Bruce Jehu Smith III

Anthony Brong is a financial advisor at WealthKare.com, Inc. with 23 years of industry experience. He has been with WealthKare.com and American Assets Financial Corporation since 2011 and holds Series 63 and Series 65 licenses. Outside of advising, he works as an independent insurance agent. WealthKare serves individual and high-net-worth clients, trusts, estates, pension and charitable accounts with discretionary portfolio management, financial planning, and co-advisor relationships. The firm emphasizes fundamental analysis and long-term strategies tailored to client goals, and integrates estate-planning technology alongside educational resources and insurance services.

Cinnamon Colony Chatman is a Series 65 credentialed advisor with eight years of industry experience. She is affiliated with WealthKare.com, Inc., where she has worked since 2018, and previously operated as a sole proprietor. Outside of financial advising, she is a licensed real estate agent with Colony Realty Group, LTD., dedicating a significant portion of her professional time to this practice. WealthKare.com, Inc. serves individual and high-net-worth clients, trusts, estates, pension, and charitable accounts by providing discretionary portfolio management, financial planning, consulting, and co-advisor relationships. The firm emphasizes fundamental analysis and long-term investment strategies tailored to clients' goals, integrating estate-planning technology and offering uncommon services such as bundled subscription programs and client education.

Bruce Smith IV is a Series 65-licensed advisor with 20 years of industry experience. He is currently with WealthKare.com, Inc., where he has worked since 2002, and has held roles at RIA Wealth Solutions, LLC and Get More Retirement, LLC. Outside of his advisory work, Smith serves as a director for the Mount Union Area School District, a nonprofit organization. WealthKare.com, Inc. serves individual and high-net-worth clients, trusts, estates, pensions, and charitable accounts by providing discretionary portfolio management, financial planning, and co-advisor relationships. The firm emphasizes fundamental analysis and long-term strategies tailored to client goals, with annual reviews and ongoing monitoring, and integrates technology and third-party managers to support its services.

Christopher Heaster is a CFP® professional with 20 years of industry experience. He is affiliated with WealthKare.com, Inc. and has previously worked with RIA Wealth Solutions, LLC and American Assets Financial Corporation. Outside of advising, he is a partial owner of an educational company and serves as an unpaid assistant director for a local school district nonprofit. WealthKare.com, Inc. serves individual and high-net-worth clients, as well as trusts, estates, pension, and charitable accounts, providing discretionary portfolio management, financial planning, and consulting. The firm emphasizes fundamental analysis and long-term strategies tailored to client goals and risk tolerance, combining traditional advisory services with client education and estate-planning technology.

Nathan Chatman is a financial advisor with WealthKare.com, Inc., holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with WealthKare.com since 2002 and has previously operated as a sole proprietor and with RIA Wealth Solutions, LLC. Outside of advisory services, he is involved in realty product sales and services as a licensed realtor with Colony Realty Group, LTD. WealthKare.com serves individual and high-net-worth clients, as well as trusts, estates, and pension and charitable accounts, providing discretionary portfolio management, financial planning, and co-advisor relationships. The firm focuses on fundamental analysis and long-term strategies tailored to client goals and risk tolerance, and it combines traditional advisory services with offerings such as estate-planning technology and client education.

Brayden Border is a financial advisor at Packerland Brokerage Services, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Border Financial LLC and served as a district attorney for Centre County. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory and solicitor arrangements. The firm offers both discretionary and non-discretionary account management, utilizing tools such as separately managed accounts and automated rebalancing, and is dually registered as an SEC-registered investment adviser and FINRA broker-dealer.