Innovative Advisory Group

Paul Dio is a financial advisor at Innovative Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Trilogy Capital, and National Planning Corporation. Additionally, he is a licensed independent insurance producer in Massachusetts. Innovative Advisory Group provides investment management and planning services to individuals, trusts, estates, corporations, and employer-sponsored plans. The firm employs a multi-strategy investment approach and operates across eight offices with a nine-advisor team.

Tienchia Wang is a financial advisor with Innovative Advisory Group in Lexington, MA, holding Series 65 and Series 66 licenses with six years of industry experience. Wang has been with Innovative Advisory Group since 2021 and also operates Longhorn Holdings, which has been active since 2005. Additionally, Wang is a licensed independent insurance producer in Massachusetts. Innovative Advisory Group offers investment management and planning services to individuals, trusts, estates, corporations, and employer-sponsored plans. The firm employs a multi-strategy investment approach incorporating charting, fundamental, technical, and cyclical analysis, and operates eight offices with a nine-advisor team.

Krista Letcher is a financial advisor with Innovative Advisory Group in Lincoln, NE, holding Series 65 and Series 66 licenses and six years of industry experience. She has previously worked at Edward Jones, Morgan Stanley, TD Ameritrade, and Mountain West Advisors. Innovative Advisory Group provides investment management and planning services to individuals, trusts, estates, corporations, and employer-sponsored plans. The firm employs a multi-strategy approach combining charting, fundamental, technical, and cyclical analysis, managing accounts through ongoing reviews and tailored recommendations.

Rajeev Kotyan is a financial advisor at Innovative Advisory Group with 18 years of industry experience. He holds a Series 65 designation and has been with the firm since 2008. Outside of advisory work, he serves as a non-compensated member of the Board of Trustees for Harrington Park Condominium Association and has ownership and management interests in Harrington Eight, LLC, which owns the office space leased by his firm. Innovative Advisory Group provides investment management and planning services to individuals, trusts, estates, corporations, and employer-sponsored plans. The firm employs a multi-faceted investment approach combining charting, fundamental, technical, and cyclical analysis, offering tailored strategies and ongoing account reviews.

Douglas Lynam is a financial advisor with Innovative Advisory Group in Pinehurst, NC, holding a Series 65 designation and eight years of industry experience. He has worked at LongView Asset Management LLC since 2017 and previously at Lynam Financial Services, LLC and Santa Fe Preparatory School. Outside of advising, Mr. Lynam is also an author and public speaker. Innovative Advisory Group provides investment management and planning services to individuals, trusts, estates, corporations, and employer-sponsored plans. The firm employs a multi-strategy investment process and offers tailored recommendations based on client objectives, with a multi-office presence uncommon among similarly sized advisory teams.

Kirk Chisholm is a financial advisor with Innovative Advisory Group, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Innovative Advisory Group since 2008. Outside of his advisory role, he manages a personal estate planning holding company and has ownership interests in an entity that owns the office space leased by his firm. Innovative Advisory Group provides investment management and planning services to individuals, trusts, estates, corporations, and employer-sponsored plans. The firm employs a multi-strategy investment process, including charting, fundamental, technical, and cyclical analysis, and offers tailored recommendations based on client objectives and needs.

Timothy Picciott is a CFP® and Series 66-licensed advisor with 17 years of industry experience. He has been with Innovative Advisory Group since 2018 and previously worked at Wealthcare Advisory Partners and LPL Financial. Outside of financial advising, he holds personal intellectual property and digital asset interests through several family-owned entities. Innovative Advisory Group serves individuals, trusts, estates, corporations, and employer-sponsored plans, offering discretionary asset management and comprehensive financial planning. The firm employs a multi-faceted investment process incorporating technical and fundamental analyses and maintains a multi-office presence with a nine-advisor team.

John English is a financial advisor at Innovative Advisory Group with nine years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Ameriprise Financial Services for eight years. Outside of his advisory work, he serves on the Board of Governors for Nyack Boat Club and is secretary of the Parish Council at St. Pius X in Scarsdale, NY. Innovative Advisory Group provides investment management and planning services to individuals, trusts, estates, corporations, and employer-sponsored plans. The firm employs a multi-strategy investment approach and maintains a multi-office presence with a nine-advisor team.

Redina Franklin is a financial advisor with Innovative Advisory Group in Lubbock, TX, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has worked with Amicus Financial Advisors, Park Avenue Securities, and Guardian Life Insurance, and has been involved with Mary Kay Cosmetics since 2002. She is also an independent insurance producer licensed in Texas. Innovative Advisory Group serves individuals, trusts, estates, corporations, and employer-sponsored plans through discretionary asset management and comprehensive financial planning. The firm applies a multi-faceted investment approach and operates eight offices with a nine-advisor team managing approximately $194 million in assets.