Scott Mccaghren is a financial advisor at Safe Harbor Fiduciary, LLC with 12 years of industry experience. He holds a Series 63 designation and has worked at Coastal Equity Management, LLC and Safe Harbor Tax Advisory, LLC in addition to his current role. He is also involved in insurance product sales and serves as Managing Member and Chief Compliance Officer at Coastal Equity Management, which provides sub-advisory services to exchange-traded funds. Safe Harbor Fiduciary offers discretionary portfolio management, financial planning, and consulting primarily for individual clients, trusts, and high-net-worth households. The firm uses a tailored investment approach based on fundamental, technical, and cyclical analysis, employing various trading strategies and option-writing techniques, typically managing accounts on a discretionary basis.

Howard Marshall is a financial advisor at Safe Harbor Fiduciary, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Allstate Financial Advisors, Synovus Securities, and Morgan Keegan & Company. He is also involved in investment education and content provision through Simpler Trading LLC. Safe Harbor Fiduciary provides discretionary investment management, fixed indexed annuity management, and financial planning services to individuals, trusts, and high net worth clients. The firm customizes strategies based on fundamental, technical, and cyclical analysis and conducts regular portfolio monitoring for its clients.

Karl Hanna is a financial advisor at Safe Harbor Fiduciary, LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameriprise as well as operating his own insurance services business as a sole proprietor. Safe Harbor Fiduciary, LLC offers discretionary investment management, fixed indexed annuity management, and financial planning to individuals, trusts, and high net worth clients. The firm uses fundamental, technical, and cyclical analysis to develop tailored investment strategies and maintains ongoing portfolio monitoring with a generally required account minimum.