Wealth Intelligence, LLC

Bryan Oglesby is a CFP® professional with 18 years of industry experience, currently serving at Wealth Intelligence, LLC. His prior roles include positions at Raymond James Financial Services and Raymond James & Associates. Outside of his advisory work, he owns and operates Oglesby Farms, where he manages a cattle herd, and serves on the boards of the Pike County Industrial Development Authority and the Black Hereford Foundation. Wealth Intelligence, LLC provides investment advisory, financial planning, business consulting, and family office services to individuals and families, including high-net-worth and multi-generational households. The firm employs a combination of top-down thematic analysis and fundamental bottom-up research, primarily focusing on U.S. equities, and may use derivatives and margin in client portfolios.

Alfredo Gonzalez is a financial advisor at Wealth Intelligence, LLC with three years of industry experience. He holds a Series 66 designation and has prior experience with Raymond James Financial Services Advisors, Inc. and the United States Army. Outside of his advisory work, he serves as a non-compensated board member for the National Civil War Naval Museum. Wealth Intelligence advises individuals and families, including high-net-worth and multi-generational households, providing investment advisory, financial planning, business consulting, and customized family office services. The firm’s investment approach combines top-down thematic analysis with fundamental research, focusing on U.S. equities and supplemented by ETFs, fixed income, and cash, while employing strategies such as derivatives and margin in separately managed accounts.