City Center Advisors, LLC

Taylor Cox is a financial advisor with City Center Advisors, LLC in Troy, MI, holding a Series 66 designation and six years of industry experience. His background includes roles at Morgan Stanley, the Internal Revenue Service, and Benzinga. Outside of advising, he works as a delivery driver for DoorDash. City Center Advisors serves individual and high-net-worth clients as well as businesses, providing discretionary asset management, unified managed account solutions, ERISA plan services, and limited-scope financial planning. The firm employs a Modern Portfolio Theory framework and incorporates active derivatives and option strategies within its portfolios.

David Hardin is a financial advisor at City Center Advisors, LLC with five years of industry experience. He holds a Series 65 designation and is also a member of Einsteinian AI LLC, a non-investment-related business. Prior to his current role, he has been involved with City Center Advisors and its affiliated entities since 2016. City Center Advisors serves individual and high-net-worth clients as well as businesses, providing discretionary asset management, unified managed accounts, ERISA plan services, and limited-scope financial planning. The firm employs a Modern Portfolio Theory approach and actively uses derivatives and option strategies in client portfolios.

Justin Pontz is a financial advisor with City Center Advisors, LLC in Troy, MI, holding a Series 66 designation and two years of industry experience. Prior to joining City Center Advisors, he worked at Hantz Insurance Agency LLC and Hantz Financial Services, Inc. He is also active as an insurance agent with City Center Financial, LLC. City Center Advisors serves individual and high-net-worth clients as well as businesses, providing discretionary asset management, unified managed account solutions, ERISA plan services, and limited-scope financial planning. The firm employs a Modern Portfolio Theory framework and utilizes active derivatives and option strategies in client portfolios.

Samuel Addington is a financial advisor at City Center Advisors, LLC in Colorado Springs, CO, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he served six years in the U.S. Army. Outside of his advisory work, he is also involved in insurance sales through City Center Financial, LLC. City Center Advisors serves individual and high-net-worth clients as well as businesses, offering discretionary asset management, unified managed account solutions, ERISA plan services, and limited-scope financial planning. The firm employs a Modern Portfolio Theory framework and actively incorporates derivatives and option strategies in client portfolios.

David Hardin II is a financial advisor at City Center Advisors, LLC in Troy, MI, holding a Series 65 designation with nine years of industry experience. He previously worked at CoreCap Advisors, Inc. and is a member of Einsteinian AI LLC, a non-investment-related business. City Center Advisors serves individual and high-net-worth clients as well as businesses, providing discretionary asset management, unified managed account solutions, ERISA plan services, and limited-scope financial planning. The firm employs a Modern Portfolio Theory framework and actively uses derivatives and option strategies in client accounts.

Christopher Brent is a financial advisor with City Center Advisors, LLC in Troy, MI, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Edward Jones and Uber Technologies. Outside of finance, he teaches private piano lessons through CRB Records Inc. City Center Advisors serves individual and high-net-worth clients as well as businesses, providing discretionary asset management, unified managed accounts, ERISA plan services, and limited-scope financial planning. The firm employs a Modern Portfolio Theory framework and incorporates derivatives and option strategies in client portfolios.

Frank Endris is a financial advisor with City Center Advisors, LLC in Colorado Springs, Colorado. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining City Center Advisors (formerly Keystone Financial Partners) in 2015, he worked at Aspen Creek Wealth Strategies and has operated as a sole proprietor since 2013. Outside of his advisory role, he is also an insurance agent, dedicating approximately half of his time to insurance services and sales. City Center Advisors serves individual and high-net-worth clients as well as businesses, providing discretionary asset management, unified managed account solutions, ERISA plan services, and limited-scope financial planning. The firm employs a Modern Portfolio Theory framework and actively uses derivatives and option strategies in client portfolios.