Kimberly Perry is a Series 65 licensed financial advisor with eight years of industry experience. She is currently with Financial Gravity Family Office Services, LLC and previously worked at Horter Investment Management. In addition to her advisory role, Perry operates a separate CPA practice providing accounting, payroll, tax preparation, and consulting services. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and frequently utilizes third-party sub-advisors and model portfolios.

Dean Specker is a financial advisor at Financial Gravity Family Office Services, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms including Bernard Tax and Bookkeeping and Forta Financial Group, Inc. Outside of advising, he operates an online merchandise business and serves as a CPA providing financial reviews for private companies. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of analytical approaches to construct portfolios and frequently utilizes third-party sub-advisors and model portfolios while maintaining ongoing client oversight.

John Pollock is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has held various roles within affiliated firms under the Financial Gravity umbrella since 2001 and currently serves as CEO of Financial Gravity Enhanced Markets, LLC. Pollock is also a board member of Financial Gravity Companies and participates in tax planning and new representative onboarding through the Tax Master Network. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios across various securities and often utilizes third-party sub-advisors and model portfolios, maintaining ongoing client oversight.

William Perlette is a financial advisor at Financial Gravity Family Office Services, LLC in Temecula, CA, holding a Series 65 credential with four years of industry experience. He has been with Financial Gravity since 2021 and also serves as Vice President of Intelligent Tax Solutions, Inc., where he has worked since 2009 providing tax advisory services. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies using fundamental, technical, and cyclical analysis, often utilizing third-party sub-advisors while maintaining client oversight.

Loren Grabau is a financial advisor at Financial Gravity Family Office Services, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at X Advisors, LLC and Independent Financial Group, LLC. Outside of his advisory role, Loren is involved in several entrepreneurial ventures, including co-ownership of LJG Holdings and roles with Cherry Creek Capital Management and Advisor Associates. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis, often incorporating third-party sub-advisors and model portfolios.

Kaili Winters is a financial advisor with Financial Gravity Family Office Services, LLC, holding a Series 66 designation and seven years of industry experience. She has worked at multiple firms, including Kingswood Capital Partners, Purshe Kaplan Sterling Investments, and Eqis Capital Management. Outside of advisory work, she is involved with Financial Gravity Enhanced Markets, LLC, where she dedicates part of her time to insurance-related activities. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and often utilizes third-party sub-advisors and model portfolios to implement investment strategies.

Roy Kelsey is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Cape Investment Advisory, Inc., 401K Generation, and Skyview Wealth Management, LLC. Outside of his advisory work, he owns SkyView Business Solutions, a company focused on helping businesses recover R&D tax incentives. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently employs third-party sub-advisors and model portfolios to implement strategies.

William Nelson is a Series 65-licensed financial advisor with 22 years of industry experience. He is currently associated with Financial Gravity Family Office Services, LLC and has held roles at Financial Gravity Asset Management, Inc., Forta Financial Group, Inc., and Eqis Capital Management. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, pension consulting, and educational services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios across a variety of securities and frequently employs third-party sub-advisors and model portfolios.

Thomas Williams is a financial advisor at Financial Gravity Family Office Services, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, Inc. and Hochfelder & Weber, P.C. Williams is also the managing partner of Advisant Financial LLC, where he oversees day-to-day operations focused on tax planning and compliance. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm utilizes fundamental, technical, and cyclical analysis to construct portfolios and often employs third-party sub-advisors and model portfolios while maintaining ongoing client oversight.

Jon Bell is a financial advisor at Financial Gravity Family Office Services, LLC in Albuquerque, NM, with two years of experience in the industry. He holds a Series 65 designation and has operated Jon Bell CPA, LLC since 2012, where he oversees staff and tax planning. Outside of his advisory role, he manages a CPA practice. Financial Gravity Family Office Services, LLC provides comprehensive financial planning and investment management to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis and frequently employs third-party sub-advisors and model portfolios to implement its strategies.

Daniel Dubose is a financial advisor with Financial Gravity Family Office Services, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Forta Financial Group, Inc. and Archer Investment Corporation, and has operated his own CPA firm, Daniel W. Dubose, PC, since 2000, where he serves as President and General Manager. He is also a partner at Castle & Company CPAs Capital, PLLC, a CPA firm in Houston. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses a range of analytical approaches and often employs third-party sub-advisors and model portfolios while maintaining ongoing client oversight.

Brian Lang is a financial advisor at Financial Gravity Family Office Services, LLC with four years of industry experience. He holds a Series 65 designation and has worked at firms including Upside Financial LLC and Upside CFO Services, where he serves as CEO providing tax strategy and operational management. Lang is also CEO of Austin Executive Tax, LLC, focusing on tax planning and preparation. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis in portfolio construction and frequently utilizes third-party sub-advisors and model portfolios while maintaining client oversight.

Kristopher Blasl is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at 49 Wealth Management LLC, Thrivent Advisor Network, LLC, and Purshe Kaplan Sterling Investments, Inc. Outside of advising, he is the owner of Wurst Friends, LLC, a short-term real estate rental business. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios across various securities and frequently utilizes third-party sub-advisors and model portfolios.

