Cumberland Advisors

Austin Hackenberg is a financial advisor at Cumberland Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at US Bank and operated as a self-employed advisor. He also has experience with the Middleburg Area Recreation Association. Cumberland Advisors serves individual investors, including high-net-worth households, as well as institutional clients such as retirement plans, foundations, corporations, and government entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment consulting, with a focus on active municipal and taxable bond management, ETF-based equity strategies, and a tactical trend strategy that incorporates market-timing signals.

John Mousseau is a CFA® charterholder with 25 years of industry experience. He has been with Cumberland Advisors since 2000. Located in Sarasota, FL, he holds Series 63 and Series 65 licenses. Cumberland Advisors serves individual and institutional clients by providing portfolio management, financial planning, and investment consulting. The firm manages separately managed accounts across fixed-income and ETF-based equity styles, emphasizing active municipal and taxable bond management and a tactical trend strategy that includes market-timing elements.

Mark Myers is a financial advisor at Cumberland Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked for First Priority Financial Corp. and First Priority Bank for eleven years. Myers is based in Sarasota, FL. Cumberland Advisors serves high-net-worth individuals and various institutional clients, providing discretionary portfolio management, consulting, and financial planning across fixed-income and equity strategies. The firm emphasizes active fixed-income management with a proprietary rating system and employs core-satellite ETF approaches and tactical trend strategies in equities.

Matthew Mcaleer is a financial advisor at Cumberland Advisors with 17 years of industry experience. He has worked at Cumberland Advisors since 2014. He holds Series 63 and Series 65 licenses. Cumberland Advisors serves high-net-worth individuals and a range of institutional clients, providing discretionary portfolio management, consulting, and financial planning. The firm emphasizes active fixed-income management and implements ETF-based core-satellite equity strategies, offering both traditional and wrap-fee asset management.

Rengan Krishnakumar is a CFP® professional with one year of experience, currently serving at Cumberland Advisors. His prior roles include positions at Wealth Enhancement Group and Atlas Fiduciary Financial, along with earlier experience at HT Hong Kong and Delphi, Inc. Cumberland Advisors provides portfolio management, financial planning, and investment consulting services to individual investors, institutional clients, and government entities. The firm employs a team approach to managing fixed-income and ETF-based equity portfolios, featuring active municipal bond management and a tactical trend strategy alongside its separate account offerings.

Kevin Kowalczyk is a financial advisor at Cumberland Advisors with 31 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Cumberland Advisors in 2025, he worked at SmartTrust, Cakewalk, and Proshares. Cumberland Advisors serves individual investors and a range of institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, and investment consulting. The firm emphasizes active municipal and taxable bond management alongside ETF-based equity strategies and includes a tactical trend strategy within its separately managed account platform.

Donna Jackson is a financial advisor at Cumberland Advisors with 18 years at the firm and 12 years of industry experience. She holds a Series 65 designation and is based in Sarasota, FL. Cumberland Advisors serves high-net-worth individuals and institutional clients by providing discretionary portfolio management, consulting, and financial planning across fixed-income and equity strategies. The firm emphasizes active fixed-income management with a proprietary rating system and employs ETF-based core-satellite equity strategies alongside a Tactical Trend approach.

Michael Blackmon is a CFA® charterholder and holds a Series 65 license with 20 years of industry experience. He has been with Cumberland Advisors since 2016. Cumberland Advisors serves high-net-worth individuals and a range of institutional clients, offering discretionary portfolio management across fixed-income and equity strategies as well as consulting and financial planning. The firm emphasizes active fixed-income management with a proprietary rating system and implements ETF-based core-satellite equity approaches alongside a Tactical Trend strategy.

Liza Cifelli is a financial advisor at Cumberland Advisors with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at Morgan Stanley Smith Barney LLC, State Street Global Markets, and John Hancock prior to joining Cumberland Advisors in 2026. Cumberland Advisors serves high-net-worth individuals and institutional clients including retirement plans, corporations, foundations, and government entities. The firm provides discretionary portfolio management focused on active fixed-income strategies and ETF-based equity approaches, alongside consulting and financial planning services.

Ira Baron is a financial advisor at Cumberland Advisors with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Eaton Vance Distributors, Inc., Canon Financial, and IGB Consulting. He is based in St. Augustine, Florida. Cumberland Advisors serves individual investors, high-net-worth households, and a range of institutional clients by providing portfolio management, financial planning, and investment consulting. The firm employs a team approach to managing separately managed accounts with an emphasis on active fixed-income strategies, ETF-based equity exposures, and a tactical trend strategy that incorporates market-timing techniques.

Patricia Healy is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Cumberland Advisors since 2016. She holds Series 63 and Series 65 registrations. Cumberland Advisors provides discretionary portfolio management, consulting, and financial planning services to high-net-worth individuals and various institutional clients, including retirement plans and government entities. The firm focuses on active fixed-income management with an investment-grade bias and uses ETF-based core-satellite equity strategies alongside a Tactical Trend approach.

Benjamin Pease is a financial advisor at Cumberland Advisors with nine years of prior experience at Breckenridge Capital Advisors. He holds Series 63 and Series 65 licenses and has been with Cumberland Advisors since 2023. Cumberland Advisors serves individual investors, including high-net-worth households, as well as a range of institutional clients by providing portfolio management, financial planning, and investment consulting. The firm employs a team-based approach to managing fixed-income and ETF-based equity strategies and is notable for its inclusion of a tactical trend strategy within its separately managed account platform.

Martina Schmidt is a financial advisor at Cumberland Advisors with one year of industry experience. She holds a Series 65 designation and has worked at the University of South Florida since 2000. Outside of her advisory role, she serves as Corporate Secretary and Strategist for Best Weather Inc., where she writes a weekly commodity-oriented newsletter. Cumberland Advisors provides portfolio management, financial planning, and investment consulting to individual and institutional clients. The firm employs a team-based approach with a focus on active fixed-income management and a tactical trend strategy that incorporates market-timing signals and downside protection.

Daniel Himelberger is a financial advisor with Cumberland Advisors in Sarasota, FL, holding a Series 65 designation and 11 years of industry experience. He has been with Cumberland Advisors since 2013. Cumberland Advisors serves individual investors, including high-net-worth households, as well as a variety of institutional clients by providing portfolio management, financial planning, and investment consulting. The firm employs a team approach and emphasizes active fixed-income management, broad ETF equity exposures, and a tactical trend strategy that incorporates market-timing signals and downside protection.

Shaun Burgess is a financial advisor at Cumberland Advisors with 11 years of industry experience. He holds a Series 65 designation and has been with Cumberland Advisors since 2013. The firm serves individual investors, including high-net-worth households, as well as institutional clients such as retirement plans, foundations, and government entities. Cumberland Advisors manages separately managed accounts using a team approach, with a focus on active fixed-income management, ETF-based equity strategies, and a distinctive Tactical Trend strategy that incorporates market-timing techniques.