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Boniface C
Series 65
Minneapolis, MN
Redhawk Wealth Advisors, Inc.
Boniface Coelho is a Series 65 licensed advisor with 18 years of experience. He has worked at Redhawk Wealth Advisors, Inc. since 2008 and was previously with Employer Solutions Group from 2017 to 2023. Coelho is also the owner of Iluma Financial Partners, where he sells insurance products. Redhawk Wealth Advisors, Inc. provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, and charitable organizations. The firm employs a strategic and tactical asset allocation approach and supports multi-generational wealth needs, separately managed accounts, and educational seminars.
Boon Ser T
Series 65
Oklahoma City, OK
Redhawk Wealth Advisors, Inc.
Boon Ser Tan is a financial advisor with Redhawk Wealth Advisors, Inc. in Oklahoma City, OK, holding a Series 65 designation and 11 years of industry experience. He previously worked at Larsen Financial Corp for three years and has been self-employed since 1995. Tan also operates Tan Financial Solutions, where he serves as a life insurance and fixed annuities agent. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth families and charitable organizations. The firm employs a strategic and tactical asset allocation approach, supported by a weekly investment committee and integrates third-party signals and custodial platforms while maintaining discretionary authority over client accounts.
Nathan W
Series 65
Parker, CO
Redhawk Wealth Advisors, Inc.
Nathan Willis is a financial advisor with Redhawk Wealth Advisors, Inc. based in Parker, CO, holding a Series 65 designation and nine years of industry experience. He has worked at Redhawk Wealth Advisors since 2017 and is also involved with BWRisk Insurance Company and Alink Captive Insurance Services. Outside of his advisory role, Willis provides education on 401(k) accounts and serves as an independent consultant for a valuation firm. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach across a variety of investment vehicles, supported by a weekly investment committee, and provides services such as multi-generational wealth planning, separately managed accounts, and educational seminars.
Robert B
Series 63, Series 66
Cedar Park, TX
Redhawk Wealth Advisors, Inc.
Robert Bridel III is a financial advisor at Redhawk Wealth Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Redhawk since 2015. Outside of his advisory work, he provides educational courses and coaching in spiritual and economic matters through Kingdom Calling. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across various asset classes, with portfolios monitored by a weekly investment committee.
Katrina S
Series 63, Series 65
Flint, MI
Redhawk Wealth Advisors, Inc.
Katrina Savage is a financial advisor with Redhawk Wealth Advisors, Inc. in Flint, MI, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been with Redhawk Wealth Advisors since 2012 and also serves as Vice President of Alliance Financial Group, where she provides life insurance, fixed annuities, and trust funding services. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation, with portfolios monitored by a weekly investment committee, and provides specialized services including multi-generational wealth planning and captive insurance company account management.
Peter T
Series 66
Minneapolis, MN
Redhawk Wealth Advisors, Inc.
Peter Thoresen is a financial advisor at Redhawk Wealth Advisors, Inc. with 23 years of industry experience. He holds a Series 66 designation and previously worked for Focus Financial Network and Royal Alliance Associates for 20 years. He serves as a board member and treasurer for his local townhome association. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation monitored by a weekly investment committee and offers specialized services including multi-generational wealth planning and captive insurance company account management.
Allen B
Series 63, Series 65
Ponte Verda, FL
Redhawk Wealth Advisors, Inc.
Allen Bronton is a financial advisor with Redhawk Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has also been the owner of Wealth Preservers, LLC since 2010 and Clear Financial Strategies, LLC since 2016. At Wealth Preservers, he designs risk management solutions tailored to client needs, and through Clear Financial Strategies, he manages office operations and client relations. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation across a range of investment vehicles, supported by a weekly investment committee and incorporates insurance services through affiliated entities.
Dennis P
ChFC®, Series 63, Series 65
Kingston Springs, TN
Redhawk Wealth Advisors, Inc.
Dennis Pascarella is a financial advisor with Redhawk Wealth Advisors, Inc. He holds the ChFC® designation and has 38 years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and The Financial Legacy Group. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach combines strategic and tactical asset allocation across multiple asset classes, with portfolios monitored by a weekly investment committee.
Peter W
ChFC®, Series 63, Series 65
Franklin, TN
Redhawk Wealth Advisors, Inc.
