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.

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.

Shawn Bennett is a financial advisor with Inspire Advisors, LLC in Gainesville, FL, holding Series 65 and Series 63 credentials and bringing 31 years of industry experience. He previously worked for Valic Financial Advisors for 27 years and has served as an independent licensed insurance agent. Bennett also serves as a treasurer on a local homeowners association board. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual clients including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing using proprietary tools and employs a variety of analytical methods to construct portfolios, often delegating management to sub-advisors and offering tax-mitigation services.

Osvaldo Delgado Jr. is a financial advisor with Kovack Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He has been with Kovack Advisors and its affiliate Kovack Securities since 2012. Outside of his advisory role, he is involved as Chief Operating Officer and partner of a digital marketing agency serving churches and nonprofit organizations. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, offering a range of advisory services including portfolio management, financial planning, and access to sub-advisory programs.

Sheryl Bennett is a financial advisor at Inspire Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and has worked previously at Valic Financial Advisors and Agia. Outside of advising, she is an independent licensed insurance agent specializing in life, health, and variable annuity products. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients— including high-net-worth individuals— as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of analytical methods to construct portfolios, often utilizing sub-advisors and proprietary ETFs.

Cole Closser is a financial advisor at IPI Wealth Management, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Investment Planners Inc and IDP Connect. Prior to his advisory roles, he held positions at Clark University and Audley Travel. IPI Wealth Management, Inc. provides investment management, financial planning, and access to third-party asset managers for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets and offers a range of proprietary, risk-based model portfolios within an open-architecture platform.

Tryssa Pacciulli is a financial advisor with Inspire Advisors, LLC in Gainesville, FL, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at LPL Financial, Collaborative Wealth, Markey Investment Management, and Valic Financial Advisors. She also operates as an independent licensed insurance agent. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, high-net-worth individuals, institutions, charitable organizations, broker-dealers, and other investment advisers. The firm incorporates Biblically Responsible Investing using proprietary tools and offers a range of portfolio management, financial planning, and consulting services, often employing sub-advisors and proprietary ETFs in its investment approach.

Julia Higginbotham is a financial advisor with Inspire Advisors, LLC in Gainesville, FL. She holds a Series 65 credential and has been with the firm since 2026. Outside of her advisory work, she has been involved with Millhopper Montessori School and operates Piesanos Stone Fired Pizza. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients along with institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its advisory process and employs a variety of analytical methods to construct portfolios, frequently utilizing sub-advisors and proprietary ETFs.

Brandon Peterson is a financial advisor at Coppell Advisory Solutions LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Markey Wealth Management, Inc. and its affiliated firms. Peterson is also an enrolled agent with the IRS and provides tax and business consulting through Trusted Family Partners, LLC. Coppell Advisory Solutions LLC operates under the Fusion Investment Advisors brand, offering discretionary portfolio management and financial planning to a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs an open-architecture investment platform with both fundamental and technical analysis, utilizing a wide range of asset classes and strategies while managing over $1 billion in client assets.