user avatar

Blair Nightingale

Advisor at TRADEway

Updated today

Location

Mexia, TX

Credentials

Series 65

Industry experience

9 years

About

Blair Nightingale is a financial advisor at TRADEway with nine years of industry experience. He holds a Series 65 designation and has worked at NeuVenture On Wall Street since 2015. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm uses a proprietary framework combining fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Client services

Based on TRADEway

Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Based on TRADEway

Active portfolio management Options & derivatives strategies Real estate investing Wealth management

Occupation focus

Based on TRADEway

Founder/Business Owner Self-Employed

Demographic focus

Based on TRADEway

Values-based investing Mid-Career Professionals

Fee options

Fixed

Education program fees range from $97 to $30,000 charged at enrollment.

Percentage

$0 - $200,000: 1.85% annually Above $200,000 - $400,000: 1.75% annually Above $400,000 - $700,000: 1.65% annually Above $700,000 - $1.5 million: 1.50% annually Above $1.5 million - $10 million: 1.20% annually Above $10 million+: 0.95% annually

Project-based

Hourly coaching fees range from $8,000 to $20,500 based on sessions and services provided.

Subscriptions

Coaching memberships priced from $77 to $347 per month; Charts by TRADEway subscription $29.99 or $59.99 per month.

Other

Account minimum: $10,000

Location

Mexia, TX

Most active in

Texas

Work history

NeuVenture On Wall Street

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Richard K

CFP®, Series 65

Redding, CA

Ric Komarek, CFP

Richard Komarek is a Certified Financial Planner® with 18 years of experience, operating his independent firm, Ric Komarek, CFP, in Redding, California. He has served as a class instructor at Shasta College since 2015 and is also licensed as a life and health insurance agent. His career includes managing his own advisory practices since 2007. Ric Komarek, CFP provides financial planning, consulting, and investment advice to individuals, families, and business owners. The firm manages approximately $26 million in assets and offers tailored portfolio management focused on diversified investments, operating on a fiduciary, non-discretionary basis with an emphasis on risk management and client approval.

Wealth management
user avatar

Garet T

Series 65, Series 66

Palo Cedro, CA

Alpha Initiative

Garet Tarvin is a financial advisor at Alpha Initiative with Series 65 and Series 66 credentials and six years of industry experience. He has previously worked at Kahala Partners LLC and currently holds a role as a Utility Analyst for the City of Redding, where he provides analytical support for a public electric utility. Alpha Initiative is a fee-only registered investment adviser serving individuals, high-net-worth clients, and family trusts. The firm employs an active, fundamental investment approach focused on proprietary, analyst-driven security selection and offers a broad range of strategies including direct holdings, derivatives, and hedging techniques.

Active portfolio management Options & derivatives strategies Concentrated stock management
user avatar

Wesley J

Series 65

Redding, CA

WJ Consulting LLC

Wesley Jackman is the principal of WJ Consulting LLC, a California-registered independent investment advisory firm. He holds a Series 65 designation and has professional experience as a Systems Engineering Lead at KBR, Inc., where he works on aerospace and defense contracts. Prior to his current roles, he served nine years in the United States Air Force. WJ Consulting LLC provides portfolio management and investment advisory services focused on long-term value investing for individual clients. The firm emphasizes fundamental analysis and customizes portfolios based on client preferences, operating with a small client base and no assets under management as of mid-2025.

Active portfolio management
user avatar

Glenn R

Series 63, Series 65

Redding, CA

GSR Capital Management, Inc.

Glenn Rank is the sole advisor at GSR Capital Management, Inc., an independent registered investment adviser based in Redding, CA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to founding GSR Capital Management in 2015, his earlier career background is not detailed. Outside of his advisory role, Glenn Rank serves as a church elder at Oak Grove Bible Fellowship, where he contributes to administration and long-term planning. GSR Capital Management manages approximately $73 million for about 120 clients, offering discretionary portfolio management, financial planning, and ERISA plan consulting. The firm’s investment approach combines technical, fundamental, and valuation analysis to create diversified portfolios and serves a diverse client base including individuals, corporate/business clients, municipal entities, and charitable organizations.

Wealth management
user avatar

Darien C

Series 66

Redding, CA

Parallel Wealth Management

Darien Croce is a financial advisor with Parallel Wealth Management in Redding, CA, holding a Series 66 designation and 18 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2012 to 2017. In addition to his advisory role, Croce owns and manages Parallel Tax LLC, a tax preparation and planning business serving overlapping clients. Parallel Wealth Management provides discretionary portfolio management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm emphasizes passive investment management with index funds and ETFs, incorporates tax and estate considerations, and offers consulting on employer-sponsored retirement plans and employee benefits.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Approaching retirement Retired
user avatar

Patrick M

Series 65

Redding, CA

Retirement Lifestyles Advisory Group

Retirement income strategy Income planning General retirement planning Self-Employed Founder/Business Owner Mid-Career Professionals
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")