Peter Wittman is a financial advisor with Redhawk Wealth Advisors, Inc. in Franklin, TN, holding the ChFC® designation and Series 63 and 65 licenses, and has 20 years of industry experience. He has worked at Redhawk Wealth Advisors since 2014 and also serves as president of The Wittman Group, Inc., an insurance sales business he has led since 2006. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm focuses on strategic and tactical asset allocation across various asset classes and offers services including multi-generational wealth management, educational seminars, and captive insurance company account management.
Matthew R
Series 66
Farmington, CT
Redhawk Wealth Advisors, Inc.
Matthew Rosenberger is a financial advisor with Redhawk Wealth Advisors, Inc. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at Silver Oak Securities, LPL Enterprise, and The Prudential Insurance Company of America. Rosenberger is also associated with Retirement Visions, LLC as an independent financial professional. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach and offers services including multi-generational wealth planning, separately managed accounts, and educational seminars.
Scott G
Series 65
Hendersonville, TN
Redhawk Wealth Advisors, Inc.
Scott Greenameyer is a Series 65-licensed financial advisor at Redhawk Wealth Advisors, Inc. with 11 years of industry experience. Prior to joining Redhawk in 2020, he worked at Atlas Wealth Management and William Jordan Investments. He is also the CEO of Spectrum College Funding, Inc., which provides fee-based college planning services including financial aid guidance and test preparation. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, and charitable organizations. The firm’s investment approach combines strategic and tactical asset allocation monitored by a weekly committee and includes offerings such as separately managed accounts, held-away account oversight, and educational seminars.
Evonne R
Series 63, Series 65
Littleton, CO
Redhawk Wealth Advisors, Inc.
Evonne Ryan is a financial advisor with Redhawk Wealth Advisors, Inc. in Littleton, CO, holding Series 63 and Series 65 credentials with 19 years of industry experience. Her career includes roles at Wealth Net Research Services and Atlas Wealth Management. Outside of her advisory work, she is involved in certified coach training and offers investment newsletters through her business activities. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, high-net-worth families, and charitable organizations. The firm emphasizes strategic and tactical asset allocation and supports multi-generational wealth needs through various account oversight and educational offerings.
Deborah J
Series 65
Flint, MI
Redhawk Wealth Advisors, Inc.
Deborah Joseph is a Series 65-licensed advisor at Redhawk Wealth Advisors, Inc. in Flint, MI, with five years of industry experience. She also serves as an insurance agent at Alliance Financial Group, focusing on life insurance, annuity sales, and Medicare supplement plans. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm uses strategic and tactical asset allocation across various investment vehicles and incorporates third-party signals in some strategies, maintaining final discretionary authority.
Timothy E
CFP®, Series 63, Series 65, Series 66
St. Louis Park, MN
Redhawk Wealth Advisors, Inc.
Timothy Evon is a financial advisor at Redhawk Wealth Advisors, Inc. with 33 years of industry experience. He holds the CFP® designation and multiple securities licenses, including Series 63, 65, and 66. Prior to joining Redhawk in 2023, he was affiliated with Focus Financial Network, Inc. and Royal Alliance Associates, Inc. for 14 years. Outside of his advisory role, he is a member or owner of several business entities related to office management and investment activities. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation across a range of investment vehicles, with portfolios overseen by a weekly investment committee.
Christopher K
Series 66
Fairfield Township, OH
Redhawk Wealth Advisors, Inc.
Christopher Kurtz is a financial advisor with Redhawk Wealth Advisors, Inc., holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Redhawk Wealth Advisors since 2017 and previously spent 17 years with Axa Advisors, LLC. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach across various asset classes and services multi-generational wealth needs while maintaining oversight through a weekly investment committee.
Raphael M
Series 65
Wilkes-Barre, PA
Redhawk Wealth Advisors, Inc.
Raphael Musto is a Series 65-credentialed financial advisor at Redhawk Wealth Advisors, Inc. in Wilkes-Barre, PA, with one year of industry experience. Prior to joining Redhawk, he operated Musto Tax and Insurance for 12 years. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach combines strategic and tactical asset allocation across multiple asset classes, supported by weekly portfolio reviews and the use of third-party signal providers for certain strategies.
Steven R
ChFC®, Series 63, Series 65
Las Vegas, NV
Redhawk Wealth Advisors, Inc.
Steven Roeth is a financial advisor at Redhawk Wealth Advisors, Inc. based in Las Vegas, NV, with 14 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Roeth also serves as a bishop at the Southern Hills Church of Jesus Christ of Latter-Day Saints, providing temporal and spiritual support to members of his congregation. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, and charitable organizations. The firm’s investment approach centers on strategic and tactical asset allocation across multiple asset classes, supported by a weekly investment committee and incorporates third-party signals for certain strategies while retaining final discretionary authority.
