Geoffrey Nance

Peter Breidt is a financial advisor at TRADEway with nine years of industry experience. He holds a Series 65 designation and has worked at Booz Allen Hamilton since 1994. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, including subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Dennis Foster is a financial advisor with TRADEway, holding a Series 65 designation and two years of industry experience. He is also the managing partner of Hill Country Home Center, a supplier of home improvement and construction products. Prior to his advisory role, Dennis has worked in various capacities including at Lemon Tree Cleaners and HCTC. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, offering subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone to support both short-term trading and longer-term investment strategies.

Caleb Pritchett is a Series 65-licensed advisor at TRADEway with two years of industry experience. His background includes roles at Trothe, Inc. and Troth LLC, as well as positions outside the financial sector, including work with the Oklahoma City Thunder and Oklahoma Baptist University. TRADEway serves individual and high-net-worth clients through a combination of education, coaching, and advisory services, featuring subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model portfolios.

Casin South is a financial advisor at TRADEway with Series 65 and Series 66 licenses and five years of industry experience. Prior to joining TRADEway in 2023, Casin worked at LPL Financial, LLC from 2020 to 2023. 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’s approach integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Jenny Taylor is a financial advisor at TRADEway with eight years of industry experience. She holds a Series 65 designation and has been with TRADEway since 2010. 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 that integrates fundamental analysis, technical analysis, and market tone, offering both short-term trading methods and longer-term model-based allocations.

Noah Hernandez is a financial advisor at TRADEway with two years of industry experience and holds a Series 65 designation. Prior to joining TRADEway, he worked in various roles including at Walmart Pharmacy and Chipotle Mexican Grill. Outside of advising, he owns and operates an e-commerce business called Cubicle Cold Water Therapy. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, combining live and virtual events, on-demand courses, and subscription-based research tools with model investment portfolios. The firm’s approach integrates fundamental and technical analysis with market tone, offering both short-term trading methods and longer-term model allocations.