Bryan Oglesby is a CFP® professional with 19 years of industry experience, currently serving at Wealth Intelligence, LLC. His prior experience includes roles at Raymond James Financial and its affiliated entities from 2013 to 2025. Outside of his advisory work, he is involved in agriculture as the owner of Oglesby Farms and serves on the Pike County Industrial Development Authority and the Black Hereford Foundation boards. Wealth Intelligence, LLC provides integrated wealth management services primarily to individuals and families, including high-net-worth and multi-generational clients. The firm offers financial planning, investment advisory, business consulting, and family office services, managing approximately $247.5 million in discretionary assets with a customized investment approach that combines top-down thematic and bottom-up company research.

Andrew Fletcher is a Series 65-licensed advisor at Wealth Intelligence, LLC with one year of industry experience. Prior to joining Wealth Intelligence, he worked four years at First Bank of Pike and served three years in the United States Army. Wealth Intelligence provides integrated wealth management primarily to individuals and families, including high-net-worth and multi-generational clients. The firm’s investment approach combines top-down, theme-based analysis with fundamental, bottom-up research to build customized portfolios, and it offers financial planning, investment advisory, business consulting, and family office services.

Alfredo Gonzalez is a financial advisor at Wealth Intelligence, LLC with four years of industry experience. He holds a Series 66 designation and previously worked with Raymond James Financial Services Advisors, Inc. and served in the United States Army. He is a board member of the National Civil War Naval Museum. Wealth Intelligence provides integrated wealth management primarily to individuals and families, including high-net-worth and multi-generational clients, offering services such as financial planning, investment advisory, business consulting, and family office support. The firm uses a combination of top-down thematic analysis and fundamental research to build customized portfolios emphasizing U.S. equities, ETFs, fixed income, and cash.