Collaborative Wealth

Chad Justice is a financial advisor at Collaborative Wealth with 21 years of industry experience. He holds a Series 66 designation and has worked with Collaborative Wealth since 2006. His prior experience includes a role at LPL Financial LLC from 2006 to 2023. Outside of advising, he is involved with advisorRETIRE, LLC, a business that capitalizes acquisitions of independent financial services firms. Collaborative Wealth Management is an SEC-registered advisory firm with a team of nine advisors managing approximately $564 million for a diverse client base, including individuals, high-net-worth households, pension plans, and nonprofits. The firm uses a combination of fundamental and technical analysis to construct portfolios, typically employing long-term asset mixes with periodic rebalancing and offers both discretionary and non-discretionary management.

Benjamin Sullivan is a financial advisor at Collaborative Wealth with three years of industry experience. He holds the Series 65 designation and has worked at firms including BNY Mellon and Heritage Wealth Management. Collaborative Wealth Management is an SEC-registered firm with a team of nine advisors managing approximately $564 million for individual and high-net-worth households, pension and profit-sharing plans, foundations, charities, and business entities. The firm employs a combination of fundamental and technical analysis to construct diversified portfolios, offering both discretionary and non-discretionary management alongside planning and consulting services.

Thomas Pratt is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Collaborative Wealth Management, LPL Financial, and Evershore Financial Group. Outside of finance, he is involved with Diamond P Ranch, a farming business he has managed since 2004. Collaborative Wealth Management is an SEC-registered advisory firm with a team of nine advisors managing approximately $564 million for individual and high-net-worth clients, pension plans, foundations, charities, and businesses. The firm employs a combined fundamental and technical investment approach, offering both discretionary and non-discretionary management along with comprehensive wealth planning services.

Douglas Jones is a financial advisor at Collaborative Wealth with a Series 66 designation and one year of industry experience. Prior to joining Collaborative Wealth Management, he was affiliated with Bankers Life Advisory Services, Inc. and related entities. Outside of his advisory role, he serves as the personal representative for an estate, managing probate-related fiduciary responsibilities. Collaborative Wealth Management is an SEC-registered firm with nine advisors managing approximately $564 million for individual and high-net-worth clients, as well as institutions. The firm employs a combination of fundamental and technical analysis to construct portfolios and offers a range of services from investment management to comprehensive multigenerational wealth planning.

Randall Reed is a financial advisor with Collaborative Wealth, holding a Series 66 designation and 26 years of industry experience. He has worked at multiple firms including LPL Financial, Invest Financial Corporation, and Treasure Coast Financial Services. Outside of advisory work, he coaches at Boca Raton Christian School. Collaborative Wealth Management is an SEC-registered advisory firm with a team of nine advisors managing approximately $564 million for about 871 clients. The firm serves individual and high-net-worth households, pension plans, foundations, charities, and business entities, offering investment management along with planning and consulting services that range from limited engagements to comprehensive multigenerational wealth planning.

Sandra Stickney is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been with Collaborative Wealth Management since 2016 and also maintains a longstanding association with LPL Financial since 2004. Outside of her advisory role, she provides administrative support to Collaborative Wealth Management and is involved with CSKK, LLC, a non-investment-related business entity. Collaborative Wealth Management is an SEC-registered firm with nine advisors managing approximately $564 million for a diverse client base that includes individual and high-net-worth households, pension and profit-sharing plans, foundations, charities, and business entities. The firm utilizes a combination of fundamental and technical analysis to construct long-term, diversified portfolios and offers both discretionary and non-discretionary management alongside comprehensive wealth planning services.

Darla Greer is a financial advisor at Collaborative Wealth with 40 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Cetera Advisors, and Falcon Financial. Greer has also provided administrative support to Collaborative Wealth, dedicating significant time to that role. Collaborative Wealth Management is an SEC-registered advisory firm with a team of nine advisors managing approximately $564 million for a diverse client base including individual and high-net-worth households, pension plans, and nonprofits. The firm employs a combination of fundamental and technical analysis to construct portfolios, offering both discretionary and non-discretionary management alongside comprehensive wealth planning services.

