Adam Varnedoe is a financial advisor at Koss-Olinger Consulting, LLC with 13 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Koss Olinger and Valmark Securities Inc. since 2013. Koss Olinger serves individuals, families, charitable entities, trusts, estates, pension and profit-sharing plans, and business clients with integrated wealth management and financial planning services. The firm employs a structured, client-centered planning process and utilizes a range of investment strategies including options and private assets, managing over $2.2 billion in assets with a focus on clients typically having at least $2 million in investable assets.

Cade Dixon is a financial advisor at Koss-Olinger Consulting, LLC with a Series 65 designation and one year of industry experience. Prior to joining Koss-Olinger, he held roles at Campus USA Credit Union and several other employers across various industries. Koss-Olinger Consulting serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, investment supervisory services, and portfolio management through a structured process called The Wealth Navigator System™, managing approximately $2.08 billion in assets.

Chandler Norder is a CFA® charterholder with nine years of industry experience, currently serving at Koss-Olinger Consulting, LLC. He has worked with Koss Olinger and Company since 2016 and has prior experience at Valmark Securities, Inc. from 2017 to 2024. Koss Olinger serves high-net-worth individuals, families, and various entities with integrated wealth management and financial planning services. The firm utilizes a structured, client-centered planning process called The Wealth Navigator System™ and manages portfolios using fundamental, technical, and managerial analysis across multiple investment horizons.

Ruby Watson is a CFP® and ChFC® affiliated with Koss-Olinger Consulting, LLC, based in Gainesville, FL. She has experience at the firm since 2023 and has held various roles, including positions at the University of Florida and local organizations such as Spurrier's Gridiron Grille and Gainesville Soccer Alliance. Koss-Olinger Consulting serves high-net-worth individuals, families, and institutional clients with integrated wealth management and financial planning, utilizing a structured, client-centered process and a range of investment strategies across multiple asset types.

Jordan Harriz is a financial advisor at Koss-Olinger Consulting, LLC. He holds a Series 65 credential and has two years of industry experience. Prior to his advisory role, he worked in veterinary and wildlife services. Outside of finance, he owns and operates a custom fishing rod business. Koss Olinger Consulting, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, investment supervisory services, and portfolio management. The firm employs a structured investment process called The Wealth Navigator System™ and manages approximately $2.08 billion in assets.

Darla Greer is a financial advisor with Collaborative Wealth in Gainesville, FL. She holds Series 63 and Series 66 licenses and has 41 years of industry experience. Her career includes roles at Cetera Advisors LLC and LPL Financial, and she provides administrative support within Collaborative Wealth. Collaborative Wealth offers financial planning and portfolio management services to individuals, including high-net-worth and multi-generational households, as well as institutional clients. The firm employs both fundamental and technical analysis to develop long-term asset allocation strategies and manages a private real estate fund with AI-assisted underwriting and blockchain-anchored reporting.

Larry Resczenski is a financial advisor with Collaborative Wealth in Gainesville, FL, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior work includes roles at LPL Financial and Valic Financial Advisors. He serves as Treasurer of his condominium association. Collaborative Wealth provides financial planning and portfolio management to individuals, including high-net-worth and multi-generational households, as well as institutional clients. The firm employs both fundamental and technical analysis to develop long-term asset allocation strategies, utilizing a variety of investment vehicles and offering services ranging from comprehensive planning to management of a private real estate fund.

Shannon Reintgen is a CFP® with 12 years of industry experience, currently serving at Koss-Olinger Consulting, LLC and Koss Olinger and Company since 2015. She previously worked with Valmark Securities, Inc. from 2014 to 2025. Reintgen is president of the Estate Planning Council in Gainesville, FL, where she helps organize events and secure guest speakers. Koss Olinger serves high-net-worth individuals, families, charitable entities, and businesses with integrated wealth management and financial planning. The firm uses a structured, phased planning process and employs fundamental, technical, and managerial analysis in portfolio management, overseeing more than $2.2 billion in assets under management.

James Merchant is a CFP® and ChFC® affiliated with Koss-Olinger Consulting, LLC, bringing 11 years of industry experience. He has worked at firms including Merrill Lynch, Valmark Securities, and Nationwide Investment Services Corp. Outside of his advisory role, he manages an eBay account as a personal hobby. Koss Olinger serves individuals, families, charitable entities, trusts, estates, pension and profit-sharing plans, and business clients with integrated wealth management and financial planning services. The firm employs a structured, client-centered planning process and manages portfolios using fundamental, technical, and managerial analysis, emphasizing scale, selectivity, and proprietary planning tools.

David Chadwick is a CFP® professional with 26 years of experience in the financial services industry. He currently works at Total Clarity Wealth Management, Inc and has held positions at LPL Financial LLC, Capital Point Financial Group, and several other firms. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors. The firm employs customized asset allocations and offers discretionary portfolio management using a variety of investment vehicles, including mutual funds, ETFs, stocks, bonds, and alternative investments.

