Carolyn Mcclenny is a financial advisor at Trek Financial with six years of industry experience. She holds a Series 65 designation and has been with Trek Financial since 2020. In addition to her advisory role, she serves as a professor of reading education at Thomas University, where she has taught since 2004. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a blend of strategic and tactical portfolio management techniques, incorporating AI tools and a wide range of systematic strategies, alternative investments, and customized hedging approaches.

James Mcclenny is a financial advisor with Trek Financial in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Trek Financial since 2018 and previously held roles at Signet Wealth Management, Horter Investment Management, and DeMont Insurance and Financial Services. Outside of investment advisory, Mcclenny is a licensed insurance agent active in life, health, and long-term care insurance sales, serves on the Coca-Cola board of directors, and lectures on financial education for the Council of Financial Educators and the Stavros Center for Economic Education. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating AI tools under governance, and provides a wide range of model strategies, alternative-investment access, and customized portfolio overlays.