Pinkerton Wealth Partners

Brett Redd is a financial advisor at Pinkerton Wealth Partners in Springville, UT, holding a Series 65 designation with two years of industry experience. His work history includes roles at Pinkerton Retirement Specialists, PRIVI, LLC dba Linked Wealth Alliance, DSPRO, LLC, and Squire & Company, LLC. Outside of his advisory role, he is involved as a managing partner in multiple investment-related ventures including DSPRO, LLC and PRIVI, LLC. Pinkerton Wealth, LLC serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a customized, formula-driven investment process combining technical, quantitative, and fundamental analysis, offering a range of active, passive, and tactical strategies through its Pinkerton Investment Platform.

Daniel Pinkerton is a CFP® with 35 years of experience in the financial industry. He is managing member of Pinkerton Retirement Specialists, LLC since 1996 and of Sherman Portfolios, LLC since 2022. Pinkerton previously worked at Triad Advisors, Inc. from 2016 to 2020. Outside of his advisory work, he serves on the elder board of Grace Bible Church and co-founded the Idaho Character Foundation. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a customized, disciplined investment process combining technical, quantitative, and fundamental analysis through both active and passive strategies, and provides comprehensive asset management, financial planning, and fiduciary services.

Benjamin Glendening is a CFP® with six years of industry experience, currently serving as an advisor at Pinkerton Wealth Partners. He previously worked at Triad Advisors for four years and has been affiliated with Pinkerton Retirement Specialists since 2010. Pinkerton Wealth, LLC provides asset management and financial planning services to individuals, families, foundations, and institutional clients. The firm uses a disciplined, formula-driven investment approach combining active, passive, and tactical strategies and operates multiple offices while sponsoring educational seminars and client conferences.

Nicholas Helgeson is a CFP® with 17 years of industry experience, currently serving as an advisor at Pinkerton Wealth Partners in Coeur D'Alene, ID. He has worked with Triad Advisors, Inc. since 2016 and has been involved with Pinkerton Retirement Specialists, LLC since 2009. Outside of his advisory work, he owns and operates Ronan Ventures, LLC, an e-commerce business. Pinkerton Wealth Partners serves individuals, families, foundations, and institutional clients, offering asset management, financial planning, estate planning coordination, and ERISA/401(k) consulting. The firm employs a disciplined, formula-driven investment process called “Advance and Protect,” combining technical, quantitative, and fundamental analysis across active and passive strategies.

Daniel Ostlund is a financial advisor with Pinkerton Wealth Partners, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked with multiple firms including Ostlund Wealth Advisors, LLC, and Taylor Capital Management Inc. Ostlund also engages in insurance sales, focusing on fixed indexed annuities as part of retirement planning. Pinkerton Wealth Partners serves a diverse client base including individuals, high-net-worth families, and institutional clients, offering discretionary and non-discretionary asset management alongside estate-planning coordination and fiduciary services. The firm employs a disciplined, formula-driven investment process combining technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Joshua Brands is a financial advisor at Pinkerton Wealth Partners in Coeur D'alene, ID, holding a Series 65 designation with one year of industry experience. Prior to joining Pinkerton Wealth Partners in 2023, he worked at Moss Adams LLP from 2017 to 2023 and was affiliated with the University of Idaho from 2014 to 2016. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm uses a disciplined, formula-driven investment process called “Advance and Protect,” which combines technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Nathaniel Collier is a financial advisor at Pinkerton Wealth Partners in Coeur D'alene, ID, with seven years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors and Pinkerton Retirement Specialists, LLC. Outside of his advisory work, he volunteers with the Prairie Cardinals Baseball Club, a nonprofit youth sports organization. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm uses a customized, formula-driven investment process combining technical, quantitative, and fundamental analysis, offering a range of active, passive, and tactical strategies.

Anthony Roylance is a financial advisor at Pinkerton Wealth Partners with 13 years of industry experience. He holds a Series 65 designation and has worked at multiple firms including Capital Management Services, Inc. and William E Sherman and Associates. Roylance has also served with the Fenton Fire Protection District for over two decades. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm utilizes a disciplined, formula-driven investment process combining technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Hans Medina is a financial advisor at Pinkerton Wealth Partners with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Shiraishi Financial Group Advisors and Cetra Investment Services, LLC. Medina is based in Honolulu, HI. Pinkerton Wealth, LLC serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a customized, disciplined investment process called “Advance and Protect,” utilizing a combination of active, passive, and tactical strategies across approximately 70 model portfolios.

Christopher Wootton is a financial advisor at Pinkerton Wealth Partners in Conroe, TX, holding a ChFC® designation and Series 65 license with 18 years of industry experience. He previously worked at Game Plan Advisors and operated WOOTTON Financial Group, Inc. for over two decades. Pinkerton Wealth serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and institutional clients, offering discretionary and non-discretionary asset management alongside comprehensive financial planning and fiduciary services. The firm employs a disciplined, formula-driven investment process called “Advance and Protect,” using a combination of technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Sheri Cabral is a financial advisor at Pinkerton Wealth Partners in Honolulu, HI, holding a Series 66 credential with 12 years of industry experience. She has worked with Cambridge Investment Research Advisors and Private Client Services, LLC, and serves as president of the board for Parent Participation Nursery School, where she is involved in decision-making related to the school’s operations, finances, and human resources. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients through discretionary and non-discretionary asset management, financial planning, estate-planning coordination, and ERISA/401(k) consulting. The firm employs a formula-driven investment process called “Advance and Protect,” which integrates technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Alicia Earnest is a financial advisor at Pinkerton Wealth Partners in Conroe, TX, holding a Series 65 designation with one year of experience at the firm. She has been associated with Wootton Financial Group Inc. for 25 years. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients, offering discretionary and non-discretionary asset management alongside financial and estate-planning coordination. The firm employs a customized, formula-driven investment process called “Advance and Protect,” combining technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Kristopher Whipple is a financial advisor at Pinkerton Wealth Partners in Nashville, TN, holding a Series 65 license with three years of industry experience. He previously worked at CoreCap Advisors and has operated his own firm, Kristopher Curtis Financial, where he sells life insurance and fixed index annuities. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a customized, formula-driven investment process combining active, passive, and tactical strategies and offers a range of model portfolios and fiduciary services.

Richard Breedlove is a financial advisor at Pinkerton Wealth Partners in Conroe, TX, holding a Series 65 credential. He has one year of experience in the industry and has held roles at multiple firms prior to joining Pinkerton Wealth Partners. Pinkerton Wealth, LLC serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm uses a disciplined, formula-driven investment process called “Advance and Protect,” combining technical, quantitative, and fundamental analysis to implement active, passive, and tactical strategies.

Clifford Robello is a CFP® with 39 years of industry experience, currently serving at Pinkerton Wealth Partners. He previously worked at Cambridge Investment Research Advisors and has held senior advisory roles at CRM Financial Advisors, where he is CEO. Robello is also an author of "Retire Like a Shark" and serves on the advisory board for the National Christian Foundation's Hawaii chapter. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a customized, formula-driven investment process called “Advance and Protect,” combining technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.