Dark Horse Advisors LLC

Kevin Sevier is a financial advisor with Dark Horse Advisors LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Dark Horse Advisors since 2023 and has been associated with DFPG Investments, Inc. and Advanced Wealth Planning since 2013 and 2008, respectively. Outside of advisory services, he is involved in life insurance sales through a separate insurance business. Dark Horse Advisors LLC, operating as Dark Horse Private Wealth, serves individual and high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities. The firm offers discretionary portfolio management, financial planning, and fiduciary services, employing a range of investment strategies and a hybrid model that integrates advisory, plan consulting, and cross-disciplinary services.

Jacob Montes is a financial advisor at Dark Horse Advisors LLC with two years of industry experience. He holds a Series 65 designation and has worked at Dark Horse Advisors since 2023, following a role at DFPG Investments, LLC. Dark Horse Advisors LLC serves individual and high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm’s investment approach combines fundamental, technical, quantitative, sentiment, and cyclical analysis with tax-aware strategies and third-party managers, and it operates as a subsidiary of an accounting firm, offering both asset-based and subscription-style fee arrangements.

Blake Feindel is a financial advisor at Dark Horse Advisors LLC with 15 years of industry experience. He holds the Series 66 designation and has held roles at Presidio Capital Management, Blake Feindel Consulting, and Ccg Wealth Management among others. Dark Horse Advisors LLC serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary portfolio management, financial planning, and fiduciary services. The firm employs a diverse investment approach that includes fundamental, technical, quantitative, and tax-aware strategies, and operates as a subsidiary of an accounting practice, enabling integrated advice through a hybrid model of services.

Matthew Poole is a CFP® with 20 years of industry experience, currently serving as Chief Wealth Advisor at Dark Horse Advisors LLC. He has previously worked at DFPG Investments, Inc. and First Allied Securities. Poole is also involved in insurance sales through DFPG Insurance, providing life and health insurance services. Dark Horse Advisors LLC serves individual and high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities, offering discretionary portfolio management, financial planning, and fiduciary services. The firm uses a diverse range of investment strategies and is formally affiliated with an accounting practice, providing integrated advice through a hybrid model of management and consulting.

Bryan Sonderby is a financial advisor at Dark Horse Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has worked at several firms including DFPG Investments, Inc. and The Crestwell Group, where he is also an independent insurance agent and business consultant offering services such as exit planning and various types of insurance. Dark Horse Advisors LLC serves individual and high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a broad range of investment strategies and is affiliated with an accounting practice, offering integrated advice and uncommon subscription-style fee arrangements.