Authentikos Wealth Advisory LLC

Sherry Neeley is a financial advisor at Authentikos Wealth Advisory LLC with three years of industry experience. She holds the Series 66 designation and previously worked at First Command Insurance Services, INC and related entities. Outside of her advisory role, Neeley provides educational consulting as a special education advocate for parents. Authentikos Wealth Advisory LLC is an SEC-registered investment adviser serving individual clients, retirement accounts, trusts, estates, and select corporate and employee benefit plans. The firm manages approximately $154.8 million in assets and offers discretionary portfolio management, written financial planning, and access to model portfolio solutions through the AE Wealth wrap-fee platform.

Jared Elson is a Series 65 licensed advisor with 15 years of industry experience. He is currently with Authentikos Wealth Advisory LLC and has previously worked at Regent Wealth Advisory, Global Financial Private Capital, and Regent Financial & Insurance Services. Outside of his advisory role, he is an owner and agent at Authentikos Financial & Insurance Services, where he manages life insurance, annuities, and long-term care insurance sales and business operations. Authentikos Wealth Advisory LLC is an SEC-registered investment adviser serving individuals, retirement accounts, trusts, estates, and select corporate and employee benefit plans. The firm offers discretionary portfolio management, financial planning, and third-party manager oversight, utilizing a range of investment instruments and model portfolio solutions tailored to client objectives and risk tolerance.

Christine Mason is a financial advisor at Authentikos Wealth Advisory LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at Regent Wealth Management from 2013 to 2021. Mason is also an agent with Authentikos Financial and Insurance Services, LLC, where she is involved in the sale of commissionable insurance products. Authentikos Wealth Advisory LLC serves individual clients, retirement accounts, trusts, estates, and select corporate and employee benefit plans. The firm offers discretionary portfolio management, written financial planning, and third-party money manager oversight, using a range of investment instruments and model portfolio solutions tailored to client objectives.

James Bergis is a financial advisor with Authentikos Wealth Advisory LLC, holding a Series 65 credential and six years of industry experience. He has previously worked at Regent Financial and Insurance Services, LLC and Regent Wealth Management. Outside of his advisory work, Bergis owns and operates Bergis Builds, a woodworking and metal fabrication business. Authentikos Wealth Advisory LLC serves individual clients, retirement accounts, trusts, estates, and select corporate and employee benefit plans. The firm offers discretionary portfolio management, financial planning, third-party money manager oversight, and access to model portfolio solutions through a wrap-fee platform.