Intelligence Driven Advisers, LLC

Derek Long is a financial advisor at Intelligence Driven Advisers, LLC with three years of industry experience. He holds a Series 65 designation and previously worked in real estate, serving as President of Derek Long Realtor Corp since 2019 and with Signature Real Estate Group from 2015 to 2019. Outside of advising, he continues to be involved in residential real estate transactions through his role at Derek Long Realtor Corp. Intelligence Driven Advisers, LLC is a multi-team SEC-registered advisory firm managing approximately $882 million for individual and institutional clients, including retirement plans, trusts, estates, and Native American sovereign entities. The firm offers financial planning, discretionary investment management using model and custom portfolios, and retirement plan consulting, with an investment approach centered on risk management and fundamental analysis.

David Reyes is a CFP® professional with four years of industry experience. He currently serves at Intelligence Driven Advisers, LLC and previously worked at Pure Financial Advisors, Inc. for six years. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for a variety of clients, including individuals, institutions, retirement plans, trusts, estates, and Native American sovereign entities. The firm provides financial planning, discretionary investment management through model and custom portfolios, retirement plan solutions, consulting, and held-away account management, with an investment process centered on risk management and fundamental analysis.

Brian Peterson is a financial advisor at Intelligence Driven Advisers, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Mutual of America and Tri Ad. Intelligence Driven Advisers, LLC is a multi-team SEC-registered firm managing approximately $882 million for individual and institutional clients, including retirement plans, trusts, estates, and Native American sovereign entities. The firm uses a model-based investment approach focused on low-cost institutional funds and ETFs, with risk management and fundamental analysis central to portfolio construction.

Darcy Wadsworth is a CFP® professional with 22 years of industry experience, currently serving at Intelligence Driven Advisers, LLC since 2018. His prior experience includes roles at Ocean Equity Partners, LLC, Labrum Wealth Management, LLC, and as president and owner of EZ DZ IT, Inc. He is also involved in community activities as a board member of the Lower Keys Chamber of Commerce and secretary and board member of the Rotary Club of Big Pine & Lower Keys. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for a diverse client base, including individual and institutional investors. The firm employs an investment process overseen by an Investment Committee, focusing on low-cost institutional funds, risk management, and fundamental analysis, and offers a range of services including financial planning, discretionary investment management, retirement plan solutions, and consulting.

Robert Paterson is a financial advisor at Intelligence Driven Advisers, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Labrum Wealth Management, LLC and Beta Wealth Group, Inc. Outside of advising, he is also involved as an insurance agent with LWM Insurance Solutions. Intelligence Driven Advisers, LLC is an SEC-registered multi-team firm managing approximately $882 million for individual and institutional clients. The firm offers financial planning and discretionary investment management through model portfolios and custom accounts, emphasizing risk management and fundamental analysis.

Samuel Wheeler is a financial advisor at Intelligence Driven Advisers, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Mutual of America Life Insurance Company, Mutual of America Securities LLC, Capstone Partners Financial and Insurance Services, and Newport Beach Country Club. Outside of his advisory role, he is also an insurance agent with Intelligence Driven Insurance Solutions. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for individual and institutional clients, including retirement plans, trusts, estates, and Native American sovereign entities. The firm offers financial planning, discretionary investment management through model portfolios and custom accounts, retirement plan solutions, consulting, and held-away account management, with an investment approach emphasizing risk management and fundamental analysis.

Steven Dougan is a financial advisor at Intelligence Driven Advisers, LLC and holds a Series 65 credential. He has one year of industry experience, with prior roles in financial services and other fields including education, real estate, and travel. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for individual and institutional clients. The firm offers financial planning, discretionary investment management using primarily low-cost institutional funds and ETFs, and retirement plan solutions, with an investment process overseen by an Investment Committee.

Brittney Partow is a financial advisor with Intelligence Driven Advisers, LLC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. Her prior roles include positions at LPL Financial and TD Ameritrade - Charles Schwab & Co., Inc. She is based in Carlsbad, CA. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for a diverse client base, including individuals, institutions, retirement plans, trusts, estates, and Native American sovereign entities. The firm employs a model-driven investment approach focused on low-cost institutional funds, risk management, and fundamental analysis, and offers a range of services including financial planning, discretionary management, retirement plan consulting, and held-away account management.

