Koss-Olinger Consulting, LLC.

Luke Meetre is a financial advisor at Koss-Olinger Consulting, LLC., holding a Series 65 credential with one year of industry experience. Prior to joining Koss Olinger in 2025, he worked at Walgreens and has experience in education, having taught at several schools from 2015 to 2025. Koss Olinger serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, investment supervisory services, and portfolio management through a structured process called The Wealth Navigator System™, managing approximately $2.08 billion in assets.

Timothy Roark is a CFP® with 14 years of industry experience, currently serving at Koss-Olinger Consulting, LLC. since 2011 and Koss Olinger & Company since 2017. His prior experience includes a role at Valmark Securities, Inc. from 2011 to 2025. Outside of his advisory work, he serves on the Boards of Trustees for Oak Hall School and Dance Alive National Ballet in Gainesville, FL. Koss Olinger Consulting, LLC. provides financial planning, investment supervisory services, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a structured process called The Wealth Navigator System™ and integrates both fundamental and technical analysis in portfolio construction.

Adam Varnedoe is a financial advisor at Koss-Olinger Consulting, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Koss Olinger and affiliated entities since 2013. Prior to and concurrent with this role, he was associated with Valmark Securities Inc. from 2013 to 2024. Koss Olinger Consulting serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities. The firm provides financial planning, investment supervisory services, and portfolio management through a structured process called The Wealth Navigator System™.

Cade Dixon is a financial advisor at Koss-Olinger Consulting, LLC with a Series 65 designation and one year of industry experience. Prior to joining Koss-Olinger, he held roles at Campus USA Credit Union and several other employers across various industries. Koss-Olinger Consulting serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, investment supervisory services, and portfolio management through a structured process called The Wealth Navigator System™, managing approximately $2.08 billion in assets.

Chandler Norder is a financial advisor at Koss-Olinger Consulting, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Koss Olinger Consulting since 2018. His prior experience includes positions at Valmark Securities, Inc. and the University of Florida. Koss Olinger Consulting serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, investment supervisory services, and portfolio management, utilizing a structured process called The Wealth Navigator System™ to guide its approach.

Jordan Harriz is a financial advisor at Koss-Olinger Consulting, LLC. He holds a Series 65 credential and has two years of industry experience. Prior to his advisory role, he worked in veterinary and wildlife services. Outside of finance, he owns and operates a custom fishing rod business. Koss Olinger Consulting, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, investment supervisory services, and portfolio management. The firm employs a structured investment process called The Wealth Navigator System™ and manages approximately $2.08 billion in assets.

Shannon Reintgen is a CFP® with 11 years of industry experience, currently serving at Koss Olinger Consulting, LLC. She has worked with Koss Olinger and Company and Valmark Securities, Inc. since 2014. Reintgen serves as President of the Estate Planning Council in Gainesville, Florida, where she organizes events and coordinates guest speakers. Koss Olinger Consulting, LLC provides financial planning, investment supervisory services, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $2.08 billion in assets and utilizes a structured investment process called The Wealth Navigator System™.

James Merchant is a financial advisor at Koss-Olinger Consulting, LLC., with 11 years of industry experience. He holds the CFP® and ChFC® designations. His prior experience includes roles at Merrill Lynch, Valmark Securities Inc., and Nationwide Investment Services Corp. Outside of his advisory work, he occasionally sells personal items through an eBay account as a hobby. Koss Olinger Consulting serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management services. The firm uses a structured process called The Wealth Navigator System™ and manages approximately $2.08 billion in assets.

Hartley Carlson is a financial advisor at Koss-Olinger Consulting, LLC., holding a Series 66 designation with two years of industry experience. His prior roles include positions at Valmark Securities Inc., James Moore & Co., Charles Perry Partners, Inc., and WME/IMG. Koss Olinger serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, investment supervisory services, and portfolio management. The firm uses a structured process called The Wealth Navigator System™ and manages approximately $2.08 billion in assets.

Brandon Hord is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with Koss-Olinger Consulting, LLC and has prior experience at ValMark Securities Inc. and Koss Olinger & Company. Outside of financial advisory work, he has served with Canaveral Fire Rescue. Koss Olinger Consulting, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, investment supervisory services, and portfolio management. The firm employs a structured process called The Wealth Navigator System™ and manages approximately $2.08 billion in assets.

Kirk Klein is a CFP® and ChFC® with 33 years of experience in the financial services industry. He has been with Koss Olinger Consulting, LLC and Koss Olinger & Company since 2000 and also has a long tenure with ValMark Securities, Inc. Outside of his advisory work, Klein serves as a board member of Junior Achievement of Tampa and is the president of the Oak Hall School board. Koss Olinger serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, investment supervisory services, and portfolio management using a structured process called The Wealth Navigator System™, managing approximately $2.08 billion in assets.

William Olinger II is a financial advisor at Koss-Olinger Consulting, LLC with 55 years of industry experience. He has worked at Valmark Securities, Inc. for 25 years and has been associated with Koss Olinger entities since 1969. He holds a Series 63 designation. Koss Olinger Consulting serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, investment supervisory services, and portfolio management through a structured process called The Wealth Navigator System™. The firm manages approximately $2.08 billion in assets and integrates both fundamental and technical analysis in its portfolio construction.

Jessica Sacks is a CFP® professional at Koss-Olinger Consulting, LLC with five years of industry experience. She has been with Koss Olinger since 2018 and previously worked at Gainesville Holistic Center and Weight Loss Solutions. Koss Olinger serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, investment supervisory services, and portfolio management. The firm uses a structured process called The Wealth Navigator System™ and manages approximately $2.08 billion in assets.

Mitchell Hay is a CFP® professional with 10 years of industry experience, currently serving at Koss-Olinger Consulting, LLC. He has worked at Koss Olinger & Company and ValMark Securities, Inc., and spent one year at Fidelity Brokerage Services LLC. Outside of his advisory role, he serves as a board member for an education foundation supporting Alachua County public schools. Koss Olinger Consulting, LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, investment supervisory services, and portfolio management using a structured process called The Wealth Navigator System™.

David Mejia is a financial advisor with Koss-Olinger Consulting, LLC., holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at ValMark Securities Inc. and T. Rowe Price. Koss Olinger serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, investment supervisory services, and portfolio management. The firm employs a structured investment process called The Wealth Navigator System™ and manages approximately $2.08 billion in assets.