Maridea Wealth Management

Bryan Hinmon is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at Motley Fool Asset Management, LLC and Motley Fool Wealth Management, LLC from 2016 to 2025 before joining Maridea Wealth Management LLC in 2025. He is dually registered with Maridea Wealth Management and Hoot Wealth LLC, firms under common control. Maridea Wealth Management provides discretionary investment management, financial planning, and business-oriented services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm operates as a fiduciary, focusing on personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory.

Christopher Mc Neil is an Investment Advisor Representative at Maridea Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at firms including VitalStone Financial, Private Client Services, and MML Investors Services. Outside of his advisory role, he is a part-time physician with Greater San Antonio Emergency Physicians. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and business-oriented services such as outsourced CFO support. The firm emphasizes personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory, typically employing diversified mutual funds and ETFs while allowing other investment types as appropriate.

Misty Marlowe is a financial advisor at Maridea Wealth Management with nine years of industry experience. She holds a Series 65 credential and previously worked at Hartshorne Group, LLC for eight years before joining Maridea Wealth Management. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, retirement plan advisory, and business-oriented services including outsourced CFO support. The firm operates as a fiduciary and emphasizes personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory.

Sean Sun is a financial advisor at Maridea Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked with Huckleberry Capital Management since 2017. Outside of advisory roles, he serves as a consultant for AnyGo Biosciences LLC, a provider of biopharmaceutical reagents and test kits. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and financial planning. The firm emphasizes personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory, implementing diversified mutual funds and ETFs while allowing individual securities and alternative investments when appropriate.

Alden Rowe is a financial advisor at Maridea Wealth Management with eight years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Outside of financial advising, he owns several e-commerce and online retail businesses as well as a publishing company. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and business-oriented services including outsourced CFO support. The firm operates as a fiduciary, employing a personalized, long-term investment approach using fundamental analysis and modern portfolio theory.

Kenneth Bauso is a CFP® and CFA® with six years of industry experience. He is currently with Maridea Wealth Management and also serves as an Investment Advisor Representative for Huckleberry Capital Management. His prior experience includes a seven-year tenure at Elementum Management LLC. Maridea Wealth Management provides discretionary investment management, financial planning, retirement plan advisory, and business-oriented services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm operates as a fiduciary and emphasizes long-term portfolio construction using fundamental analysis and modern portfolio theory, often implementing diversified mutual funds and ETFs alongside individual securities and alternative investments when appropriate.

John Chichester Jr. is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He is currently with Maridea Wealth Management and has previously worked at firms including LPL Financial, Cetera, Trustbank Wealth Management, and First Allied Securities. He also serves as an adjunct professor at Northern Arizona University and owns a CPA practice focused on tax preparation and accounting. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, financial planning, and business-oriented services. The firm operates as a fiduciary, emphasizing personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory, and offers integrated tax and business services through affiliated entities.

Kenneth Marriott is an investment adviser representative with Maridea Wealth Management and holds a Series 66 designation. He has seven years of experience in the financial industry and has worked with firms including VitalStone Financial, Private Client Services, and MML Investors Services. Outside of his advisory role, Mr. Marriott serves as an emergency physician and associate professor at UT Health San Antonio and is involved with a startup developing a medical app to improve pregnancy outcomes, where he serves on the board and advises on medical algorithms. Maridea Wealth Management provides discretionary investment management, financial planning, and business-oriented services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm operates as a fiduciary, emphasizing long-term portfolio construction using fundamental analysis and modern portfolio theory, with continuous account monitoring and formal annual reviews.

Joseph Robertson is an investment advisor representative with Maridea Wealth Management in Shavano Park, TX, holding Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at Morgan Stanley and E*TRADE Securities. Outside of his advisory work, he has a diverse background that includes teaching positions and various roles in the service industry. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, financial planning, and business-oriented services such as outsourced CFO support. The firm operates as a fiduciary, focusing on personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory.

Jason Odette is a CFP® professional with 29 years of experience in financial advisory roles. He currently serves as an Investment Advisor Representative at Maridea Wealth Management and is also registered with Private Client Services, LLC. In addition to his advisory work, Mr. Odette is a licensed insurance agent involved with Maridea Insurance Company, LLC. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and business-oriented services, including outsourced CFO support. The firm operates as a fiduciary and employs a long-term, personalized approach to portfolio construction, utilizing diversified mutual funds, ETFs, and other investment vehicles as appropriate.

Jared Chase is a financial advisor at Maridea Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Motley Fool Wealth Management, Fidelity Brokerage Services, and other firms. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and business-oriented services including outsourced CFO support. The firm operates as a fiduciary, focusing on long-term portfolio construction using fundamental analysis and modern portfolio theory, and offers coordinated tax and advisory services through an affiliated entity.

James Jedrziewski is an investment advisor representative with Maridea Wealth Management and holds a Series 66 designation. He has 17 years of industry experience, including roles at MassMutual Life Insurance Company and MML Investors Services. In addition to his advisory work, he is a licensed insurance agent with Maridea Insurance Company, where he spends part of his time on insurance sales and implementation. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and business-oriented services. The firm operates as a fiduciary, emphasizes long-term portfolio construction using fundamental analysis and modern portfolio theory, and offers outsourced CFO services and coordination with affiliated tax and insurance entities.

Nicholas Crow is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Maridea Wealth Management. His prior experience includes roles at Motley Fool Wealth Management and Motley Fool Investment Management. He is dually registered with Maridea Wealth Management and Hoot Wealth LLC during a transitional period. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, retirement plan advisory, and business services. The firm operates as a fiduciary and employs a personalized, long-term portfolio construction approach using fundamental analysis and modern portfolio theory, with ongoing monitoring and oversight of independent managers.

Shanna Reed is a financial advisor at Maridea Wealth Management with 14 years of industry experience. She holds a Series 66 designation and previously worked for Cambridge Investment Research for 10 years. Reed also owns BY HFS, a business providing financial coaching, tax, divorce, estate planning, and business legal services. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and business-oriented services including outsourced CFO support. The firm emphasizes personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory, with ongoing account monitoring and formal annual reviews.

Dawson Gonwick is a CFP® professional with Series 63 registration, currently advising at Maridea Wealth Management in Portland, OR. He has six years of experience in the financial industry, including roles at LPL Financial, The Vanguard Group, and other advisory firms. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, financial planning, and business-oriented services including outsourced CFO offerings. The firm operates as a fiduciary and employs a personalized, long-term portfolio construction approach using fundamental analysis and modern portfolio theory.