Alex Klingensmith is a CFP® with 14 years of experience in the financial industry. He has worked at Intelligence Driven Advisers, LLC since 2018 and previously spent seven years at Labrum Wealth Management, LLC. Klingensmith is also involved with Invictus Real Estate Partners, LLC, a real estate management firm where he serves as managing member of a real estate fund. Intelligence Driven Advisers, LLC is a multi-team advisory firm managing approximately $882 million for individual and institutional clients, including retirement plans, trusts, estates, and Native American sovereign entities. The firm provides financial planning, discretionary investment management through model strategies and custom accounts, retirement plan solutions, consulting, and held-away account management, emphasizing risk management and fundamental analysis in portfolio construction.

Hunter Daniel is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He is currently with Intelligence Driven Advisers, LLC and has previously worked at Morton Wealth, Dowling & Yahnke, LLC, and Goldman Sachs. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for individual and institutional clients, including retirement plans, trusts, estates, and Native American sovereign entities. The firm emphasizes risk management and fundamental analysis through model portfolios primarily invested in low-cost institutional mutual funds and ETFs, while also offering financial planning, discretionary investment management, and retirement plan solutions.

Madeline Reber is a financial advisor with Intelligence Driven Advisers, LLC, holding a Series 65 license and entering her first year of industry experience. She previously worked at American Assets Capital Advisers, LLC for eight years and has academic experience at the University of San Diego. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for individual and institutional clients, including retirement plans and Native American sovereign entities. The firm offers services such as financial planning, discretionary investment management through model portfolios and custom accounts, and retirement plan consulting, with an investment process centered on low-cost institutional funds, risk management, and fundamental analysis.

Marija Petrovic is a financial advisor with Intelligence Driven Advisers, LLC and holds a Series 65 designation. She has three years of prior experience at StepStone Group and joined her current firm in 2025. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for individual and institutional clients, including retirement plans, trusts, estates, and Native American sovereign entities. The firm uses a model-driven investment approach centered on risk management and fundamental analysis, offering financial planning, discretionary investment management, and retirement plan solutions.

Chad Greenberg is a financial advisor at Intelligence Driven Advisers, LLC with 17 years of industry experience. He holds the PFS™ and Series 63 designations and manages a CPA firm, Navigate Tax & Accounting Advisors LLC, where he serves as owner. His prior experience includes roles at Navigate Wealth Management, Geneos Wealth Management, Echelon Energy, and 361 Capital. Intelligence Driven Advisers is an SEC-registered multi-team advisory firm managing approximately $882 million for individual and institutional clients, including retirement plans, trusts, estates, and Native American sovereign entities. The firm employs an investment process overseen by an Investment Committee using primarily low-cost institutional funds and ETFs, with additional strategies such as alternatives and options when appropriate.

Jordie Czapinski is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Intelligence Driven Advisers, LLC since 2018 and concurrently at International Assets Advisory, LLC since 2016, in addition to previous experience at Labrum Wealth Management, LLC. Intelligence Driven Advisers, LLC is a multi-team SEC-registered advisory firm managing approximately $882 million for individual and institutional clients. The firm employs a risk-managed investment process overseen by an Investment Committee and offers comprehensive financial planning, discretionary management, retirement plan solutions, and consulting services.

Jason Labrum is a CFP® professional with 28 years of experience in the financial services industry. He is a founding CEO of an insurance agency focused on life insurance and fixed annuities, and he also holds leadership roles in real estate investment and management firms. Labrum has been with Intelligence Driven Advisers, LLC since 2018 and has prior experience running his own wealth management company. Intelligence Driven Advisers, LLC is a multi-team SEC-registered advisory firm managing approximately $882 million for individual and institutional clients, including retirement plans, trusts, and Native American sovereign entities. The firm provides financial planning, discretionary investment management using low-cost institutional funds and ETFs, retirement plan solutions, and consulting, with a coordinated approach involving tax and legal professionals as needed.