McDonough Capital Management, Inc.

Shannon Mc Donough is a CFP® professional with five years of industry experience, currently serving at McDonough Capital Management, Inc. She has held roles at Osaic Wealth, Inc. and Triad Advisors, among others. Mc Donough is president of the Lake Highland Preparatory School Alumni Board, where she facilitates meetings and promotes alumni engagement. McDonough Capital Management, Inc. provides personalized financial planning and discretionary asset management to individuals, pension plans, trusts, and charitable organizations, with a focus on clients in the medical industry. The firm employs an active trend-following and tactical asset allocation approach across equities, mutual funds, and ETFs, supported by ongoing monitoring and quarterly reviews.

Edward McDonough is a CFP® professional with 38 years of experience in the financial services industry. He is affiliated with Jackson Wealth Management, LLC and has held roles at Altior Capital Management LP, McDonough Wealth Management LLC, and Triad Advisors Inc. He is also president of McDonough Capital Management, Inc., where he provides investment advice and assists with tax preparation. Jackson Wealth Management, LLC serves individuals, pension and profit-sharing plans, trusts, estates, retirement accounts, and business entities. The firm employs an active trend-following and tactical asset allocation approach using fundamental, technical, and cyclical analysis across mutual funds, ETFs, and individual equities.

Thanh Cam Nguyen is a Series 65-licensed financial advisor with McDonough Capital Management, Inc. in Orlando, FL. He has 11 years of industry experience and has been with McDonough Capital since 2006. McDonough Capital Management provides personalized financial planning and discretionary asset management to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, with a focus on clients in the medical industry. The firm employs an active trend-following and tactical asset allocation approach, offering comprehensive and modular financial plans supported by regular client reviews.

George Jackson is a CFP® and ChFC® with 37 years of industry experience. He is the managing member of Jackson Wealth Management, LLC and has held leadership roles at multiple related entities, including a CPA firm he founded and an aviation company. His background includes extensive experience in tax preparation, retirement planning, and wealth management. Jackson Wealth Management, LLC serves individuals, pension and profit-sharing plans, trusts, estates, retirement accounts, and business entities. The firm employs an active trend-following and tactical asset allocation strategy, utilizing fundamental, technical, and cyclical analysis across various investment vehicles, and offers financial planning, discretionary asset management, and pension consulting.