HD Money, Inc.

Gabriel Kaufmann is a financial advisor at HD Money, Inc. with four years of industry experience and holds a Series 65 designation. Prior to joining HD Money, he worked at Vimvest Financial and VimVest Securities, LLC. HD Money, Inc. provides personalized financial planning, consulting, and discretionary investment management to individuals, businesses, trusts, estates, and charitable organizations. The firm emphasizes long-term, diversified portfolios based on modern portfolio theory and often utilizes ETF-focused strategies managed by sub-advisers.

Thomas Pellegrino is a financial advisor at HD Money, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC. Outside of his advisory role, he is the owner and president of Quantum Cyber Security & Investigations, a private investigation firm, and leads a management and marketing consulting company in Sarasota, FL. HD Money, Inc. provides personalized financial planning, consulting, and discretionary investment management to individuals, businesses, trusts, estates, and charitable organizations. The firm employs long-term, diversified portfolio strategies and uses sub-advisers and third-party managers to implement client portfolios.

David Berns is a financial advisor at HD Money, Inc. in Sarasota, FL, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Bison Advisors, Truadvice LLC, JP Morgan Chase Bank, and Wells Fargo Bank NA. He is also licensed in life and health insurance. HD Money, Inc. provides personalized financial planning, consulting, and discretionary investment management to individuals, businesses, trusts, estates, and charitable organizations. The firm emphasizes long-term, diversified portfolios based on modern portfolio theory and often utilizes ETF-focused strategies managed by sub-advisers.

Stuart Dickson is a financial advisor at HD Money, Inc. in Sarasota, FL, holding a Series 65 license with 10 years of industry experience. He has worked at Monorail Securities, LLC for seven years and has been associated with HD Money, Inc. for over a decade. Outside of his advisory roles, he serves as CEO of VIMVEST Advisors and VIMVEST Securities. HD Money, Inc. provides personalized financial planning and discretionary investment management to individuals, businesses, trusts, estates, and charitable organizations. The firm employs a long-term, diversified investment approach, often utilizing ETF-focused strategies through sub-advisers and third-party managers, with approximately $294 million in discretionary assets under management.

Brandin Swain is a financial advisor at HD Money, Inc. in Sarasota, FL, holding a Series 65 designation with less than one year of industry experience. His prior work includes roles at Pellegrino, McFarland, and Tortora P. A., Escapeology, United Health Care, Waffle House, Harbor Chase, and full-time education. HD Money, Inc. provides personalized financial planning, consulting, and discretionary investment management to a range of clients, including individuals, businesses, trusts, estates, and charitable organizations. The firm emphasizes long-term, diversified portfolios based on modern portfolio theory and employs sub-advisers and third-party managers to implement client portfolios.

Phillip Dickson is a financial advisor with Monorail Securities LLC and holds a Series 65 designation. He has 10 years of industry experience, including roles at VIMVEST Advisors, HD Money, Inc., and CD Advisory Group. Dickson is also involved in insurance sales and serves as CEO of VIMVEST, a financial technology firm. Monorail Securities LLC provides algorithm-driven portfolio management primarily through ETFs to individuals, high-net-worth clients, trusts, and small businesses. The firm utilizes automated models based on modern portfolio theory and incorporates conservative, Christian values-based screens in its investment approach.

Mark Kennedy is a financial advisor with HD Money, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at ViewTrade Securities, Inc., Monorail Securities, and Northeast Arbitrage Ltd. He serves as Chief Investment Officer at both HD Money and Monorail Securities. HD Money, Inc. provides personalized financial planning, consulting, and discretionary investment management to individuals, businesses, trusts, estates, and charitable organizations. The firm emphasizes long-term, diversified portfolios grounded in modern portfolio theory and often utilizes ETF-focused strategies managed by sub-advisers.