Richard Rayles III is a Series 65-licensed financial advisor with WealthGen Advisors, LLC, based in Sarasota, FL. He has three years of industry experience and previously worked at DM Creative and Kryptonite Digital. Outside of his advisory role, he is the owner of a retail merchant business, R and R Trading Group LLC. WealthGen Advisors primarily serves individual clients, including high-net-worth individuals, and small businesses by providing discretionary asset management, comprehensive financial planning, and retirement plan consulting and education. The firm manages approximately $146.6 million in assets and employs a blend of behavioral, charting, cyclical, fundamental, and technical analysis to build portfolios aligned with client objectives and risk tolerances.

Tieler Gittleman is a CFP® and CFA® affiliated with Wealthgen Advisors, LLC, with six years of prior experience at Northern Trust Wealth Management and one year at VanEck. He joined Wealthgen Advisors in 2026. Wealthgen Advisors serves primarily individual clients, including high-net-worth individuals, and small businesses by providing discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to develop portfolios aligned with client objectives and risk tolerances, and it distinguishes itself through comprehensive retirement-plan services and integration of insurance and business succession topics in its planning.

Kenneth Hargreaves is a financial advisor with WealthGen Advisors, LLC in Lakewood, FL, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at American Funds/Capital Group Companies, OSAIC, Moseley Investment Management, and Ameriprise. WealthGen Advisors serves individual clients, including high-net-worth individuals, and small businesses by providing discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm utilizes a range of analytical methods to construct portfolios aligned with client objectives and offers extensive retirement-plan services alongside integrated insurance and business-succession planning.

Jennifer Doak is a CFP® professional with 13 years of industry experience. She is currently with WealthGen Advisors, LLC and previously worked at Fidelity Brokerage Services LLC and Charles Schwab. WealthGen Advisors serves primarily individual clients, including high-net-worth individuals, and small businesses by providing discretionary asset management, comprehensive financial planning, and retirement plan consulting and education. The firm utilizes a combination of behavioral, charting, cyclical, fundamental, and technical analysis to construct portfolios aligned with clients’ objectives and risk tolerances, with an emphasis on retirement-plan services and integrated insurance and business-succession planning.