Exos Wealth Strategies, LLC

Kaylin Campbell is a financial advisor at Exos Wealth Strategies, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Aaron Keys & Associates, Inc. and Wealth Design Group. Outside of her advisory role, she owns and operates M&A Risk Management, LLC, an insurance agency specializing in life, health, and property and casualty insurance. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and exchange-traded funds, conducts ongoing portfolio reviews, and offers private fund investments to qualified clients.

Steven Castro is a financial advisor with Exos Wealth Strategies, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Centric Advisors, LLC, Capital Markets IQ, and Concert Wealth Management, Inc. In addition to advisory work, he is an independent insurance agent involved in annuity and insurance sales. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, conducts due diligence on private placements, and can operate in ERISA Section 3(21) or 3(38) capacities.

Job Louimeus is a ChFC® credentialed financial advisor with eight years of industry experience, currently serving at Exos Wealth Strategies, LLC since 2020. Prior to joining Exos, he worked at Centric Advisors, LLC and JML Consulting. In addition to his advisory role, Louimeus owns a mortgage brokerage business where he assists clients with home loan and refinance needs. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, performs due diligence on private placements, and offers participant-directed and trustee-directed plan services.

Clay Kazmierski is a financial advisor at Exos Wealth Strategies, LLC with 20 years of industry experience. He holds the Series 66 designation and previously worked at Pangea Wealth Management for 15 years before joining Exos in 2023. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, conducts due diligence on private placements, and can operate in ERISA Section 3(21) or 3(38) fiduciary capacities.