Pinkerton Wealth Partners

Brett Redd is a financial advisor at Pinkerton Wealth Partners with a Series 65 credential and one year of industry experience. His prior roles include positions at Pinkerton Retirement Specialists, PRIVI, LLC, DSPRO, LLC, and Squire & Company, LLC. Outside of advisory work, he is involved in family office advisory services and multi-family real estate investments through his roles at PRIVI, LLC and Blue Bison Capital, LLC. Pinkerton Wealth Partners serves a diverse client base including individuals, high-net-worth families, retirement plans, trusts, foundations, corporations, and institutional investors. The firm employs a disciplined, formula-driven investment process that integrates quantitative, technical, and fundamental analysis across various strategies, offering model-based solutions and portfolio management with an emphasis on tactical adjustments and risk management.

Daniel Pinkerton is a CFP® with 34 years of experience in the financial industry. He is currently a managing member at Sherman Portfolios, LLC and has previously worked at Triad Advisors, Inc. and LPL Financial, LLC. Outside of his advisory roles, he serves on the elder board at Grace Bible Church and is chairman of the board for FaithWalk Community Fitness Park, where he is involved in fundraising and leadership. Sherman Portfolios provides model portfolio construction, consulting, and research services to independent advisors through its STARSHIP Turnkey Asset Management Program and Sherman Launch System. The firm employs a technical and quantitative investment approach, integrating Kingdom Mindset Investing screens based on Biblically Responsible Investing data.

Benjamin Glendening is a CFP® and Series 66-registered advisor with six years of industry experience. He is currently with Pinkerton Wealth Partners and previously worked at Triad Advisors for four years. Glendening has been involved with Pinkerton Retirement Specialists since 2010. Pinkerton Wealth Partners provides investment advisory services, financial planning, and pension/ERISA plan consulting to individuals, families, retirement plans, trusts, foundations, corporations, and institutional investors. The firm employs a disciplined, formula-driven investment process combining quantitative, technical, and fundamental analysis across multiple strategies, with an emphasis on tactical adjustments and risk management.

Nicholas Helgeson is a CFP® with 16 years of industry experience and is currently affiliated with Pinkerton Wealth Partners. His prior experience includes roles at Triad Advisors, Inc. and LPL Financial. Outside of his advisory work, he owns and operates Ronan Ventures, LLC, an e-commerce business. Pinkerton Wealth Partners provides investment advisory services to individuals, high-net-worth families, retirement plans, trusts, foundations, corporations, and institutional investors. The firm uses a disciplined, formula-driven investment process combining quantitative, technical, and fundamental analysis across various strategies, offering portfolio management through its proprietary platform and third-party models.

Daniel Ostlund is a financial advisor with Pinkerton Wealth Partners who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at Pinkerton Retirement Specialists, Cpr Investments, Strategy Marketplace, and Ostlund Wealth Advisors, among others. He also works as an insurance agent specializing in fixed indexed annuities as part of client retirement planning. Pinkerton Wealth Partners provides investment advisory services, financial planning, and pension consulting to individuals, high-net-worth families, retirement plans, trusts, foundations, corporations, and institutional investors. The firm employs a disciplined, formula-driven investment process combining quantitative, technical, and fundamental analysis across active, passive, and tactical strategies, with portfolio management delivered through its proprietary platform and affiliated model providers.

Joshua Brands is a financial advisor with Pinkerton Wealth Partners in Coeur d'Alene, ID. He holds a Series 65 designation and has been with Pinkerton Wealth Partners since 2023. Prior to that, he worked at Moss Adams LLP from 2017 to 2023 and was affiliated with the University of Idaho from 2014 to 2016. Pinkerton Wealth Partners provides investment advisory services, financial planning, and pension/ERISA plan consulting to individuals, families, retirement plans, trusts, foundations, corporations, and institutional investors. The firm employs a disciplined, formula-driven investment process that integrates quantitative, technical, and fundamental analysis across active, passive, and tactical strategies.

Nathaniel Collier is a financial advisor at Pinkerton Wealth Partners with seven years of industry experience. He holds the Series 66 designation and previously worked at Triad Advisors and Pinkerton Retirement Specialists, LLC. Outside of his advisory role, he volunteers with the Prairie Cardinals Baseball Club, a nonprofit youth sports organization. Pinkerton Wealth Partners serves individuals, high-net-worth families, retirement plans, trusts, foundations, corporations, and institutional investors by providing investment advisory services, financial planning, and pension/ERISA plan consulting. The firm employs a disciplined, formula-driven investment approach that integrates quantitative, technical, and fundamental analysis across various strategies.

