Journey Strategic Wealth LLC

Kathleen Barlow is a financial advisor with Journey Strategic Wealth LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at Raymond James and Edward Jones. Journey Strategic Wealth provides wealth management services to individuals, high-net-worth clients, families, trusts, and estates, using a combination of ETFs, mutual funds, individual equities, and bonds. The firm’s investment approach is long-term and tailored to client goals, incorporating fundamental and technical analysis alongside strategic asset allocation and portfolio construction.

Michael Labarbera is a financial advisor at Journey Strategic Wealth LLC with 25 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and Invest Financial Corporation. Outside of his advisory role, he consults for MDL Insurance Advisors, Inc. Journey Strategic Wealth provides wealth management services to individuals, high-net-worth clients, families, trusts, and estates, using a primarily long-term, tailored investment approach that includes ETFs, mutual funds, equities, bonds, and options strategies. The firm manages approximately $3.76 billion in assets across a 20-advisor team.

Michael Brown is a financial advisor with Journey Strategic Wealth LLC and holds Series 63 and Series 65 licenses. He has 45 years of industry experience, including prior roles at Magnus Financial Group, PPS Securities, Purshe Kaplan Sterling Investments, and Dynasty Wealth Management. Outside of his advisory work, he serves as a director for HOPE & HEROES, a charitable organization focused on funding childhood cancer research, and is involved in several nonprofit and trustee roles, including youth hockey development and charter school governance. Journey Strategic Wealth provides wealth management services to individuals, high-net-worth clients, families, trusts, and estates, offering discretionary portfolio management and financial planning. The firm employs a primarily long-term investment approach tailored to client goals, utilizing a mix of fundamental and technical analysis alongside strategic asset allocation and active options strategies for qualified clients.

Brian Flynn is an investment advisor representative with Journey Strategic Wealth LLC and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Magnus Financial Group, Dynasty Wealth Management, and Purshe Kaplan Sterling Investments, where he is also registered as a representative. In addition to his advisory work, he operates as an independent insurance broker on a limited basis. Journey Strategic Wealth LLC provides wealth management services to individuals, high-net-worth clients, families, trusts, and estates, using a primarily long-term investment approach that combines fundamental and technical analysis with strategic asset allocation and portfolio construction. The firm manages approximately $3.76 billion in assets across a 20-advisor team and offers both discretionary portfolio management and financial planning.

John Solik is a financial advisor with Journey Strategic Wealth LLC in San Clemente, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Morgan Stanley Private Bank. In addition to advising on financial planning and investments, he is also licensed to sell fixed and traditional insurance products. Journey Strategic Wealth provides wealth management services to individuals, high-net-worth clients, families, trusts, and estates, offering discretionary portfolio management and financial planning. The firm’s investment approach combines long-term, goal-tailored strategies with both fundamental and technical analysis, employing a range of investment vehicles and more active options strategies for suitable clients.

Ted Albrecht is a CFP® with 25 years of industry experience, currently serving as an advisor at Journey Strategic Wealth LLC. His prior roles include positions at LPL Financial, JP Morgan Securities, and Householder Group Estate & Retirement Specialists. Outside of his advisory work, he is involved with MDL Wealth Management in Tampa, FL. Journey Strategic Wealth provides wealth management services to individuals, high-net-worth clients, families, trusts, and estates, offering discretionary portfolio management and financial planning. The firm employs a primarily long-term investment approach tailored to client goals, utilizing a combination of fundamental and technical analysis along with strategic asset allocation.

Zachary Mohr is a financial advisor with Journey Strategic Wealth LLC in West Palm Beach, FL, holding a Series 65 designation and one year of industry experience. Prior to joining Journey Strategic Wealth, he served in the United States Navy for five years and worked in golf retail, including at Pine Tree Golf Club and PGA Tour Superstore. Outside of advising, he occasionally sells golf clubs on an appointment-only basis. Journey Strategic Wealth provides wealth management services to individuals, high-net-worth clients, families, trusts, and estates, offering discretionary portfolio management and financial planning. The firm employs a primarily long-term investment approach tailored to client goals, utilizing a range of securities and options strategies, supported by institutional custody relationships and a team of 20 advisors managing approximately $3.76 billion in assets.

Chad Faulkenberry is a CFP® professional with 20 years of industry experience, currently serving at Journey Strategic Wealth LLC since 2024. He previously worked for Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory, Inc. for a decade. Outside of his advisory role, he facilitates the Financial Peace University course and serves as Finance Committee Chair at Aloma Church, as well as Chair of the Board of Directors for Central Florida Community Arts. Journey Strategic Wealth provides wealth management services to individuals, high-net-worth clients, families, trusts, and estates, utilizing a long-term investment approach tailored to client goals. The firm combines fundamental and technical analysis with strategic asset allocation and offers both discretionary portfolio management and financial planning.