Jordan Mistretta is a financial advisor at Carlson Financial with a Series 65 credential and one year of industry experience. Prior to joining Carlson Financial, he worked at Virginia Credit Union and has background experience in the retail and food service industries. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets and employs a cash-flow–based financial planning process with portfolios primarily composed of equities and ETFs.

Daniel Merriman is a financial advisor at Carlson Financial with a Series 65 designation and one year of industry experience. Prior to joining Carlson Financial, he held roles in higher education and secondary school settings, including positions at James Madison University and various high schools. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets and employs a cash-flow–based financial planning process, using equities and exchange-traded funds to balance long-term growth and income.

Susannah Orzolek is a financial advisor at Carlson Financial with a Series 65 designation and six years of industry experience. She has worked at Carlson Financial since 2018 and previously spent three years at EURPAC. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets and employs a cash-flow–based financial planning approach, constructing discretionary portfolios primarily from equities and exchange-traded funds to balance long-term growth and income.

Anna Carlson is a financial advisor at Carlson Financial with seven years of industry experience. She holds a Series 65 designation and previously worked at Global Financial Private Capital, LLC. Carlson Financial serves pre-retirees, retirees, and a range of clients including individuals, trusts, small businesses, family offices, and endowments. The firm provides comprehensive financial planning and discretionary portfolio management, using a cash-flow-based process and primarily equities and ETFs to balance growth and income.

Ian Gallagher is a financial advisor at Carlson Financial with a Series 65 credential. He joined the firm in 2024 and has prior work experience in healthcare and administrative roles, including positions at Phreesia and New York Presbyterian Hospital. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets and employs a cash-flow–based financial planning approach, with portfolios primarily composed of equities and exchange-traded funds.

Parker Duda is a financial advisor at Carlson Financial with a Series 65 designation and one year of industry experience. Prior to joining Carlson Financial, he worked in education for nine years at various institutions, including James Madison University and multiple middle and high schools. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients, managing approximately $632 million in discretionary assets. The firm’s investment approach is centered on a cash-flow–based financial planning process, with portfolios constructed from equities and exchange-traded funds to balance growth and income.

Joseph Britt is an advisor at Carlson Financial with a Series 65 designation and no prior industry experience. Before joining Carlson Financial in 2026, he worked in education at James Madison University and various high schools from 2015 to 2026. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets for about 1,100 client households through a ten-advisor team, employing a cash-flow–based financial planning process and portfolios primarily constructed of equities and exchange-traded funds.