David Jackson III is a CFP® with six years of industry experience, currently serving as a financial advisor at Colarion. Prior to joining Colarion, he worked at Allen C. Ewing & Co. and jhh wealth, LLC. He also has experience in government, having worked for the U.S. House of Representatives and a Senate campaign. Colarion provides discretionary and non-discretionary asset management and investment advice to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a combination of fundamental and technical analysis and manages both separate accounts and a private pooled vehicle, the Mint Financial Sector Fund, with strategies tailored to clients’ financial situations and objectives.

Jon Gauthier is a CFP® professional at Colarion with 18 years of industry experience. His prior roles include positions at jhh wealth, Allen C. Ewing & Co., Great Lakes Atlantic Wealth Management and Advisory Partners, Visionquest Wealth Management, Ameriprise Financial, and Merrill. He is the author of the book "Embracing Goodness," which he wrote at the request of his pastor and shared with his parishioners. Colarion provides discretionary and non-discretionary asset management and investment advice to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm also advises and manages a private pooled vehicle, employing a blend of fundamental and technical analysis with tailored strategies including frequent trading and options, while maintaining institutional custody relationships.