Jason Kaplan is a financial advisor with Neptune Wealth in St. Petersburg, FL, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Continum Wealth Partners. Neptune Wealth serves retail and high-net-worth individuals, businesses, and other registered investment advisers by providing investment advisory services, financial planning, model portfolios, outsourced CIO arrangements, and consulting. The firm uses a combination of top-down macro allocation and bottom-up fundamental analysis, incorporating AI research tools to support its investment process.

Mark Strey is a CFP® professional with 13 years of experience in financial advising. He currently works at Neptune Wealth and has held prior positions at Annex Wealth Management and Mutual of Omaha. Outside of advising, he owns Integrated Tax Prep & Planning, LLC, a seasonal tax preparation business. Neptune Wealth serves retail and high-net-worth individuals, businesses, and other registered investment advisers by providing investment advisory services, financial planning, and outsourced CIO arrangements. The firm uses a top-down macro allocation framework combined with fundamental equity analysis and incorporates AI research tools to support market and planning analysis.