Jess Cole Law II

Koltlon Johnson is a financial advisor at Floyd Capital Management with one year of industry experience. He holds a Series 65 designation and has worked at Floyd Capital Management since 2024. His prior roles include positions at Koch Energy Services, Texas A&M University, and Cheniere Energy, among others. Floyd Capital Management provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, charitable organizations, and business entities. The firm manages client assets primarily through exchange-traded funds and mutual funds, using an asset-allocation, trend-based approach focused on scaling into investments during uptrends and moving to money market funds during downturns.

Benjamin Le Grand is a financial advisor at Floyd Capital Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Patterson Nissan, Texas A&M University, and Pleasant Grove Independent School District. Floyd Capital Management provides discretionary portfolio management to individuals, retirement and profit-sharing plans, trusts, charitable organizations, and business entities, primarily using exchange-traded funds and mutual funds. The firm employs an asset-allocation, trend-based approach focused on managing risk and opportunity through active portfolio adjustments and provides quarterly performance reviews alongside custodial statements.

Alexander Davis is a CFP® certificant with four years of industry experience. He currently works at Carroll Advisory Group and previously held roles at Strategic Financial Concepts, LLC, and Fidelity Investments. Outside of finance, he has experience running a lawn service business. Carroll Advisory Group serves individual and high-net-worth clients, charitable organizations, corporations, and insurance companies. The firm provides comprehensive investment management and financial planning, using both fundamental and technical analysis to tailor diversified portfolios primarily managed on a discretionary basis.

Devin Carroll is a CFP® professional with 23 years of industry experience. He is currently with Carroll Advisory Group and has previously worked at Cogent Advisory Group LLC and LPL Financial, LLC. Outside of his advisory work, he owns Carroll Media Properties, which produces content focused on Social Security, Medicare, and retirement-related topics. Carroll Advisory Group serves individual and high-net-worth clients, charitable organizations, corporations, and insurance companies. The firm provides comprehensive investment management and financial planning services, employing both fundamental and technical analysis to create diversified, discretionary portfolios tailored to client suitability and tax considerations.

Jeremy Reed is a CFP® with nine years of industry experience, currently serving as an advisor at Carroll Advisory Group since 2025. His prior roles include positions at Thrivent Investment Management Inc, Thrivent Advisor Network, LLC, and RBC Capital Markets. He volunteers as a participant on Salisbury University’s Financial Planning Advisory Council and holds leadership roles in several religious organizations. Carroll Advisory Group provides comprehensive investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and insurance company clients. The firm employs a combination of fundamental and technical analysis to manage diversified portfolios, typically on a discretionary basis, with formal reviews conducted at least annually.

Nicholaus Domachowski is a CFP® with seven years of industry experience, currently advising at Carroll Advisory Group. His prior roles include positions at Strategic Financial Concepts, Allegheny Financial Group, Bank of America, Merrill Lynch, and The Huntington Investment Company. Carroll Advisory Group serves individual and high-net-worth clients, charitable organizations, corporations, and insurance companies, offering comprehensive investment management and financial planning services. The firm primarily manages discretionary, individually allocated portfolios using a combination of fundamental and technical analysis across a diverse range of asset classes.