Dynamic

Sundip Rai is a financial advisor with Dynamic in San Diego, CA, holding a Series 66 designation and nine years of industry experience. His career includes roles at Edward Jones, Laurel Wealth Advisors, and San Diego County Credit Union. He is also a licensed insurance agent and offers various insurance products as a supplementary part of his practice. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, pension plans, and other advisers. The firm provides portfolio management, financial planning, and advisory services with a focus on long-term, client-specific investment strategies and supports other advisers through technology and operational resources.

Brock Bowden is a financial advisor at Dynamic with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Yellowstone Partners and Crown Capital Securities. In addition to his advisory role, he is an Independent Insurance Agent selling insurance and annuity products. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, and pension plans. The firm emphasizes a long-term, client-specific portfolio construction process and provides a range of services such as discretionary portfolio management and practice-support for other advisers.

Rodney Smith is a Series 65 licensed financial advisor with 11 years of industry experience. He has worked at Dynamic Wealth Advisors since 2023 and previously spent eight years at Your Source Financial, P.L.C. Mr. Smith is the co-founder and president of Helping Hands for Freedom, a nonprofit supporting military children, and he also provides lectures on leadership, mindset development, and charitable giving through his consulting company, Rocket Consulting Services, LLC. Dynamic serves a broad range of clients, including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan services, and support for other advisers. The firm emphasizes a long-term, client-specific investment approach and provides technology, compliance, and trading support to independent registered investment advisers.

Stefan Wolf is a Series 65-licensed financial advisor with five years of industry experience, currently practicing at Dynamic. He has previously worked at Ashton Thomas Private Wealth and was self-employed prior to that. Outside of financial advising, Stefan owns and operates two vitamin companies, Nutrix Vitamins and Electrolyte/Cloud 9 Vitamins, LLC. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory support, emphasizing a client-specific, long-term investment approach and providing integrated technology and operational support for other advisers.

Celeste Wall is a financial advisor at Dynamic with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with Dynamic Wealth Advisors since 2015. Outside her advisory role, Ms. Wall is also an independent insurance agent specializing in life insurance and annuity products. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, and other registered investment advisers. The firm employs a long-term, client-specific portfolio construction process and offers a range of services such as discretionary portfolio management, financial planning, and sub-advisory support, with a particular emphasis on supporting other advisers through technology and operational resources.

Justin Hardesty is a financial advisor with Dynamic in Canton, OH, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Yellowstone Partners for six years before joining Dynamic Wealth Advisors, where he has been since 2018. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, and other registered investment advisers. The firm emphasizes a long-term, client-specific investment approach and provides a range of portfolio management, financial planning, and advisory services, with a particular focus on supporting other advisers through technology, research, and sub-advisory solutions.

Desiree Longoria is a Series 65-licensed financial advisor with six years of industry experience, currently serving at Dynamic since 2020. Prior to this, she worked as an independent insurance agent and spent seven years at Ruben Hinojosa Elementary School. Outside of her advisory role, she is involved in her family’s cattle ranching business, El Perdido Ranch. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, and advisory services. The firm emphasizes customized, long-term portfolio strategies and provides extensive support to other advisers through technology, research, and sub-advisory services.

David Wu is a financial advisor at Dynamic with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including 20/20 Capital Management and Ameritas. Outside of advisory work, he is a licensed insurance agent specializing in disability, life insurance, long-term care, and annuity sales. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm provides portfolio management, financial planning, retirement plan services, and sub-advisory support, with a focus on long-term, client-specific investment strategies and significant emphasis on supporting other advisers through technology and operational resources.

Cameron Juhnke is a financial advisor at Dynamic with nine years of industry experience. His prior roles include positions at Creative Planning, Inc., Waddell & Reed, Inc., HD Vest Investment Services, and K.L. Johnson and Associates. He holds Series 63 and Series 65 licenses and is based in Prairie Village, KS. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan services, and support for other advisers. The firm emphasizes a long-term, client-specific investment approach and provides technology, compliance, and operational support to unaffiliated registered investment advisers.

Heather Jackson is a financial advisor at Dynamic with a Series 65 credential and seven years of industry experience. She previously worked at United Retirement Advisor Group and has experience outside finance from her time at Saddle Creek Coffee Company. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, and practice-support services, with a focus on customized, long-term investment strategies and significant support for other advisers through technology and outsourced services.

Matthew Desmond is a CFA® charterholder based in Traverse City, MI, with 13 years of industry experience. He has worked at Dynamic since 2019 and previously spent six years at Financial & Investment Management Group Ltd. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides a range of services including portfolio management, financial planning, retirement plan services, and sub-advisory support.

Ryan Olds is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Dynamic since 2020. His prior roles include positions at Commonwealth Financial Network and Securities America Advisors. He is also involved in fixed insurance sales. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, and advisory services. The firm emphasizes a long-term, client-specific investment approach and provides extensive support to other advisers through technology, research, and operational services.

Brian Bucell is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has been with Dynamic since 2018 and previously worked at Steel Peak Wealth Management, LLC. Outside of his advisory role, he is co-owner of Aculis Inc., a company focused on using artificial intelligence to streamline administrative tasks for advisors and support staff. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and practice-support solutions, with an emphasis on supporting other advisers through technology platforms, sub-advisory services, and research offerings.

Marina Hernandez is a CFP® with 11 years of industry experience, currently affiliated with Dynamic. She previously worked at White Lighthouse Investment Management and has operated her own tax firm, MHTAX, since 2009. In addition to her advisory role, Ms. Hernandez provides continuing education on international tax practice and planning, and runs a nonprofit educational website focused on U.S. expats and immigrants. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm employs a long-term, client-specific investment approach and offers portfolio management, financial planning, retirement plan services, and sub-advisory support.

Mark Weil is a CFP® and Series 65-licensed advisor with nine years of industry experience. He is currently with Dynamic and has previously worked at Strategic Wealth Partners. Weil owns seats on the Chicago Mercantile Exchange, which he rents out. Dynamic serves a broad range of clients including individuals, trusts, estates, charitable organizations, pension plans, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers services such as portfolio management, financial planning, and sub-advisory support.