Jay Henson is a financial advisor at Tucker Asset Management LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Parkland Securities and Insurance Services Inc. Outside of financial advising, Henson is a member of the Exchange Club in Spencer, IN, which focuses on community service and child abuse prevention, and he serves as Vice President of the Redevelopment Committee of the Economic Development Corporation for Owen County. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach and offers portfolios that include growth and fixed-income strategies, alternative investments, and direct indexing.

Michael D'avella is a financial advisor at Tucker Asset Management LLC with 21 years of industry experience. He holds a Series 63 designation and has been with Tucker Asset Management since 2015. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting services. The firm employs a top-down, macroeconomic asset-allocation process and integrates a range of strategies including growth, fixed income, direct indexing, and alternative investments.

Evert Chung is a financial advisor at Tucker Asset Management LLC with one year of industry experience. He holds a Series 65 credential and previously served 21 years in the US Army. His background includes roles at Family First Life and World Financial Group. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory through a network of investment adviser representatives. The firm employs a top-down macroeconomic asset-allocation approach and integrates alternative investments, including private and non-liquid strategies.

Christopher Wharton is a financial advisor at Tucker Asset Management LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Retirement Matters from 2016 to 2019. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation process and offers a range of investment strategies including growth, fixed income, direct indexing, and alternative investments.

Darren Petty is a CFP® with 12 years of industry experience, currently serving at Tucker Asset Management LLC since 2015. He also holds roles at Retirement Architects LLC and My Retirement Architect LLC. His background includes activities in the insurance sector. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning through a network of independent investment adviser representatives. The firm employs a top-down, macroeconomic asset-allocation approach, integrating a variety of investment strategies including alternative and structured products.

Patrick Kaiser is a ChFC® credentialed financial advisor with 23 years of industry experience, currently with Tucker Asset Management LLC since 2025. His prior roles include positions at IAMS Wealth Management, Royal Fund Management, and VIRTUE CAPITAL MANAGEMENT. He also works as an independent insurance agent, offering annuities, life and health insurance products, and physical precious metals. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm provides discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services using a top-down, macroeconomic asset-allocation process and a range of investment strategies, including alternative investments.

Rosa Shala is a CFP® professional with eight years of industry experience, currently serving as an advisor at Tucker Asset Management LLC. She previously worked at Wealth Watch Advisors, LLC and Sound Income Strategies, LLC. In addition to her advisory role, she owns Shala Financial, where she acts as an independent insurance agent specializing in fixed and indexed annuities and fixed insurance products. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning through a network of independent advisers. The firm employs a top-down, macroeconomic asset-allocation approach and offers access to alternative investments and model portfolios.

Edgar Thomas is a financial advisor at Tucker Asset Management LLC with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Alternativ Wealth and Claraphi Advisory Network. In addition to his advisory role, he serves as president and CEO of Thomas Advisory Services, Inc., where he assists senior citizens with legal, tax, and healthcare document preparation. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation approach and offers access to alternative investments through integration with the CAIS platform.

Glen Mcgaha is a financial advisor at Tucker Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has been with Tucker Asset Management since 2016. In addition, he has over 20 years of experience at Bayside Insurance. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm uses a top-down, macroeconomic asset-allocation process and integrates alternative investments through platforms like CAIS.

Stephen Rau is a financial advisor at Tucker Asset Management LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, he is involved with BlueGate Musicals LLC. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach and offers access to alternative investments through platforms like CAIS.

Frances Longshore is a CFP® with 37 years of industry experience, currently serving at Tucker Asset Management LLC since 2021. She has worked at Principal Financial for 15 years and has been the owner and president of Longshore Financial Group since 1988. Outside of advisory work, she is involved in selling Medicare supplement insurance, fixed annuities, fixed insurance, and long-term care products. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning through a network of independent investment adviser representatives. The firm employs a top-down, macroeconomic asset-allocation process and offers a range of strategies including growth, fixed income, direct indexing, and alternative investments.

Kenneth Christian is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Maplewood Financial Group LLC for 11 years and is an owner and agent at Maplewood Financial Group, where he focuses on low-cost portfolio construction, 401(k) rollovers, life insurance, and retirement planning. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation process and a variety of investment strategies, including alternative investments, to manage portfolios on a discretionary basis.

Marc Magas is a financial advisor at Tucker Asset Management LLC with a Series 65 designation and two years of industry experience. He has previously worked at Magas Advisory Group and held roles at LGO Hospitality and Aerotek. Marc is also involved with Magas Advisory Group, dedicating time monthly to this investment-related activity. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macroeconomic asset-allocation approach, integrating a variety of growth, fixed-income, and alternative investment strategies.

Timothy Bush is a financial advisor at Tucker Asset Management LLC with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Tucker Asset Management since 2017. Outside of advisory work, he owns and manages a tree farm and serves on the board of the Donalsonville/Seminole County Chamber of Commerce. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory through a team of independent investment adviser representatives. The firm uses a top-down, macroeconomic asset-allocation approach and offers access to alternative investments, including private and non-liquid opportunities.

Richard Williamson is a financial advisor with Tucker Asset Management LLC in Richardson, TX, holding Series 63 and Series 65 designations and having 20 years of industry experience. His prior experience includes roles at Lasalle St. Securities, L.L.C. and his own firm, Williamson Financial. He is also involved in the sale of life insurance and fixed annuities through a separate business. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, and financial planning. The firm employs a top-down, macroeconomic asset-allocation approach and integrates alternative investments, including private and non-liquid options, into its portfolios.

George Magas is a Series 65-licensed advisor at Tucker Asset Management LLC with three years of experience in financial advising and over thirty-six years as a CPA through his own firm, George S. Magas, CPA, PC. He also works as an independent insurance agent selling fixed insurance products. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services through a network of independent advisers who utilize a macroeconomic asset-allocation process.

Mark Chioda is a Series 65–licensed advisor at Tucker Asset Management LLC with six years of industry experience. He has worked at Tucker Asset Management since 2019 and previously was with Strategic Retirement Solutions, LLC. Outside of his advisory role, he operates as an independent insurance agent. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm employs a top-down, macroeconomic asset-allocation process to manage portfolios across various strategies, including alternative investments, and delivers services through a network of independent investment adviser representatives.

Gulam Fazel is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Asset & Income Protection, LLC and the Society of Financial Awareness (SOFA). He also manages a tax preparation business, USA Tax & Income Planning. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments, including private and non-liquid strategies, through a network of independent investment adviser representatives.