Applied Wealth Management

Dominik Yates is a financial advisor at Applied Wealth Management with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Guardian Life Insurance Company, Park Avenue Securities, Northwestern Mutual, and Wells Fargo. Applied Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and retirement plans. The firm manages approximately $44 million across about 92 client relationships, offering financial planning, portfolio management, retirement plan consulting, and estate-planning services through a licensed technology platform.

Thea Nesis is a financial advisor at Applied Wealth Management in Santa Monica, CA, with seven years of industry experience. She holds a Series 65 designation and has worked with firms including Miracle Mile Advisors, LLC. Nesis also operates Thea Nesis LLC, a consulting and solicitor business related to investment advisory services. Applied Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and retirement plans. The firm manages approximately $44 million across 92 client relationships, focusing on strategic asset allocation and modern portfolio theory through custom model portfolios and third-party sub-advisers, primarily via discretionary, wrap-fee accounts.

Al Doss Carter is a financial advisor at Applied Wealth Management in Bakersfield, CA, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior roles include positions at MML Investors Services LLC, MassMutual Life Insurance Company, Guardian Life Insurance Company, and Park Avenue Securities. Applied Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes strategic asset allocation and modern portfolio theory through custom model portfolios and third-party sub-advisers, managing accounts primarily on a discretionary basis with regular monitoring and rebalancing.

Selena Teasley is a CFP® with five years of industry experience currently serving at Applied Wealth Management. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance, and Morneau Shepell. Outside of her advisory work, she is involved in business consulting focused on financial and management reporting analysis. Applied Wealth Management is a team-based registered investment adviser managing approximately $44 million across individuals, high-net-worth clients, corporations, and retirement plans. The firm emphasizes strategic asset allocation and modern portfolio theory through custom model portfolios and typically manages accounts on a discretionary basis with regular monitoring and rebalancing.