Skipper W
Series 65
Pace, FL
Redhawk Wealth Advisors, Inc.
Skipper Waller is a financial advisor at Redhawk Wealth Advisors, Inc. with 12 years of industry experience. He holds a Series 65 designation and has been with Redhawk since 2014. In addition to his advisory role, Waller is president and owner of Annuity Benefit Counselors, Inc., a firm specializing in the sale of annuities and insurance. Redhawk Wealth Advisors offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth families, trusts, and charitable organizations. The firm employs a strategic and tactical asset allocation approach and incorporates third-party signal providers while maintaining discretionary authority over client portfolios.
Richard E
Series 65
Parker, CO
Redhawk Wealth Advisors, Inc.
Richard Ericson is a financial advisor at Redhawk Wealth Advisors, Inc. in Parker, CO, holding a Series 65 license with three years of industry experience. He also serves as president of Alink Captive Insurance Services, an entity involved in creating insurance companies and marketing advisory and insurance services. Additionally, Ericson works as an insurance agent representing various carriers. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, and charitable organizations. The firm emphasizes strategic and tactical asset allocation with oversight from a weekly investment committee and offers specialized services including captive insurance company account management.
Paul H
PFS™, Series 63, Series 65
Davenport, IA
Redhawk Wealth Advisors, Inc.
Paul Horan is a financial advisor at Redhawk Wealth Advisors, Inc. with 26 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. In addition to his advisory roles, he is a partner at Horan & Barker, P.C., a CPA firm, and supervises a third-party administrator at Criterium Financial Advisors, Ltd., both non-investment-related businesses he has been involved with since 1982. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach, utilizing a weekly investment committee and third-party signal providers while maintaining discretionary authority over client accounts.
Andrew R
Series 65
Greenwood, IN
Redhawk Wealth Advisors, Inc.
Andrew Riis is a financial advisor at Redhawk Wealth Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Able Financial Group for six years. Outside of advising, he is a 50% owner of Reachout Marketing, LLC, a marketing agency. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm emphasizes strategic and tactical asset allocation across multiple asset classes and offers services such as multi-generational wealth planning and separately managed accounts.
Sandra M
Series 65
Las Vegas, NV
Redhawk Wealth Advisors, Inc.
Sandra Mazonas is a financial advisor at Redhawk Wealth Advisors, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Financial Fitness Group, LLC and SLM Tax Services. In addition to her advisory role, she has been involved with Sustainable Growth LLC since 2017. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm utilizes strategic and tactical asset allocation monitored by an investment committee and offers specialized services such as captive insurance company account management.
James V
Series 63, Series 65
Henderson, NV
Redhawk Wealth Advisors, Inc.
James Volpe is a financial advisor at Redhawk Wealth Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Redhawk Wealth Advisors, he worked at Archer Investment Corporation and H.D. Vest Insurance and Investment Services. In addition to his advisory work, he owns Financial Fitness Group, LLC, a tax preparation and accounting service, and Golden Fox Agency, LLC, an insurance sales business. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach involves strategic and tactical asset allocation across various asset classes, with portfolios reviewed by a weekly investment committee.
David S
Series 63, Series 65
Farmington, CT
Redhawk Wealth Advisors, Inc.
David Sutkaitis is a financial advisor with Redhawk Wealth Advisors, Inc. in Farmington, CT, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and SSN Advisory, Inc. Outside of his advisory work, Sutkaitis serves as an NRA pistol instructor and is the head of security at Emmanuel Baptist Church in Newington, CT. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across various asset classes, supported by a weekly investment committee and the use of third-party signal providers for certain strategies.
Evan K
Series 66
Cary, NC
Redhawk Wealth Advisors, Inc.
Evan Kramlich is a financial advisor at Redhawk Wealth Advisors, Inc. in Cary, NC, with 14 years of industry experience. He holds a Series 66 credential and previously worked for Axa Advisors, LLC from 2011 to 2017. Outside of advisory work, he is also licensed as an insurance agent with various carriers. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm uses a strategic and tactical asset allocation approach across multiple asset classes and supports multi-generational wealth needs, separately managed accounts, and educational seminars.
James N
Series 63, Series 65
Alvarado, TX
Redhawk Wealth Advisors, Inc.
