Darla Greer is a financial advisor at Collaborative Wealth with 40 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Cetera Advisors, and Falcon Financial. Greer has also provided administrative support to Collaborative Wealth, dedicating significant time to that role. Collaborative Wealth Management is an SEC-registered advisory firm with a team of nine advisors managing approximately $564 million for a diverse client base including individual and high-net-worth households, pension plans, and nonprofits. The firm employs a combination of fundamental and technical analysis to construct portfolios, offering both discretionary and non-discretionary management alongside comprehensive wealth planning services.

Larry Resczenski is a financial advisor with Collaborative Wealth in Gainesville, FL, holding Series 63 and Series 65 licenses and with 24 years of industry experience. His prior roles include tenures at LPL Financial, Markey Investment Management, and Valic Financial Advisors. He serves as Treasurer of his condominium association. Collaborative Wealth provides financial planning and portfolio management services to individuals, including high-net-worth and multi-generational households, as well as institutional clients such as pension plans and foundations. The firm employs a combined fundamental and technical analysis approach for long-term asset allocation and also manages a private real estate fund using AI-assisted underwriting and blockchain-anchored reporting.