
Learning From a Legacy – 2026
January 15, 2026
Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bol...


Brady James-Woolace strives to serve his clients by addressing all concerns or needs they may have in the operations of their accounts, and in transacting daily business.
Brady, who is originally from Kansas City, Missouri, lived in Orlando, Florida where he worked as a licensed Brokerage Service Specialist with Charles Schwab. Through that role, Brady was able to obtain his Series 7, Series 63, and Series 9 licenses as he spent his time assisting Schwab clients with daily activities and operations in their accounts.
Outside of work, Brady enjoys spending time with his wife and 3-year-old daughter exploring the outdoors and staying active. Brady also loves to attend live sporting events and sampling all the different local food options that are available wherever he is.
Dive into the latest insights from our expert team with our personal touch.

January 15, 2026
Dr. King believed that social inequality was driven by poverty, and he encouraged his audiences to bol...

January 12, 2026
by Lindsay Taylor, J.D., CFP® Whether your divorce comes out of the blue or it’s been a long time comi...

January 9, 2026
Executive Summary 2025 served as another reminder of markets’ ability to climb the so-called “Wall of ...