Raymond Oconnell is a financial advisor with Wealth Watch Advisors, Inc. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior roles include positions at Coppell Advisory Solutions, Onyx Bridge Wealth Group LLC, and Altus Wealth and Tax, where he serves as CEO and COO, focusing on educating business owners and high net worth professionals on wealth-building and tax strategies. Outside of advising, he is involved in consulting for CPA teams to help grow their businesses by connecting them with specialists. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and financial institutions, offering discretionary and non-discretionary portfolio management primarily through approved third-party model managers. The firm employs a multifaceted analytic approach and provides access to alternative private placements for eligible accredited investors, with a notable emphasis on serving other registered investment advisers and acting as an RIA firm of record for certain employer-sponsored retirement plans.

Ladonna Scott is a CFP®-designated financial advisor with 39 years of industry experience, currently with Wealth Watch Advisors, Inc. since 2019. Her prior roles include positions at Sagepoint Financial, INC. and AFLAC Insurance, and she also owns Scott Financial Services, where she operates as an insurance agent. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm combines quantitative, qualitative, and technical methods in its investment approach, utilizing third-party model managers and offering access to approved alternative private placements for eligible investors.

Sean Hughes is a Series 66-licensed advisor with 12 years of industry experience. He is currently with Wealth Watch Advisors, Inc and has previously worked at FOUNDATIONS INVESTMENT ADVISORS, LLC and Hughes & Dern Financial Group. Outside of his advisory work, he is an independent insurance agent involved in Medicare, life, and annuity sales. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and financial institutions. The firm employs a mix of quantitative, qualitative, and technical methods, utilizing third-party model managers for portfolio management across a broad range of investment strategies.

Joseph Watson is a financial advisor with Wealth Watch Advisors, Inc. He holds Series 63 and Series 65 licenses and has eight years of experience at Wealth Watch Advisors. Watson is also president of Shield Financial & Insurance Services, where he provides clients with insurance solutions for asset preservation, and co-owner and president of Wealth Spring Financial Network, a firm that recruits and mentors agents. He serves on the Board of Advisors for the Institute of Business & Finance and participates in short-term mission work through a local missions committee. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a mixed investment approach using third-party model managers and a combination of quantitative, qualitative, and technical analysis, offering services ranging from portfolio management to financial planning and consulting.

Eli Howard is a financial advisor at Wealth Watch Advisors, Inc in San Antonio, TX, with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Texas Tech University and San Angelo Central High School. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a blend of quantitative, qualitative, and technical methods in its investment approach, offering discretionary and non-discretionary portfolio management through third-party model managers, along with financial planning and consulting services.

Catherine Milano is a financial advisor at Wealth Watch Advisors, Inc with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Women’s Wealth Management and IAMS Wealth Management. Milano volunteers at St. Kilian Catholic Church, contributing time to fundraising events. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions, offering portfolio management through third-party model managers alongside financial planning and consulting services. The firm’s investment approach combines quantitative, qualitative, and technical methods and includes access to approved alternative private placements for accredited investors.

Jason Mong is a financial advisor at Wealth Watch Advisors, Inc. with 21 years of industry experience. He has worked with Wealth Watch Advisors since 2017 and previously held roles at Securities America, Inc., and operates Mong Financial Services, which includes insurance sales. He is licensed with Series 63 and Series 65 designations. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and financial institutions. The firm utilizes a combination of quantitative, qualitative, and technical investment methods through third-party model managers and offers both traditional and alternative investment options.

Jeffrey Martin is a financial advisor with Wealth Watch Advisors, Inc in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Tucker Wealth Management, Simplicity Financial Marketing, Horter Financial Strategies, and Horter Investment Management. He is also involved in the sale of life, health, and annuity insurance products through multiple carriers as an independent contractor. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm offers discretionary and non-discretionary portfolio management using third-party model managers, financial planning, consulting, and solicitor services, with an investment approach that combines quantitative, qualitative, and technical methods across various asset classes and approved alternative private placements for accredited investors.

Howard Heatherly is a financial advisor with Wealth Watch Advisors, Inc. in San Diego, CA, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked with firms including Wealth Watch Advisors, Civil Service Benefits Network, ALLSTATE FINANCIAL, and Cornerstone Direct Financial. Outside of advisory work, he serves as an instructor at Civil Service Benefits Network, LLC, educating federal employees on their benefits and conducting individual benefit reviews. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions, offering portfolio management and financial planning services. The firm utilizes a combination of quantitative, qualitative, and technical methods to manage investment strategies, and it also provides access to alternative private placements for eligible investors.

