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 with Collaborative Wealth in Gainesville, FL, holding Series 63 and Series 65 licenses and with 24 years of industry experience. His prior roles include tenures at LPL Financial, Markey Investment Management, and Valic Financial Advisors. 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 such as pension plans and foundations. The firm employs a combined fundamental and technical analysis approach for long-term asset allocation and also manages a private real estate fund using 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 industry experience. He is currently with Koss-Olinger Consulting, LLC, where he has worked since 2023. His prior experience includes roles at Merrill Lynch and Nationwide Investment Services Corp. Outside of his advisory work, he manages an eBay account selling personal items as a hobby. Koss Olinger serves high-net-worth 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 planning process and a range of investment strategies, managing over $2.2 billion in assets under management.

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.

Anthony Swiderski is a financial advisor at Prosperity Capital Advisors with 10 years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include nearly a decade at LPL Financial and various positions in other industries, such as automotive sales at Key Acura of Gainesville. Prosperity Capital Advisors is an SEC-registered firm offering financial planning, consulting, and discretionary investment management to individual and high-net-worth clients, corporations, trustees, and retirement plans. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision and offers access to 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 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.

Brandon Peterson is a financial advisor with Coppell Advisory Solutions LLC, holding Series 65 and Series 66 licenses with eight years of industry experience. He has worked at DTRT Advisors, DTRT Insurance Services, and Fusion Capital Management since 2018. Outside of his advisory roles, Peterson is an enrolled agent with the IRS and provides tax and business consulting through Trusted Family Partners, LLC. Coppell Advisory Solutions LLC operates as Fusion Investment Advisors, offering discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs an open-architecture investment platform with a broad range of strategies, including equity, options, alternative funds, and cryptocurrency exposure, supporting over 8,800 clients.