James Neathery is a financial advisor at Redhawk Wealth Advisors, Inc. with 18 years of experience at the firm and over 35 years in the industry. He holds Series 63 and Series 65 licenses. Outside of his work at Redhawk, Neathery serves as president and CEO of James C. Neathery & Associates Inc., where he is involved in the sales and service of insurance products, and he also sells books, DVDs, and numismatic coins. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, and charitable organizations. The firm employs a strategic and tactical asset allocation approach across a range of investment vehicles and supports multi-generational wealth needs through various advisory offerings.
Kurtis P
CFP®, Series 66
Hamilton, OH
Redhawk Wealth Advisors, Inc.
Kurtis Polacek is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Redhawk Wealth Advisors, Inc. since 2018. He previously worked at John D. Dovich & Associates, LLC and Simply Money Advisors. Outside of his advisory role, he works as a client education analyst providing educational services to Altair Group clients. Redhawk Wealth Advisors offers wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, and charitable organizations. The firm employs strategic and tactical asset allocation across multiple asset classes and supports multi-generational wealth needs through a combination of discretionary management and educational seminars.
Jay G
Series 63, Series 65
Delray Beach, FL
Redhawk Wealth Advisors, Inc.
Jay Gershman is a financial advisor with Redhawk Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Prior to joining Redhawk, he worked at Securities America Advisors, Inc. and Securities Service Network, Inc. He also serves as President Elect of a fraternal cemetery association. Redhawk Wealth Advisors provides wealth management and financial planning services to individuals, families, trusts, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across various asset classes, with portfolios monitored by a weekly investment committee.
Dale W
Series 65
Littleton, CO
Redhawk Wealth Advisors, Inc.
Dale Wolberg is a financial advisor at Redhawk Wealth Advisors, Inc. with 14 years of industry experience. He holds a Series 65 designation and has been with Redhawk since 2012. In addition to his advisory role, he works as an independent insurance agent and a business services consultant, assisting businesses with payroll and human resource management. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, and charitable organizations. The firm employs a strategic and tactical asset allocation approach supported by a weekly investment committee and incorporates third-party signals and custodial platforms while maintaining discretionary authority over client accounts.
Kristina G
Series 65
West Hartford, CT
Redhawk Wealth Advisors, Inc.
Kristina Gambino is a Series 65-licensed financial advisor at Redhawk Wealth Advisors, Inc. with four years of industry experience. Her prior experience includes roles at Di Fiducia LLC, Elevage Partners, LLC, and Bradway Financial, LLC. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic and tactical asset allocation approach across a variety of investment vehicles, supported by a weekly investment committee and incorporates third-party signal providers while maintaining discretionary authority over client accounts.
Steven B
Series 65
Oakland, CA
Redhawk Wealth Advisors, Inc.
Steven Burke is a Series 65-licensed advisor with Redhawk Wealth Advisors, Inc. in Oakland, CA, and has eight years of industry experience. He previously worked at Hermes Econometrics for three years and has served as a principal and independent insurance agent at SIS Services since 2000. Outside of his advisory role, he remains active in independent insurance agency work. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment management approach combines strategic and tactical asset allocation across multiple asset classes, with portfolios reviewed weekly by an investment committee.
Jeffrey C
Series 66
Irvine, CA
Redhawk Wealth Advisors, Inc.
Jeffrey Cerny is a financial advisor with Redhawk Wealth Advisors, Inc. in Irvine, CA, holding a Series 66 license and bringing 21 years of industry experience. He previously worked with Atlas Wealth Management Group LLC for 15 years and has operated independently since 2003. In addition to his advisory role, he holds an insurance license and sells life and health insurance as well as annuities. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including individuals, families, trusts, and charitable organizations. The firm emphasizes strategic and tactical asset allocation and supports multi-generational wealth needs with oversight from a weekly investment committee.
Craig R
ChFC®, Series 63, Series 65
Bradenton, FL
Redhawk Wealth Advisors, Inc.
Craig Roncaioli is a financial advisor with Redhawk Wealth Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 25 years of industry experience. He has worked at Redhawk since 2019 and previously at Elevage Partners and Bradway Financial. Roncaioli is also a licensed insurance agent, originating insurance policies for clients outside of his advisory role. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm emphasizes strategic and tactical asset allocation across various investment types and supports multi-generational wealth needs through a collaborative investment committee and specialized insurance services.
Daniel H
Series 65
Minneapolis, MN
Redhawk Wealth Advisors, Inc.
