | — |
| [Michael Anthony Lamena](https://search.stillhousedata.com/person/663105) | CHIEF EXECUTIVE OFFICER - WEALTHSPIRE | — |
| [Carl Edward Nelson](https://search.stillhousedata.com/person/663107) | PRESIDENT - WEALTHSPIRE | — |
| [Michael Edmond Goss](https://search.stillhousedata.com/person/663108) | DIRECTOR - WEALTHSPIRE | — |
| [Robert Jay Hilzenrath](https://search.stillhousedata.com/person/663109) | DIRECTOR - WEALTHSPIRE | — |
| [Joel Barry Shapiro](https://search.stillhousedata.com/person/663853) | PRESIDENT; PRESIDENT - WEALTHSPIRE RETIREMENT | — |
| [Hannah Rose Dowling](https://search.stillhousedata.com/person/663856) | ASSISTANT VICE PRESIDENT; ASSISTANT VICE PRESIDENT - WEALTHSPIRE RETIREMENT | — |
| [Brian J Yu](https://search.stillhousedata.com/person/663857) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER - WEALTHSPIRE RETIREMENT | — |
| [CHAPMAN JOYCE ANN](https://search.stillhousedata.com/person/738857) | COO | — |
| [BJORDAHL BLAKE ALAN](https://search.stillhousedata.com/person/742155) | CHIEF COMPLIANCE OFFICER | — |
| [GIOVINAZZO VINCENT JOSEPH](https://search.stillhousedata.com/person/753221) | CEO | — |
| [DELLAVEDOVA NICHOLAS DOMINIC](https://search.stillhousedata.com/person/753222) | PRESIDENT | — |
| [SCHNEIDER BRETT RONALD](https://search.stillhousedata.com/person/771859) | DIRECTOR | — |
| [LIESER LORI MICHELL](https://search.stillhousedata.com/person/772376) | VICE PRESIDENT | — |
| [LEE VERONICA DIANE](https://search.stillhousedata.com/person/816302) | SR VICE PRESIDENT | — |
| [ELVANDER JEFFREY SCOTT](https://search.stillhousedata.com/person/816303) | CHIEF INVESTMENT OFFICER | — |
| [SHAPIRO JOEL BARRY](https://search.stillhousedata.com/person/816305) | PRESIDENT; SR VICE PRESIDENT OF ERISA COMPLIANCE | — |
| [O'MALLEY EDWARD GEORGE](https://search.stillhousedata.com/person/817282) | DIRECTOR | — |
| [MOO VERONICA EI CHUN](https://search.stillhousedata.com/person/832084) | DIRECTOR | — |
| [TUGAW WILLIAM JERALD](https://search.stillhousedata.com/person/843276) | CHIEF COMPLIANCE OFFICER; PRINCIPAL | — |
| [Dowling Hannah](https://search.stillhousedata.com/person/879000) | ASSISTANT VICE PRESIDENT | — |
| [YU BRIAN J](https://search.stillhousedata.com/person/879001) | CHIEF COMPLIANCE OFFICER | — |
| [DOWLING HANNAH ROSE](https://search.stillhousedata.com/person/881273) | ASSISTANT VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288129/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288129/similar
- Related entities: https://search.stillhousedata.com/firm/288129/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288129

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.