Caliber Wealth Management, LLC

Bryson Slater is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Caliber Wealth Management, LLC. Prior to joining Caliber in 2025, he worked at Petrovic Financial Services for eight years and Gwfs Equities, Inc. for three years. Caliber Wealth Management provides discretionary portfolio management, investment advice, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm integrates tax preparation and consulting into its services and follows a diversified, global investment approach grounded in modern portfolio theory.

Cole Dimond is a financial advisor at Caliber Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., Compass Planning Group, and Ameriprise Financial. Caliber Wealth Management serves individuals, families, businesses, and retirement plans by providing portfolio management, investment advice, financial planning, and retirement-plan advisory services. The firm integrates tax preparation and consulting into its offerings and follows a diversified, global investment approach primarily using mutual funds and ETFs, with tailored client engagements based on goals and risk.

Michael Ward is a financial advisor at Caliber Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Raymond James Financial Services. Outside of advising, he is the founder and chair of the board of New Life Christian Academy, a nonprofit organization. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with portfolio management, investment advice, financial planning, and retirement-plan advisory services. The firm’s investment approach is based on modern portfolio theory, emphasizing diversified global allocations primarily through mutual funds and ETFs, complemented by other securities and outside managers.

Tyson Sprick is a CFP® with 15 years of industry experience. He is currently with Caliber Wealth Management, LLC and previously worked at Equitable Advisors, LLC and Axa Advisors, LLC. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and tax consulting services. The firm’s investment approach emphasizes diversified, global allocations using mutual funds, ETFs, and other securities, tailored to client goals and risk tolerance.

Mark Albright is a CFP® with 24 years of experience in the financial services industry. He has worked at Ameriprise Financial Services, Inc. for 19 years and held roles at Raymond James Financial Services from 2020 to 2024 before joining Caliber Wealth Management, LLC in 2020. Caliber Wealth Management serves individuals, families, businesses, and retirement plans by providing portfolio management, investment advice, financial planning, and retirement-plan advisory services. The firm integrates in-house tax preparation and consulting with its investment approach, which emphasizes diversified, global allocations primarily using mutual funds and ETFs tailored to client goals and risk tolerance.

Joseph Gravino is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with Caliber Wealth Management, LLC and has held roles at firms including Keating Financial Advisory Services and Raymond James Financial Services. Caliber Wealth Management serves individuals, families, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm combines investment management with in-house tax preparation and consulting, employing a diversified, global approach primarily using mutual funds and ETFs.

Alexander Petrovic is a CFP® with 16 years of experience in the financial services industry. He is currently with Caliber Wealth Management, LLC and has previously operated Petrovic Financial Services. His work history also includes roles at Raymond James Financial Services Advisors, Inc. Caliber Wealth Management serves individuals, families, businesses, and retirement plans by providing discretionary portfolio management, investment advice, financial planning, and retirement-plan advisory services. The firm integrates tax preparation and consulting with its investment approach, which emphasizes diversified, global allocations primarily through mutual funds and ETFs.

James Kelley is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Caliber Wealth Management, LLC and previously worked at Creative Financial Designs and Lighthouse Financial. Outside of his advisory work, he is a minority owner of Mavs LLC, a club sports business in Lenexa, KS. Caliber Wealth Management provides portfolio management, investment advice, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm’s investment approach is based on modern portfolio theory and emphasizes diversified global allocations using mutual funds, ETFs, and other securities, complemented by integrated in-house tax services and a multi-partner ownership structure.

Brent Bloomer is a financial advisor at Caliber Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc. and Ameriprise Financial Services, Inc. Caliber Wealth Management serves individuals, families, businesses, and retirement plans by providing portfolio management, investment advice, financial planning, and retirement-plan advisory services, complemented by in-house tax preparation and consulting. The firm’s investment approach is based on modern portfolio theory with diversified, global allocations tailored to client goals and risk tolerance.

Zachary Zarda is a CFP® and Series 66 holder with six years of industry experience. He is currently with Caliber Wealth Management, LLC and has previously worked at Raymond James Financial Services and UBS Financial Services. Prior to his financial advisory career, he held roles at QSI Facilities, Inc. and FacilitySource, Inc. Caliber Wealth Management serves individuals, families, businesses, and retirement plans by providing portfolio management, investment advice, financial planning, and retirement-plan advisory services. The firm integrates in-house tax preparation and consulting with its investment approach, which focuses on diversified global allocations aligned with clients’ goals and risk profiles.

Jeffrey Ostrander is a CFP® professional with 34 years of experience in the financial services industry. He has worked at Caliber Wealth Management, LLC since 2020 and previously spent eight years with Raymond James Financial Services. Caliber Wealth Management serves individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement-plan advisory services, complemented by in-house tax preparation and consulting. The firm employs a diversified, globally oriented investment approach based on modern portfolio theory and offers tailored client engagements with both discretionary and non-discretionary options.

Stephen Phillips is a CFP® with four years of industry experience, currently serving as a financial advisor at Caliber Wealth Management, LLC. His prior experience includes roles at Raymond James Financial Services and The Signatry. Caliber Wealth Management serves individuals, families, businesses, and retirement plans by providing discretionary portfolio management, non-discretionary investment advice, financial planning, and retirement-plan advisory services. The firm integrates tax preparation and consulting with its investment work, employing a diversified, global investment approach based on modern portfolio theory.

John Arndt is a CFP® with 16 years of experience in the financial services industry. He has worked at Caliber Wealth Management, LLC since 2020 and previously spent nine years at Raymond James Financial Services Advisors Inc. and related entities. Caliber Wealth Management serves individuals, families, businesses, and retirement plans by offering portfolio management, financial planning, retirement-plan advisory services, and in-house tax preparation and consulting. The firm employs a diversified, global investment approach grounded in modern portfolio theory and provides both discretionary and non-discretionary client engagements.

Andrew Dibble is a financial advisor with Caliber Wealth Management, LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. He has been with Caliber Wealth Management since 2024. Caliber Wealth Management serves individuals, families, businesses, and retirement plans by providing discretionary portfolio management, investment advice, financial planning, and retirement-plan advisory services. The firm integrates in-house tax preparation and consulting with its investment approach, which emphasizes diversified global allocations primarily implemented with mutual funds and ETFs.