Centric Advisors, LLC

Ward Molen is a financial advisor with Centric Advisors, LLC, holding Series 63 and Series 66 designations and over 21 years of industry experience. He has worked at several firms including 1st Global Insurance Services, Inc., Cetera Advisors LLC, and Investors Capital Corp. Outside of his advisory role, Molen serves as president of Molen & Associates, LLC, a tax preparation and accounting services business. Centric Advisors serves individuals, high-net-worth individuals, corporations, and charitable organizations by providing portfolio management and financial planning services. The firm employs fundamental, technical, and cyclical analysis to implement investment strategies and manages approximately $227 million in client assets.

Richard Cull is a CFA® charterholder with 18 years of industry experience. He is Chief Investment Officer at Centric Advisors, LLC and also serves as a Portfolio Manager at Old Beach Investment Advisors, LLC. His prior roles include positions at Pagosa Management LLC and Breen Investors LP. Centric Advisors serves individuals, high-net-worth clients, corporations, and charitable organizations, offering portfolio management and financial planning services. The firm employs fundamental, technical, and cyclical analysis to implement long- and short-term investment strategies across a range of asset classes.

Zachary Majors is a CFP® with 15 years of industry experience, currently serving as an advisor at Centric Advisors, LLC since 2016. His prior experience includes roles at MWA Financial Services Inc. and Modern Woodmen of America. Outside of his advisory work, he owns a consulting firm, Majors Family Holdings LLC, where he coaches individuals and businesses on growth and operational strategies. Centric Advisors serves individuals, high-net-worth clients, corporations, and charitable organizations with portfolio management and financial planning services. The firm employs fundamental, technical, and cyclical analysis to implement a range of investment strategies and manages approximately $227 million in client assets across over 1,100 client relationships.

Gary Wurl is a CFP® with 33 years of industry experience, currently serving at Centric Advisors, LLC since 2018. He previously worked at Kovack Advisors, Inc. and Kovack Securities, Inc. from 2014 to 2018 and has operated Financial Destiny, Inc. since 1996. Outside of his advisory role, he is involved as a licensed insurance agent, offering insurance products aligned with client needs. Centric Advisors serves individuals, high-net-worth clients, corporations, and charitable organizations with portfolio management and financial planning services. The firm manages approximately $226.9 million in client assets and employs fundamental, technical, and cyclical analysis to implement a range of investment strategies, with discretionary authority commonly sought.

Lindy Chan is a CFP® and Series 66 licensed financial advisor with 16 years of industry experience. She has worked at Centric Advisors, LLC since 2020, following prior roles at Sierra Pacific Financial Advisor and Wells Fargo. In addition to her advisory work, Chan is a licensed insurance agent and occasionally offers insurance products to clients. Centric Advisors serves individuals, high-net-worth clients, corporations, and charitable organizations by providing portfolio management and financial planning services. The firm employs fundamental, technical, and cyclical analysis to implement a range of investment strategies and manages approximately $227 million in client assets.

Bently Ford is a financial advisor at Centric Advisors, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at firms including Capital Asset Advisory Services and Questar Asset Management. Outside of his advisory role, Ford owns and operates an insurance agency focused on fixed insurance products in East Texas. Centric Advisors serves individuals, high-net-worth clients, corporations, and charitable organizations by providing portfolio management and financial planning services. The firm employs fundamental, technical, and cyclical analysis to implement varied investment strategies and manages approximately $227 million in client assets.

Oscar Mondragon is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Centric Advisors, LLC since 2016. His prior roles include positions at MWA Financial Services Inc and Modern Woodmen Of America. Outside of his advisory work, he owns and consults through Mondragon Family Holdings LLC, providing coaching on business growth and operational efficiency. Centric Advisors serves individuals, high-net-worth clients, corporations, and charitable organizations with portfolio management and financial planning. The firm employs fundamental, technical, and cyclical analysis to manage discretionary and non-discretionary assets across a range of investment vehicles.

Joseph Ingram III is a financial advisor at Centric Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Centric Advisors, including its predecessor Majors & Mondragon, since 2017. Outside of his advisory role, Joseph serves as a board member for the Humble Whiskey Club. Centric Advisors serves individuals, high-net-worth clients, corporations, and charitable organizations by providing portfolio management and financial planning services. The firm employs fundamental, technical, and cyclical analysis to implement various investment strategies and manages approximately $227 million in client assets.