DG Wealth

Jonathan Marshall is a financial advisor at DG Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at DG Wealth since 2023, with prior roles at AE Wealth Management and Lincoln Financial Securities Corporation. Marshall is also involved in insurance-related activities through his ownership of Marshall Financial LLC dba DG Advisors and partnership in DG Insurance. DG Wealth provides wealth management, financial planning, and retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm customizes strategies based on client objectives and risk tolerance, managing assets across mutual funds, ETFs, and individual securities, and offers ERISA fiduciary retirement-plan services including plan review and participant education.

Kelsey Mac Lean is a financial advisor at DG Wealth in Venice, FL, holding a Series 65 credential with one year of experience at the firm. Prior to joining DG Wealth, Mac Lean has held various roles primarily in the hospitality industry. Outside of financial advising, Mac Lean is involved with Dockside Waterfront Grille. DG Wealth provides wealth management, financial planning, retirement plan services, and investment management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s approach begins with customized financial planning and allocates across mutual funds, ETFs, and individual securities, also offering fiduciary retirement-plan services and participant education.

David Kovalenko is a financial advisor at DG Wealth with two years of industry experience. He holds a Series 65 designation and has worked previously at Red Rhino, Coldwell Banker, State Street, and Lucaralies. DG Wealth offers wealth management, financial planning, retirement plan services, and both discretionary and non-discretionary investment management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s approach begins with financial planning tailored to each client’s objectives and risk tolerance, utilizing mutual funds, ETFs, and individual securities.