Intelligence Driven Advisers, LLC

Derek Long is a financial advisor with Intelligence Driven Advisers, LLC and holds a Series 65 designation. He has two years of industry experience and serves as President of Derek Long Realtor Corp., a residential real estate firm. Prior to joining Intelligence Driven Advisers in 2023, he worked at Signature Real Estate Group and managed a welding business. Intelligence Driven Advisers 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 employs a model-based investment approach focused on low-cost institutional funds, risk management, and fundamental analysis, supported by coordinated planning with tax and legal professionals.

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 with Intelligence Driven Advisers, LLC in Carlsbad, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Mutual of America and Tri Ad. Intelligence Driven Advisers, LLC is an SEC-registered multi-team 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 using model portfolios and custom accounts, and retirement plan solutions, with an investment approach centered on risk management and fundamental analysis.

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 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mutual of America Securities LLC and Mutual of America Life Insurance Company. Outside of advisory work, he is also an agent for an affiliated insurance agency, 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 employs an Investment Committee to oversee model portfolios primarily composed of low-cost institutional mutual funds and ETFs, with risk management and fundamental analysis central to portfolio construction.

Steven Dougan is a financial advisor at Intelligence Driven Advisers, LLC with a Series 65 designation and approximately seven years of experience across financial and related industries. His prior roles include positions at Marathon Group Financial, Doorvest, and AO Globe Life. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing around $882 million for individual and institutional clients, including retirement plans and Native American sovereign entities. The firm employs a risk-managed investment process centered on low-cost institutional funds and ETFs, offers a range of planning and management services, and is notable for its affiliated investment funds, insurance agency, and tax affiliate.

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.

Nolan Martin is a CFP® professional with one year of experience in financial advising, currently at Intelligence Driven Advisers, LLC. His prior work includes roles at H&R Block and Horace Mann, and he has academic experience from San Diego State University. Intelligence Driven Advisers, LLC is a multi-team advisory firm managing approximately $882 million for individual and institutional clients, including retirement plans, trusts, and Native American sovereign entities. The firm utilizes a model-driven investment approach focused on low-cost institutional funds and ETFs, with active risk management and coordinated planning that may involve tax and legal professionals.

Alex Klingensmith is a CFP® professional with 13 years of industry experience, currently serving at Intelligence Driven Advisers, LLC since 2018. He also holds ownership and management roles in Invictus Real Estate Partners, LLC, a real estate management firm. Klingensmith is involved in an affiliated insurance agency, 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 utilizes a risk-managed investment process overseen by an Investment Committee, employing primarily low-cost institutional mutual funds and ETFs along with alternative strategies when appropriate.

Richard Labrum is a financial advisor with Intelligence Driven Advisers, LLC and holds the Series 63 and Series 65 credentials. He has 33 years of industry experience, including roles at International Assets Advisory and Labrum Wealth Management, LLC. In addition to his advisory work, he is involved in insurance sales through an affiliated agency. Intelligence Driven Advisers, LLC is an SEC-registered multi-team firm managing approximately $882 million for individual and institutional clients. The firm employs a risk-managed investment process with low-cost institutional funds, model portfolios, and customized accounts, and offers coordinated financial planning alongside discretionary investment management and retirement plan solutions.

Marija Petrovic is a financial advisor at Intelligence Driven Advisers, LLC with a Series 65 designation. She has three years of experience at StepStone Group prior to joining her current firm. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for a variety of individual and institutional clients. The firm offers financial planning, discretionary investment management using model portfolios, retirement plan solutions, and consulting services, with an investment process focused on risk management and fundamental analysis.

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.