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Gavin H

Series 65

Quincy, IL

Carson Wealth

Gavin Higgins is a financial advisor at Carson Wealth with a Series 65 designation and one year of industry experience. Prior to joining Carson Wealth, he worked at Schlipman Wealth Advisors and was self-employed. He has also held teaching positions at Quincy University and local schools in Quincy, IL. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, employing a committee-driven investment approach and providing tailored portfolio solutions through various strategic partnerships.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
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Mohamed A

Series 65, Series 63

Quincy, IL

Carson Wealth

Mohamed Ali is a financial advisor with Carson Wealth and holds Series 65 and Series 63 licenses. He has 18 years of industry experience, including roles at LPL Financial and Cetera Wealth Services. Ali serves as chairman of the board at Blessing Hospital and is a board member of Blessing Corporate Services. Carson Wealth is an enterprise platform overseeing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach driven by an Investment Committee and providing tailored investment solutions.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
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Mark S

Series 63, Series 65

Quincy, IL

Carson Wealth

Mark Schlipman is a financial advisor with Carson Wealth and holds Series 63 and 65 licenses. He has 28 years of industry experience, including prior roles at Cetera Wealth Services and LPL Financial. Schlipman serves as a board member of the Church of St. Peter, advising the pastor on financial matters, and co-authors self-help books under Simple Road LLC. Carson Wealth operates as an SEC-registered enterprise platform with over 650 advisors and manages approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, leveraging an Investment Committee that uses fundamental and technical analysis to construct and monitor portfolios.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
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