Jonathan Wright is a financial advisor at IP Financial Advisory Services LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Transamerica Financial Advisors, Inc., Innovation Partners LLC, and his own firm, Jonathan Wright LLC. Outside of his advisory work, Wright leads All Can Thrive LLC, a business education company for entrepreneurs, and serves as a trustee at First Mount Zion Baptist Church, providing guidance on church property management. IP Financial Advisory Services LLC primarily serves individual retail clients and offers services such as portfolio management, financial planning, and consulting. The firm employs a range of analytical approaches to construct personalized portfolios and works with third-party managers to provide discretionary investment programs, focusing mainly on non-high-net-worth retail investors and retirement plan participants.

Johnny Lynum is a financial advisor with IP Financial Advisory Services LLC and holds Series 63 and Series 65 licenses. He has one year of industry experience and previously served 20 years in the US Air Force. His prior firms include Innovation Partners LLC and Wright Time Financial. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm employs a range of analytical approaches and offers specialized advisory services, emphasizing personalized portfolio construction and discretionary management options.