Continuum Advisory, LLC

Simon Keogh is a financial advisor at Continuum Advisory, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at OSAIC, Triad Advisors, and Signator Investors, Inc. Keogh is also affiliated with Village Insurance, where he has served as an insurance agent since 2005. Continuum Advisory serves individual and institutional clients, including high-net-worth individuals and pension plans, providing financial planning, consulting, and portfolio management. The firm integrates professional specialties such as tax and legal services among its advisors and emphasizes a collaborative approach supported by centralized technology and sub-advisory platforms.

Shannen Ingram is a financial advisor with Continuum Advisory, LLC, holding Series 63 and Series 65 credentials and with 19 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors, Wachovia Bank, and Triad Advisors. Outside of financial advising, she operates a homestead where she raises and sells poultry products and serves as an emergency substitute teacher for local schools. Continuum Advisory provides financial planning, consulting, and portfolio management services to individual and institutional clients. The firm integrates professional expertise across its advisors and utilizes a centralized technology platform for client services.

Andrew Eakin is a financial advisor at Continuum Advisory, LLC in Bozeman, MT, holding the ChFC® designation with 27 years of industry experience. His prior experience includes roles at Wealth Management Associates, Triad Advisors, Inc., and Osaic Wealth, Inc. He serves as executor and successor trustee of his parents’ estate and is a limited partner in a family limited partnership receiving royalties from mineral rights in Minnesota. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm’s advisors use a range of investment vehicles and offer retirement plan consulting and ERISA fiduciary services while maintaining a high level of professional integration across financial and legal disciplines.

Christopher Maxey is a financial advisor at Continuum Advisory, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Mosaic Financial Group and Kalos Management. In addition to his advisory role, he is a licensed insurance agent providing various insurance products such as term life and indexed universal life insurance. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management services through a network of independent advisors and manages over $1.4 billion in assets.

Triinu Barclay is a financial advisor at Continuum Advisory, LLC with a Series 65 designation and no prior industry experience. Before joining Continuum, she worked at Rassler Financial and Berkshire Hathaway Fox & Roach among other roles. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individuals—including high-net-worth clients—and institutional clients such as pension and profit-sharing plans. The firm uses a range of investment vehicles and offers integrated professional services through its multi-team structure.

Shawn Clark is a financial advisor at Continuum Advisory, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Kalos Management, PMB Capital Management, and Center Street Securities. In addition to his advisory role, Clark is involved with Mosaic Financial Group, where he provides investment advisory services and offers insurance products such as term life and indexed universal life insurance. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a network of independent advisors, managing over $1.4 billion in assets with a focus on tailored investment strategies and institutional retirement plan services.

Scott Nishimura is a financial advisor with Continuum Advisory, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include positions at Osaic Wealth, Inc., Triad Advisors, and Transamerica Financial Advisors, Inc. Outside of his advisory work, he serves as a co-trustee for his elderly aunt’s family trust, managing her day-to-day financial needs. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans through independent advisors. The firm offers tailored financial planning and portfolio management, utilizing a variety of investment vehicles and institutional services, including retirement plan consulting and integrated tax and legal expertise.

Nicholas Lentini is a financial advisor at Continuum Advisory, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including OSAIC, Triad Advisors, and Signator Investors, Inc. In addition to his advisory role, he has owned and operated Lentini Financial Advisory since 1996 and serves as an instructor at College of the Canyons. Continuum Advisory serves individual and institutional clients with financial planning, consulting, and discretionary portfolio management. The firm utilizes mutual funds, ETPs, individual securities, model portfolios, and third-party managers, and offers retirement plan consulting including ERISA fiduciary services.

Mark Allen is a CFP® with 19 years of industry experience, currently serving as an advisor at Continuum Advisory, LLC. He has held roles at several firms including Allen Tax Planning and Triad Advisors, Inc. In addition to his advisory work, he is involved in tax planning and compliance through his own tax planning business. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to individual and institutional clients, including high-net-worth individuals and retirement plans. The firm integrates a range of professional services among its advisors and offers access to diverse investment strategies through its platform.

Kari Jo Bear is a CFP®-certified financial advisor with 21 years of industry experience, currently with Continuum Advisory, LLC. Her prior roles include positions at OSAIC and Triad Advisors, Inc. She is also president and owner of Thomann Financial Services, Inc., where she oversees fixed insurance sales. Additionally, she serves as an honorary board member of the Liberty Hospital Foundation. Continuum Advisory provides financial planning, consulting, and portfolio management services to individuals—including high-net-worth clients—and institutional clients such as pension and profit-sharing plans. The firm offers a range of investment options and retirement plan consulting, with a collaborative approach among advisors who often maintain complementary professional practices.

Deepa Gibbons is a financial advisor at Osaic Wealth, Inc. based in Scottsdale, AZ, holding Series 63 and 65 licenses with 20 years of industry experience. Her previous roles include positions at HSBC Securities (USA) Inc. and several other financial firms. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools to manage a wide range of investment strategies and offers access to multiple custodial platforms and third-party managers.

George Chuang is a CFA® charterholder with 26 years of experience in the financial industry. He is currently with Continuum Advisory, LLC in Tampa, FL, where he has worked since 2023. His prior experience includes roles at Transamerica Financial Advisors, Inc. and Triad Advisors. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management. The firm offers tailored investment solutions through a network of independent advisors and manages over $1.4 billion in assets.

Jacob Coleman is a financial advisor at Continuum Advisory, LLC with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Edward Jones. Coleman is also associated with Wealth Management Associates. Continuum Advisory serves individual and institutional clients, including high-net-worth individuals and pension plans, providing financial planning, consulting, and portfolio management. The firm integrates services across multiple professionals and offers access to various investment options through a centralized platform.

Matthew Mills is a financial advisor with Continuum Advisory, LLC, holding a Series 65 designation and based in Tampa, FL. He began his advisory career in 2025 with Mosaic Financial Group after six years at Keystone Powdered Metal Co. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a network of independent advisors and manages over $1.4 billion in assets.

Jacqueline Lakocy is a CFP® with 42 years of experience in financial planning and investment advice. She is currently affiliated with Continuum Advisory, LLC and has previously worked at OSAIC, Triad Advisors, Inc., and Signator Investors, Inc. Outside of her advisory work, she hosts an Airbnb property in Aptos, CA. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to both individual and institutional clients. The firm integrates multiple professional practices among its advisors and offers retirement plan consulting and ERISA fiduciary services.