Colin Wiens is a Certified Financial Planner® with 15 years of industry experience, currently serving at Larson Financial Group, LLC since 2010. He holds the Series 66 designation and is a board member of Lakeland Volunteers in Medicine, a community health clinic providing free healthcare to underserved populations. Larson Financial Group, LLC offers financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs a combination of model portfolios and customized discretionary programs using both strategic and tactical approaches, and integrates AI-assisted tools alongside human review in its advisory process.

Kacie Rogers is a CFP® with 10 years of experience in financial advising, currently serving at Larson Financial Group, LLC. She has been with Larson Financial and its affiliated entities since 2016. Outside of her advisory role, she has written and self-published a creative short story unrelated to finance. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily to doctors and related businesses, serving individuals, trusts, corporations, nonprofits, and pension plans. The firm offers a combination of model portfolios and custom discretionary programs, employing both strategic and tactical investment approaches along with affiliated broker-dealer and private-equity activities.

Jacob Fisher is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Larson Financial Group, LLC since 2016. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily to doctors and related businesses, as well as individuals, trusts, corporations, nonprofits, and pension plans. The firm uses a blend of model portfolios and custom discretionary programs that incorporate both strategic and tactical approaches, including option overlays and separately managed account strategies.

Trevor Monroe is a Series 66-licensed advisor at Larson Financial Group, LLC with four years of industry experience. He has previously worked at the University Center Club, Tower Club Florida, and Centre Club Tampa. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm uses a combination of model portfolios and custom discretionary programs incorporating both strategic and tactical approaches, and employs AI-assisted tools alongside human review for research and client recommendations.