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Kelli G

Series 63, Series 65

Brentwood, TN

Wealth Watch Advisors, Inc

Kelli Gabriel is a financial advisor with Wealth Watch Advisors, Inc. in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Madison Avenue Securities, LLC and Cambridge Investment Research Advisors. Wealth Watch Advisors serves a broad client base including individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm uses a combination of quantitative, qualitative, and technical methods to implement portfolio management, including third-party model managers and approved alternative private placements for accredited investors.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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Benton R

Series 65

Spicewood, TX

Wealth Watch Advisors, Inc

Benton Randle is a financial advisor at Wealth Watch Advisors, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked at Wealth Watch Advisors since 2020. His prior roles include positions at Blue Duck Wealth Management and Solomon Group Financial Services. Benton is also a licensed insurance agent and works part-time as an agent for Legal Shield. Wealth Watch Advisors serves a diverse client base, including individuals, pensions, trusts, charitable organizations, corporations, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical methods to manage portfolios, often utilizing third-party model managers and offering alternative private placements to accredited investors.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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James S

Series 66

San Antonio, TX

Wealth Watch Advisors, Inc

James Sanders is a financial advisor at Wealth Watch Advisors, Inc. with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years. In addition to his advisory role, Mr. Sanders is a licensed insurance agent offering life insurance and annuities. 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 mix of quantitative, qualitative, and technical methods in its investment approach and utilizes third-party model managers, while also offering approved alternative private placements to eligible accredited investors.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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Mark S

ChFC®, Series 63, Series 65

Omaha, NE

Wealth Watch Advisors, Inc

Mark Scherer is a financial advisor at Wealth Watch Advisors, Inc. with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Wealth Watch Advisors in 2026, he worked at Brookstone Capital Management for seven years and has held roles at several other firms dating back to 2005. In addition to his advisory work, Scherer is a licensed insurance agent involved in insurance sales through J.D. Mellberg Financial, LLC. 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 range of investment strategies overseen by an Investment Committee, utilizing quantitative, qualitative, and technical analysis with both conventional and alternative investment options.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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Matt G

CFP®, Series 63

Lorain, OH

Wealth Watch Advisors, Inc

Matt Gsellman is a CFP® professional with five years of industry experience, currently serving at Wealth Watch Advisors, Inc. He has prior experience at Terrace Growth Investment Financial Services and several other firms dating back to 2010. Outside of his advisory work, he is involved in alpaca breeding and farming, a family-operated business he has participated in since 1995. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and financial institutions. The firm provides discretionary and non-discretionary portfolio management largely through third-party model managers, alongside financial planning and consulting services.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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Chris B

Series 63, Series 65

San Antonio, TX

Wealth Watch Advisors, Inc

Chris Benson is a financial advisor at Wealth Watch Advisors, Inc. in San Antonio, TX, holding Series 63 and Series 65 designations with seven years of industry experience. His prior work includes roles at Valor Wealth Strategies, NYLIFE Securities, LLC, New York Life Insurance, and Rackspace. 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 through third-party model managers and offers discretionary portfolio management, financial planning, and consulting services.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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Marc C

Series 65

Austin, TX

Wealth Watch Advisors, Inc

Marc Carlson is a financial advisor at Wealth Watch Advisors, Inc with 10 years of industry experience. He holds a Series 65 designation and has worked with Wealth Watch Advisors since 2020. His prior roles include positions at Solomon Group Financial Services LLC and Blue Duck Wealth Management. Outside of advisory work, he serves as CFO of Serengeti Trading, a coffee importing business. Wealth Watch Advisors offers advisory services to a diverse client base, including individuals, trusts, corporations, and financial institutions. The firm employs a combination of quantitative, qualitative, and technical methods to manage portfolios, and it serves other registered investment advisers as well as employer-sponsored retirement plans.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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James J

Series 63, Series 65

Lubbock, TX

Wealth Watch Advisors, Inc

James Johnson is a financial advisor at Wealth Watch Advisors, Inc with 11 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Wealth Watch Advisors, he worked for Gradient Advisors, LLC for three years and has been associated with West Texas Senior Resources Inc. since 1993, where he is also the owner of an insurance and income tax preparation business. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm uses a blend of quantitative, qualitative, and technical methods to manage portfolios, including tactical asset allocation, options, structured notes, and conventional ETFs and mutual funds, and offers access to approved alternative private placements for eligible clients.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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Charles C

CFP®, Series 63, Series 66

Tigard, OR

Wealth Watch Advisors, Inc

Charles Cannon is a CFP® with 11 years of industry experience, currently with Wealth Watch Advisors, Inc in Tigard, OR. His prior roles include positions at Impact Partnership Wealth, Aegis Wealth Management, Specialized Advisors, Secure Investment Management, and JD Mellberg Financial. He also operates Cannon Insurance Solutions, Inc, a separate insurance business he has managed for over 19 years. 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 uses a combination of discretionary and non-discretionary portfolio management through approved third-party model managers, applying quantitative, qualitative, and technical methods alongside alternative private placements for eligible accredited investors.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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Michael D

Series 66

Raleigh, NC

Wealth Watch Advisors, Inc

Michael Davis is a financial advisor at Wealth Watch Advisors, Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at KCD Financial and Fortress Financial Partners. Before entering financial services, he was employed at Mercy Diagnostics for seven years. 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 uses an investment approach that combines quantitative, qualitative, and technical methods through approved third-party model managers and offers both discretionary and non-discretionary portfolio management.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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Roy I

Series 63, Series 65

Vero Beach, FL

Wealth Watch Advisors, Inc

Roy Innella is a financial advisor with Wealth Watch Advisors, Inc. in Vero Beach, FL, holding Series 63 and Series 65 credentials and 18 years of industry experience. His previous roles include positions at Pollock Advisory Group, Inc. and Wealth Advocate Investment Group. Outside of advisory duties, he serves as an insurance company agent and refers clients to specialists for non-traditional investments and tax-related services. 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 range of investment strategies vetted by its Investment Committee and offers services including portfolio management through third-party model managers, financial planning, and access to approved alternative private placements for accredited investors.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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Michael G

Series 63, Series 66

Comer, GA

Wealth Watch Advisors, Inc

Michael Giddeons is a financial advisor at Wealth Watch Advisors, Inc with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Valic Financial Advisors, Independent Financial Partners, and Edward Jones. Outside of advisory work, he is an agent for Prosperitas Financial Group, representing various insurance companies 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 employs a blend of quantitative, qualitative, and technical investment strategies, utilizing third-party model managers and offering access to approved alternative private placements for eligible accredited investors.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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Benjamin G

Series 65

Nashville, TN

Wealth Watch Advisors, Inc

Benjamin Green is a financial advisor with Wealth Watch Advisors, Inc. He holds a Series 65 designation and has been active in the industry since 2023. His work history includes roles at Ready2Retire LLC and Insurance Advantage LLC. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, charities, corporations, and financial institutions. The firm provides discretionary and non-discretionary portfolio management using third-party model managers, financial planning, and consulting services, with an investment approach that combines quantitative, qualitative, and technical methods across various asset classes.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management Founder/Business Owner Retired
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