Anthony Roylance is a financial advisor at Pinkerton Wealth Partners with 13 years of industry experience. He holds a Series 65 designation and has worked at firms including Capital Management Services, Inc and William E Sherman and Associates. Roylance is also involved as a director of research for Sherman Portfolios, an investment advisory business. Pinkerton Wealth Partners serves individuals, high-net-worth families, retirement plans, trusts, foundations, corporations, and institutional investors with investment advisory services, financial planning, and pension/ERISA consulting. The firm employs a disciplined, formula-driven investment approach combining quantitative, technical, and fundamental analysis across active, passive, and tactical strategies.

Hans Medina is a financial advisor at Pinkerton Wealth Partners with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Shiraishi Financial Group Advisors, United Planners' Financial Services, Cetra Investment Services, and Hawaii State Federal Credit Union. Medina is based in Honolulu, HI. Pinkerton Wealth Partners serves a diverse client base including individuals, high-net-worth families, retirement plans, trusts, foundations, corporations, and institutional investors. The firm employs a disciplined, formula-driven investment process that integrates quantitative, technical, and fundamental analysis across multiple strategies, offering model-based solutions and portfolio management through its proprietary Pinkerton Investment Platform.

Sheri Cabral is a financial advisor at Pinkerton Wealth Partners with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors, Inc. and Private Client Services, LLC. Outside of her advisory role, she serves as president of the board for the Parent Participation Nursery School in Kailua, HI, where she is involved in governance and operational decisions, and she is the author of the book *Retire Like A Shark*. Pinkerton Wealth Partners serves individuals, high-net-worth families, retirement plans, trusts, foundations, corporations, and institutional investors with investment advisory services, financial planning, and pension/ERISA plan consulting. The firm employs a disciplined, formula-driven investment process combining quantitative, technical, and fundamental analysis, offering model-based portfolio management solutions with ongoing monitoring and tactical risk management.

Clifford Robello is a CFP® with 39 years of experience in the financial services industry. He currently works at Pinkerton Wealth Partners and has held prior roles at Cambridge Investment Research Advisors, Inc. and Private Client Services, LLC. Outside of advisory work, he is an author of "Retire Like a Shark" and serves on the advisory board of the National Christian Foundation's Hawaii chapter. Pinkerton Wealth Partners provides investment advisory services, financial planning, and pension/ERISA consulting to individuals, families, retirement plans, trusts, foundations, corporations, and institutional investors. The firm employs a disciplined, formula-driven investment process combining quantitative, technical, and fundamental analysis across active, passive, and tactical strategies.

Polly Stoecklein is a CFP® professional with 43 years of industry experience, currently serving at Pinkerton Wealth Partners. Her prior roles include positions at Consolidated Portfolio Review, Vanderbilt Securities, Independent Advisor Alliance, LPL Financial, and Independent Financial Partners. She has been a trustee of the Greater Manhattan Community Foundations since 2010. Pinkerton Wealth Partners provides investment advisory services and financial planning to individuals, families, retirement plans, trusts, foundations, corporations, and institutional investors. The firm employs a disciplined, formula-driven investment process that integrates quantitative, technical, and fundamental analysis across a range of active, passive, and tactical strategies.

Robert Olsen is a financial advisor at Pinkerton Wealth Partners with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously operated the Robert Olsen Investment Group, LLC and Robert Olsen Wealth Group, P.C., where he also maintains a CPA practice. Pinkerton Wealth Partners serves individuals, high-net-worth families, retirement plans, trusts, foundations, corporations, and institutional investors with investment advisory services, financial planning, and pension/ERISA consulting. The firm employs a disciplined, formula-driven investment approach combining quantitative, technical, and fundamental analysis across active, passive, and tactical strategies.

Ronald Glendening is a CFP® and Series 66-licensed financial advisor with 24 years of industry experience. He is currently with Sherman Portfolios, where he has worked since 2022, and has prior experience at Triad Advisors, Pinkerton Retirement Specialists, and LPL Financial Corporation. In addition to his role at Sherman Portfolios, he serves as chief operating officer and wealth advisor at Pinkerton Retirement Specialists and is co-successor trustee for the Daniel W. Pinkerton Living Trust. Sherman Portfolios provides model portfolio construction, consulting, and platform services to independent investment advisors through its STARSHIP Turnkey Asset Management Program and Sherman Launch System. The firm’s investment approach combines technical analysis, quantitative models, and biblically responsible investing screens to support tactical portfolio management.