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Ian M

Series 66

Fort Worth, TX

RCA Wealth Strategies LLC

Ian Myers is a financial advisor at RCA Wealth Strategies LLC with one year of industry experience. Prior to joining RCA Wealth Strategies, he worked at UBS Financial Services, Ameriprise Financial Services, and Safe Money Resource. Outside of his advisory role, Myers volunteers as a breakfast shift volunteer at the Union Gospel Mission of Tarrant County and serves as a coordinator for the Ave Maria University Student Alumni Department’s Dallas/Fort Worth chapter. RCA Wealth Strategies LLC provides discretionary and non-discretionary portfolio management and investment selection services to individuals, business entities, and retirement plan sponsors. The firm combines core passive allocations with active tactical adjustments and offers tailored Investment Policy Statements to align portfolios with client objectives.

Wealth management Annuities Real estate investing Active portfolio management Passive / index investing
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Michael R

Series 63, Series 66

Overland Park, KS

RCA Wealth Strategies LLC

Michael Rood is a financial advisor at RCA Wealth Strategies LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Securities America, Insight Insurance Partners, and Ameritas Life Insurance Corp. In addition to his advisory role, he is an independent licensed insurance agent and serves as a regional educator for the Federal Benefits Information Center, focusing on educating federal employees about their benefits. RCA Wealth Strategies LLC manages approximately $54.7 million for around 221 clients through a three-advisor team, offering portfolio management to individuals, business entities, and retirement-plan sponsors. The firm combines fundamental analysis and modern portfolio theory with core passive allocations and tactical active adjustments, providing tailored investment solutions that include mutual funds, ETFs, fixed income, real estate funds, structured notes, and insurance-based products.

Wealth management Annuities Real estate investing Active portfolio management Passive / index investing
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Jace C

ChFC®, Series 63, Series 65

Overland Park, KS

RCA Wealth Strategies LLC

Jace Champlin is a financial advisor at RCA Wealth Strategies LLC with 18 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining RCA Wealth Strategies in 2021, Champlin worked at several financial firms including Securities America, Inc., Insight Insurance Partners, and Ameritas Life Insurance Corp. Outside of his advisory role, he is a licensed insurance agent and serves as a regional educator for the Federal Benefits Information Center, where he educates federal employees on their benefits. RCA Wealth Strategies LLC is a small advisory firm serving individuals, business entities, and retirement-plan sponsors, managing approximately $54.7 million for about 221 clients. The firm combines fundamental analysis and modern portfolio theory with a core passive allocation and tactical active management, offering financial planning, discretionary and non-discretionary portfolio management, and access to insurance and annuity products.

Wealth management Annuities Real estate investing Active portfolio management Passive / index investing
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Kathleen S

Series 63, Series 65

Huntsville, AL

RCA Wealth Strategies LLC

Kathleen Sanford is a financial advisor with RCA Wealth Strategies LLC in Huntsville, AL, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her prior roles include positions at Redhawk Wealth Advisors, MML Investors, MassMutual Life Insurance Co, MSI Financial, and METLIFE Securities Inc. Outside of her advisory work, she educates and assists federal employees concerning their retirement benefits through the Federal Benefits Information Center. RCA Wealth Strategies LLC provides discretionary and non-discretionary portfolio management services to individuals, business entities, and retirement plan sponsors. The firm employs a combined investment approach that integrates core passive allocations with active tactical adjustments and offers retirement-plan consulting, participant education, insurance products, and annuities as part of its services.

Wealth management Annuities Real estate investing Active portfolio management Passive / index investing
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