Drive Wealth Advisers

Richard Jones is a financial advisor at Drive Wealth Advisers with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Keller-Thomas, Inc., Sagepoint Financial, Inc., and Osaic Wealth, Inc. Outside of advising, he is an independent insurance agent and a shareholder in an analytics firm, where he contributes to business discussions. Drive Wealth Advisers serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management, financial planning, pension consulting, and family office services, using a tailored investment approach that includes fundamental and technical analysis, option strategies, and manager due diligence.

Elias Patrick is a financial advisor at Drive Wealth Advisers with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Finalis Securities LLC, Zero Point Capital LLC, Crewe Capital, and Cognitive G Capital Group, LLC. Outside of advising, he is involved in business development for Deaglo Inc., a firm specializing in FX hedging solutions. Drive Wealth Advisers serves individual and institutional clients, offering portfolio management, financial planning, pension consulting, and family office services. The firm employs a tailored investment approach incorporating fundamental and technical analysis, option strategies, and both internal and external managers, with ongoing account monitoring and periodic rebalancing.

Brenton Ripley is a financial advisor at Drive Wealth Advisers with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Foresight Wealth Management, Sego Capital Management, and Jamestown Wealth Management. Outside of his advisory role, he is the sole owner and attorney at Jamestown Law Group, providing legal services. Drive Wealth Advisers serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management, financial planning, pension consulting, family office services, and manager due diligence, tailoring investment advice to client objectives through a variety of strategies and continuous account monitoring.

Daniel Wilson is a Series 65 licensed financial advisor with two years of industry experience. He currently works at Drive Wealth Advisers and previously held roles at High End Financial, Foresight Wealth Management, and Black Diamond Financial Solutions. Outside of advising, he provides operational support and analysis at Crabb Financial, the parent company of Drive Wealth Advisers. Drive Wealth Advisers serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers tailored portfolio management, financial planning, pension consulting, and family office services, utilizing both fundamental and technical investment strategies and continuous account monitoring.

Lynn Gilbert is a financial advisor at Drive Wealth Advisers with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Magellan Capital LLC, Knox Capital Advisors, LLC, and as a partner at Gilbert & Stewart, a CPA firm. Gilbert is also CEO and a partner of E. Excel USA, LLC, a dietary supplement company. Drive Wealth Advisers serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering a range of portfolio management and consulting services. The firm employs a tailored investment approach that includes fundamental and technical analysis, option strategies, and manager due diligence, with an emphasis on continuous account monitoring and periodic rebalancing.

Lowell Crabb is a CFP® professional with 15 years of industry experience, currently serving at Drive Wealth Advisers. He has held roles at Yama Point LLC, Drive Wealth Management, LLC, Cambridge Financial Center, and has operated Crabb Financial, LLC since 2008. Outside of advisory work, he manages several non-investment related business operations including bookkeeping and insurance services through Crabb Financial, LLC, and oversees a private fund managing commercial real estate at Yama Point, LLC. Drive Wealth Advisers serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering portfolio management, financial planning, pension consulting, and family office services. The firm employs a tailored investment approach using fundamental and technical analysis, trading strategies, and manager due diligence, with continuous account monitoring and periodic rebalancing.

Joshua Ripley is a financial advisor with Drive Wealth Advisers holding a Series 65 credential and beginning his advisory career in 2025. He has prior experience with Foresight Wealth Management and Red Rock Management Co., where he also engages in client service consulting through his ownership of JMR Management, LLC. Drive Wealth Advisers serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering portfolio management, financial planning, and family office services. The firm employs a tailored investment approach that incorporates fundamental and technical analysis, option strategies, and continuous account monitoring.

