Tim McMahon is a Series 65-licensed advisor at Wisdom Planning Group with one year of experience at the firm. He previously worked for Hartree Partners for five years and has been involved with TSM Management, Inc. since 2012. Wisdom Planning Group provides discretionary portfolio management, financial planning, and pension consulting services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm uses a combination of fundamental, quantitative, and modern portfolio theory to construct diversified portfolios and employs tactical strategies to manage risk and return.

John Jones is a CFP® with 25 years of industry experience, currently serving as an advisor at Wisdom Planning Group in Orlando, FL. His prior work includes roles at Delgado Wealth Management, LPL Financial, Williamsburg Financial Group, IberiaBank, and Charles Schwab. Wisdom Planning Group offers discretionary portfolio management, financial planning, and pension consulting services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a diversified, asset-allocation approach based on fundamental and quantitative methods, and incorporates tactical tools to manage risk and return.

Amilka Delgado is a CFP® professional with 23 years of experience in the financial services industry. She is a principal at Wisdom Planning Group, where she has worked since 2014, and previously spent five years at Independent Financial Partners. Delgado is also licensed to sell life insurance and fixed annuities in Florida. Wisdom Planning Group provides discretionary portfolio management, financial planning, and pension consulting services to individual, high-net-worth clients, and pension plans. The firm applies fundamental, quantitative, and modern portfolio theory to develop diversified portfolios and uses tactical strategies to manage risk and return.

Larry Foster is a financial advisor with Wisdom Planning Group in Orlando, FL, holding Series 63 and Series 66 licenses and over 15 years of industry experience. His career includes roles at Merrill Lynch, Bank of America, and Edward Jones. He is also the owner of LEF Investments LLC, a real estate investment company specializing in property buying and selling. Wisdom Planning Group provides discretionary portfolio management, financial planning, and pension consulting services for individual, high-net-worth clients, and pension plans. The firm combines fundamental, quantitative, and modern portfolio theory with tactical strategies to manage diversified portfolios and recently added segmented and bundled estate-planning services through a third-party digital platform.