Stephen Magallanes is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Collaborative Wealth, where he has worked since 2018, and previously spent seven years at Invest Financial Corporation. Magallanes is based in Stuart, Florida. Collaborative Wealth Management is an SEC-registered advisory firm with a team of nine advisors managing approximately $564 million for a diverse client base, including individual and high-net-worth households, pension and profit-sharing plans, foundations, charities, and business entities. The firm uses a combination of fundamental and technical analysis to construct long-term portfolios and offers both discretionary and non-discretionary management alongside a range of planning and consulting services.

Jaren Holmes is a financial advisor at Collaborative Wealth with a Series 65 designation and two years of industry experience. He previously worked at Merrill Lynch for eight years. Outside of advisory work, he serves as Director of Public Relations for Collaborative Digital Innovations, an AI and machine learning software company. Collaborative Wealth Management is an SEC-registered firm with nine advisors managing approximately $564 million for a diverse client base including individuals, high-net-worth households, and institutions. The firm employs a combination of fundamental and technical analysis to construct portfolios with a long-term focus, offering investment management alongside comprehensive planning and consulting services.

Larry Resczenski is a financial advisor with Collaborative Wealth Management in Gainesville, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at LPL Financial and Markey Investment Management. He serves as Treasurer of his condominium association, The Lofts at West University Avenue Condominium Association. Collaborative Wealth Management is an SEC-registered advisory firm with a team of nine advisors managing approximately $564 million for a diverse client base, including individual and high-net-worth households, pension plans, foundations, and business entities. The firm employs a combination of fundamental and technical analysis to construct portfolios with a long-term target asset allocation, offering both discretionary and non-discretionary management alongside comprehensive wealth planning services.

Shawn Smith is a financial advisor with Collaborative Wealth and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, including prior roles at Bank of America/Merrill Lynch and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Shawn is also involved with SMS Wealth Advisors LLC, a business entity used for tax and investment purposes. Collaborative Wealth Management is an SEC-registered advisory firm with nine advisors managing approximately $564 million for a diverse client base that includes individual and high-net-worth households, pension plans, foundations, charities, and business entities. The firm employs a combination of fundamental and technical analysis to construct portfolios, offering both discretionary and non-discretionary management alongside comprehensive wealth planning services.

Brenton Thai is a CFP® professional with 15 years of industry experience. He is currently with Collaborative Wealth Management and has previously worked at firms including LPL Financial LLC, Evershore Financial Group, Minnesota Life Insurance Company, and Securian Financial Services. Outside of his advisory role, he is also appointed as an insurance agent with various companies. Collaborative Wealth Management is an SEC-registered firm with a team of nine advisors managing approximately $564 million for individual and high-net-worth clients, as well as institutional and nonprofit entities. The firm employs a combination of fundamental and technical analysis to construct portfolios, focusing on long-term asset allocation and periodic rebalancing across a variety of investment vehicles.

Donald White Jr. is a financial advisor with Collaborative Wealth, holding the ChFC® designation and Series 63 and 65 licenses, and has 40 years of industry experience. He has worked at Collaborative Wealth since 2018 and previously spent 11 years with INVEST Financial Corporation and over 30 years with Treasure Coast Financial Services, Inc. Outside of his advisory work, he serves as treasurer for the nonprofit organization Love Without Boundaries Inc. Collaborative Wealth Management is an SEC-registered advisory firm with a team of nine advisors managing approximately $564 million for a diverse client base including individual and high-net-worth households, pension and profit-sharing plans, foundations, charities, and business entities. The firm offers investment management and planning services using a combination of fundamental and technical analysis to construct portfolios with a long-term target asset mix and periodic rebalancing.