Dustin Johnson is a financial advisor at Heritage Asset Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Cetera Advisors LLC and Heritage Financial Services LLC prior to his current role. Outside of advisory work, he is president of Johnson Investment Solutions, LLC, an S corporation for tax purposes. Heritage Asset Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm utilizes third-party strategist models through the Orion Portfolio Solutions platform and employs a combination of fundamental and technical analysis in managing client portfolios.

David Thompson is a financial advisor at Heritage Asset Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors LLC. Thompson is also involved with Heritage Financial Services LLC, where he sells life, health, disability insurance, annuities, and long-term care products. Heritage Asset Management provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm uses third-party strategist models and implements portfolios through the Orion Portfolio Solutions platform while maintaining a high client load per advisor.