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Thomas H

Series 65

Nokomis, FL

Four Pillars Financial Planning Group, LLC

Thomas Hanks is a financial advisor at Four Pillars Financial Planning Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Raymond James Financial Services Advisors, Inc., along with several CPA firms. He serves as Chair of the Board for the nonprofit Village on the Isle. Four Pillars Financial Planning Group is an SEC-registered adviser that serves individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers discretionary and limited non-discretionary portfolio management, retirement plan advisory services, and financial planning utilizing strategic asset allocation combined with tactical adjustments.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Ryan H

CFP®, Series 66, Series 63

Nokomis, FL

Four Pillars Financial Planning Group, LLC

Ryan Henderson is a CFP® professional with 20 years of industry experience. He is currently with Four Pillars Financial Planning Group, LLC and has held prior roles at Raymond James Financial Services, Fidelity, Creative Planning, and Ameriprise, among others. Four Pillars Financial Planning Group is an SEC-registered adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm focuses on strategic asset allocation with tactical adjustments, using a combination of mutual funds, ETFs, individual securities, and third-party managers for portfolio management and retirement plan advisory services.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Jared B

CFP®, Series 65

Nokomis, FL

Four Pillars Financial Planning Group, LLC

Jared Bailey is a CFP® with three years of industry experience, currently affiliated with Four Pillars Financial Planning Group, LLC. His prior work includes a position with Raymond James Financial Services Advisors and roles at Barnes & Noble College and Bentley University. Four Pillars Financial Planning Group is a newly formed SEC-registered investment adviser that serves individuals, trusts and estates, retirement plans, charitable organizations, and business entities. The firm employs a strategic asset allocation approach with tactical adjustments, offering discretionary and limited non-discretionary portfolio management alongside financial planning services.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General retirement planning
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John K

Series 66, Series 65

Nokomis, FL

Four Pillars Financial Planning Group, LLC

John Knott Jr. is a financial advisor at Four Pillars Financial Planning Group, LLC with seven years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Raymond James Financial Services Advisors and R. J. Reynolds Tobacco Co. He has been with Four Pillars Financial Planning Group since 2022. Four Pillars Financial Planning Group is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a strategic asset allocation approach with tactical adjustments, employing mutual funds, ETFs, and client-specific equity and fixed-income securities, and provides discretionary and limited non-discretionary portfolio management along with retirement plan advisory and flat-fee financial planning services.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Joshua G

CFA®, Series 65, Series 66

Nokomis, FL

Four Pillars Financial Planning Group, LLC

Joshua Grubbs is a CFA® charterholder with three years of industry experience. He is currently with Four Pillars Financial Planning Group, LLC and previously worked at Raymond James Financial Services Advisors, Inc., Balentine, LCG Associates, and WoodMark Capital Advisors. He also spent five years at Rollins College. Four Pillars Financial Planning Group serves individuals, trusts and estates, retirement plans, charitable organizations, and business entities, offering discretionary and limited non-discretionary portfolio management along with financial planning. The firm employs a strategic asset allocation investment approach with tactical adjustments, using mutual funds, ETFs, and client-specific sleeves of individual securities, and provides ERISA 3(21) retirement plan fiduciary services and flat-fee planning arrangements.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General retirement planning
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