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 financial advisor at Koss-Olinger Consulting, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Koss Olinger Consulting since 2018. His prior experience includes positions at Valmark Securities, Inc. and the University of Florida. Koss Olinger Consulting 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, utilizing a structured process called The Wealth Navigator System™ to guide its approach.

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 at Collaborative Wealth with 40 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Cetera Advisors, and Falcon Financial. Greer has also provided administrative support to Collaborative Wealth, dedicating significant time to that role. Collaborative Wealth Management is an SEC-registered advisory firm with a team of nine advisors managing approximately $564 million for a diverse client base including individual and high-net-worth households, pension plans, and nonprofits. The firm employs a combination of fundamental and technical analysis to construct portfolios, offering both discretionary and non-discretionary management alongside comprehensive wealth planning services.

Larry Resczenski is a financial advisor at Collaborative Wealth with 24 years of industry experience. He holds Series 63 and 65 licenses and has worked at firms including LPL Financial and Markey Investment Management. He serves as Treasurer of his condominium association. Collaborative Wealth provides financial planning and portfolio management services to individuals, including high-net-worth and multi-generational households, as well as institutional clients. The firm employs a combination of fundamental and technical analysis to develop long-term asset allocation strategies and operates a private real estate fund that integrates AI-assisted underwriting and blockchain-anchored reporting.

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.

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.

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 worked at firms including DTRT Advisors, DTRT Insurance Services, and Fusion Capital Management. He 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, providing discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and businesses. The firm employs an open-architecture investment platform with tailored strategies using both fundamental and technical analysis across a broad range of asset types.