John Sperry is a financial advisor at Dynamic Wealth Advisors with Series 65 and Series 66 credentials and five years of industry experience. He has been with Dynamic Wealth Advisors since 2024 and has also been self-employed since 2009. Dynamic Wealth Advisors is a fee-based registered investment adviser serving individuals, trusts, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm uses a risk-focused, model-based investment approach incorporating active derivatives and shorting strategies within managed accounts.

Grant Hadden is a financial advisor at Dynamic Wealth Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Dynamic Wealth Advisors and affiliated firms since 2012. Outside of his advisory role, Hadden is involved in seasonal tax return preparation and holds a fixed insurance license. Dynamic Wealth Advisors is a fee-based registered investment adviser serving individuals, trusts, and retirement plans. The firm uses a risk-focused investment process incorporating fundamental and technical analysis across multiple strategies, including income, trend-following growth, and opportunistic growth, and is notable for its active use of derivatives, shorting, and borrowing within managed accounts.

Adam Carlini is a financial advisor at Dynamic Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Leigh Baldwin & CO., LLC for eight years. Carlini is a part owner of Dynamic Tax Advisors LLC, a tax planning and preparation business that he manages outside of market hours. Dynamic Wealth Advisors is a fee-based registered investment adviser that offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and pension plans. The firm employs a risk-focused, model-based investment approach incorporating derivatives and shorting strategies uncommon among peer firms.

Gary Luna is a CFP® with over 21 years of experience in the financial services industry. He has been with Dynamic Wealth Advisors since 2014 and also owns and operates Luna Wealth Management and a fixed insurance and annuity business. In addition, he is a partial owner of a CPA firm providing tax advisory services during tax season. Dynamic Wealth Advisors is a fee-based registered investment adviser serving individuals, trusts, and retirement plans. The firm uses a risk-focused, model-based approach that includes fundamental and technical analysis, and it actively employs derivatives and shorting strategies within managed accounts.