James Bailey is a financial advisor at Talon LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Talon Private Wealth, LLC, Retirement Wealth Advisors, and as a self-employed advisor. Talon LLC serves individual and high-net-worth clients with comprehensive financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions through third-party providers. The firm manages approximately $1.06 billion in client assets across 1,921 relationships, utilizing tactical asset allocation, technical analysis, and strategies implemented through model portfolios and TAMPs.

Benjamin Kochera is a financial advisor at Talon LLC with 10 years of industry experience. He holds a Series 65 credential and has been affiliated with multiple firms including Talon Wealth Management and Brookstone Wealth Advisors, LLC. In addition to his advisory roles, he independently sells insurance and annuities through his own business. Talon LLC serves individual and high-net-worth clients, offering comprehensive financial planning, portfolio management, retirement-plan consulting, and estate-planning introductions. The firm manages over $1 billion in client assets, employs tactical asset allocation and technical analysis, and supports a large client base through a small advisory team across multiple offices.