Kaige Korth is a financial advisor at Drive Wealth Advisers with a Series 66 designation and two years of industry experience. Prior to joining Drive Wealth Management in 2025, Kaige held roles at Osaic Wealth, Keeler Thomas Management, SagePoint Financial, and Washington Federal Bank. He is also involved with CRABB FINANCIAL, LLC, where he provides operational and investment services for 401(k) plans, including fiduciary services and investment advice. Drive Wealth Advisers serves individual and institutional clients, offering portfolio management, financial planning, pension consulting, and family office services. The firm employs a tailored investment approach that includes fundamental and technical analysis, option strategies, and continuous account monitoring.

Michael Reid is a financial advisor at Drive Wealth Advisers with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Magellan Capital LLC, M Holdings Securities, Inc., and Links Consulting. In addition to his advisory role, he is an independent insurance agent specializing in life insurance and annuity contracts. Drive Wealth Advisers serves individual and institutional clients, providing portfolio management, financial planning, pension consulting, family office services, and general consulting. The firm tailors investment advice to client objectives using various strategies and offers continuous account monitoring, including oversight of held-away retirement plan participant accounts through a third-party platform.

Jeffrey Ingersoll is a financial advisor at Drive Wealth Advisers with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Links Consulting, M Holdings Securities, Magellan Capital, and Allegis Investment Advisors. Ingersoll is also an author of investment-related books. Drive Wealth Advisers serves individual and institutional clients by providing portfolio management, financial planning, pension consulting, and family office services. The firm uses a tailored investment approach that includes fundamental and technical analysis, option strategies, and both internal and external managers, with continuous account monitoring and periodic rebalancing.

Joshua Osmond is a financial advisor with Drive Wealth Advisers in Lehi, Utah. He holds a Series 65 designation and has one year of industry experience. Prior to joining Drive Wealth Advisers, he worked at 1847 Financial and Crabb Financial, LLC. Outside of advisory work, he serves as a life insurance agent. Drive Wealth Advisers serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of services such as portfolio management, financial planning, pension consulting, and family office services, using a tailored investment approach that incorporates fundamental and technical analysis, option strategies, and manager due diligence.

Michael Walsh is a financial advisor with Drive Wealth Advisers, holding a Series 66 designation and 17 years of industry experience. He has worked at firms including Morgan Stanley Private Bank and Wells Fargo Clearing Services. Walsh also manages family office services at Blue Diamond Capital and provides administrative services as an independent contractor for Tula Health, Inc. Drive Wealth Advisers serves individual and institutional clients, offering portfolio management, financial planning, pension consulting, and family office services. The firm utilizes a tailored investment approach that includes fundamental and technical analysis, option strategies, and manager due diligence, with continuous account monitoring and periodic rebalancing.

James Hawker is a CFA® charterholder with four years of industry experience. He is currently with Drive Wealth Advisers and has prior experience at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Zions Bank, and Wells Fargo Securities, LLC. He also serves as Chief Investment Officer of Crabb Financial LLC, the parent company of Drive Wealth Advisers, providing advisory support to its clients. Drive Wealth Advisers serves individual and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and family office services, employing a range of investment strategies tailored to client objectives.

Adam Jones is a financial advisor at Drive Wealth Advisers with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc., OSAIC, and Keeler Thomas Inc. Outside of advising, he serves as an independent insurance agent providing insurance recommendations and is involved with Crabb Financial LLC, offering fiduciary and investment advisory services for 401(k) plans and managed accounts. Drive Wealth Advisers serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, pension consulting, and family office services. The firm employs a tailored investment approach incorporating fundamental and technical analysis, option strategies, and manager due diligence, with ongoing account monitoring and periodic rebalancing.

Grant Rowan is a Series 65 licensed financial advisor with Drive Wealth Advisers, bringing nine years of industry experience. He has worked at Drive Wealth Advisers since 2019 and previously at Crewe Capital Advisors, LLC from 2016 to 2019. Rowan is also the CEO and a partner at Porch Financial, an insurance software company. Drive Wealth Advisers serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering portfolio management, financial planning, and family office services. The firm employs a tailored investment approach that includes fundamental and technical analysis, option strategies, and manager due diligence.