Jason Pott is a financial advisor with WealthPLAN Partners, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at Securities America, Inc. and COUNTRY FINANCIAL. Outside of financial advising, he owns an insurance brokerage providing life, auto, home, and commercial insurance. WealthPLAN Partners serves individuals, high-net-worth clients, and institutions with financial planning, investment management, and retirement plan consulting. The firm employs a "Strategy Diversification" investment approach that utilizes a mix of mutual funds, ETFs, individual securities, and alternative strategies, typically managing client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Charles Prather IV is a CFP® professional with 30 years of industry experience, currently serving at WealthPLAN Partners in Westminster, CO. His work history includes roles at OSAIC, Securities America, Inc., LPL Financial, LLC, and multiple entities within WealthPLAN Partners. Outside of his advisory duties, he is involved with The Prather Group, where he sells life insurance, variable annuities, and long-term care insurance. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients such as foundations and pension plans. The firm utilizes a "Strategy Diversification" investment approach across mutual funds, ETFs, individual securities, and alternative strategies, generally managing client accounts on a discretionary basis with ongoing monitoring and rebalancing.