CAMARDA WEALTH ADVISORY GROUP

Thomas Razzano is a financial advisor with Camarda Wealth Advisory Group and holds Series 63 and Series 66 licenses. He has 16 years of industry experience and has been with Camarda Wealth Advisory Group since 2014. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm uses proprietary and sourced model portfolios across various asset classes and incorporates specialized programs like “Legacy Stock Watch” and options overlays, supporting its services with AI tools and affiliated tax and educational offerings.

Karle Simmons is an advisor at Camarda Wealth Advisory Group with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Camarda, Simmons worked at TaxMaster and Tax Defense Network, where they were employed for a combined total of 17 years. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting services to individual clients, trusts, business entities, and plan sponsors. The firm employs proprietary and sourced model portfolios using a variety of asset types and incorporates specialized programs such as legacy stock monitoring and options overlays.

Anna Wunderlich is a financial advisor at Camarda Wealth Advisory Group with seven years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Merrill and Bank of America. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm employs proprietary and sourced model portfolios and offers specialized services such as a “Legacy Stock Watch” program, options overlays, and integrated cash management, as well as AI-supported research and administrative functions.

Niklas Brusen is a financial advisor at Camarda Wealth Advisory Group with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked in the food service industry and has been a student since 2015. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individual clients, trusts, business entities, and plan sponsors. The firm uses proprietary and sourced model portfolios that include various asset classes and offers specialized programs such as a “Legacy Stock Watch” alongside the use of AI tools and affiliated tax and educational services.

Jeffrey Camarda is a financial advisor at Camarda Wealth Advisory Group with one year of industry experience. He holds a Series 65 designation and has been with the firm for five years. He is also currently a student. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individual clients, trusts, business entities, and plan sponsors. The firm utilizes proprietary and sourced model portfolios and offers services including ERISA capacities, AI-supported research, and a range of planning options tailored to client needs.

Forrest Knopps is a financial advisor at Camarda Wealth Advisory Group with two years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments and Roehl & Yi Investment Advisors, LLC. Prior to his financial career, he held positions outside the industry, including at Auburn University and The Depot Seafood Brasserie. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, businesses, and plan sponsors. The firm employs proprietary and sourced model portfolios that may include equities, fixed income, mutual funds, ETFs, and options, and offers specialized programs such as a "Legacy Stock Watch" along with AI-supported research and administrative tools.

Robert Strange is a Series 65 credentialed advisor at Camarda Wealth Advisory Group with one year of industry experience. His prior roles include positions at Government Personnel Mutual and Kemper Insurance Company. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting for individuals, trusts, business entities, and plan sponsors. The firm uses proprietary and sourced model portfolios, incorporates a “Legacy Stock Watch” program, and offers both full-service and streamlined planning options.

Corey Oliver is a financial advisor at Camarda Wealth Advisory Group with nine years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America, N.A. Oliver also spent time at Nassau County Schools before joining his current firm. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm uses proprietary and sourced model portfolios and offers specialized services including ERISA roles and a “Legacy Stock Watch” program, with operational features such as AI-supported research and varied planning service tiers.

Kimberly Camarda is a financial advisor with Camarda Wealth Advisory Group in Fleming Island, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Camarda Brothers Financial since 1999. Outside of advising, she spends a significant portion of her time managing rental properties and maintaining accounting records through her real estate business. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individual clients, trusts, business entities, and plan sponsors. The firm employs proprietary and sourced model portfolios and offers specialized services including legacy stock management, options overlays, and the use of AI tools to support research and administration.

Ljubisa Vrcelj is a CFP®-certified advisor at Camarda Wealth Advisory Group with three years of industry experience. He previously worked at Bank of Montreal and IG Wealth Management. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm utilizes proprietary and sourced model portfolios and incorporates specialized handling for legacy holdings, options overlays, and cash as an asset class, while also employing AI tools and offering both full-service and streamlined planning options.

Jeffrey Camarda is a CFA® charterholder with 40 years of experience in the financial industry. He is affiliated with Camarda Wealth Advisory Group and has been involved with Camarda Brothers Financial since 1998. He is the founder and instructor of the Family Wealth Education Institute, which provides wealth education content to both consumers and advisors, and holds an ownership interest in TaxMaster.US, a consulting firm offering estate and business planning, tax services, and related financial consulting. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to a variety of clients, including individuals, trusts, business entities, and plan sponsors. The firm utilizes proprietary and sourced model portfolios that may incorporate equities, fixed income, mutual funds, ETFs, options, and cash, and offers specialized services such as legacy stock management and options overlays.