Jason Sandos is the principal of Sandos Financial with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Sandos Financial since 2017 and Capital Financial Services from 2009 to 2017. In addition to his advisory role, he is president and CEO of Sandos Life Inc., an independent insurance agency focused on fixed life insurance and annuity sales, and serves as a referring agent for an online attorney-assisted estate planning service. Sandos Financial serves individual clients, including high-net-worth households, as well as small businesses and non-profits, providing portfolio management, 401(k) guidance, and advisory services for fee-based annuities. The firm employs a combination of technical, quantitative, cyclical, and fundamental analysis with both tactical and strategic asset allocation, and is notable for integrating insurance-related services alongside its investment advisory offerings.

Michael Sandos is a financial advisor at Sandos Financial with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Allegis Investment Advisors and Allegis Investment Services from 2016 to 2019. Outside of advising, Sandos is the chairman and founder of a martial arts association focused on historical education and seminars, and he is also an author of self-help books. Sandos Financial serves individual clients, including high-net-worth households, as well as small businesses and non-profits, providing portfolio management, 401(k) allocation guidance, and advisory services on fee-based annuity contracts. The firm combines technical, quantitative, cyclical, and fundamental analysis using both tactical and strategic asset-allocation strategies and manages accounts on a discretionary basis.