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Brian D

Series 66

Trinity, FL

Pelorus Financial, LLC

Brian Day is a financial advisor with Pelorus Financial, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Pelorus Financial since 2018 and previously at Independent Financial Partners and LPL Financial from 2012 to 2019. Brian maintains a dormant Florida resident health and life insurance license. Pelorus Financial is a two-advisor registered investment adviser serving individuals, charitable organizations, and businesses with portfolio management and financial planning. The firm uses a combination of fundamental analysis and modern portfolio theory, emphasizing mutual funds, fixed income, ETFs, and other instruments, and typically seeks discretionary authority to implement client strategies.

College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning Debt management
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Chad C

CFP®, Series 63, Series 66

Trinity, FL

Pelorus Financial, LLC

Chad Clark is a CFP®-certified financial advisor with 23 years of industry experience. He has worked at Pelorus Financial, LLC since 2018 and previously held roles at Independent Financial Partners and LPL Financial. Pelorus Financial is a small, two-advisor registered investment adviser serving individuals, charitable organizations, and business entities. The firm offers portfolio management and financial planning services, utilizing a combination of fundamental analysis and modern portfolio theory to implement diversified investment strategies with an emphasis on mutual funds, fixed income, ETFs, and specialized instruments such as Treasury inflation-protected bonds and precious metal ETFs.

College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning Debt management
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