AWM Financial Services Inc.

Ashton Edwards is a financial advisor with AWM Financial Services Inc. based in The Woodlands, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining AWM Financial Services Inc., he worked at Republic Finance LLC and spent four years at the C.T. Bauer School of Business. AWM Financial Services Inc. provides portfolio management, investment analysis, financial planning, pension consulting, and third-party advisor selection for a diverse client base including individuals, high net worth individuals, trusts, estates, corporations, and retirement plans. The firm employs a multi-disciplinary investment process that combines quantitative, fundamental, technical, cyclical, and economic analyses and manages approximately $233.7 million in discretionary assets for over 1,300 clients.

Colton Miller is a financial advisor at AWM Financial Services Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments. AWM Financial Services Inc. provides portfolio management, financial planning, and pension consulting services to individuals, high net worth clients, trusts, estates, corporations, and retirement plans. The firm employs a model-driven investment process that combines quantitative, fundamental, technical, cyclical, and economic analyses to support discretionary trading and portfolio monitoring.

Daniel Wheless is a Series 65 licensed advisor with AWM Financial Services Inc. in The Woodlands, TX, where he has worked since 2000, totaling 18 years of industry experience. His prior roles include positions at Portfolio Dynamix, Retirement Wealth Advisors, Inc., and FormulaFolio Investments, LLC. He is also CEO of AWM Insurance Services Inc., where he is involved in life insurance and annuity sales. AWM Financial Services Inc. is a six-advisor team managing $233.7 million in discretionary assets for over 1,300 clients. The firm provides portfolio management, financial planning, and pension consulting services, employing a model-driven investment process that combines quantitative, fundamental, and economic analyses.

Jagger Barrett is a financial advisor at AWM Financial Services Inc. with two years of industry experience. He holds a Series 65 credential and has previously worked at Beacon Financial Planners, Inc. and Murphy Oil Corporation. Barrett is also an independent insurance agent based in Houston, TX. AWM Financial Services Inc. provides portfolio management, financial planning, pension consulting, and third-party advisor selection for individuals, high net worth clients, trusts, estates, corporations, and retirement plans. The firm employs a model-driven investment process that integrates multiple analytical approaches and manages over $233 million in discretionary assets for more than 1,300 clients.

Matthew Williams is a financial advisor at AWM Financial Services Inc. in The Woodlands, TX. He holds a Series 65 credential and has been with AWM Financial Services and AWM Insurance Services since 2024. Prior to this, he worked at 49 Financial and Ithaka Hospitality Partners. AWM Financial Services Inc. provides portfolio management, investment analysis, financial planning, pension consulting, and third-party advisor selection for individuals, high net worth clients, trusts, estates, corporations, and retirement plans. The firm manages $233.7 million in discretionary assets for over 1,300 clients with a six-advisor team, employing a model-driven investment process that combines quantitative, fundamental, technical, cyclical, and economic analyses.

Matthew Stevenson is a Series 65-licensed advisor with AWM Financial Services Inc. in The Woodlands, TX, where he has worked for over nine years. His career has been exclusively with AWM Financial Services, operating under various trade names related to Allied Wealth Management. AWM Financial Services Inc. manages discretionary portfolios for individuals, high net worth clients, trusts, estates, corporations, and retirement plans, overseeing $233.7 million in assets for more than 1,300 clients. The firm employs a multi-disciplinary investment approach combining quantitative, fundamental, technical, cyclical, and economic analyses, supported by model-driven recommendations and professional judgment.

Justin Napoleon is a financial advisor with AWM Financial Services Inc. in The Woodlands, TX, holding a Series 65 designation and five years of industry experience. He has worked at Allied Wealth since 2020 and AWM Financial Services since 2019. Prior to his financial career, he was involved with Napoleon Motorsports and Turnkey Industries. AWM Financial Services Inc. manages discretionary portfolios and provides investment analysis, financial planning, pension consulting, and third-party advisor selection for individuals, high net worth clients, trusts, estates, corporations, and retirement plans. The firm employs a model-driven investment process combined with professional judgment and manages approximately $233.7 million in assets for over 1,300 clients through a six-advisor team.