Daniel Hunt is a financial advisor with Redhawk Wealth Advisors, Inc. in Minneapolis, MN, holding a Series 65 credential and 18 years of industry experience. He has been with Redhawk Wealth Advisors since 2008. Outside of his advisory role, Mr. Hunt serves as a director of the Campbell-Lepley-Hunt Foundation, a 501(c)(3) charity. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across multiple asset classes, supported by a weekly investment committee and use of third-party signal providers for certain strategies.
Jason H
Series 63, Series 65
Farmington, CT
Redhawk Wealth Advisors, Inc.
Jason Hand is a financial advisor at Redhawk Wealth Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Securities Service Network. Outside of his advisory role, he is involved with Retirement Visions LLC as an insurance advisor. Redhawk Wealth Advisors offers wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation across various investment vehicles and supports multi-generational wealth needs along with educational seminars.
Sharyl S
Series 63, Series 65
Maricopa, AZ
Redhawk Wealth Advisors, Inc.
Sharyl Schultz is a financial advisor at Redhawk Wealth Advisors, Inc. with nine years of industry experience. She holds Series 63 and Series 65 designations. Schultz previously worked at HF Advisory Group, LLC and has longstanding involvement with Ace Tax & Financial, Inc. Outside of advisory roles, she has a 50% ownership in Home Buyers Inspections, Inc., a personal home inspection business. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, and charitable organizations. The firm employs strategic and tactical asset allocation across various asset classes and incorporates third-party input while maintaining discretionary authority over client accounts.
Joseph A
Series 65
Enid, OK
Redhawk Wealth Advisors, Inc.
Joseph Armstrong III is a financial advisor with Redhawk Wealth Advisors, Inc. in Enid, Oklahoma, holding a Series 65 credential and nine years of industry experience. He has been with Redhawk Wealth Advisors since 2017 and also serves as Vice President of Equity Financial Group, where he is involved in insurance sales. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth families, and charitable organizations. The firm employs a strategic and tactical asset allocation approach and supports multi-generational wealth needs, with portfolios monitored by a weekly investment committee.
Mary M
Series 65
Brooklyn, NY
Redhawk Wealth Advisors, Inc.
Mary McBride is a financial advisor at Redhawk Wealth Advisors, Inc. in Brooklyn, NY, holding a Series 65 designation with four years of industry experience. She has been with Redhawk Wealth Advisors since 2022. Redhawk Wealth Advisors offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation across a range of asset classes, with portfolios overseen by a weekly investment committee.
Michael L
Series 63, Series 65
Lincolnshire, IL
Redhawk Wealth Advisors, Inc.
Michael Lange is a financial advisor at Redhawk Wealth Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at AE Wealth Management, Southport Capital, and Redhawk Wealth Advisors before returning in 2023. Lange is also president of Lange Financial Advisors, Inc., where he is involved in insurance sales and services. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, and various institutional clients. The firm employs strategic and tactical asset allocation across multiple asset classes and incorporates input from a weekly investment committee.
Kevin C
Series 65, Series 63
Hermantown, MN
Redhawk Wealth Advisors, Inc.
Kevin Collard is a financial advisor at Redhawk Wealth Advisors, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including LPL Financial, Wells Fargo Advisors, and Independent Advisor Alliance. Outside of advising, he owns Duluth Vacuum Company, a retail and repair business, and is a 50% owner and officer of McKenzie's Bar and Grill in Hermantown, MN. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation, supported by an investment committee that monitors portfolios weekly.
Sandy L
Series 66
Del Mar, CA
Redhawk Wealth Advisors, Inc.
Sandy Levine is a financial advisor at Redhawk Wealth Advisors, Inc. in Del Mar, CA, holding a Series 66 credential with 12 years of industry experience. Prior to joining Redhawk in 2020, Levine worked at Atlas Wealth Management Group and William Jordan Investments. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach emphasizes strategic and tactical asset allocation across various asset classes, supported by a weekly investment committee and, in some strategies, third-party signal providers.
Aaron P
Series 65
Valparaiso, IN
Redhawk Wealth Advisors, Inc.
Aaron Patten is a Series 65-licensed financial advisor with four years of industry experience, currently with Redhawk Wealth Advisors, Inc. since 2022. His prior experience includes roles at MWM Advisory Group, LLC, Payne Financial Solutions, and Southern Glazer's Wine & Spirits. He is the managing member of Patten Financial Group, LLC, which is used for bookkeeping and marketing purposes. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation with oversight from a weekly investment committee, incorporating third-party signal providers when appropriate.
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