Childress Capital Advisors, LLC

Don Childress is a CFA® charterholder with 27 years of industry experience, currently serving at Childress Capital Advisors, LLC since 2020. His prior experience includes roles at Stifel, Nicolaus & Company, Incorporated and Barclays Capital Inc. He serves on the board of the Camp Ozark Foundation, which provides a Christ-centered camp experience and mentoring for children and youth. Childress Capital Advisors is an SEC-registered firm managing approximately $826 million across about 327 client accounts with a five-advisor team. The firm offers discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and institutions, employing a combination of fundamental, technical, and relative-strength analysis along with both active and passive strategies.

Robert Koort is a CFA® charterholder and holds a Series 63 license with over 19 years of experience in the financial industry. He has worked at Goldman, Sachs & Co for 18 years, followed by three years at Appian Way Asset Management / Koort Research before joining Childress Capital Advisors LLC in 2026. Childress Capital Advisors is an SEC-registered firm managing approximately $826 million across 327 client accounts with a five-advisor team. The firm serves individuals, high-net-worth clients, trusts, and institutional clients through discretionary investment management, financial planning, and the oversight of independent managers, employing a combination of fundamental, technical, and relative-strength analysis alongside active and passive strategies.

Kelley Mckenna is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Childress Capital Advisors, LLC since 2022. Prior to this, she worked for seven years at Stifel, Nicolaus & Company, Incorporated. Childress Capital Advisors is an SEC-registered firm managing approximately $826 million across 327 client accounts. The firm serves individuals, high-net-worth clients, trusts, and institutional clients using a combination of fundamental and technical analysis with active and passive investment strategies, including the use of derivatives and options within separately managed accounts.

Sarah Dolan is a CFA® charterholder with eight years of experience in the financial industry. She has worked at Childress Capital Advisors, LLC since 2020 and previously held roles at BBVA Securities Inc. and Compass Bank. Dolan is based in Houston, TX, and holds a Series 66 license. Childress Capital Advisors is an SEC-registered firm managing approximately $826 million across 327 client accounts with a five-advisor team. The firm offers discretionary investment management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, and institutions, employing a blend of fundamental, technical, and relative-strength analysis alongside both active and passive strategies.