Sabina Pan is a financial advisor at Financial Gravity Family Office Services, LLC with three years of industry experience. She holds a Series 65 credential and has worked previously at Avantax Advisory Services and New Home Professional. Outside of her advisory role, she serves as CEO of Bay CPA Plus, a public accounting and tax practice where she manages client services and operations. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a multi-disciplinary investment approach using fundamental, technical, and cyclical analysis and often works with third-party sub-advisors and model portfolios.

Christian Brakke is a financial advisor at Financial Gravity Family Office Services, LLC with four years of industry experience. He holds a Series 65 designation and has previously served six years in the U.S. Coast Guard. In addition to his advisory role, Brakke operates Brakke CPA, PLLC, where he provides tax preparation services. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios across a wide range of securities and frequently uses third-party sub-advisors and model portfolios.

Charles Love is a financial advisor at Financial Gravity Family Office Services, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Sterling Hawthorne Wealth Management LLC, Sterling Hawthorne Group LLC, and Love Myles Group LLC. Outside of his advisory role, he is also engaged in insurance-related activities as an independent agent for Financial Gravity Enhanced Markets, LLC. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently incorporates third-party sub-advisors and model portfolios in its investment approach.

Lorne Levy is a financial advisor at Financial Gravity Family Office Services, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Kingswood Capital Partners, LLC and Forta Financial Group, Inc. In addition to his advisory work, Levy is a Senior Loan Officer and Broker Associate at All City Financial Group, a mortgage and real estate company, and since 2023 has been an investor-franchisee with Gradum GSwing. Financial Gravity Family Office Services offers comprehensive financial planning, investment management, and pension consulting to high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to construct portfolios and often utilizes third-party sub-advisors and model portfolios to implement client strategies.

Michael Smith is a Series 65-licensed advisor at Financial Gravity Family Office Services, LLC with three years of experience in financial advising. He has operated Michael B Smith CPA, PLLC, a tax preparation and planning firm, since 2000. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios across various securities and frequently employs third-party sub-advisors while maintaining client oversight.

Michael French is a financial advisor at Financial Gravity Family Office Services, LLC in Austin, TX, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at 49 Wealth Management, Thrivent Advisor Network, and AssetBuilder. Financial Gravity Family Office Services, LLC offers tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios across various securities and frequently employs third-party sub-advisors and model portfolios.

Karen Cassidy is a Series 65-licensed financial advisor with five years of experience at Financial Gravity Family Office Services, LLC. She is also president of Clark & Cassidy, an accounting and tax services business she has led since 2013. In addition to her advisory work, Cassidy manages insurance-related activities as an independent agent for Financial Gravity Enhanced Markets, LLC. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a diversified investment approach, including fundamental, technical, and cyclical analysis, and frequently uses third-party sub-advisors and model portfolios.

Scott Winters is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. His prior experience includes roles at Forta Financial Group, Presidential Brokerage Inc, and Eqis Holding, Inc. Outside of advisory work, Winters serves as CEO and board member of Financial Gravity Companies, a publicly traded financial services firm, and leads Good To Growing, a strategic non-investment company. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment supervisory and management services, and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and frequently utilizes third-party sub-advisors and model portfolios as part of its investment approach.

Timothy Terry is a financial advisor at Financial Gravity Family Office Services, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Forta Financial Group, Inc. He is also the managing member of TST Accounting LLC, a CPA firm, and serves as CEO of New Day Tax Resolution, Inc. Financial Gravity Family Office Services, LLC offers tailored financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies using fundamental, technical, and cyclical analysis and frequently utilizes third-party sub-advisors and model portfolios.

John Walters is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at H D Vest for 12 years and has operated Lewalt Consulting Groupe, providing tax preparation and accounting services, for over two decades. Financial Gravity Family Office Services, LLC offers comprehensive financial planning and investment management to individuals, high-net-worth clients, retirement plans, trusts, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently employs third-party sub-advisors while maintaining client oversight.

William Sparks is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and 49 Wealth Management. He is also involved as an independent agent with Financial Gravity Enhanced Markets, LLC, where he dedicates a portion of his time to insurance-related activities. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a multifaceted investment approach using fundamental, technical, and cyclical analysis, often utilizing third-party sub-advisors and model portfolios while maintaining client oversight.

Ashley Winters is a financial advisor at Financial Gravity Family Office Services, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at Forta Financial Group, Inc., Eckhoff Wealth Management, and Eqis Capital Management, Inc. Winters is also licensed to sell life and accident insurance products through an affiliated entity, dedicating a portion of her time to these activities. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a multi-strategy investment approach, including fundamental, technical, and cyclical analysis, and frequently utilizes third-party sub-advisors and model portfolios while maintaining ongoing client oversight.

