Chad Vergason is a CFP® with eight years of industry experience, currently serving at Siler Wealth Management. His prior roles include positions at CEV Financial Ventures, Sdr Investment Management, and Principal Securities Inc. He is a board member of the National Association of Insurance and Financial Advisors and is a licensed insurance agent with Executive Insurance of Central Florida. Siler Wealth Management serves individuals, families, small business owners, and institutional clients by providing investment management, financial planning, and consulting services. The firm employs customized strategies through both passive and active solutions and manages approximately $188.6 million in assets as of March 2026.

Nikki Ward is a CFP® professional with eight years of industry experience, currently serving as an advisor at Siler Wealth Management. Her prior roles include positions at International Assets Advisory, LLC and Sdr Investment Management, Inc. She is also a licensed insurance agent, working part-time in life and fixed insurance. Siler Wealth Management provides investment management, financial planning, and consulting services to individuals, families, small business owners, and institutional clients. The firm employs customized strategies using fundamental, technical, cyclical, and quantitative analysis within a generally long-term, periodically rebalanced framework.

Justin Kenney is a financial advisor with Siler Wealth Management in Longwood, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at International Assets Advisory, LLC, Primary Capital, LLC, Kalos Capital, Inc., and SDR Investment Management, Inc. In addition to his advisory work, he is a licensed insurance agent with SFG, LLC, dba Executive Insurance of Central FL. Siler Wealth Management serves individuals, families, small business owners, and institutional clients with investment management, financial planning, and consulting services, including sub-advisory roles for certain 401(k) plans. The firm uses customized strategies combining fundamental, technical, cyclical, and quantitative analysis within a long-term, periodically rebalanced framework, offering both passive and active solutions through third-party sub-advisors.

Lee Siler is a financial advisor with Siler Wealth Management in Longwood, Florida, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at International Assets Advisory, Primary Capital, Kalos Capital, and Sdr Investment Management. Outside of financial advising, he is involved in music production as the owner and president of SFG Entertainment Services, LLC. Siler Wealth Management provides investment management, financial planning, and consulting services to individuals, families, trusts, small-business owners, and select institutional clients. The firm employs a tailored, long-term approach to portfolio management, combining fundamental, technical, cyclical, and quantitative analysis with a range of investment strategies and third-party model portfolios.

Dagean Larsen is a financial advisor at Siler Wealth Management with a Series 65 credential and one year of industry experience. His prior work includes roles at SDR Investment Management, The Core Financial Group, and D6Financial. Outside of finance, he has been involved with Old World Masonry since 2009. Siler Wealth Management provides investment management, financial planning, and consulting services to individuals, families, trusts, small-business owners, and select institutional clients. The firm employs a tailored, long-term investment approach incorporating fundamental, technical, cyclical, and quantitative analysis, and offers a range of portfolio management strategies alongside estate-planning coordination and Social Security consulting.