Berry Burkhart is a financial advisor at Wealth Watch Advisors, Inc with eight years of industry experience. He holds a Series 65 designation and has worked at Wealth Watch Advisors since 2019. Burkhart is also president and owner of Burkhart, Peterson & Company, PLLC, a tax preparation and accounting firm. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical investment strategies and offers both discretionary and non-discretionary portfolio management, with a focus on approved third-party model managers.

Ronald Packard is a financial advisor at Wealth Watch Advisors, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Vanderbilt Securities, Capital Asset Advisory Service, and Consolidated Portfolio Review Corp. Outside of his advisory role, he is a partner in Packard Senior Services, assisting with Medi-Cal applications. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a mix of quantitative, qualitative, and technical investment strategies, and offers discretionary and non-discretionary portfolio management primarily through third-party model managers.

Jordan Hyde is a financial advisor at Wealth Watch Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at NYLIFE Securities LLC, New York Life Insurance Co, and Eagle Strategies. Outside of his advisory work, he owns a photography and videography company, Jordan Moments LLC, and a T-shirt printing business called Die Hard Addicts. Wealth Watch Advisors serves a diverse client base including individuals, institutions, and other registered investment advisers. The firm employs a range of investment strategies through approved third-party model managers and offers services such as portfolio management, financial planning, and consulting.

William Watson is a financial advisor at Wealth Watch Advisors, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Wealth Watch Advisors, he was affiliated with Shield Financial Services while also licensed as a life and annuity agent in California, focusing on client discussions related to life and annuity contracts. Wealth Watch Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical methods to manage portfolios through approved third-party model managers and offers access to selected alternative private placements for accredited investors.

Aaron Cormier is a financial advisor with Wealth Watch Advisors, Inc. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has five years of industry experience. His previous roles include positions at Silverback Financial, Eagle Strategies (NY Life), and New York Life Insurance Co. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a range of investment strategies vetted by its Investment Committee and offers services such as portfolio management, financial planning, consulting, and access to approved alternative private placements for accredited investors.

Benjjamin Zales is a financial advisor with Wealth Watch Advisors, Inc, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Chelsea Financial Services Inc, IP Financial Advisory Services LLC, Innovation Partners LLC, and McRoberts Protective Agency. Wealth Watch Advisors provides advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a combination of quantitative, qualitative, and technical investment methods, utilizing third-party model managers and offering access to approved alternative private placements for eligible accredited investors.

Stephen Luscher is a financial advisor at Wealth Watch Advisors, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Luscher has been a professor of communications at Florida International University since 1998. He is also a health insurance agent and involved in tax-sheltered annuity marketing and sales. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and financial institutions. The firm employs a combination of quantitative, qualitative, and technical investment strategies and offers both discretionary and non-discretionary portfolio management, financial planning, consulting, and access to alternative private placements for accredited investors.

Brian Carden is a financial advisor at Wealth Watch Advisors, Inc with 38 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Madison Avenue Securities, Stewardship Private Wealth Management, and Guardian Life. Outside of advising, Carden is an author and may engage in speaking related to his book. Wealth Watch Advisors serves a broad range of clients including individuals, pension plans, trusts, and financial institutions. The firm employs a disciplined investment process that utilizes third-party model managers, combining quantitative, qualitative, and technical analysis, and offers access to approved alternative private placements for accredited investors.

Lance Opp is a financial advisor at Wealth Watch Advisors, Inc with one year of industry experience. He holds the Series 66 designation and has prior experience at Equitable Advisors and other non-financial roles, including working as a delivery driver for Domino's Pizza. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm offers portfolio management through third-party model managers, financial planning, and consulting, utilizing a mix of quantitative, qualitative, and technical strategies.

Arthur Glenn is a financial advisor at Wealth Watch Advisors, Inc with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Financial & Tax Architects, Inc., and Allegiant Asset Management, L.L.C., among other firms. He also operates Artie Glenn Insurance, an independent business offering fixed annuities. Wealth Watch Advisors provides advisory services to a diverse client base including individuals, trusts, institutions, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical methods to manage portfolios, utilizing third-party model managers and a range of investment strategies.

John Faure Jr. is a financial advisor at Wealth Watch Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Wealth Watch Advisors in 2021, he worked at World Financial Group, Inc. and Transamerica Financial Advisors, Inc. from 2018 to 2021, and at KCG Americas LLC from 2011 to 2017. In addition to his advisory work, Mr. Faure is involved in the sale of fixed life and annuity insurance products as an independent agent for various insurance companies. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm offers discretionary and non-discretionary portfolio management primarily through third-party model managers, along with financial planning and consulting services. Its investment approach combines quantitative, qualitative, and technical methods and includes a range of strategies and approved alternative private placements for accredited investors.