Authentikos Wealth Advisory LLC

Sherry Neeley is a financial advisor at Authentikos Wealth Advisory LLC with three years of industry experience and holds a Series 66 designation. Prior to joining Authentikos in 2025, she worked at First Command Insurance Services and related entities from 2022 to 2025. Outside of her advisory role, she provides educational consulting as a Special Education Advocate for parents of special needs children. Authentikos Wealth Advisory LLC provides investment advisory and financial planning services primarily to individuals and retirement plans, with offerings that include discretionary portfolio management, written financial plans, and access to model-portfolio solutions implemented on a wrap-fee platform. The firm customizes portfolio allocations based on clients’ goals and risk tolerances using fundamental, cyclical, and technical analysis across a broad range of investments.

Jared Elson is a financial advisor at Authentikos Wealth Advisory LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at firms including Regent Wealth Advisory, Global Financial Private Capital, and Authentikos Financial & Insurance Services, where he is also an owner and licensed agent handling life insurance, annuities, and long-term care insurance. Authentikos Wealth Advisory LLC provides investment advisory and financial planning services primarily to individuals and retirement plans, utilizing a range of investment strategies and third-party managers tailored to clients’ goals and risk tolerances. The firm also operates an affiliated insurance agency and offers access to model portfolios on a wrap-fee platform.

Christine Mason is a Series 65 licensed financial advisor with eight years of industry experience. She is currently with Authentikos Wealth Advisory LLC and has previously worked at Regent Wealth Management. In addition to her advisory role, she is an agent involved in the sale of commissionable insurance products through an affiliated insurance agency. Authentikos Wealth Advisory LLC provides investment advisory and financial planning services primarily to individual clients and retirement plans, as well as corporations and employee benefit plans. The firm customizes portfolio allocations using fundamental, cyclical, and technical analysis and offers discretionary portfolio management, third-party manager selection, and access to model-portfolio solutions implemented on a wrap-fee platform.

James Bergis is a financial advisor with Authentikos Wealth Advisory LLC in New Braunfels, TX, holding a Series 65 designation and six years of industry experience. He previously worked at Regent Financial and Insurance Services, LLC and Regent Wealth Management from 2014 to 2021. Outside of his advisory role, Bergis owns and operates a woodworking and metal fabrication business called Bergis Builds. Authentikos Wealth Advisory LLC provides investment advisory and financial planning services primarily to individuals and retirement plans, with offerings that include discretionary portfolio management, written financial plans, and third-party manager selection. The firm customizes portfolio allocations using fundamental, cyclical, and technical analysis across a broad range of investment vehicles and may implement strategies directly or through model portfolios and third-party managers.