Continuum Advisory, LLC

Simon Keogh is a financial advisor at Continuum Advisory, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Osaic Wealth, Inc., Triad Advisors, Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Keogh is also involved with Village Insurance, where he serves as an insurance agent. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans through independent advisors under separate DBAs. The firm manages over $1.4 billion in assets and offers tailored portfolio management using a variety of investment products, along with institutional retirement plan consulting and integrated professional services.

Shannen Ingram is a financial advisor at Continuum Advisory, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors LLC and Triad Advisors. Outside of her advisory role, she operates a homestead raising poultry and livestock and is involved in selling handmade sewing items and makeup products. She also serves as an emergency substitute teacher for local schools. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a network of independent advisors, managing over $1.4 billion in assets.

Andrew Eakin is a financial advisor with Continuum Advisory, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience, with prior roles at Osaic Wealth, Inc., Triad Advisors, Inc., Signator Investors, Inc., Wealth Management Associates, and Transamerica Financial Advisors, Inc. He serves as executor and successor trustee of his parents' estate and is a limited partner in a longstanding family limited partnership that receives royalties from mining operations. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans. The firm provides financial planning, consulting, and portfolio management through independent advisors, utilizing a variety of investment vehicles and offering institutional retirement plan consulting with ERISA fiduciary services.

Christopher Maxey is a financial advisor at Continuum Advisory, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Mosaic Financial Group and Kalos Management. In addition to his advisory role, he is a licensed insurance agent providing various insurance products such as term life and indexed universal life insurance. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management services through a network of independent advisors and manages over $1.4 billion in assets.

Shawn Clark is a financial advisor at Continuum Advisory, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Kalos Management, PMB Capital Management, and Center Street Securities. In addition to his advisory role, Clark is involved with Mosaic Financial Group, where he provides investment advisory services and offers insurance products such as term life and indexed universal life insurance. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a network of independent advisors, managing over $1.4 billion in assets with a focus on tailored investment strategies and institutional retirement plan services.

Scott Nishimura is a financial advisor with Continuum Advisory, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include positions at Osaic Wealth, Inc., Triad Advisors, and Transamerica Financial Advisors, Inc. Outside of his advisory work, he serves as a co-trustee for his elderly aunt’s family trust, managing her day-to-day financial needs. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans through independent advisors. The firm offers tailored financial planning and portfolio management, utilizing a variety of investment vehicles and institutional services, including retirement plan consulting and integrated tax and legal expertise.

Nicholas Lentini is a financial advisor with Continuum Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has previously worked at Osaic Wealth, Inc., Triad Advisors, Signator Investors, Inc., and Transamerica Financial Advisors, Inc., and operates his own business, Lentini Financial Advisory. Lentini also has experience teaching at College of the Canyons. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management services through independent advisors and manages over $1.4 billion in assets.

Mark Allen is a CFP® with 19 years of industry experience, currently serving as an advisor at Continuum Advisory, LLC. He has held roles at multiple firms including Triad Advisors, Inc., Transamerica Financial Advisors, Inc., and Allen & Allen, LLP. In addition to his advisory work, he is involved in tax planning and preparation through his own business, Allen Tax Planning. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management services through a network of independent advisors and manages over $1.4 billion in assets.

Cameron Benson is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Continuum Advisory, LLC and has prior experience at Osaic Wealth, Inc., Triad Advisors, and New York Life Insurance. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management. The firm manages over $1.4 billion in assets and offers tailored investment solutions using a variety of products and institutional services.

Kari Jo Bear is a Certified Financial Planner® with 20 years of industry experience, currently serving at Continuum Advisory, LLC. Her prior experience includes roles at Osaic Wealth, Inc., Triad Advisors, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. She is also president and owner of Thomann Financial Services, Inc., where she is involved in fixed insurance sales. Kari Jo participates as an honorary board member of the Liberty Hospital Foundation. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management. The firm offers tailored investment solutions through a network of independent advisors and integrates institutional services including licensed attorneys and tax professionals within its team.

Deepa Gibbons is a financial advisor at Osaic Wealth, Inc. based in Scottsdale, AZ, holding Series 63 and 65 licenses with 20 years of industry experience. Her previous roles include positions at HSBC Securities (USA) Inc. and several other financial firms. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools to manage a wide range of investment strategies and offers access to multiple custodial platforms and third-party managers.

George Chuang is a CFA® charterholder with 26 years of experience in the financial industry. He is currently with Continuum Advisory, LLC in Tampa, FL, where he has worked since 2023. His prior experience includes roles at Transamerica Financial Advisors, Inc. and Triad Advisors. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management. The firm offers tailored investment solutions through a network of independent advisors and manages over $1.4 billion in assets.

Jacob Coleman is a financial advisor with Continuum Advisory, LLC in Eagle, Idaho, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Edward Jones since 2015 and is also associated with Wealth Management Associates. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management services. The firm manages over $1.4 billion in assets and offers tailored investment solutions through a network of independent advisors operating under separate DBAs.

Matthew Mills is a financial advisor with Continuum Advisory, LLC, holding a Series 65 designation and based in Tampa, FL. He began his advisory career in 2025 with Mosaic Financial Group after six years at Keystone Powdered Metal Co. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a network of independent advisors and manages over $1.4 billion in assets.

Jacqueline Lakocy is a CFP®-certified financial advisor with 41 years of industry experience. She is currently with Continuum Advisory, LLC and has previously worked at Osaic Wealth, Inc., Triad Advisors, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Outside of her advisory work, she hosts an Airbnb rental in Aptos, CA. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers customized financial planning, consulting, and portfolio management, utilizing a range of investment products and institutional services through a network of independent advisors.