Oxford Wealth Group, LLC

Jordan Knapke is a financial advisor at Oxford Wealth Group, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Foundations Investment Advisors, The Chamberlin Group, and C2P Capital Advisory Group. In addition to his advisory role, Knapke provides insurance and annuity solutions and assists clients with non-legal estate planning administrative services. Oxford Wealth Group, LLC serves individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates by offering portfolio management, financial planning, and retirement-account advice. The firm employs a goals- and household-based approach to asset allocation, utilizing model portfolio programs managed by third-party sub-advisers and monitored continuously.

Skylar Kunau is a financial advisor at Oxford Wealth Group, LLC in Orlando, FL, holding a Series 65 designation with one year of industry experience. Kunau has been with Oxford Wealth Group since 2021. Oxford Wealth Group, LLC serves individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-account advice. The firm uses a goals- and household-based approach to asset allocation, typically placing clients into model portfolio programs overseen by its financial professionals and implemented by third-party sub-advisers.

Samuel Dixon is a financial advisor at Oxford Wealth Group, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including AE Wealth Management, Eqis Capital Management, and Black Harbor Wealth Management. Dixon is also involved in insurance sales and services through Oxford Advisory Group, LLC. Oxford Wealth Group, LLC serves individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-account advice. The firm uses a goals- and household-based approach to asset allocation and typically places clients into model portfolio programs overseen by its financial professionals and implemented by third-party sub-advisers.

Christopher Mc Anany is a financial advisor at Oxford Wealth Group, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment, Capital Analysts, and Northwestern Mutual, among other firms. Oxford Wealth Group, LLC is a registered investment adviser serving individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates. The firm offers portfolio management, financial planning, and retirement-account advice, typically using model portfolio programs monitored continuously and tailored to clients' goals and household-level diversification.

Scott Clementi is a financial advisor at Oxford Wealth Group, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Camarda Wealth Advisory Group, Fisher Investments, and Voya Investment Management. Oxford Wealth Group, LLC serves individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates, providing portfolio management, financial planning, and retirement-account advice. The firm employs a goals- and household-based approach to asset allocation and utilizes model portfolio programs managed by financial professionals and third-party sub-advisers.

Jerry Sylvester is a financial advisor at Oxford Wealth Group, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Walser Wealth Management, Park Avenue Securities, FOREST HILLS FINANCIAL GROUP, GUARDIAN LIFE INSURANCE CO of AMERICA, and Axa Advisors. Outside of his advisory role, he is an independent insurance agent specializing in life, accident, health, and annuity sales. Oxford Wealth Group serves individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates, offering portfolio management, financial planning, and retirement-account advice. The firm employs a goals- and household-based approach to asset allocation and typically uses model portfolio programs managed by financial professionals and implemented by third-party sub-advisers.

Brian Yannaccone is a financial advisor at Oxford Wealth Group, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Personal Capital Advisors Corporation and Empower Financial Services. Oxford Wealth Group, LLC serves individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-account advice. The firm employs a goals- and household-based approach to asset allocation and typically uses model portfolio programs overseen by its financial professionals and implemented by third-party sub-advisers.

Jacob Stinson is a financial advisor at Oxford Wealth Group, LLC in Orlando, FL, holding a Series 66 designation with four years of industry experience. He previously worked at Walser Wealth Management Company and Wells Fargo in various roles. Outside of his advisory work, he operates a real estate rental business in Tampa, FL. Oxford Wealth Group, LLC serves individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates with portfolio management, financial planning, and retirement-account advice. The firm employs a goals- and household-based approach to asset allocation, utilizing model portfolio programs overseen by its financial professionals and implemented by third-party sub-advisers.

Dane Spencer is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He is currently with Oxford Wealth Group, LLC and has previously worked at Beacon Financial Advisors, Ltd. and Financial Synergies Wealth Advisors. Oxford Wealth Group, LLC serves individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-account advice. The firm uses a goals- and household-based approach to asset allocation, employing model portfolio programs overseen by financial professionals and implemented through third-party sub-advisers.

Trent Rogy is a financial advisor at Oxford Wealth Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Financial Engines Advisors L.L.C., Ignite Financial Planning, LLC, and Arthur J. Gallagher. Oxford Wealth Group serves individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-account advice. The firm employs a goals- and household-based approach to asset allocation and utilizes model portfolio programs monitored continuously with the option for clients to impose investment restrictions.

Chad Safier is a financial advisor at Oxford Wealth Group, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial, Merrill, Bank of America, Edward Jones, and BNY Mellon. Oxford Wealth Group serves individuals, high-net-worth clients, retirement plans, corporations, trusts, and estates by providing portfolio management, financial planning, and retirement-account advice. The firm uses a goals- and household-based approach to asset allocation and typically places clients into model portfolio programs overseen by its financial professionals and implemented by third-party sub-advisers.