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® with 11 years of experience in the financial services industry. He is currently with Koss-Olinger Consulting, LLC, where he has worked since 2023. His prior experience includes roles at Valmark Securities Inc., Merrill Lynch, and Nationwide Investment Services Corp. Outside of his advisory work, Merchant operates an eBay account selling personal items as a 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. The firm employs a structured, client-centered planning process and offers discretionary and non-discretionary portfolio management using a range of investment strategies and proprietary planning tools.

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.

Steven Keller is a financial advisor with Nelson Securities, Inc. in Fort White, FL, holding Series 63 and Series 65 credentials and having 44 years of industry experience. He has been with Nelson Securities since 1993. Nelson Securities manages approximately $272 million for about 2,016 clients through a team of nine advisors, providing discretionary investment management and consulting services to individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm uses a combination of fundamental and technical analysis with various investment strategies, including individual stocks, ETFs, and closed-end funds, tailoring asset allocations based on investor profiles and Investment Policy Statements.

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 33 years of experience in the financial services industry. He has been with Koss Olinger Consulting, LLC and Koss Olinger & Company since 2000 and also has a long tenure with ValMark Securities, Inc. Outside of his advisory work, Klein serves as a board member of Junior Achievement of Tampa and is the president of the Oak Hall School board. Koss Olinger serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, investment supervisory services, and portfolio management using a structured process called The Wealth Navigator System™, managing approximately $2.08 billion in assets.

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.

Anthony Swiderski is a financial advisor with Prosperity Capital Advisors and holds the Series 66 and Series 65 licenses. He has 10 years of industry experience, including prior roles at Heritage Financial, LLC, and Key Acura of Gainesville. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other financial entities. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision, offering a range of investment management services that include alternatives and structured products through third-party platforms.

Daniel Ascani is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes roles at LPL Financial and Independent Financial Partners. Outside of his advisory work, he is involved in a ride-share business supporting his stepson’s operations. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that incorporates patented software and behavioral economics, utilizing both quantitative metrics and fundamental analysis to guide portfolio management and financial planning.

Tryssa Pacciulli is a financial advisor at Inspire Advisors, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial LLC, Collaborative Wealth, Markey Investment Management, and VALIC Financial Advisors, INC. She is also an independent licensed insurance agent in Gainesville, FL. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of investment strategies that combine quantitative, fundamental, technical, and modern portfolio theory analyses.

Ryan Nowotny is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Saturn Asset Management, Trajan Wealth, Fisher Investments, Edward Jones, and the Florida Department of Children & Families. He is also involved in insurance sales, spending time selling various insurance products. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through nearly 300 representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, utilizing model portfolios and third-party sub-advisers.

Danny Ward is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at several firms, including ChangePath, LLC and Retirement Wealth Advisors, Inc., and currently serves as president of C10 Financial, where he is involved in insurance sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, charitable organizations, and other RIAs, utilizing a mix of proprietary ETF-based models, third-party managers, and option strategies.

Tyler Nowotny is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with Foundations Investment Advisors LLC. He has held roles at multiple firms including AE Wealth Management, Oxford Advisory Group, and Edward Jones. Tyler is also president of Serpgram, a technology platform focused on AI-driven SEO. Foundations Investment Advisors is a multi-advisor RIA managing approximately $10.1 billion across nearly 30,000 clients. The firm provides portfolio management, financial planning, and retirement-plan support through a network of local advisers who tailor strategies using model portfolios and third-party sub-advisers.

Scott Anderson is a financial advisor at Bison Wealth, LLC with a Series 65 credential and no prior industry experience. He has served as a Major at the Alachua County Sheriff's Office since 1999, working full-time alongside his advisory role. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and access to alternative investments. The firm utilizes a multi-manager approach with tactical and strategic allocations and operates a turnkey asset management platform that provides services to other financial advisers.

John Jones is a CFP® and Series 65-licensed financial advisor with Prosperity Capital Advisors, bringing three years of industry experience. He has worked at Blackwater Accounting & Tax Advisors, Heritage Financial Solutions, and Saint Leo University. Outside of advising, he owns and operates Jones Farm & Custom, LLC, which focuses on beef cattle production and custom harvesting, and serves on multiple committees and leadership roles within the Florida Farm Bureau Gilchrist County. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach that incorporates mutual funds, ETFs, SMAs, and alternative solutions, and supports a variety of advisory and intermediary roles.

Matthew Goss is a financial advisor at Bison Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked for Independent Financial Partners and the University Athletic Association. Bison Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and other financial advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager curated investment solutions with a focus on outcome-driven portfolios using tactical and strategic allocations.