Quincy Wells Advisors, LLC

Ronald Glasgow II is a CFP®-credentialed financial advisor with 22 years of industry experience. He is currently with Quincy Wells Advisors, LLC in Rockwall, TX, and has held roles at firms including Great Point Capital, LLC and ElmTree Funds, LLC. Outside of his advisory work, he volunteers as a mentor for the North Texas Veteran's Court. Great Point Advisors, LLC provides financial planning, investment consulting, and management services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs both fundamental and technical analysis with strategic asset allocation and utilizes third-party managers and platform programs in its investment approach.

Keegan De Silva is a financial advisor at Great Point Advisors, LLC with six years of industry experience. He holds the Series 66 designation and has worked with Great Point Advisors and Great Point Capital since 2018. Outside of his advisory role, he is associated with Jackson Ventures LLC in investor relations. Great Point Advisors provides financial planning, investment consulting, and management services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a mix of fundamental and technical analysis and offers both discretionary and non-discretionary account management, with a focus on non-discretionary assets.

Brenna Winters is a financial advisor at Quincy Wells Advisors, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Great Point Capital, LLC and Caliber Companies. Outside of her advisory role, she is also a licensed real estate agent at Caliber Realty. Great Point Advisors, LLC provides financial planning, investment consulting, and management services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs both fundamental and technical analysis and offers access to third-party managers and alternative investment vehicles.

John Ferrick is a financial advisor with Quincy Wells Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Great Point Advisors, LLC and Great Point Capital, LLC since 2020 and previously at Arete Wealth Management LLC from 2014 to 2020. Outside of his advisory role, Ferrick serves as a board member for Escape Therapeutics, Inc. and is involved as a managing member in several real estate development companies. Great Point Advisors, LLC provides financial planning, investment consulting, and investment management services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, offering both discretionary and primarily non-discretionary account management.

Rick Martinez is a CFP® professional with 10 years of industry experience, currently serving at Great Point Advisors, LLC. His prior roles include positions at Retirement Wealth Management and Center Street Securities. Outside of advisory work, he holds an emergency teaching credential and works with the Alvord Unified School District. Great Point Advisors, LLC provides financial planning, investment consulting, and management services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a mix of fundamental and technical analysis and offers both discretionary and primarily non-discretionary account management.

Christopher Burns is a financial advisor with Quincy Wells Advisors, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Great Point Capital, Great Point Advisors, Holborn Assets, Kempton Assets, Zacks, YCharts, and ROQ Capital. Outside of his advisory work, he owns Quema Capital, a firm involved in managing client investments and brokering construction debt financing for real estate developers. Great Point Advisors, LLC provides financial planning, investment consulting, and management services to a diverse client base, including individuals, pension plans, trusts, and institutions. The firm employs a mix of fundamental and technical analysis and offers both discretionary and primarily non-discretionary account management.

Peter Karnowski is a financial advisor with Quincy Wells Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at Great Point Advisors LLC since 2012 and Great Point Capital LLC since 2011. Karnowski is also an owner of Quincy Wells Capital/Quincy Wells Group, a broker-dealer. Great Point Advisors, LLC provides financial planning, investment consulting, and investment management services to a diverse client base, including individuals, institutional retirement plans, and charitable organizations. The firm employs a mix of fundamental and technical analysis, strategic asset allocation, and access to third-party managers, primarily managing non-discretionary assets.

Charles Kerker is a financial advisor at Quincy Wells Advisors, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Great Point Advisors, LLC, Great Point Capital, LLC, PEAK Brokerage Services, LLC, and Next Financial Group, Inc. Great Point Advisors, LLC provides financial planning, investment consulting, and investment management services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of fundamental and technical analysis and offers both discretionary and primarily non-discretionary account management.

James Beaudoin is a financial advisor with Quincy Wells Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Berthel, Fisher & Company Financial Services, Inc. for 12 years and is currently affiliated with Great Point Advisors, LLC and Great Point Capital, LLC. Outside of his advisory work, Beaudoin is the head tennis coach at Brookfield Academy High School and serves as a high-performance track coach for Road America. Great Point Advisors, LLC provides financial planning, investment consulting, and management services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs a combination of fundamental and technical analysis, strategic asset allocation, and third-party managers, serving primarily non-discretionary accounts.

Scott Carl is a CFP® with 17 years of industry experience, currently advising at Quincy Wells Advisors, LLC in Jacksonville, FL. His prior roles include positions at Great Point Capital, LLC, Madison Avenue Securities, LLC, and Singer Wealth Management. Great Point Advisors, LLC provides financial planning, investment consulting, and investment management services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm uses a combination of fundamental and technical analysis with strategic and tactical asset allocation, and offers both discretionary and non-discretionary account management.

Curtis Sathre III is a financial advisor with Quincy Wells Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Great Point Capital, LLC since 2023 and previously spent 12 years at Jrl Capital Advisors and Jrl Capital Corporation. Outside of his advisory role, he serves as president of a holding company and is involved in life insurance sales and real estate brokerage referral activities. Great Point Advisors, LLC provides financial planning, investment consulting, and investment management services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm employs both fundamental and technical analysis and offers access to third-party money managers and alternative investment vehicles, primarily managing assets on a non-discretionary basis.

Phillip Parker is a financial advisor with Quincy Wells Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Great Point Advisors, LLC and Great Point Capital, LLC since 2023, Titan Securities from 2009 to 2023, and operating Parker Wealth Management since 1996. Outside of advisory work, he is a U.S. Coast Guard licensed captain and owner of a boat charter business, Capricious Adventurer, LLC. Great Point Advisors, LLC offers financial planning, investment consulting, and management services to individuals, institutions, and charitable organizations. The firm employs both fundamental and technical analysis and provides access to third-party managers and alternative investment vehicles, primarily managing assets on a non-discretionary basis.

James Richard II is a financial advisor at Quincy Wells Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Great Point Advisors, LLC and Great Point Capital LLC since 2021, as well as B. Riley Wealth Management from 2010 to 2021. Outside of his advisory work, he owns Lee Road LLC, a building leasing space to a post office and a convenience store. Great Point Advisors, LLC provides financial planning, investment consulting, and management services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs both fundamental and technical analysis in its investment approach and serves clients primarily on a non-discretionary basis.

Jonathan Frame is a financial advisor at Quincy Wells Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Oneamerica Securities and American United Life. In addition to his advisory role, he serves as a compliance consultant for Bristal Lane Group. Great Point Advisors, LLC provides financial planning, investment consulting, and management services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs both fundamental and technical analysis and offers a range of investment vehicles, managing primarily non-discretionary assets.

Jeffrey Garcia is a financial advisor with Quincy Wells Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Great Point Capital, LLC since 2016. Outside of his advisory role, he serves as Master of ERAC Lodge #154, Free & Accepted Masons, where he is involved in executive management and public service. Great Point Advisors, LLC provides financial planning, investment consulting, and management services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs both fundamental and technical analysis with strategic asset allocation and offers access to third-party managers and alternative investment vehicles.