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James B

CFP®, Series 63

Daytona Beach, FL

Buckley Financial Group

James Buckley is a CFP® with 39 years of experience in the financial services industry. He is the principal advisor at Buckley Financial Group in Daytona Beach, FL. His prior firms include Investacorp Advisory Services and Securities America Advisors. Buckley maintains his insurance licenses primarily to review and advise clients on insurance policies as needed. Buckley Financial Group is an independent advisory firm serving clients primarily in the Daytona Beach area.

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Russell O

Series 66

New Smyrna Beach, FL

Gray Lake Advisors

Russell Owen is a financial advisor at Gray Lake Advisors with a Series 66 designation and three years of industry experience. His prior roles include positions at Blackridge Asset Management, Peak Brokerage Services, and Edward Jones. Outside of financial advising, he serves as a director at Spaulding Ridge, a higher education software consulting firm. Gray Lake Advisors is an independent firm based in New Smyrna Beach, FL.

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