Whitney Brady

Mercedes Barker is a financial advisor at Equilibria Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of advising, she owns and operates businesses focused on divorce financial analysis, fruit compote manufacturing, and real estate administration. Equilibria Wealth Management provides discretionary asset management and financial planning services to individuals, estates, corporations, and other business entities. The firm utilizes model portfolios emphasizing multi-asset allocation, diversification, and low turnover, serving approximately 116 clients with no minimum account size requirement.

John Moore is a financial advisor with Equilibria Wealth Management, LLC in Odessa, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has previously worked at Cetera Advisor Networks LLC, Summit Financial Group Inc, and Summit Brokerage Services Inc. Outside of his advisory role, Moore owns and manages Equilibria Earth, a business that manufactures fruit compotes, and is also a realtor with Gabrianna LLC. Equilibria Wealth Management provides discretionary asset management and financial planning services to individuals, estates, corporations, and other business entities. The firm employs diversified, multi-asset investment models with an emphasis on rebalancing, low turnover, and risk management through trailing stop-loss rules.

Karen Mcintyre is a financial advisor at Uniting Wealth Partners with 43 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Uniting Wealth Partners in 2024, she spent over 20 years with Raymond James Financial Services. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation. Uniting Wealth Partners provides investment management and financial planning services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach using diversified portfolios that may include mutual funds, ETFs, equities, bonds, options, REITs, and alternative investments.

Michelle Acton is a financial advisor at Private Wealth Asset Management with three years of industry experience. She holds a Series 65 designation and previously worked at Wells Fargo Bank, NA for 36 years. Private Wealth Asset Management serves individuals, family offices, trusts, estates, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets using a strategic asset allocation approach supported by quantitative, fundamental, and technical analysis, and offers specialized services including oil and gas holdings management, real estate asset management, and business transition planning.

Gayle Fincher is a financial advisor at Private Wealth Asset Management with a Series 65 credential and two years of industry experience. Prior to joining Private Wealth Asset Management in 2022, Fincher worked for Wells Fargo Bank, NA for 31 years. Private Wealth Asset Management provides advisory services to individuals, family offices, trusts, estates, philanthropic and non-profit organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets, emphasizing strategic asset allocation supported by quantitative, fundamental, and technical analysis, alongside offering specialized services such as oil and gas holdings management and business transition planning.

Derek Robinett is a CFA® and PFS™ credentialed financial advisor with 12 years of industry experience. He has worked at Amicus Financial Advisors, LLC since 2021 and previously held roles at Cambridge Investment Research Advisors and HD Vest Advisory Services. Outside of his advisory work, he serves as a business administrator and assistant treasurer at Fannin Terrace Baptist Church and offers tax preparation, tax planning, and small business advisory services through his own firm. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, and various institutional clients. The firm uses a multi-cap, multi-style investment approach combining active and passive strategies, managing portfolios on a discretionary basis with regular reviews and portfolio rebalancing aligned with individualized Investment Policy Statements.