Heritage Investment Group, Inc.

Jeff Realejo is a CFP® with nine years of industry experience, currently serving as an advisor at Heritage Investment Group, Inc. since 2017. He previously worked at Tobias Financial Advisors, Inc. and Sentinel Securities, Inc. Realejo is also involved in operating a franchise of Aroma Joe Coffee House as a director and vice president. Heritage Investment Group, Inc. is an SEC-registered, fee-only investment adviser managing approximately $1.9 billion for individuals, high-net-worth clients, family trusts, charitable foundations, and qualified retirement plans. The firm employs an evidence-based investment process emphasizing diversification, risk control, and avoidance of market timing, and maintains professional relationships with affiliated legal and accounting firms to support comprehensive client services.

David Teas is a CFP® and CFA® with 13 years of experience in the financial advisory industry. He has been with Heritage Investment Group, Inc. since 2011. Heritage Investment Group, Inc. is a fee-only, SEC-registered investment adviser that provides discretionary portfolio management and comprehensive wealth management to individuals, high-net-worth clients, family trusts, charitable foundations, and qualified retirement plans. The firm uses an evidence-based investment process emphasizing broad diversification, risk control, and avoidance of market timing, with portfolios that may include ETFs, institutional mutual funds, and alternative investments when appropriate.

Nicklaus Mattingly is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Heritage Investment Group, Inc. since 2014. Heritage Investment Group, Inc. is an SEC-registered, fee-only investment adviser that provides discretionary portfolio management and comprehensive wealth management to individuals, high-net-worth clients, family trusts, charitable foundations, and qualified retirement plans. The firm follows an evidence-based investment process focused on broad diversification, risk control, and avoidance of market timing, and maintains connections with affiliated legal and accounting firms to support client services.

Timothy Slattery is a financial advisor with Heritage Investment Group, Inc. in Pompano Beach, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Heritage Investment Group since 2004. Outside of his advisory role, he teaches at the University of Tampa. Heritage Investment Group, Inc. is a fee-only, SEC-registered adviser managing approximately $1.9 billion, serving individuals, high-net-worth clients, family trusts, charitable foundations, and qualified retirement plans. The firm employs an evidence-based investment process emphasizing broad diversification, risk control, and the use of ETFs and institutional mutual funds, with additional services including trust protector offerings and affiliations with legal and accounting firms.

Erik Johnson is a financial advisor with Heritage Investment Group, Inc. in Pompano Beach, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Heritage Investment Group since 2011 and previously operated The Johnson Review, LLC in 2017. Heritage Investment Group, Inc. is a fee-only, SEC-registered investment adviser managing approximately $1.9 billion in assets. The firm serves individuals, high-net-worth clients, family trusts, charitable foundations, and qualified retirement plans using an evidence-based investment approach focused on diversification, risk control, and avoidance of leverage.

Frederick Maclean is a CFP® and CFA® with seven years of industry experience. He has worked at Heritage Investment Group, Inc. since 2021 and previously held roles at DFA Securities LLC and Dimensional Fund Advisors. Heritage Investment Group, Inc. is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, family trusts, charitable foundations, and qualified retirement plans. The firm employs an evidence-based investment approach focused on broad diversification, risk control, and avoidance of market timing, often incorporating ETFs, institutional mutual funds, and alternative investments when appropriate.

Craig Chuang is a CFP® and CFA® with 25 years of experience in the financial industry. He has been with Heritage Investment Group, Inc. since 2006. The firm is an SEC-registered, fee-only investment adviser that provides discretionary portfolio management and comprehensive wealth management to individuals, high-net-worth clients, family trusts, charitable foundations, and qualified retirement plans. Heritage manages approximately $1.9 billion and employs an evidence-based investment process focused on diversification, risk control, and avoiding market timing.

Stacy Bliss is a financial advisor with Heritage Investment Group, Inc. in Pompano Beach, FL, holding a Series 63 designation and 28 years of industry experience. She has been with Heritage Investment Group since 2006. Heritage Investment Group, Inc. is an SEC-registered, fee-only investment adviser providing discretionary portfolio management and comprehensive wealth management to individuals, high-net-worth clients, family trusts, charitable foundations, and qualified retirement plans. The firm employs an evidence-based investment approach focused on broad diversification, risk control, and avoidance of market timing, typically using ETFs and institutional mutual funds in client portfolios.

Frederick Maclean, Jr. is a CFP® and CFA® with 24 years of industry experience. He has been with Heritage Investment Group, Inc. in Pompano Beach, FL since 1993. Outside of his advisory role, he is involved as a manager of Heritage Trust Protector Services, LLC, a trust protector business affiliated with his firm. Heritage Investment Group, Inc. is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, family trusts, charitable foundations, and qualified retirement plans. The firm follows an evidence-based investment process emphasizing broad diversification and risk control, and it maintains longstanding connections to affiliated legal and accounting firms.