Adapt Wealth Advisors, LLC

James Teeter III is a financial advisor with Adapt Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at APEX Investment Advisors and Cambridge Investment Research, Inc. He is also the founder of Premarital Planner, through which he works as an author, educator, podcast host, and speaker. Adapt Wealth Advisors serves individuals, families, family offices, trusts, and qualified retirement plans by providing comprehensive financial planning and investment management. The firm emphasizes fundamental analysis and a generally long-term investment approach tailored to client goals, utilizing a range of investment vehicles including mutual funds, ETFs, individual equities, and alternative funds.

Jake Bryant is a financial advisor at Adapt Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. for 19 years. Bryant is also a licensed real estate professional and owner of ADAPT Holdings, LLC. Adapt Wealth Advisors serves individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans, offering comprehensive financial planning and investment management. The firm employs fundamental analysis with a long-term investment approach tailored to client goals and risk profiles, utilizing a range of investment vehicles including mutual funds, ETFs, individual equities, and alternative funds.

Jonathon Mc Adow is a financial advisor at Adapt Wealth Advisors, LLC with 18 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Ameriprise, Orion Portfolio Solutions, Hidden Levers, Cambridge Investment Research, and LongView Wealth Management. In addition to his advisory role, he is self-employed in a non-investment-related capacity. Adapt Wealth Advisors serves individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans, offering comprehensive financial planning and investment management. The firm emphasizes fundamental analysis and a long-term investment approach tailored to client objectives, utilizing a range of investment vehicles including mutual funds, ETFs, individual equities, and alternative funds.

Tyler Robinson is a CFP® with three years of industry experience, currently serving as an advisor at Adapt Wealth Advisors, LLC. His prior roles include positions at Fuller and Company, RangeWater Real Estate, and the Georgia Department of Audits. Adapt Wealth Advisors, LLC offers comprehensive financial planning and investment management services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm emphasizes fundamental analysis and long-term investment strategies tailored to client goals and risk profiles, while maintaining flexibility for shorter-term trades.

Thomas Kozelka is a financial advisor at Adapt Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janus-related firms and Cambridge Investment Research Advisors. Adapt Wealth Advisors serves a diverse client base including individuals, families, family offices, and qualified retirement plans, offering comprehensive financial planning and investment management with a focus on fundamental analysis and a predominantly long-term investment horizon.

Joseph Clark is a financial advisor at Adapt Wealth Advisors, LLC with two years of industry experience. He holds the Series 66 credential and previously worked at Raymond James & Associates. Prior to his financial career, he held various roles in personal training and fitness. Adapt Wealth Advisors, LLC serves individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans, providing comprehensive financial planning and investment management. The firm employs fundamental analysis with a long-term investment approach, using a diverse range of portfolio instruments tailored to client objectives.

Donnie Robinson is a CFP® professional with 20 years of experience in the financial services industry. He currently serves as an advisor at Adapt Wealth Advisors, LLC, having joined in 2024 after eight years at Ameriprise Financial Services, Inc. Outside of his advisory role, Robinson is involved in several business ventures, including ownership interests in real estate and other enterprises. Adapt Wealth Advisors, LLC provides comprehensive financial planning and investment management services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm utilizes fundamental analysis and a long-term investment approach tailored to clients’ goals and risk profiles, offering both discretionary and non-discretionary portfolio management with a diverse range of investment options.

Scott Herndon is a financial advisor at Adapt Wealth Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise and The Hershey Company. Outside of his advisory role, he serves as an ambassador for the Milledgeville/Baldwin County Chamber of Commerce. Adapt Wealth Advisors, LLC provides comprehensive financial planning and investment management services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs fundamental analysis with a long-term investment approach tailored to client goals, risk profiles, and tax considerations, utilizing a range of investment vehicles including mutual funds, ETFs, and alternative funds.

Thomas Hodell is a CFP® professional with 39 years of industry experience. He is currently with Adapt Wealth Advisors, LLC, where he has worked since 2024. Prior to that, he spent 38 years at Ameriprise Financial Services, Inc. Adapt Wealth Advisors, LLC provides comprehensive financial planning and investment management services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm uses fundamental analysis and a primarily long-term investment approach, tailoring portfolios to clients' goals, risk profiles, and tax situations.