Lake Mary, FL Office

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.

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.

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.

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.