Champion Advisors LLC

Barrett Ward is a CFP® and Series 65-licensed financial advisor with five years of industry experience, currently serving at Champion Advisors LLC since 2019. He also works with Blandford Family Partnership, Ltd., where he provides financial consulting related to family financial holdings. Champion Advisors LLC offers discretionary investment management and tailored advisory services to individuals, trusts, and foundations. The firm focuses on asset-class investing with long-term, buy-and-hold strategies primarily using passively managed mutual funds and customized fixed-income portfolios.

Thomas Tucker is a financial advisor at Henry Bragg & Co. with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Champion Risk Management, LLC and Champion Advisors LLC. Tucker is also an independent insurance agent specializing in life insurance. Henry Bragg & Co. provides discretionary portfolio management primarily to high-net-worth and non-HNW individual clients, offering services such as qualified plan advisory, trustee services, and a retained “Trusted Advisor” service for ultra-high-net-worth clients. The firm uses model portfolios with institutional asset-class mutual funds and ETFs, and supports customized allocations, managing approximately $342 million in assets with a notably small advisory team.