Sunglow Wealth Advisory LLC

Wesley Aikens is a financial advisor at Sunglow Wealth Advisory LLC with a Series 65 designation and six years of industry experience. He has been with Sunglow Wealth Advisory since 2019 and has operated The Aikens Firm, an accounting and tax advisory business, since 1980. The Aikens Firm provides business and individual advisement, including investment discussions as part of its CPA services. Sunglow Wealth Advisory LLC is a fee-only investment adviser managing approximately $61.5 million for about 62 clients. The firm serves individuals, trusts, estates, privately held companies, and qualified retirement plans, employing a value-oriented, fundamental analysis approach with multi-year holding periods and portfolio diversification, and it actively manages accounts primarily on a discretionary basis.

Colton Sowash is the owner and sole advisor of Big Creek Capital Management, holding a Series 66 credential with four years of industry experience. His career includes roles at Sunglow Wealth Advisory LLC, LCG Associates, and Mercer University, among others. He manages Big Creek Capital Management while also maintaining a concurrent advisory role at another registered firm. Big Creek Capital Management is a registered investment adviser providing discretionary portfolio management and advisory services. The firm employs a value-oriented fundamental analysis approach with an emphasis on multi-year holding periods, diversification, and option strategies, serving clients through a single-manager structure and low-cost electronic custodians.