Flaharty Asset Management, LLC

Larry Weicht is a financial advisor with Flaharty Asset Management, LLC in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Flaharty Asset Management since 2013 and also maintains an affiliation with LPL Financial since 2011. Outside of advisory roles, he is involved in fixed insurance sales, including fixed annuities, long-term care, and whole life insurance. Flaharty Asset Management is an independent advisory firm serving individuals, retirement plans, trusts, estates, and charitable organizations, managing approximately $810 million for about 1,095 clients. The firm employs a top-down, strategic asset allocation approach focused on major asset classes and sub-asset class tilts, offering services including portfolio management, financial planning, and retirement plan consulting.

Michael Demski is a CFA® charterholder and holds a Series 65 license, with 10 years of experience in the financial services industry. He is currently with Flaharty Asset Management, LLC and LPL Financial LLC, having previously worked at Old Second National Bank and River Street Advisors, LLC. Flaharty Asset Management is an independent advisory firm serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $810 million for over 1,000 clients and employs a top-down, strategic asset allocation approach across major asset classes, tailoring investment programs to client time horizons and risk tolerances.

Andrew Oswald is a CFP® with 19 years of industry experience. He is a financial advisor at Flaharty Asset Management, LLC, where he has worked since 2014. Flaharty Asset Management is an independent advisory firm managing approximately $810 million for individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a top-down, strategic asset allocation approach with tailored investment programs based on client time horizons and risk tolerances.

Brian Inman is a financial advisor with Flaharty Asset Management, LLC in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial LLC, Bank of America, N.A., and Merrill Lynch Pierce Fenner & Smith, Inc. Flaharty Asset Management is an independent advisory firm serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $810 million across two offices, employing a top-down, strategic asset allocation approach with tailored investment programs that consider client time horizons and risk tolerances.

Shon Flaharty is a CFP® with 30 years of industry experience, currently affiliated with LPL Financial and operating Flaharty Asset Management, LLC since 2013. He has been with LPL Financial since 2007. Outside of his advisory work, he is involved in insurance-related activities through Flaharty & Associates, LLC and Flaharty Insurance, LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions ranging from model portfolios to third-party asset management and combined advisory and brokerage services.

Kamella Davis is a financial advisor at Flaharty Asset Management, LLC in Clearwater, FL, with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley and Wells Fargo Advisors. Flaharty Asset Management is an independent advisory firm serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $810 million for over 1,000 clients and employs a top-down, strategic asset allocation approach focused on major asset classes and sub-asset class tilts to address client risk and time horizons.

Stafford Lawrence is a financial advisor at Flaharty Asset Management, LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial, Bank of America, and Merrill Lynch. Flaharty Asset Management is an independent advisory firm serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $810 million for over 1,000 clients and employs a top-down, strategic asset allocation approach focused on major asset classes and sub-asset class tilts to tailor portfolios to client time horizons and risk tolerances.

Fallon Flaharty is a financial advisor at Flaharty Asset Management, LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and SageView Advisory Group. Outside of her advisory role, Fallon owns and operates Lyra Fine Jewelry LLC, a business focused on jewelry design and online retail. Flaharty Asset Management is an independent firm serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $810 million for over 1,000 clients, employing a top-down strategic asset allocation approach that emphasizes diversification across major asset classes and uses sub-asset class tilts to seek incremental value and risk control.

John Orr is a CFA® charterholder with 12 years of industry experience. He is affiliated with Flaharty Asset Management, LLC and has held roles at LPL Financial since 2016. In addition to his advisory work, he is noted as an author. Flaharty Asset Management is an independent advisory firm serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $810 million for about 1,095 clients across two offices, using a top-down, strategic asset allocation approach focused on major asset classes and sub-asset class tilts to tailor investment programs to client time horizons and risk tolerances.

Mathew Lepak is a financial advisor with Flaharty Asset Management, LLC, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has worked at firms including Private Advisor Group, LPL Financial, Keller Williams Classic Group, and Doyle Wealth Management. Flaharty Asset Management is an independent advisory firm managing approximately $810 million for individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a top-down, strategic asset allocation approach focused on major asset classes and sub-asset class tilts, offering tailored investment programs and a wrap-fee program alongside separately managed accounts.