Hartley Carlson is a financial advisor with Koss-Olinger Consulting, LLC., holding a Series 66 designation and three years of industry experience. His prior roles include positions at Valmark Securities Inc., James Moore & Co., and Charles Perry Partners, Inc. He is based in Gainesville, FL. Koss Olinger provides integrated wealth management and financial planning services to individuals, families, charitable entities, trusts, estates, pension and profit-sharing plans, and business clients. The firm employs a structured, client-centered planning process and utilizes a range of investment strategies, including fundamental, technical, and managerial analysis, supported by proprietary planning tools.

Brandon Hord is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with Koss-Olinger Consulting, LLC and has prior experience at ValMark Securities Inc. and Koss Olinger & Company. Outside of financial advisory work, he has served with Canaveral Fire Rescue. Koss Olinger Consulting, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, investment supervisory services, and portfolio management. The firm employs a structured process called The Wealth Navigator System™ and manages approximately $2.08 billion in assets.

Kirk Klein is a CFP® and ChFC® with 34 years of experience in the financial services industry. He has been with Koss Olinger Consulting, LLC and Koss Olinger & Company since 2000 and was previously affiliated with ValMark Securities, Inc. Klein serves as a board member of Junior Achievement of Tampa and is president of the board at Oak Hall School. Koss Olinger Consulting, LLC provides integrated wealth management and financial planning services to individuals, families, charitable entities, trusts, estates, pension and profit-sharing plans, and business clients. The firm follows a structured, client-centered planning process and employs a range of portfolio management strategies, serving clients generally meeting high asset thresholds.

Jessica Sacks is a CFP® professional at Koss-Olinger Consulting, LLC with five years of industry experience. She has been with Koss Olinger since 2018 and previously worked at Gainesville Holistic Center and Weight Loss Solutions. Koss Olinger serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, investment supervisory services, and portfolio management. The firm uses a structured process called The Wealth Navigator System™ and manages approximately $2.08 billion in assets.

Mitchell Hay is a CFP® professional with 10 years of industry experience, currently serving at Koss-Olinger Consulting, LLC. He has worked at Koss Olinger & Company and ValMark Securities, Inc., and spent one year at Fidelity Brokerage Services LLC. Outside of his advisory role, he serves as a board member for an education foundation supporting Alachua County public schools. Koss Olinger Consulting, LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, investment supervisory services, and portfolio management using a structured process called The Wealth Navigator System™.

William Rossi III is a CFP® and ChFC® with 28 years of industry experience. He has worked at Valmark Securities, Inc. for 25 years and has been with Koss Olinger & Company and Koss-Olinger Consulting, LLC. since 1997. Outside of his advisory work, he serves on the board of Tylers Hope and the Community Foundation of North Central Florida. Koss Olinger serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, investment supervisory services, and portfolio management. The firm employs a structured advisory process called The Wealth Navigator System™ and manages approximately $2.08 billion in assets.

Brian Watson is a CFP® with 27 years of industry experience, currently serving as a partner at Koss Olinger Consulting, LLC. He has been with Koss Olinger and its affiliated entities since 1998 and previously worked at Valmark Securities, Inc. Outside of his advisory role, Watson is vice president of the Gainesville Soccer Alliance, a nonprofit organization. Koss Olinger Consulting serves high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and businesses by providing financial planning, investment supervisory services, and portfolio management. The firm uses a structured process called The Wealth Navigator System™ and manages approximately $2.08 billion in assets.

Kasey Nelson is a financial advisor at Koss Olinger Consulting, LLC in Gainesville, FL, holding a Series 65 designation with six years of industry experience. Her career includes roles at Koss Olinger & Company, Valmark Securities, Inc., and Keyes Stange and Wooten Wealth Management LLC. Koss Olinger Consulting serves individuals, families, charitable entities, trusts, estates, pension and profit-sharing plans, and business clients by providing integrated wealth management and financial planning services. The firm uses a structured, client-centered planning process called The Wealth Navigator System™ and manages portfolios using a combination of fundamental, technical, and managerial analysis with strategies that may include options and private assets.

Victoria Harrison is a Series 66 licensed financial advisor at MissionSquare Retirement with seven years of industry experience. She previously worked at Transamerica Life Insurance Company and related entities for five years, and at Bank of America and Merrill for two years. Victoria is based in Gainesville, FL. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Guided Pathways offers discretionary Managed Accounts and nondiscretionary Fund Advice within MissionSquare-administered accounts, using investment advice and model portfolios developed by Morningstar Investment Management.

Anthony Swiderski is a financial advisor with Prosperity Capital Advisors in Alachua, Florida, holding Series 65 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at LPL Financial and Ameriprise. Prosperity Capital Advisors is an SEC-registered firm providing financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, trustees, and retirement plans. The firm focuses on model-based, asset-allocation strategies supplemented by third-party sub-advisors and offers access to alternatives and structured investments through various platforms.