626 Financial, LLC

Ryan Howard is a financial advisor at 626 Financial, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial LLC and Oppenheimer & Co Inc. Howard is also a licensed insurance professional. 626 Financial provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $326 million in assets across about 435 client relationships through a five-person advisory team, utilizing customized, primarily long-term portfolios with a range of investment strategies and distinctive operational features such as sponsoring its own wrap fee program.

Brant Shrimplin is a financial advisor at 626 Financial, LLC with 23 years of industry experience. He held a previous role at LPL Financial LLC for 12 years before joining 626 Financial in 2021. Outside of his advisory work, Shrimplin is an author and involved with a charitable foundation that provides benefits to organizations and individuals. 626 Financial is a team-based firm serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, constructing customized portfolios using ETFs, mutual funds, individual securities, and alternative investments with both fundamental and technical analysis.

Karen Morse is a financial advisor at 626 Financial, LLC with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial LLC and Oppenheimer & Co. Since 2021, she has also provided administrative support within 626 Financial. 626 Financial offers wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a long-term investment approach based on fundamental and technical analysis, with discretionary portfolio management tailored to client goals and risk tolerance.

Thomas Anderton is a CFP® with 19 years of industry experience. He is currently with 626 Financial, LLC, where he has worked since 2021. His prior experience includes roles at LPL Financial LLC and Oppenheimer & Co. Anderton serves as an adjunct professor at Western Michigan University and is president of the board for the 626 Foundation, a charitable organization associated with his firm. 626 Financial provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm constructs customized, primarily long-term portfolios using a range of investment vehicles and employs both fundamental and technical analysis, with distinctive features including its own wrap fee program and affiliated private fund and charitable entities.

Ann Davis is a financial advisor at 626 Financial, LLC with 13 years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial for 11 years before joining 626 Financial in 2021. 626 Financial provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $326 million in assets across about 435 client relationships and employs a customized, primarily long-term investment approach using ETFs, mutual funds, individual stocks and bonds, options, REITs, and alternative investments.