rebel Financial, LLC

Anthony Jones is a financial advisor at rebel Financial, LLC with 14 years of industry experience. He holds the Series 66 designation and has been with rebel Financial since 2015. rebel Financial serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients by providing customized portfolio management, financial planning, investment management, and insurance solutions. The firm combines fundamental and technical analysis with modern portfolio theory and offers unique service tiers alongside accounting and payroll services.

William Ratcliff is a financial advisor at rebel Financial, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with rebel Financial since 2013. Prior to that, he worked at Axa Advisors, LLC starting in 2006. Rebel Financial serves individual and high-net-worth investors, as well as pension/profit-sharing plans and corporate clients, providing customized portfolio management, financial planning, investment management, and insurance solutions. The firm integrates fundamental and technical analysis with modern portfolio theory and offers a range of service tiers and digital products alongside accounting and payroll services.

Case Belger is a financial advisor at rebel Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining rebel Financial, he worked at Amazon and The Ohio State University. rebel Financial serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients by providing customized portfolio management, comprehensive financial planning, investment management, and insurance solutions. The firm also offers tax preparation, bookkeeping, and payroll services, combining fundamental and technical analysis with modern portfolio theory in its investment process.

Barry Jamieson is a CFP® with nine years of industry experience, currently serving as an advisor at rebel Financial, LLC. He previously worked at CMP Financial Planning for eight years before joining rebel Financial in 2022. rebel Financial, LLC serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients, offering customized portfolio management, comprehensive financial planning, investment management, and insurance solutions. The firm combines fundamental and technical analysis with modern portfolio theory and provides additional services such as tax preparation, bookkeeping, and payroll.

Franco Iozzo is a financial advisor at rebel Financial, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade and Kansas Global Trade Services. He is also affiliated with North Carolina State University. rebel Financial serves individual and high-net-worth investors, pension and profit-sharing plans, and corporate clients by providing customized portfolio management, financial planning, investment management, and insurance solutions. The firm integrates fundamental and technical analysis with modern portfolio theory and offers unique service tiers and accounting services alongside traditional advisory programs.

Christina Povenmire is a CFP® with 16 years of industry experience, currently serving at rebel Financial, LLC since 2022. She previously worked for 20 years at Cmp Financial Planning. Outside of her advisory role, she owns and conducts financial planning educational seminars through Educational Seminars Group. rebel Financial, LLC serves individual and high-net-worth investors, as well as pension and corporate clients, offering customized portfolio management, comprehensive financial planning, and insurance solutions. The firm integrates fundamental and technical analysis with modern portfolio theory and provides additional services such as tax preparation, bookkeeping, and payroll.