James Pearson is a Series 65-licensed advisor with 26 years of industry experience. He has been with Financial Strategies Wealth Management LLC since 2014. In addition to his advisory role, he operates as an independent licensed insurance agent. Financial Strategies Wealth Management serves individuals, trusts, estates, retirement plans, and business entities, providing discretionary portfolio management and customized investment strategies. The firm employs multiple approaches, including asset allocation and technical analysis, and integrates independent oversight and artificial-intelligence tools in its management process.

Clifton Hunter is a financial advisor at Financial Strategies Wealth Management LLC with 26 years of industry experience. He holds a Series 65 license and has worked at his current firm since 2014. Hunter is also president of C. Ray Hunter CPA, PC, a CPA firm where he prepares individual and business tax returns. Financial Strategies Wealth Management provides investment advisory services to individuals, trusts, estates, retirement plans, and business entities. The firm employs a range of investment approaches tailored to clients’ objectives and risk tolerances, including discretionary portfolio management and third-party managed programs, while maintaining oversight through its independent adviser.