Luken Investment Analytics, LLC

Mary O’Leary is a financial advisor at Luken Investment Analytics, LLC with eight years of industry experience. She holds the ChFC® designation and the Series 65 license. Her prior experience includes roles at Levine Group LLC and SII Investments. Outside of her advisory work, she provides financial planning education as an independent contractor. Luken Wealth Management serves individual investors, families, trusts, retirement plan participants, and other registered investment advisers. The firm offers financial planning, discretionary portfolio management, and a paid model subscription service that delivers newsletters and security-rating recommendations to other advisors.

Carri Sanford is a financial advisor at &PARTNERS with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at Luken Investment Analytics and Wiley Bros-Aintree Capital LLC since 2011. Outside of financial advising, she works as a real estate agent with Vision Realty Partners. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, utilizing both proprietary and third-party strategy models alongside platform technology.

Jackson Hornsby is a CFP® professional with four years of industry experience, currently serving at Luken Investment Analytics, LLC since 2024. Prior to joining Luken, he worked at Wells Fargo Clearing Services and Fidelity Investments. His background also includes roles outside finance, such as positions at Uber and Executive Travel and Parking. Luken Wealth Management serves individual investors, families, trusts, retirement plan participants, and other registered investment advisers. The firm provides financial planning, discretionary portfolio management, and a subscription service offering security-rating recommendations to other advisors, utilizing a mix of technical and quantitative analysis across various trading strategies.

Gregory Luken is a financial advisor with Luken Investment Analytics, LLC, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked at Luken Investment Analytics since 2013 and previously held roles at SII Investments, Inc. and Luken Investment Group. Outside of his advisory work, he serves as a trustee overseeing a trust account for a family member. Luken Wealth Management serves individual investors, families, trusts, retirement plan participants, and other registered investment advisers. The firm provides financial planning, discretionary portfolio management, and a paid model subscription service, utilizing charting, technical, and quantitative analysis with quarterly model reviews, managing most assets on a discretionary basis.