Quinton Holton is a financial advisor with Holton & Kosanke Wealth Management, LLC, holding the CFP® and ChFC® designations and possessing 29 years of industry experience. He previously worked at Next Financial Group Inc for 11 years before joining his current firm in 2017. Holton is also an independent insurance agent, offering insurance products through unaffiliated issuers. Holton & Kosanke Wealth Management serves individuals, small businesses, and retirement plan sponsors by providing financial planning, investment consultation, and retirement-plan advisory support. The firm emphasizes comprehensive planning and refers clients to third-party investment managers, maintaining an advisory role without directly managing client assets.

Peter Kosanke Jr. is a CFP® professional with 27 years of industry experience, currently serving at Holton & Kosanke Wealth Management, LLC since 2017. He previously worked with Next Financial Group Inc. and operated his own advisory firm, Peter Kosanke LLC. He is also an independent insurance agent offering insurance products through unaffiliated providers. Holton & Kosanke Wealth Management provides financial planning and investment consultation to individuals, small businesses, and retirement plan sponsors. The firm emphasizes written comprehensive or modular plans, educational workshops, and referrals to pre-screened third-party investment managers who hold discretionary authority over client portfolios.

Isaac Holton is a financial advisor at Holton & Kosanke Wealth Management, LLC in Tucson, AZ. He holds a Series 65 designation and has one year of industry experience, including prior roles at EagleBank. Holton & Kosanke Wealth Management provides financial planning and investment consultation to individuals, small businesses, and retirement plan sponsors, often recommending and monitoring third-party investment managers. The firm offers educational workshops and emphasizes planning and coordination rather than direct portfolio management.