Richard Rayles III is a financial advisor at WealthGen Advisors, LLC with two years of industry experience. He holds the Series 65 designation and previously worked as a self-employed professional and in digital marketing roles. Outside of his advisory work, he owns and operates a retail merchant business, R and R Trading Group LLC. WealthGen Advisors primarily serves individual clients, including high-net-worth individuals, and small businesses by providing discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm employs a combination of behavioral, charting, cyclical, fundamental, and technical analysis to construct portfolios aligned with client objectives and risk tolerances.

Jennifer Doak is a CFP® professional with 13 years of industry experience. She is currently with WealthGen Advisors, LLC and previously worked at Fidelity Brokerage Services LLC and Charles Schwab. WealthGen Advisors serves primarily individual clients, including high-net-worth individuals, and small businesses by providing discretionary asset management, comprehensive financial planning, and retirement plan consulting and education. The firm utilizes a combination of behavioral, charting, cyclical, fundamental, and technical analysis to construct portfolios aligned with clients’ objectives and risk tolerances, with an emphasis on retirement-plan services and integrated insurance and business-succession planning.