Dylan Clarence Wentzel

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 III is a financial advisor with WealthKare.com, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Smith is the majority owner of an educational company, Get More Retirement, LLC, and has been involved in the insurance business through American Asset Financial Corp. since 1986. 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 strategies tailored to each client’s goals, and it integrates estate-planning technology and educational resources alongside traditional advisory services.

Bruce Smith IV is a financial advisor with WealthKare.com, Inc., holding a Series 65 credential and 19 years of industry experience. He has worked at RIA Wealth Solutions, LLC, Get More Retirement, LLC, and American Assets Financial Corporation. He 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, pension, and charitable accounts by offering discretionary portfolio management, financial planning, consulting, and co-advisor relationships. The firm employs fundamental analysis and long-term strategies tailored to client goals, using model portfolios and integrating estate-planning technology, while providing education and unique bundled subscription programs.

Christopher Heaster is a CFP® with 19 years of experience in the financial industry. He is affiliated with WealthKare.com, Inc., a team-based firm of seven advisors, and has held positions at RIA Wealth Solutions, LLC and American Assets Financial Corporation. Heaster is a partial owner of an educational company, Get More Retirement, LLC, and serves as an unpaid assistant director for a local school district nonprofit. WealthKare.com serves individual and high-net-worth clients, as well as trusts, estates, pension, and charitable accounts, providing discretionary portfolio management, financial planning, and consulting services. The firm employs a fundamental analysis approach, favors long-term strategies tailored to client objectives, and integrates estate-planning technology alongside its advisory offerings.

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.