John Drawdy Jr. is a financial advisor at Financial Gravity Family Office Services, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked for Avantax Advisory Services, Avantax Insurance Agency, and Avantax Investment Services. Outside of his advisory role, he is a CPA and owner of Paragon Accounting & Tax Solutions, providing tax and accounting services. Financial Gravity Family Office Services offers tailored financial planning, investment management, and pension consulting for individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and frequently employs third-party sub-advisors while maintaining client oversight.

John Avery is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include long tenure at Presidential Brokerage, Inc. and shorter engagements at Forta Financial Group and Kingswood Capital Partners, LLC. Avery is also involved with Financial Gravity Enhanced Markets, LLC, where he spends a portion of his time on insurance-related activities. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and often employs third-party sub-advisors and model portfolios, maintaining ongoing client oversight.

Alan Scher is a financial advisor with Financial Gravity Family Office Services, LLC in Boulder, CO, holding a Series 65 credential and two years of industry experience. He is also a partner and Director of Tax and Accounting at Scher Group, PLLC, where he has worked since 2005, and serves as Vice President of Operations at Advanced Marketing Strategies, LLC, a management and accounting services firm. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm utilizes fundamental, technical, and cyclical analysis to construct portfolios and often works with third-party sub-advisors, overseeing implementation and ongoing client monitoring.

Jill Henderson is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at several firms, including Kingswood Capital Partners, LLC, Forta Financial Group, Inc., and Financial West Group. In addition to advisory services, she is licensed to sell life and accident insurance products, dedicating a small portion of her time to these activities. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and frequently utilizes third-party sub-advisors and model portfolios while maintaining client oversight.

David Fischer is a CFP® with eight years of industry experience, currently serving at Financial Gravity Family Office Services, LLC since 2025. His prior roles include positions at DAI Securities, Grace Capital Management, Triad Advisors, AXA Advisors, and Hewlett Packard Enterprise. Outside of advisory work, he is involved with Financial Gravity Enhanced Markets, LLC, where he dedicates a portion of his time to insurance-related activities. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and often employs third-party sub-advisors and model portfolios while maintaining client oversight.

Marc Orourke is a financial advisor at Financial Gravity Family Office Services, LLC with 24 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at multiple firms, including Paulson Investment Advisors LLC and Broxton Capital Advisors. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of investment strategies using fundamental, technical, and cyclical analysis across a broad range of securities, often utilizing third-party sub-advisors and model portfolios.

Keith Weinman is a financial advisor at Financial Gravity Family Office Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Kingswood Capital Partners, LLC and Forta Financial Group, Inc. Outside of his advisory role, he dedicates a portion of his time to insurance-related activities as an independent agent. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment management, and pension consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies and frequently uses third-party sub-advisors while maintaining ongoing client oversight.

Steven Margulin is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Personal Financial Specialist (PFS™), and Certified Public Accountant (CPA) with 33 years of industry experience. He has worked at Financial Gravity Family Office Services, LLC since 2023 and previously held roles at CWM, LLC, Trusted Advisor/Trusted Team, LLC dba Retirement Extender®, and Centaurus Financial Inc. Margulin also spends part of his time providing accounting services through his own CPA firm and is licensed to sell fixed insurance and annuities. Financial Gravity Family Office Services, LLC delivers comprehensive financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios across various securities and frequently employs third-party sub-advisors and model portfolios.

Erling Brakke is a CFA® charterholder with 10 years of industry experience, currently serving at Financial Gravity Family Office Services, LLC. His prior roles include positions at Kingswood Capital Partners LLC and Forta Financial Group, Inc. Outside of advisory work, he is president of several non-investment related companies, including a CPA firm providing tax preparation and accounting services. Financial Gravity Family Office Services, LLC offers tailored financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a diverse investment approach using fundamental, technical, and cyclical analysis, often working with sub-advisors and model portfolios while maintaining ongoing client oversight.

Jennifer Ralston is a financial advisor with Financial Gravity Family Office Services, LLC, holding a Series 65 license and five years of industry experience. She has worked at Financial Gravity since 2022 and previously at Forta Financial Group, Inc. She is also the president and tax preparer at Intelligent Tax Solutions, Inc., a non-investment related company. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses a range of investment strategies and frequently works with third-party sub-advisors while maintaining client oversight.

Marc Barnes is a financial advisor at Financial Gravity Family Office Services, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience managing tax preparation and compliance as the managing member of Copper Canyon Tax and Financial Services LLC. Barnes is also the Education Director and majority owner of Potential CPE, LLC, an IRS-approved education provider specializing in taxation webinars. Financial Gravity Family Office Services, LLC offers tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of analytical approaches and frequently uses third-party sub-advisors and model portfolios to construct and manage client portfolios.

Shelley Johnson is a financial advisor with Financial Gravity Family Office Services, LLC in Carmel, Indiana. She holds Series 63 and Series 65 licenses and has five years of industry experience. Shelley is also the managing member of Allman Johnson Company, LLC DBA Jayd Advisors, where she provides client accounting, tax, and consulting services. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment supervisory and management services, and pension consulting for individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of investment strategies using fundamental, technical, and cyclical analysis, often incorporating third-party sub-advisors and model portfolios.