Wealth Watch Advisors, INC

Raymond Oconnell is a financial advisor at Wealth Watch Advisors, INC with 21 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Coppell Advisory Solutions, Onyx Bridge Wealth Group, Altus Wealth and Tax, Elite Investment Team, and Altus Wealth Strategies, with a career dating back to 1996 at O'Connell Associates. Outside of his advisory work, he is involved in non-investment businesses including fixed insurance brokerage, consulting for CPA teams, and education on wealth-building and tax strategies for business owners and high-net-worth professionals. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach using approved sub-advisors and strategies tailored through client interviews and risk assessments.

Ladonna Scott is a CFP® professional with 38 years of industry experience, currently serving at Wealth Watch Advisors, INC since 2019. Her prior roles include positions at Sagepoint Financial, Inc. and Questar Capital Corporation. She is also the owner of Scott Financial Services, a sole proprietorship providing insurance products such as fixed annuities, disability, life, and long-term care insurance. Wealth Watch Advisors serves a diverse client base including individual, high-net-worth, and institutional accounts, offering portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach primarily using approved sub-advisors and SAM programs, with portfolios incorporating mutual funds, ETFs, and select option strategies.

Sean Hughes is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Wealth Watch Advisors, INC, where he has worked since 2021, and previously worked at FOUNDATIONS INVESTMENT ADVISORS, LLC and Hughes & Dern Financial Group. Outside of his advisory role, he is an independent insurance agent involved in Medicare, life, and annuity sales. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and access to third-party model portfolios. The firm uses a model-driven investment approach implemented through approved sub-advisors and offers services to a diverse client base including pension plans, trusts, and charitable organizations.

Joseph Watson is a financial advisor with Wealth Watch Advisors, INC in San Ramon, CA, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at Wealth Watch Advisors since 2018 and is also co-owner and president of Wealth Spring Financial Network, where he recruits and mentors agents. Watson serves on the board of advisors for the Institute of Business & Finance and is involved in a missions committee focused on short-term missions. Wealth Watch Advisors serves individual and high-net-worth clients as well as institutional accounts, providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach using approved sub-advisors and offers tailored recommendations based on client interviews and risk assessments.

Eli Howard is a financial advisor at Wealth Watch Advisors, INC in San Antonio, TX, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Wealth Watch Advisors in 2022, he worked at Texas Tech University from 2017 to 2022 and at San Angelo Central High School from 2012 to 2017. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients, providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach using approved sub-advisors and SAM programs, tailoring recommendations through client interviews and risk questionnaires.

Catherine Milano is a financial advisor at Wealth Watch Advisors, INC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including IAMS Wealth Management, LLC and Milano Investment Foundation, Inc. Outside of her advisory role, she volunteers regularly at St Kilian Catholic Church, assisting with fundraising events. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach primarily using approved sub-advisors and emphasizes tailored client recommendations within a pre-approved manager universe.

Jason Mong is a financial advisor with Wealth Watch Advisors, Inc. in Westminster, CO, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Wealth Watch Advisors since 2017 and previously at Securities America, Inc. from 2014 to 2017. In addition to his advisory role, he is involved in insurance sales through Mong Financial Services and Blue Sky Insurance. Wealth Watch Advisors serves a diverse client base, including individual, high-net-worth, and institutional clients, providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach primarily implemented through approved sub-advisors and SAM programs, using mutual funds, ETFs, and selected option strategies.

Jeffrey Martin is a Series 66 licensed financial advisor with 14 years of industry experience, currently with Wealth Watch Advisors, INC in Chandler, AZ. He has held positions at multiple firms, including Simplicity Financial Marketing, Horter Financial Strategies, and Epic Financial. Outside of his advisory role, he is involved in the sale of life, health, and annuity products as an independent contractor. Wealth Watch Advisors serves a diverse client base ranging from individual and high-net-worth clients to institutional accounts, providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach using approved sub-advisors and SAM programs, with a focus on mutual funds, ETFs, and selected option strategies.

Howard Heatherly is a financial advisor with Wealth Watch Advisors, Inc. in San Diego, CA, holding Series 63 and Series 65 credentials and six years of industry experience. He also works with Civil Service Benefits Network, LLC as a federal benefit specialist, where he teaches seminars and webinars on federal employee benefits and conducts individual benefit reviews. His prior experience includes roles at Allstate Financial and Cornerstone Direct Financial. Wealth Watch Advisors serves individual and high-net-worth clients, as well as institutional accounts, providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach implemented through approved sub-advisors and offers services to a broad range of clients including pension plans, trusts, and charitable organizations.

Berry Burkhart is a financial advisor at Wealth Watch Advisors, INC with eight years of industry experience. He holds the Series 65 designation and has worked at Wealth Watch Advisors since 2019. Burkhart is also a CPA and president of Burkhart, Peterson & Company, PLLC, a tax preparation and accounting firm he has been involved with since 2001. Additionally, he is part owner of BPC Insurance Agency, LLC. Wealth Watch Advisors serves individual and high-net-worth clients as well as institutional accounts, offering portfolio management, financial planning, and access to third-party model portfolios. The firm uses a model-driven investment approach primarily implemented through approved third-party sub-advisors and SAM programs, focusing on mutual funds, ETFs, and select option strategies.

Ronald Packard is a financial advisor with Wealth Watch Advisors, INC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Consolidated Portfolio Review Corp, Vanderbilt Securities, LLC, and Capital Asset Advisory Service. Outside of his advisory work, he is a partner at Packard Senior Services, where he assists with Medi-Cal applications. Wealth Watch Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutions, providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach implemented through approved third-party sub-advisors and SAM programs, with portfolios often featuring mutual funds, ETFs, and select option strategies.

Jordan Hyde is a financial advisor at Wealth Watch Advisors, INC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at NYLIFE Securities LLC and New York Life Insurance Co. Outside of his advisory role, Hyde owns and operates Jordan Moments LLC, a photography and videography company, as well as Die Hard Addicts, a T-shirt printing business. Wealth Watch Advisors serves individual and high-net-worth clients along with institutional accounts, providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach implemented through approved sub-advisors and SAM programs, focusing on mutual funds, ETFs, and select option strategies.

William Watson is a financial advisor at Wealth Watch Advisors, INC with one year of industry experience. He holds a Series 65 designation and previously worked at Shield Financial Services. Outside of advisory work, he is licensed as a life and annuity agent in California and dedicates time to meeting with clients about life and annuity contracts as part of financial planning. Wealth Watch Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional accounts, providing portfolio management and financial planning primarily through third-party model portfolios. The firm employs a model-driven investment approach using approved sub-advisors and offers tailored recommendations based on client interviews and risk assessments.

Aaron Cormier is a financial advisor with Wealth Watch Advisors, INC in New Braunfels, TX. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at Silverback Financial, Eagle Strategies, NYLIFE Securities, New York Life Insurance, and several credit unions. Wealth Watch Advisors serves individual and high-net-worth clients as well as institutional accounts, providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach using approved sub-advisors and SAM programs, tailoring recommendations through client interviews and risk assessments.

Stephen Luscher is a financial advisor with Wealth Watch Advisors, Inc. in Hollywood, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. He has been a professor of communications at Florida International University since 1998. Outside of advising, Luscher is also a health insurance agent and involved in tax-sheltered annuity marketing and sales. Wealth Watch Advisors serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach, primarily using approved sub-advisors and diversified strategies including mutual funds, ETFs, and select option strategies.