Collaborative Wealth

Chad Justice is a financial advisor at Collaborative Wealth with 21 years of industry experience. He holds a Series 66 designation and has worked with Collaborative Wealth since 2006. His prior experience includes a role at LPL Financial LLC from 2006 to 2023. Outside of advising, he is involved with advisorRETIRE, LLC, a business that capitalizes acquisitions of independent financial services firms. 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 individuals, high-net-worth households, pension plans, and nonprofits. The firm uses a combination of fundamental and technical analysis to construct portfolios, typically employing long-term asset mixes with periodic rebalancing and offers both discretionary and non-discretionary management.

Benjamin Sullivan is a financial advisor at Collaborative Wealth with three years of industry experience. He holds the Series 65 designation and has worked at firms including BNY Mellon and Heritage Wealth Management. Collaborative Wealth Management is an SEC-registered firm with a team of nine advisors managing approximately $564 million for individual and high-net-worth households, pension and profit-sharing plans, foundations, charities, and business entities. The firm employs a combination of fundamental and technical analysis to construct diversified portfolios, offering both discretionary and non-discretionary management alongside planning and consulting services.

Thomas Pratt is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Collaborative Wealth Management, LPL Financial, and Evershore Financial Group. Outside of finance, he is involved with Diamond P Ranch, a farming business he has managed since 2004. Collaborative Wealth Management is an SEC-registered advisory firm with a team of nine advisors managing approximately $564 million for individual and high-net-worth clients, pension plans, foundations, charities, and businesses. The firm employs a combined fundamental and technical investment approach, offering both discretionary and non-discretionary management along with comprehensive wealth planning services.

Douglas Jones is a financial advisor at Collaborative Wealth with a Series 66 designation and one year of industry experience. Prior to joining Collaborative Wealth Management, he was affiliated with Bankers Life Advisory Services, Inc. and related entities. Outside of his advisory role, he serves as the personal representative for an estate, managing probate-related fiduciary responsibilities. Collaborative Wealth Management is an SEC-registered firm with nine advisors managing approximately $564 million for individual and high-net-worth clients, as well as institutions. The firm employs a combination of fundamental and technical analysis to construct portfolios and offers a range of services from investment management to comprehensive multigenerational wealth planning.

Randall Reed is a financial advisor at Collaborative Wealth with 27 years of industry experience. He holds a Series 66 designation and has previously worked with LPL Financial, Invest Financial Corporation, and Treasure Coast Financial Services. Reed is also the owner of Reed And Company, a tax preparation and accounting firm, and serves as a coach at Boca Raton Christian School. Collaborative Wealth provides financial planning and portfolio management services to individual and institutional clients, including high-net-worth and multi-generational households. The firm employs a combination of fundamental and technical analysis for long-term asset allocation, and it operates a private real estate fund utilizing AI-assisted underwriting and blockchain-anchored reporting.

Graham Albright is a financial advisor with Collaborative Wealth in Stuart, FL. He holds a Series 65 designation and has been with Collaborative Wealth since 2025. Prior to his current role, he worked in various educational positions, including at Whits of Stuart and local elementary and middle schools. Collaborative Wealth provides financial planning and portfolio management 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 manages a private real estate fund with AI-assisted underwriting and blockchain-anchored reporting for enhanced transparency.

Sandra Stickney is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been with Collaborative Wealth Management since 2016 and also maintains a longstanding association with LPL Financial since 2004. Outside of her advisory role, she provides administrative support to Collaborative Wealth Management and is involved with CSKK, LLC, a non-investment-related business entity. Collaborative Wealth Management is an SEC-registered firm with nine advisors managing approximately $564 million for a diverse client base that includes individual and high-net-worth households, pension and profit-sharing plans, foundations, charities, and business entities. The firm utilizes a combination of fundamental and technical analysis to construct long-term, diversified portfolios and offers both discretionary and non-discretionary management alongside comprehensive wealth planning services.

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.

Stephen Magallanes is a CFP® certificant with 18 years of experience in financial advisory. He has worked at Collaborative Wealth since 2018 and previously at Invest Financial Corporation from 2011 to 2018. Magallanes provides investment advisory services through Collaborative Wealth, an independent registered investment advisory firm. Collaborative Wealth offers 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 combination of fundamental and technical analysis to develop long-term asset allocation strategies, using mutual funds, ETFs, equities, and fixed income, and also operates a private real estate fund with data-driven underwriting and enhanced reporting methods.

Jaren Holmes is a financial advisor at Collaborative Wealth with a Series 65 designation and two years of industry experience. He previously worked at Merrill Lynch for eight years. Outside of advisory work, he serves as Director of Public Relations for Collaborative Digital Innovations, an AI and machine learning software company. Collaborative Wealth Management is an SEC-registered firm with nine advisors managing approximately $564 million for a diverse client base including individuals, high-net-worth households, and institutions. The firm employs a combination of fundamental and technical analysis to construct portfolios with a long-term focus, offering investment management alongside comprehensive planning and consulting 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.

Shawn Smith is a financial advisor with Collaborative Wealth, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining Collaborative Wealth in 2019, he worked at Bank of America/Merrill Lynch and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is involved with SMS Wealth Advisors LLC, a business entity for tax and investment purposes. 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 both fundamental and technical analysis to construct long-term asset allocation strategies and manages a private real estate fund using AI-assisted underwriting combined with traditional oversight.

Brenton Thai is a CFP® with 16 years of industry experience currently serving at Collaborative Wealth. He has worked at Collaborative Wealth Management since 2016 and also held a position at LPL Financial LLC from 2016 to 2022. Outside of his advisory role, he is appointed as an insurance agent with various companies. 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 both fundamental and technical analysis to develop long-term asset allocation strategies and operates a private real estate fund with AI-assisted underwriting and blockchain-anchored reporting for transparency.

Donald White Jr. is a financial advisor with Collaborative Wealth, holding the ChFC® designation and Series 63 and 65 licenses, with 41 years of industry experience. His career includes roles at LPL Financial, INVEST Financial Corporation, and Treasure Coast Financial Services, Inc. He serves as treasurer for the nonprofit organization Love Without Boundaries Inc. 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 both fundamental and technical analysis to develop long-term asset allocation strategies and uniquely offers a private real estate fund combining AI-assisted underwriting with blockchain-anchored reporting.